Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

Concurrent Investment Advisors, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.17 Trillion distributed in 1404 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $206B, Vanguard Index Fds S&P 500 ETF with a value of $146B, Apple Inc. with a value of $133B, Spdr S&P 500 ETF Trust with a value of $126B, and Nvidia Corp with a value of $113B.

Examining the 13F form we can see an increase of $1.05T in the current position value, from $4.12T to 5.17T.

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 $5.17 Trillion
Technology: $737 Billion
Financial Services: $363 Billion
Consumer Cyclical: $253 Billion
Industrials: $206 Billion
Communication Services: $182 Billion
Healthcare: $180 Billion
Consumer Defensive: $161 Billion
Energy: $109 Billion
Other: $179 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$206 Billion 3.97% of portfolio
413,243
Q2 2025 Added 86.71%
$3.69T
$133 Billion 2.57% of portfolio
664,788
Q2 2025 Added 4.98%
$456B
$113 Billion 2.18% of portfolio
713,017
Q2 2025 Added 7.15%
$2.26T
$96.1 Billion 1.86% of portfolio
438,004
Q2 2025 Added 6.62%
$1.78T
$43.9 Billion 0.85% of portfolio
59,508
Q2 2025 Added 8.6%
$621B
$40.5 Billion 0.78% of portfolio
83,335
Q2 2025 Added 12.36%
$1.21T
$39.9 Billion 0.77% of portfolio
226,683
Q2 2025 Added 8.14%
$859B
$38.8 Billion 0.75% of portfolio
133,686
Q2 2025 Added 17.4%
$281B
$38.6 Billion 0.75% of portfolio
394,784
Q2 2025 Added 7.76%
$127B
$38.3 Billion 0.74% of portfolio
138,815
Q2 2025 Reduced 10.01%
$551B
$27.3 Billion 0.53% of portfolio
76,781
Q2 2025 Added 9.84%
$405B
$25.4 Billion 0.49% of portfolio
69,235
Q2 2025 Added 15.34%
$367B
$25.4 Billion 0.49% of portfolio
186,280
Q2 2025 Added 23.05%
$1.24T
$24.9 Billion 0.48% of portfolio
140,320
Q2 2025 Added 6.14%
$442B
$24.2 Billion 0.47% of portfolio
224,315
Q2 2025 Added 10.44%
$545B
$23.7 Billion 0.46% of portfolio
17,705
Q2 2025 Added 25.16%
$684B
$22.8 Billion 0.44% of portfolio
104,166
Q2 2025 Reduced 9.16%
$1.08T
$21.1 Billion 0.41% of portfolio
67,018
Q2 2025 Added 19.29%
$368B
$20 Billion 0.39% of portfolio
125,408
Q2 2025 Added 4.5%
$351B
$18.9 Billion 0.37% of portfolio
101,908
Q2 2025 Added 8.68%
$439B
$19.1 Billion 0.37% of portfolio
19,292
Q2 2025 Added 28.31%
$452B
$18.7 Billion 0.36% of portfolio
122,127
Q2 2025 Added 8.63%
$302B
$17.4 Billion 0.34% of portfolio
121,789
Q2 2025 Added 8.56%
$381B
$16.6 Billion 0.32% of portfolio
349,871
Q2 2025 Added 28.35%
$423B
$16.8 Billion 0.32% of portfolio
23
Q1 2025 Added 15.0%
$306B
$15.9 Billion 0.31% of portfolio
224,276
Q2 2025 Added 8.36%
$293B
$14.9 Billion 0.29% of portfolio
214,491
Q2 2025 Added 8.3%
$210B
$14.6 Billion 0.28% of portfolio
49,636
Q2 2025 Reduced 1.93%
$548B
$13.5 Billion 0.26% of portfolio
23,939
Q2 2025 Added 6.31%
$202B
$12.7 Billion 0.25% of portfolio
96,495
Q2 2025 Reduced 3.39%
$124B
$11.7 Billion 0.23% of portfolio
37,913
Q2 2025 Added 3.38%
$2.72B
$11.7 Billion 0.23% of portfolio
170,901
Q2 2025 Reduced 0.33%
$222B
$11.8 Billion 0.23% of portfolio
40,488
Q2 2025 Added 1.76%
$203B
$11.6 Billion 0.22% of portfolio
401,469
Q2 2025 Added 28.0%
$182B
$10.8 Billion 0.21% of portfolio
250,246
Q2 2025 Added 12.36%
$141B
$10.3 Billion 0.2% of portfolio
149,021
Q2 2025 Added 23.58%
$229B
$10.1 Billion 0.2% of portfolio
69,419
Q2 2025 Added 3.12%
$232B
$10.6 Billion 0.2% of portfolio
64,633
Q2 2025 Added 10.88%
$182B
$10.5 Billion 0.2% of portfolio
112,576
Q2 2025 Added 16.67%
$229B
$9.57 Billion 0.19% of portfolio
70,394
Q2 2025 Added 15.95%
$306B
$9.9 Billion 0.19% of portfolio
39,210
Q2 2025 Reduced 4.46%
$254B
$9.57 Billion 0.19% of portfolio
13,526
Q2 2025 Added 12.97%
$169B
$9.67 Billion 0.19% of portfolio
17,787
Q2 2025 Added 35.26%
$152B
$9.58 Billion 0.19% of portfolio
43,170
Q2 2025 Added 2.95%
$52.5B
$9.06 Billion 0.18% of portfolio
44,266
Q2 2025 Added 20.69%
$261B
$9.11 Billion 0.18% of portfolio
50,012
Q2 2025 Added 1.06%
$150B
$9.03 Billion 0.17% of portfolio
30,212
Q2 2025 Reduced 21.23%
$218B
$8.94 Billion 0.17% of portfolio
23,037
Q2 2025 Added 5.68%
$207B
$9.02 Billion 0.17% of portfolio
72,707
Q2 2025 Added 4.28%

Summary

  • Portfolio
  • No. of Stocks 1,404
  • Current Value $5.17 Trillion
  • Prior Value $4.12 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 202 stocks
  • Additional Purchases 792 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 287 stocks
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