Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

Concurrent Investment Advisors, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.12 Trillion distributed in 1236 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $137B, Vanguard Index Fds S&P 500 ETF with a value of $119B, Spdr Bloomberg 1 3 Month T Bil with a value of $106B, Spdr S&P 500 ETF Trust with a value of $88.4B, and Microsoft Corp with a value of $83.1B.

Examining the 13F form we can see an increase of $407B in the current position value, from $3.71T to 4.12T.

Concurrent Investment Advisors, LLC is based out at Tampa, FL

Below you can find more details about Concurrent Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.12 Trillion
Technology: $504 Billion
Financial Services: $309 Billion
Consumer Cyclical: $206 Billion
Healthcare: $171 Billion
Industrials: $170 Billion
Consumer Defensive: $153 Billion
Communication Services: $138 Billion
Energy: $112 Billion
Other: $157 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$137 Billion 3.33% of portfolio
633,243
Q1 2025 Added 24.52%
$0
$119 Billion 2.9% of portfolio
232,376
Q1 2025 Added 24.83%
$0
$106 Billion 2.57% of portfolio
1,153,811
Q1 2025 Added 309.43%
$0
$88.4 Billion 2.14% of portfolio
157,968
Q1 2025 Reduced 9.76%
$2.95T
$83.1 Billion 2.02% of portfolio
221,329
Q1 2025 Added 18.07%
$1.88T
$78.2 Billion 1.9% of portfolio
410,809
Q1 2025 Added 42.41%
$271B
$72.1 Billion 1.75% of portfolio
665,424
Q1 2025 Added 10.25%
$0
$56.3 Billion 1.37% of portfolio
120,047
Q1 2025 Reduced 9.8%
$0
$47.7 Billion 1.16% of portfolio
84,824
Q1 2025 Reduced 9.16%
$0
$43 Billion 1.04% of portfolio
248,959
Q1 2025 Added 5.67%
$0
$41.4 Billion 1.01% of portfolio
448,103
Q1 2025 Added 17.43%
$694B
$39.5 Billion 0.96% of portfolio
74,171
Q1 2025 Added 24.07%
$0
$37.8 Billion 0.92% of portfolio
415,399
Q1 2025 Reduced 3.05%
$0
$37.4 Billion 0.91% of portfolio
417,074
Q1 2025 Added 12.77%
$0
$36.5 Billion 0.89% of portfolio
742,056
Q1 2025 Added 5.18%
$0
$35.8 Billion 0.87% of portfolio
130,164
Q1 2025 Reduced 8.89%
$0
$32 Billion 0.78% of portfolio
86,230
Q1 2025 Added 10.44%
$264B
$32.2 Billion 0.78% of portfolio
366,361
Q1 2025 Added 8.75%
$1.25T
$31.6 Billion 0.77% of portfolio
54,798
Q1 2025 Added 16.67%
$0
$31.5 Billion 0.76% of portfolio
574,602
Q1 2025 Added 1.34%
$0
$30.4 Billion 0.74% of portfolio
146,989
Q1 2025 Added 18.87%
$0
$28.9 Billion 0.7% of portfolio
361,769
Q1 2025 Added 35.21%
$718B
$27.9 Billion 0.68% of portfolio
113,870
Q1 2025 Added 8.85%
$105B
$27.4 Billion 0.66% of portfolio
95,104
Q1 2025 Added 19.12%
$0
$26.2 Billion 0.64% of portfolio
345,968
Q1 2025 Reduced 18.35%
$78B
$25.8 Billion 0.63% of portfolio
154,261
Q1 2025 Added 6.9%
$440B
$24.2 Billion 0.59% of portfolio
203,114
Q1 2025 Added 19.52%
$565B
$24.5 Billion 0.59% of portfolio
69,902
Q1 2025 Added 9.15%
$0
$23.2 Billion 0.56% of portfolio
234,147
Q1 2025 Reduced 71.12%
$854B
$22.9 Billion 0.55% of portfolio
27,675
Q1 2025 Added 13.33%
$0
$22.5 Billion 0.55% of portfolio
274,919
Q1 2025 Added 8.23%
$0
$22.1 Billion 0.54% of portfolio
378,527
Q1 2025 Reduced 7.55%
$369B
$22 Billion 0.53% of portfolio
60,025
Q1 2025 Added 14.86%
$0
$21.6 Billion 0.53% of portfolio
148,215
Q1 2025 Added 27.22%
$0
$20.8 Billion 0.51% of portfolio
259,379
Q1 2025 Added 9.3%
$979B
$20.7 Billion 0.5% of portfolio
132,204
Q1 2025 Added 23.54%
$385B
$20.5 Billion 0.5% of portfolio
120,002
Q1 2025 Added 26.39%
Pgim ETF Tr
-
$20.3 Billion 0.49% of portfolio
-
Q1 2025 New
$345B
$19.6 Billion 0.48% of portfolio
93,773
Q1 2025 Added 26.53%
$0
$19.9 Billion 0.48% of portfolio
64,466
Q1 2025 Added 52.81%
$0
$19.2 Billion 0.47% of portfolio
538,457
Q1 2025 Added 35.27%
$266B
$18.8 Billion 0.46% of portfolio
112,189
Q1 2025 Added 33.6%
$480B
$18.4 Billion 0.45% of portfolio
23
Q1 2025 Added 15.0%
$409B
$18.6 Billion 0.45% of portfolio
112,427
Q1 2025 Added 20.21%
$0
$18.5 Billion 0.45% of portfolio
143,797
Q1 2025 Added 8.01%
$0
$17.4 Billion 0.42% of portfolio
385,188
Q1 2025 Added 13.24%
$0
$16.3 Billion 0.4% of portfolio
324,650
Q1 2025 Reduced 0.25%
$379B
$16 Billion 0.39% of portfolio
114,673
Q1 2025 Added 14.57%
$0
$16 Billion 0.39% of portfolio
321,877
Q1 2025 Added 11.34%

Summary

  • Portfolio
  • No. of Stocks 1,236
  • Current Value $4.12 Trillion
  • Prior Value $3.71 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 214 stocks
  • Additional Purchases 683 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 261 stocks
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