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
$116B
$856 Million 0.02% of portfolio
2,235
Q2 2025 Added 4.34%
$27.2B
$806 Million 0.02% of portfolio
4,857
Q2 2025 Reduced 3.0%
$32B
$909 Million 0.02% of portfolio
44,447
Q2 2025 Reduced 56.18%
$74.3B
$784 Million 0.02% of portfolio
2,943
Q2 2025 Added 1.48%
$53.4B
$799 Million 0.02% of portfolio
1,489
Q2 2025 Added 8.69%
$15B
$981 Million 0.02% of portfolio
10,277
Q2 2025 New
$2.24B
$926 Million 0.02% of portfolio
21,479
Q2 2025 Reduced 0.45%
$5.75B
$813 Million 0.02% of portfolio
14,668
Q2 2025 Added 135.21%
$74.1B
$937 Million 0.02% of portfolio
8,868
Q2 2025 Added 27.23%
$13.9B
$873 Million 0.02% of portfolio
41,523
Q2 2025 Added 2.38%
$125B
$853 Million 0.02% of portfolio
6,414
Q2 2025 Reduced 36.43%
$5.05B
$991 Million 0.02% of portfolio
16,776
Q2 2025 Added 12.44%
$26.6B
$920 Million 0.02% of portfolio
461
Q2 2025 Added 17.01%
$88.6B
$1.21 Billion 0.02% of portfolio
2,426
Q2 2025 Reduced 4.11%
$267B
$1.29 Billion 0.02% of portfolio
10,663
Q2 2025 Added 84.0%
$37.1B
$779 Million 0.02% of portfolio
4,854
Q2 2025 Reduced 20.28%
$9.95B
$1.13 Billion 0.02% of portfolio
30,853
Q2 2025 Added 7.39%
$6.75B
$1.03 Billion 0.02% of portfolio
11,431
Q2 2025 Added 2,085.66%
$0
$1.09 Billion 0.02% of portfolio
80,892
Q2 2025 Added 12.27%
$81.6B
$1.23 Billion 0.02% of portfolio
6,578
Q2 2025 Reduced 4.04%
$41.3B
$1.22 Billion 0.02% of portfolio
14,460
Q2 2025 Reduced 1.35%
$532M
$1 Billion 0.02% of portfolio
52,340
Q2 2025 New
$60B
$852 Million 0.02% of portfolio
1,622
Q2 2025 Added 136.44%
$301B
$1.17 Billion 0.02% of portfolio
3,845
Q2 2025 Added 18.64%
$70.8B
$873 Million 0.02% of portfolio
3,901
Q2 2025 Added 64.18%
$7.73B
$905 Million 0.02% of portfolio
9,836
Q2 2025 Added 2.22%
$18.8B
$852 Million 0.02% of portfolio
26,254
Q2 2025 Added 20.19%
$9.58B
$919 Million 0.02% of portfolio
3,983
Q2 2025 Added 5.73%
$12.2B
$777 Million 0.02% of portfolio
7,484
Q2 2025 Added 2.21%
$65.1B
$867 Million 0.02% of portfolio
1,691
Q2 2025 Added 13.11%
$20.9B
$888 Million 0.02% of portfolio
5,048
Q2 2025 Added 4.64%
$69B
$1.14 Billion 0.02% of portfolio
748
Q2 2025 Added 15.61%
$0
$1.12 Billion 0.02% of portfolio
35,443
Q2 2025 Added 1.95%
$2.32B
$817 Million 0.02% of portfolio
30,232
Q2 2025 New
$60.4B
$910 Million 0.02% of portfolio
6,766
Q2 2025 Reduced 4.45%
$41.8B
$805 Million 0.02% of portfolio
2,583
Q2 2025 Reduced 12.91%
$32.7B
$920 Million 0.02% of portfolio
7,168
Q2 2025 Added 32.03%
$13.2B
$1.02 Billion 0.02% of portfolio
2,321
Q2 2025 Reduced 3.01%
$2.1B
$1.11 Billion 0.02% of portfolio
96,916
Q2 2025 Added 255.79%
$9.76B
$972 Million 0.02% of portfolio
12,471
Q2 2025 New
$8.27B
$1.29 Billion 0.02% of portfolio
10,393
Q2 2025 Added 2.03%
$14.2B
$1.05 Billion 0.02% of portfolio
16,891
Q2 2025 Added 0.23%
$40.1B
$854 Million 0.02% of portfolio
12,536
Q2 2025 Reduced 1.84%
$42.5B
$1.19 Billion 0.02% of portfolio
8,011
Q2 2025 Added 11.92%
-
$581 Million 0.01% of portfolio
-
Q2 2025 Reduced 3.25%
$3.92B
$311 Million 0.01% of portfolio
14,419
Q2 2025 Reduced 3.1%
$10.8B
$283 Million 0.01% of portfolio
950
Q1 2025 New
$529M
$319 Million 0.01% of portfolio
14,932
Q2 2025 Added 7.5%
$0
$353 Million 0.01% of portfolio
29,124
Q2 2025 Added 3.14%

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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