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
$20.9B
$1.56 Billion 0.04% of portfolio
101,423
Q1 2025 Added 24.49%
$1.91B
$1.61 Billion 0.04% of portfolio
52,735
Q1 2025 Added 0.8%
$57.6B
$1.49 Billion 0.04% of portfolio
11,456
Q1 2025 Added 136.4%
-
$1.62 Billion 0.04% of portfolio
-
Q1 2025 Added 14.33%
$26B
$1.6 Billion 0.04% of portfolio
10,700
Q1 2025 Added 26.78%
$44.5B
$1.53 Billion 0.04% of portfolio
10,764
Q1 2025 Reduced 0.68%
$77.4B
$1.78 Billion 0.04% of portfolio
7,486
Q1 2025 Added 11.9%
$3.55B
$1.6 Billion 0.04% of portfolio
5,554
Q1 2025 Added 24.39%
$83B
$1.53 Billion 0.04% of portfolio
3,282
Q1 2025 Added 289.79%
$48.4B
$1.82 Billion 0.04% of portfolio
9,587
Q1 2025 Added 18.97%
$165B
$1.67 Billion 0.04% of portfolio
5,892
Q1 2025 Reduced 3.03%
$38.2B
$1.62 Billion 0.04% of portfolio
14,516
Q1 2025 Added 8.61%
$35.7B
$1.54 Billion 0.04% of portfolio
26,584
Q1 2025 Added 17.09%
$28.1B
$1.7 Billion 0.04% of portfolio
31,514
Q1 2025 Added 43.56%
$54.8B
$1.6 Billion 0.04% of portfolio
7,781
Q1 2025 Added 89.69%
$23.3B
$1.8 Billion 0.04% of portfolio
25,231
Q1 2025 Reduced 10.18%
$104B
$1.64 Billion 0.04% of portfolio
4,987
Q1 2025 Added 29.13%
-
$1.68 Billion 0.04% of portfolio
-
Q1 2025 Added 121.94%
$131B
$1.56 Billion 0.04% of portfolio
3,213
Q1 2025 Added 55.07%
$45.8B
$1.15 Billion 0.03% of portfolio
17,527
Q1 2025 Added 35.05%
$26.2B
$1.33 Billion 0.03% of portfolio
9,104
Q1 2025 Added 57.37%
$8.19B
$1.14 Billion 0.03% of portfolio
56,905
Q1 2025 Added 25.69%
$202B
$1.13 Billion 0.03% of portfolio
245
Q1 2025 Added 76.26%
$147B
$1.34 Billion 0.03% of portfolio
13,245
Q1 2025 Added 36.04%
$84.2B
$1.1 Billion 0.03% of portfolio
32,496
Q1 2025 Added 21.11%
$31.2B
$1.24 Billion 0.03% of portfolio
9,945
Q1 2025 Added 8.11%
$37B
$1.16 Billion 0.03% of portfolio
8,407
Q1 2025 Reduced 4.24%
$57.7B
$1.25 Billion 0.03% of portfolio
5,400
Q1 2025 Added 23.91%
$99.6B
$1.44 Billion 0.03% of portfolio
5,428
Q1 2025 Reduced 26.9%
$44.5B
$1.31 Billion 0.03% of portfolio
20,741
Q1 2025 Added 262.29%
$23.5B
$1.13 Billion 0.03% of portfolio
7,095
Q1 2025 Reduced 2.57%
$17.4B
$1.09 Billion 0.03% of portfolio
2,382
Q1 2025 Added 1.06%
$0
$1.38 Billion 0.03% of portfolio
109,074
Q1 2025 Added 56.37%
$21.5B
$1.24 Billion 0.03% of portfolio
35,588
Q1 2025 Added 90.78%
-
$1.23 Billion 0.03% of portfolio
-
Q1 2025 Added 35.71%
$71.7B
$1.14 Billion 0.03% of portfolio
4,513
Q1 2025 Added 18.36%
$78.4B
$1.15 Billion 0.03% of portfolio
1,412
Q1 2025 Reduced 3.81%
-
$1.36 Billion 0.03% of portfolio
-
Q1 2025 Reduced 3.22%
$81.8B
$1.1 Billion 0.03% of portfolio
11,469
Q1 2025 Added 329.55%
$51.5B
$1.29 Billion 0.03% of portfolio
34,055
Q1 2025 Added 8.81%
$15.6B
$1.03 Billion 0.03% of portfolio
6,236
Q1 2025 Added 185.27%
$28.8B
$1.35 Billion 0.03% of portfolio
7,680
Q1 2025 Added 39.28%
$98.3B
$1.17 Billion 0.03% of portfolio
10,089
Q1 2025 Added 57.1%
$102B
$1.2 Billion 0.03% of portfolio
1,776
Q1 2025 Added 5.9%
$83.7B
$1.12 Billion 0.03% of portfolio
12,891
Q1 2025 Added 63.74%
$31.7B
$1.16 Billion 0.03% of portfolio
19,778
Q1 2025 Added 1.05%
$37.4B
$1.38 Billion 0.03% of portfolio
18,231
Q1 2025 Added 58.21%
$74.9B
$1.3 Billion 0.03% of portfolio
2,530
Q1 2025 Added 23.41%
$9.14B
$1.09 Billion 0.03% of portfolio
28,729
Q1 2025 Reduced 1.66%

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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