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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$119 Billion 2.9% of portfolio
232,376
Q1 2025 Added 24.83%
$0
$106 Billion 2.57% of portfolio
1,153,811
Q1 2025 Added 309.43%
$0
$88.4 Billion 2.14% of portfolio
157,968
Q1 2025 Reduced 9.76%
$0
$56.3 Billion 1.37% of portfolio
120,047
Q1 2025 Reduced 9.8%
$0
$47.7 Billion 1.16% of portfolio
84,824
Q1 2025 Reduced 9.16%
$0
$43 Billion 1.04% of portfolio
248,959
Q1 2025 Added 5.67%
$0
$41.4 Billion 1.01% of portfolio
448,103
Q1 2025 Added 17.43%
$0
$37.8 Billion 0.92% of portfolio
415,399
Q1 2025 Reduced 3.05%
$0
$37.4 Billion 0.91% of portfolio
417,074
Q1 2025 Added 12.77%
$0
$36.5 Billion 0.89% of portfolio
742,056
Q1 2025 Added 5.18%
$0
$35.8 Billion 0.87% of portfolio
130,164
Q1 2025 Reduced 8.89%
$0
$32 Billion 0.78% of portfolio
86,230
Q1 2025 Added 10.44%
$0
$31.5 Billion 0.76% of portfolio
574,602
Q1 2025 Added 1.34%
$0
$30.4 Billion 0.74% of portfolio
146,989
Q1 2025 Added 18.87%
$0
$28.9 Billion 0.7% of portfolio
361,769
Q1 2025 Added 35.21%
$105B
$27.4 Billion 0.66% of portfolio
95,104
Q1 2025 Added 19.12%
$0
$23.2 Billion 0.56% of portfolio
234,147
Q1 2025 Reduced 71.12%
$0
$22.5 Billion 0.55% of portfolio
274,919
Q1 2025 Added 8.23%
$0
$22.1 Billion 0.54% of portfolio
378,527
Q1 2025 Reduced 7.55%
$0
$21.6 Billion 0.53% of portfolio
148,215
Q1 2025 Added 27.22%
$0
$20.8 Billion 0.51% of portfolio
259,379
Q1 2025 Added 9.3%
$0
$19.9 Billion 0.48% of portfolio
64,466
Q1 2025 Added 52.81%
$0
$19.2 Billion 0.47% of portfolio
538,457
Q1 2025 Added 35.27%
$0
$18.5 Billion 0.45% of portfolio
143,797
Q1 2025 Added 8.01%
$0
$17.4 Billion 0.42% of portfolio
385,188
Q1 2025 Added 13.24%
$0
$16.3 Billion 0.4% of portfolio
324,650
Q1 2025 Reduced 0.25%
$0
$16 Billion 0.39% of portfolio
321,877
Q1 2025 Added 11.34%
$0
$15.1 Billion 0.37% of portfolio
278,985
Q1 2025 Reduced 9.73%
$0
$15.3 Billion 0.37% of portfolio
36,439
Q1 2025 Reduced 11.8%
$0
$14.8 Billion 0.36% of portfolio
159,856
Q1 2025 Reduced 47.91%
$0
$14.4 Billion 0.35% of portfolio
484,278
Q1 2025 Added 17.11%
$0
$14.6 Billion 0.35% of portfolio
362,011
Q1 2025 Added 19.76%
$0
$14.4 Billion 0.35% of portfolio
74,407
Q1 2025 Added 4.77%
$0
$13.2 Billion 0.32% of portfolio
126,092
Q1 2025 Reduced 16.53%
$0
$12.7 Billion 0.31% of portfolio
216,451
Q1 2025 Added 8.63%
$0
$12.9 Billion 0.31% of portfolio
101,842
Q1 2025 Added 8.02%
$0
$12.9 Billion 0.31% of portfolio
157,572
Q1 2025 Added 79.39%
$0
$12.4 Billion 0.3% of portfolio
71,574
Q1 2025 Reduced 3.94%
$0
$12.5 Billion 0.3% of portfolio
446,381
Q1 2025 Added 138.41%
$0
$12.3 Billion 0.3% of portfolio
157,588
Q1 2025 Added 23.76%
$0
$12.4 Billion 0.3% of portfolio
47,922
Q1 2025 Added 12.34%
$0
$11.8 Billion 0.29% of portfolio
127,349
Q1 2025 Added 1,461.99%
$0
$12 Billion 0.29% of portfolio
60,360
Q1 2025 Added 4.5%
$0
$12.2 Billion 0.29% of portfolio
239,669
Q1 2025 Added 76.95%
$0
$11.9 Billion 0.29% of portfolio
145,543
Q1 2025 Added 35.34%
$0
$11.5 Billion 0.28% of portfolio
124,306
Q1 2025 Added 5.99%
$0
$11.4 Billion 0.28% of portfolio
516,337
Q1 2025 Added 37.77%
$0
$11.5 Billion 0.28% of portfolio
21,230
Q1 2025 Added 100.45%
$0
$11.1 Billion 0.27% of portfolio
109,993
Q1 2025 Added 173.97%

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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