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
$72.5B
$1.31 Billion 0.03% of portfolio
12,468
Q2 2025 Reduced 33.46%
$1.12B
$1.69 Billion 0.03% of portfolio
25,355
Q2 2025 Reduced 10.8%
$170B
$1.66 Billion 0.03% of portfolio
18,168
Q2 2025 Added 18.07%
$173B
$1.67 Billion 0.03% of portfolio
14,521
Q2 2025 Added 5.19%
$41B
$1.33 Billion 0.03% of portfolio
5,478
Q2 2025 New
$92.4B
$1.68 Billion 0.03% of portfolio
5,068
Q2 2025 Added 1.62%
-
$1.66 Billion 0.03% of portfolio
-
Q2 2025 Reduced 1.72%
$65.4B
$1.59 Billion 0.03% of portfolio
5,927
Q2 2025 Added 11.72%
$1.1B
$1.6 Billion 0.03% of portfolio
246,519
Q2 2025 Added 380.44%
$101B
$1.39 Billion 0.03% of portfolio
3,120
Q2 2025 Reduced 2.89%
$2.61B
$946 Million 0.02% of portfolio
43,575
Q2 2025 Reduced 17.26%
$8.58B
$1.13 Billion 0.02% of portfolio
107,581
Q2 2025 Added 38.0%
$48.9B
$896 Million 0.02% of portfolio
6,767
Q2 2025 Added 2.13%
$2.87B
$797 Million 0.02% of portfolio
30,476
Q2 2025 Added 1.67%
$60B
$869 Million 0.02% of portfolio
10,154
Q2 2025 Added 150.41%
$90.8B
$817 Million 0.02% of portfolio
3,699
Q2 2025 Added 7.97%
$33.8B
$955 Million 0.02% of portfolio
18,092
Q2 2025 Reduced 11.92%
$31.4B
$922 Million 0.02% of portfolio
5,325
Q2 2025 Reduced 41.51%
$23.3B
$982 Million 0.02% of portfolio
6,371
Q2 2025 Added 11.24%
$53.1B
$947 Million 0.02% of portfolio
3,060
Q2 2025 Added 8.86%
$11.3B
$1.09 Billion 0.02% of portfolio
5,463
Q2 2025 Added 0.29%
$82B
$1.04 Billion 0.02% of portfolio
280
Q2 2025 Added 17.65%
$13.7B
$925 Million 0.02% of portfolio
5,272
Q2 2025 Added 0.29%
$0
$858 Million 0.02% of portfolio
83,100
Q2 2025 Added 2.47%
$30.3B
$777 Million 0.02% of portfolio
11,445
Q2 2025 Added 23.41%
$104B
$1.02 Billion 0.02% of portfolio
34,156
Q2 2025 Added 5.11%
$26.6B
$1.07 Billion 0.02% of portfolio
9,661
Q2 2025 Reduced 2.86%
$15.5B
$998 Million 0.02% of portfolio
6,925
Q2 2025 Added 8.53%
$16.2B
$864 Million 0.02% of portfolio
9,006
Q2 2025 Reduced 0.31%
$6.81B
$1.04 Billion 0.02% of portfolio
32,580
Q1 2025 Added 3.35%
$11.8B
$826 Million 0.02% of portfolio
2,988
Q2 2025 Reduced 44.4%
$20.6B
$1 Billion 0.02% of portfolio
1,964
Q2 2025 Reduced 3.96%
$45.9B
$1.27 Billion 0.02% of portfolio
3,636
Q2 2025 Added 148.87%
$34.6B
$836 Million 0.02% of portfolio
8,335
Q2 2025 Added 4.04%
$4.39B
$1.12 Billion 0.02% of portfolio
22,967
Q2 2025 New
$98.4B
$1.12 Billion 0.02% of portfolio
16,193
Q2 2025 Added 20.65%
$16.2B
$1.1 Billion 0.02% of portfolio
2,447
Q2 2025 Added 2.73%
$25B
$936 Million 0.02% of portfolio
5,107
Q2 2025 Added 186.59%
$17.6B
$1.01 Billion 0.02% of portfolio
38,168
Q2 2025 Added 7.25%
$20.6B
$1.01 Billion 0.02% of portfolio
23,452
Q2 2025 Added 5.93%
$8.15B
$979 Million 0.02% of portfolio
13,110
Q2 2025 Added 19.85%
$18.3B
$918 Million 0.02% of portfolio
11,046
Q2 2025 Added 6.09%
$16.6B
$807 Million 0.02% of portfolio
11,705
Q2 2025 Reduced 5.13%
$12.6B
$825 Million 0.02% of portfolio
18,726
Q2 2025 Added 51.24%
$27.1B
$1.22 Billion 0.02% of portfolio
28,948
Q2 2025 Added 241.77%
-
$808 Million 0.02% of portfolio
-
Q2 2025 Reduced 40.26%
$29.6B
$881 Million 0.02% of portfolio
17,001
Q2 2025 Added 1.35%
$83.1B
$822 Million 0.02% of portfolio
16,707
Q2 2025 Added 31.28%
$62.3B
$799 Million 0.02% of portfolio
9,422
Q2 2025 Added 79.02%

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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