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
$38.3B
$262 Million 0.01% of portfolio
10,472
Q2 2025 Reduced 22.07%
$31.2B
$701 Million 0.01% of portfolio
6,648
Q2 2025 Reduced 19.05%
$24.6B
$472 Million 0.01% of portfolio
8,194
Q2 2025 Added 10.82%
$54.7B
$765 Million 0.01% of portfolio
2,023
Q2 2025 Reduced 52.06%
$15.6B
$398 Million 0.01% of portfolio
2,218
Q2 2025 Added 6.12%
$12.9B
$318 Million 0.01% of portfolio
1,604
Q2 2025 Added 8.38%
$89.1B
$423 Million 0.01% of portfolio
7,787
Q2 2025 Reduced 21.16%
$40.2B
$574 Million 0.01% of portfolio
2,226
Q2 2025 Added 2.72%
$101B
$260 Million 0.01% of portfolio
4,453
Q2 2025 Added 3.63%
$0
$534 Million 0.01% of portfolio
42,220
Q2 2025 Added 9.61%
$0
$379 Million 0.01% of portfolio
26,595
Q2 2025 Added 12.48%
$11.9B
$278 Million 0.01% of portfolio
20,254
Q2 2025 Added 35.32%
$39.8B
$741 Million 0.01% of portfolio
2,232
Q2 2025 Added 132.02%
$11.4B
$388 Million 0.01% of portfolio
4,410
Q2 2025 Reduced 12.98%
$16.3B
$318 Million 0.01% of portfolio
2,895
Q2 2025 Added 62.0%
$118B
$591 Million 0.01% of portfolio
12,226
Q2 2025 Added 26.04%
$5.86B
$290 Million 0.01% of portfolio
2,578
Q2 2025 Added 42.12%
$40.5B
$543 Million 0.01% of portfolio
3,764
Q2 2025 Added 30.06%
$11.7B
$519 Million 0.01% of portfolio
5,779
Q2 2025 Added 3.2%
$4.08B
$447 Million 0.01% of portfolio
3,177
Q2 2025 Reduced 19.04%
$0
$265 Million 0.01% of portfolio
11,138
Q2 2025 New
$8.51B
$324 Million 0.01% of portfolio
5,127
Q2 2025 Reduced 20.73%
$5.53B
$367 Million 0.01% of portfolio
3,566
Q2 2025 Added 32.03%
$9.97B
$490 Million 0.01% of portfolio
56,429
Q2 2025 Reduced 56.94%
$36.2B
$277 Million 0.01% of portfolio
10,650
Q2 2025 Added 32.02%
$1.73B
$409 Million 0.01% of portfolio
5,919
Q2 2025 Reduced 5.17%
$0
$558 Million 0.01% of portfolio
22,004
Q2 2025 New
$14.8B
$540 Million 0.01% of portfolio
3,280
Q2 2025 Reduced 61.4%
$6.53B
$389 Million 0.01% of portfolio
10,714
Q2 2025 Reduced 1.61%
$2B
$499 Million 0.01% of portfolio
5,471
Q2 2025 Added 5.5%
$2.71B
$285 Million 0.01% of portfolio
7,325
Q2 2025 New
$806M
$515 Million 0.01% of portfolio
60,783
Q2 2025 Added 0.03%
$25.8B
$335 Million 0.01% of portfolio
3,811
Q2 2025 Reduced 62.67%
$42.4B
$351 Million 0.01% of portfolio
18,000
Q2 2025 Reduced 0.9%
$20B
$744 Million 0.01% of portfolio
10,333
Q2 2025 Reduced 1.66%
$0
$408 Million 0.01% of portfolio
20,791
Q2 2025 New
$12.9B
$384 Million 0.01% of portfolio
8,673
Q2 2025 Reduced 61.97%
$173B
$483 Million 0.01% of portfolio
7,871
Q2 2025 Added 18.84%
$2.63B
$590 Million 0.01% of portfolio
17,250
Q1 2025 New
$268B
$312 Million 0.01% of portfolio
1,811
Q2 2025 Reduced 0.49%
$130B
$343 Million 0.01% of portfolio
10,134
Q2 2025 Added 10.77%
$26.4B
$623 Million 0.01% of portfolio
1,331
Q2 2025 Added 142.44%
$5.88B
$659 Million 0.01% of portfolio
6,268
Q2 2025 Added 0.42%
$840M
$496 Million 0.01% of portfolio
29,527
Q2 2025 Added 1.77%
$34.8B
$371 Million 0.01% of portfolio
4,654
Q2 2025 Reduced 57.51%
$65B
$402 Million 0.01% of portfolio
534
Q2 2025 Added 6.16%
$30.3B
$423 Million 0.01% of portfolio
1,463
Q2 2025 Added 4.57%
$3.82B
$431 Million 0.01% of portfolio
9,618
Q2 2025 Added 5.52%
$87.3B
$402 Million 0.01% of portfolio
2,076
Q2 2025 New

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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