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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$146 Billion 2.81% of portfolio
256,362
Q2 2025 Added 10.32%
$0
$126 Billion 2.43% of portfolio
203,550
Q2 2025 Added 28.86%
$0
$86.3 Billion 1.67% of portfolio
156,354
Q2 2025 Added 30.24%
$0
$55.2 Billion 1.07% of portfolio
88,909
Q2 2025 Added 4.82%
$0
$50.1 Billion 0.97% of portfolio
283,413
Q2 2025 Added 13.84%
$0
$46.2 Billion 0.89% of portfolio
523,846
Q2 2025 Added 26.11%
$0
$45.2 Billion 0.87% of portfolio
490,381
Q2 2025 Added 9.43%
$0
$44.8 Billion 0.87% of portfolio
147,406
Q2 2025 Added 13.25%
$0
$43.6 Billion 0.84% of portfolio
99,487
Q2 2025 Added 15.37%
$106B
$41 Billion 0.79% of portfolio
134,643
Q2 2025 Added 41.57%
$0
$40.2 Billion 0.78% of portfolio
441,872
Q2 2025 Added 5.95%
$0
$38.2 Billion 0.74% of portfolio
775,525
Q2 2025 Added 4.51%
$0
$36.8 Billion 0.71% of portfolio
145,348
Q2 2025 Reduced 1.12%
$0
$34.2 Billion 0.66% of portfolio
576,838
Q2 2025 Added 0.39%
$0
$34.2 Billion 0.66% of portfolio
310,985
Q2 2025 Added 94.54%
$0
$33.5 Billion 0.65% of portfolio
400,763
Q2 2025 Added 15.84%
$0
$31.7 Billion 0.61% of portfolio
378,303
Q2 2025 Added 4.57%
$0
$30.9 Billion 0.6% of portfolio
498,748
Q2 2025 Added 31.76%
$0
$27.9 Billion 0.54% of portfolio
280,968
Q2 2025 Added 20.0%
$0
$27.5 Billion 0.53% of portfolio
942,458
Q2 2025 Added 314.98%
$0
$27.1 Billion 0.52% of portfolio
284,256
Q2 2025 Added 9.59%
$0
$25.1 Billion 0.49% of portfolio
636,005
Q2 2025 Added 18.12%
$0
$25.5 Billion 0.49% of portfolio
284,971
Q2 2025 Added 80.85%
$0
$25.4 Billion 0.49% of portfolio
69,251
Q2 2025 Added 7.42%
$0
$24.4 Billion 0.47% of portfolio
294,731
Q2 2025 Added 7.21%
$0
$23.2 Billion 0.45% of portfolio
247,757
Q2 2025 Added 560.88%
$0
$22.1 Billion 0.43% of portfolio
62,968
Q2 2025 Added 6,079.39%
$0
$22 Billion 0.42% of portfolio
443,983
Q2 2025 Added 15.26%
$0
$20.7 Billion 0.4% of portfolio
155,159
Q2 2025 Added 7.9%
$0
$19.8 Billion 0.38% of portfolio
114,122
Q2 2025 Added 325.32%
$0
$18.9 Billion 0.37% of portfolio
423,722
Q2 2025 Added 102.59%
$0
$18.6 Billion 0.36% of portfolio
310,423
Q2 2025 Added 11.27%
$0
$18.3 Billion 0.35% of portfolio
199,878
Q2 2025 Reduced 82.68%
$0
$17.2 Billion 0.33% of portfolio
274,842
Q2 2025 Added 26.98%
$0
$17.3 Billion 0.33% of portfolio
208,636
Q2 2025 Added 905.57%
$0
$16.9 Billion 0.33% of portfolio
125,071
Q2 2025 Reduced 15.62%
$0
$17.1 Billion 0.33% of portfolio
290,893
Q2 2025 Added 4,733.72%
$0
$16.9 Billion 0.33% of portfolio
25,504
Q2 2025 Added 20.13%
$0
$16.4 Billion 0.32% of portfolio
37,327
Q2 2025 Added 2.44%
$0
$16.2 Billion 0.31% of portfolio
398,740
Q2 2025 Added 39.82%
$0
$16 Billion 0.31% of portfolio
399,379
Q2 2025 Added 10.32%
$0
$15.8 Billion 0.31% of portfolio
277,686
Q2 2025 Added 28.84%
$0
$15.3 Billion 0.3% of portfolio
102,024
Q2 2025 Added 0.18%
$0
$15.6 Billion 0.3% of portfolio
55,852
Q2 2025 Added 16.55%
$0
$15.7 Billion 0.3% of portfolio
311,914
Q2 2025 Reduced 3.92%
$0
$15.2 Billion 0.29% of portfolio
135,238
Q2 2025 Added 6.19%
$0
$14.9 Billion 0.29% of portfolio
81,721
Q2 2025 Added 14.18%
$0
$14.6 Billion 0.28% of portfolio
133,545
Q2 2025 Added 5.91%
$0
$14.4 Billion 0.28% of portfolio
150,703
Q2 2025 Added 203.59%

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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