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
$39.1B
$2.21 Billion 0.04% of portfolio
32,162
Q2 2025 Added 3.24%
$79.5B
$2.23 Billion 0.04% of portfolio
12,961
Q2 2025 Added 1.5%
$46.1B
$1.97 Billion 0.04% of portfolio
220,087
Q2 2025 Added 6.32%
$63.9B
$2.08 Billion 0.04% of portfolio
48,088
Q2 2025 Added 41.21%
$30.8B
$1.92 Billion 0.04% of portfolio
11,713
Q2 2025 Added 9.47%
$86.5B
$2.21 Billion 0.04% of portfolio
8,079
Q2 2025 Added 7.92%
$171B
$2.21 Billion 0.04% of portfolio
17,968
Q2 2025 Added 39.38%
$0
$1.94 Billion 0.04% of portfolio
34,572
Q2 2025 Reduced 2.01%
$51.3B
$2 Billion 0.04% of portfolio
6,813
Q2 2025 Added 61.52%
$36.8B
$2.22 Billion 0.04% of portfolio
14,473
Q2 2025 Added 90.31%
$28.7B
$1.84 Billion 0.04% of portfolio
32,632
Q2 2025 Added 3.55%
$89.3B
$1.9 Billion 0.04% of portfolio
6,063
Q2 2025 Reduced 22.08%
$26.4B
$1.92 Billion 0.04% of portfolio
25,370
Q2 2025 Added 0.55%
$0
$2.11 Billion 0.04% of portfolio
69,980
Q2 2025 New
$25.2B
$2.25 Billion 0.04% of portfolio
9,365
Q2 2025 Added 5.24%
$188B
$1.85 Billion 0.04% of portfolio
4,570
Q2 2025 Added 19.57%
$167B
$1.63 Billion 0.03% of portfolio
4,646
Q2 2025 Added 31.54%
$47B
$1.34 Billion 0.03% of portfolio
34,832
Q2 2025 Added 405.03%
$147B
$1.62 Billion 0.03% of portfolio
15,084
Q2 2025 Added 13.88%
$39.9B
$1.49 Billion 0.03% of portfolio
8,890
Q2 2025 Added 5.75%
$59B
$1.46 Billion 0.03% of portfolio
5,992
Q2 2025 Added 10.96%
$104B
$1.36 Billion 0.03% of portfolio
4,198
Q2 2025 Added 14.01%
$68.3B
$1.76 Billion 0.03% of portfolio
53,873
Q2 2025 Added 1.31%
$57.9B
$1.66 Billion 0.03% of portfolio
16,460
Q2 2025 Added 12.93%
$50B
$1.67 Billion 0.03% of portfolio
29,580
Q2 2025 Reduced 16.77%
$0
$1.43 Billion 0.03% of portfolio
116,886
Q2 2025 Added 7.16%
-
$1.48 Billion 0.03% of portfolio
-
Q2 2025 Added 11.83%
$77.7B
$1.34 Billion 0.03% of portfolio
4,960
Q2 2025 Added 9.9%
$69.2B
$1.4 Billion 0.03% of portfolio
11,691
Q2 2025 Added 1.69%
$71.8B
$1.73 Billion 0.03% of portfolio
2,179
Q2 2025 Added 54.32%
$0
$1.6 Billion 0.03% of portfolio
107,885
Q2 2025 Added 306.19%
$63.8B
$1.39 Billion 0.03% of portfolio
13,157
Q2 2025 Added 14.72%
$20.2B
$1.74 Billion 0.03% of portfolio
14,328
Q2 2025 Added 2.5%
$2.26B
$1.6 Billion 0.03% of portfolio
52,735
Q1 2025 Added 0.8%
$76.5B
$1.49 Billion 0.03% of portfolio
8,013
Q2 2025 Reduced 30.05%
-
$1.73 Billion 0.03% of portfolio
-
Q2 2025 Added 0.58%
$34.8B
$1.46 Billion 0.03% of portfolio
9,248
Q2 2025 Added 20.42%
$43.2B
$1.59 Billion 0.03% of portfolio
12,355
Q2 2025 Added 14.78%
$137B
$1.71 Billion 0.03% of portfolio
1,910
Q2 2025 Added 27.25%
$57.4B
$1.55 Billion 0.03% of portfolio
20,048
Q2 2025 Added 96.86%
$102B
$1.46 Billion 0.03% of portfolio
1,987
Q2 2025 Added 11.88%
$118B
$1.36 Billion 0.03% of portfolio
519
Q2 2025 Added 15.08%
$34.1B
$1.32 Billion 0.03% of portfolio
21,084
Q2 2025 Added 6.6%
$93.9B
$1.71 Billion 0.03% of portfolio
3,419
Q2 2025 Added 4.17%
$145B
$1.68 Billion 0.03% of portfolio
6,285
Q2 2025 Added 6.67%
$39.8B
$1.44 Billion 0.03% of portfolio
13,447
Q2 2025 Reduced 7.36%
$37.3B
$1.33 Billion 0.03% of portfolio
23,073
Q2 2025 Reduced 13.21%
$5.08B
$1.39 Billion 0.03% of portfolio
122,768
Q2 2025 Added 2.59%
$98.4B
$1.56 Billion 0.03% of portfolio
16,698
Q2 2025 Reduced 17.18%

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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