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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$7.19 Billion 0.17% of portfolio
21,799
Q1 2025 Reduced 15.33%
$166B
$6.88 Billion 0.17% of portfolio
69,725
Q1 2025 Added 9.02%
$36.7B
$7.07 Billion 0.17% of portfolio
71,249
Q1 2025 Added 36.42%
$100B
$6.93 Billion 0.17% of portfolio
75,353
Q1 2025 Added 14.63%
$160B
$7.03 Billion 0.17% of portfolio
96,491
Q1 2025 Added 45.57%
$156B
$6.69 Billion 0.16% of portfolio
21,480
Q1 2025 Added 10.71%
$113B
$6.52 Billion 0.16% of portfolio
62,102
Q1 2025 Added 5.17%
$187B
$6.54 Billion 0.16% of portfolio
11,973
Q1 2025 Added 16.78%
$142B
$6.6 Billion 0.16% of portfolio
31,155
Q1 2025 Added 41.18%
$182B
$6.51 Billion 0.16% of portfolio
13,150
Q1 2025 Added 8.28%
$125B
$6.42 Billion 0.16% of portfolio
14,367
Q1 2025 Added 16.84%
$10.9B
$6.36 Billion 0.15% of portfolio
25,664
Q1 2025 Added 0.8%
$55.9B
$6.26 Billion 0.15% of portfolio
36,678
Q1 2025 Added 50.31%
$95.8B
$6.15 Billion 0.15% of portfolio
26,544
Q1 2025 Added 31.11%
$199B
$5.81 Billion 0.14% of portfolio
21,600
Q1 2025 Added 5.23%
$93.4B
$5.87 Billion 0.14% of portfolio
41,994
Q1 2025 Added 60.85%
$42.1B
$5.57 Billion 0.14% of portfolio
26,606
Q1 2025 Added 37.19%
$97.4B
$5.86 Billion 0.14% of portfolio
59,768
Q1 2025 Added 14.86%
$50.9B
$5.93 Billion 0.14% of portfolio
144,105
Q1 2025 Added 8.92%
$270B
$5.89 Billion 0.14% of portfolio
82,050
Q1 2025 Added 82.15%
$11.9B
$5.53 Billion 0.13% of portfolio
140,666
Q1 2025 Added 0.45%
$94B
$5.53 Billion 0.13% of portfolio
45,333
Q1 2025 Added 6.85%
$0
$5.28 Billion 0.13% of portfolio
281,366
Q1 2025 Added 10.96%
$19.1B
$5.26 Billion 0.13% of portfolio
14,233
Q1 2025 Added 3.98%
$62.2B
$5.5 Billion 0.13% of portfolio
50,129
Q1 2025 Added 4.4%
$73.7B
$5.39 Billion 0.13% of portfolio
21,732
Q1 2025 Added 43.46%
-
$5.48 Billion 0.13% of portfolio
-
Q1 2025 Reduced 0.33%
$163B
$5.2 Billion 0.13% of portfolio
10,243
Q1 2025 Added 28.81%
$141B
$5.54 Billion 0.13% of portfolio
14,876
Q1 2025 Added 73.48%
$69.5B
$5.15 Billion 0.13% of portfolio
46,847
Q1 2025 Added 1.79%
$100B
$5.01 Billion 0.12% of portfolio
24,821
Q1 2025 Added 29.88%
$91.5B
$4.81 Billion 0.12% of portfolio
13,782
Q1 2025 Added 4.52%
$16.7B
$5.02 Billion 0.12% of portfolio
14,886
Q1 2025 Reduced 0.91%
$133B
$4.77 Billion 0.12% of portfolio
20,181
Q1 2025 Added 10.87%
$76.8B
$4.33 Billion 0.11% of portfolio
29,478
Q1 2025 Reduced 37.08%
$109B
$4.58 Billion 0.11% of portfolio
26,838
Q1 2025 Added 18.41%
$107B
$4.69 Billion 0.11% of portfolio
76,874
Q1 2025 Added 153.12%
$117B
$4.72 Billion 0.11% of portfolio
17,367
Q1 2025 Reduced 9.79%
$0
$4.33 Billion 0.11% of portfolio
205,343
Q1 2025 Added 6.46%
$65B
$4.68 Billion 0.11% of portfolio
137,056
Q1 2025 Added 2.55%
-
$4.55 Billion 0.11% of portfolio
-
Q1 2025 Added 40.37%
$196B
$4.52 Billion 0.11% of portfolio
38,775
Q1 2025 Added 126.52%
$137B
$4.56 Billion 0.11% of portfolio
180,112
Q1 2025 Added 19.45%
$68.7B
$4.27 Billion 0.1% of portfolio
38,409
Q1 2025 Added 8.4%
$60.1B
$4.3 Billion 0.1% of portfolio
14,592
Q1 2025 Reduced 8.24%
-
$4.23 Billion 0.1% of portfolio
-
Q1 2025 Reduced 0.65%
$119B
$3.99 Billion 0.1% of portfolio
13,219
Q1 2025 Reduced 20.84%
$41.4B
$3.92 Billion 0.1% of portfolio
12,521
Q1 2025 Added 5.74%
$74.7B
$4.29 Billion 0.1% of portfolio
15,752
Q1 2025 Added 1.76%

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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