Concurrent Investment Advisors, LLC Portfolio Holdings
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
Concurrent Investment Advisors, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.04 Trillion distributed in 988 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $102B, Vanguard Index Fds S&P 500 ETF with a value of $91.4B, Spdr S&P 500 ETF Trust with a value of $88.8B, Microsoft Corp with a value of $77.7B, and Nvidia Corp with a value of $64.3B.
Examining the 13F form we can see an increase of $563B in the current position value, from $2.48T to 3.04T.
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.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 988
- Current Value $3.04 Trillion
- Prior Value $2.48 Trillion
- Filing
- Period Q2 2024
- Filing Date July 30, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 154 stocks
- Additional Purchases 567 stocks
- Sold out of 0 stocks
- Reduced holdings in 167 stocks