Portfolio (Quarterly)
Guide ↗
Concurrent Investment Advisors, LLC
· CIK 0002001015| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | ISRG CALL | INTUITIVE SURGICAL INC | Healthcare | 200 | $113K | 0.00% | SOLD |
| 142 | SNAP | SNAP INC | Communication Services | 13,403 | $108K | 0.00% | SOLD |
| 143 | CHGG | CHEGG INC | Consumer Defensive | 112,367 | $105K | 0.00% | SOLD |
| 144 | FSLR CALL | FIRST SOLAR INC | Energy | 400 | $104K | 0.00% | SOLD |
| 145 | — CALL | BERKSHIRE HATHAWAY INC DEL | — | 200 | $101K | 0.00% | SOLD |
| 146 | — | BITFARMS LTD | — | 42,087 | $99K | 0.00% | SOLD |
| 147 | PATH CALL | UIPATH INC | Technology | 6,000 | $98K | 0.00% | SOLD |
| 148 | REAX | THE REAL BROKERAGE INC | Real Estate | 26,205 | $96K | 0.00% | SOLD |
| 149 | CIEN PUT | CIENA CORP | Technology | 400 | $94K | 0.00% | SOLD |
| 150 | RDDT CALL | REDDIT INC | Communication Services | 400 | $92K | 0.00% | SOLD |
| 151 | XLE CALL | SELECT SECTOR SPDR TR | — | 2,000 | $89K | 0.00% | SOLD |
| 152 | GS CALL | GOLDMAN SACHS GROUP INC | Financial Services | 100 | $88K | 0.00% | SOLD |
| 153 | MDB CALL | MONGODB INC | Technology | 200 | $84K | 0.00% | SOLD |
| 154 | CXH | MFS INVT GRADE MUN TR | Financial Services | 10,251 | $81K | 0.00% | SOLD |
| 155 | TDOC | TELADOC HEALTH INC | Healthcare | 10,929 | $77K | 0.00% | SOLD |
| 156 | AA | ALCOA CORP | Basic Materials | 1,421 | $75K | 0.00% | SOLD |
| 157 | LMND CALL | LEMONADE INC | Financial Services | 1,000 | $71K | 0.00% | SOLD |
| 158 | — | INOVIO PHARMACEUTICALS INC | — | 36,011 | $63K | 0.00% | SOLD |
| 159 | NIO | NIO INC | Consumer Cyclical | 10,885 | $56K | 0.00% | SOLD |
| 160 | ICCM | ICECURE MEDICAL LTD CAESAREA | Healthcare | 78,285 | $48K | 0.00% | SOLD |
Sector Allocation
Technology
33.8%
Financial Services
19.1%
Industrials
10.1%
Consumer Cyclical
8.3%
Healthcare
8.0%
Communication Services
7.7%
Consumer Defensive
4.4%
Energy
3.3%
Utilities
2.6%
Basic Materials
1.4%