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
$31.3B
$300 Million 0.01% of portfolio
7,300
Q2 2025 Reduced 4.33%
$12.1B
$493 Million 0.01% of portfolio
23,254
Q2 2025 Added 8.64%
-
$274 Million 0.01% of portfolio
-
Q2 2025 Reduced 4.28%
-
$293 Million 0.01% of portfolio
-
Q2 2024 Added 25.35%
-
$263 Million 0.01% of portfolio
-
Q2 2025 Added 5.19%
$25B
$358 Million 0.01% of portfolio
8,884
Q2 2025 Added 9.37%
-
$622 Million 0.01% of portfolio
-
Q2 2025 Added 33.64%
$0
$591 Million 0.01% of portfolio
28,493
Q2 2025 Reduced 0.81%
$45.6B
$512 Million 0.01% of portfolio
2,451
Q2 2025 Added 6.38%
$23.7B
$390 Million 0.01% of portfolio
4,874
Q2 2025 Added 1.99%
$22.7B
$303 Million 0.01% of portfolio
1,682
Q2 2025 Reduced 60.5%
$50.7B
$613 Million 0.01% of portfolio
590
Q2 2025 Added 54.86%
$0
$437 Million 0.01% of portfolio
27,942
Q2 2025 Added 5.01%
$42.2B
$339 Million 0.01% of portfolio
2,673
Q2 2025 Added 41.73%
$10.2B
$488 Million 0.01% of portfolio
27,879
Q2 2025 Added 148.52%
$11.7B
$667 Million 0.01% of portfolio
3,700
Q2 2025 Reduced 0.51%
$46.1B
$312 Million 0.01% of portfolio
2,252
Q2 2025 Added 4.45%
$10.3B
$685 Million 0.01% of portfolio
13,732
Q2 2025 Added 3.79%
$532M
$462 Million 0.01% of portfolio
12,348
Q1 2025 New
$28.9B
$520 Million 0.01% of portfolio
21,260
Q2 2025 Added 95.15%
$274B
$290 Million 0.01% of portfolio
4,770
Q2 2025 New
$0
$464 Million 0.01% of portfolio
28,067
Q2 2025 Reduced 27.77%
$95.7B
$383 Million 0.01% of portfolio
17,491
Q2 2025 Added 25.01%
-
$719 Million 0.01% of portfolio
-
Q2 2025 Added 2.4%
-
$440 Million 0.01% of portfolio
-
Q2 2025 New
$0
$592 Million 0.01% of portfolio
12,599
Q2 2025 New
$16.4B
$768 Million 0.01% of portfolio
16,390
Q2 2025 New
$2.02B
$286 Million 0.01% of portfolio
10,445
Q2 2025 Added 21.58%
$0
$274 Million 0.01% of portfolio
29,212
Q2 2025 Added 18.21%
$0
$408 Million 0.01% of portfolio
107,484
Q2 2025 Reduced 3.3%
$9.37B
$406 Million 0.01% of portfolio
9,452
Q2 2025 Reduced 12.52%
$28.1B
$560 Million 0.01% of portfolio
5,457
Q2 2025 Reduced 8.04%
$28.8B
$400 Million 0.01% of portfolio
1,835
Q2 2025 Added 3.79%
$52.6B
$275 Million 0.01% of portfolio
8,428
Q2 2025 Added 66.36%
$8.31B
$304 Million 0.01% of portfolio
28,831
Q2 2025 New
$27B
$441 Million 0.01% of portfolio
5,545
Q2 2025 Reduced 6.68%
$10B
$527 Million 0.01% of portfolio
1,089
Q2 2025 Reduced 5.71%
$25B
$615 Million 0.01% of portfolio
25,667
Q2 2025 Added 100.6%
$32B
$417 Million 0.01% of portfolio
16,163
Q2 2025 Reduced 0.22%
$48.9B
$746 Million 0.01% of portfolio
10,403
Q2 2025 Reduced 11.24%
$8.11B
$313 Million 0.01% of portfolio
6,032
Q2 2025 Added 0.8%
$3.78B
$292 Million 0.01% of portfolio
3,570
Q2 2025 Reduced 0.34%
$19.4B
$331 Million 0.01% of portfolio
4,100
Q2 2025 New
$3.48B
$384 Million 0.01% of portfolio
8,762
Q2 2025 Added 0.57%
$35B
$681 Million 0.01% of portfolio
6,154
Q2 2025 Added 15.44%
$19.3B
$603 Million 0.01% of portfolio
1,051
Q2 2025 Reduced 3.49%
$0
$575 Million 0.01% of portfolio
84,404
Q1 2025 Added 23.62%
$7.18B
$626 Million 0.01% of portfolio
18,089
Q2 2025 Added 39.1%
$28B
$368 Million 0.01% of portfolio
982
Q2 2025 Added 1.76%

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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email