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
$14.4 Billion 0.28% of portfolio
284,624
Q2 2025 Added 18.76%
$0
$14.6 Billion 0.28% of portfolio
279,511
Q2 2025 Reduced 13.16%
$0
$14.1 Billion 0.27% of portfolio
140,007
Q2 2025 Added 27.29%
$0
$14.1 Billion 0.27% of portfolio
271,623
Q2 2025 Added 569.1%
$0
$14.2 Billion 0.27% of portfolio
51,010
Q2 2025 Reduced 1.65%
$0
$13.2 Billion 0.26% of portfolio
61,159
Q2 2025 Added 1.32%
$0
$13.5 Billion 0.26% of portfolio
171,877
Q2 2025 Added 9.07%
$0
$12.9 Billion 0.25% of portfolio
70,334
Q2 2025 Added 10.14%
$0
$12.3 Billion 0.24% of portfolio
215,107
Q2 2025 New
$0
$12.3 Billion 0.24% of portfolio
222,503
Q2 2025 Added 9.56%
$0
$12.4 Billion 0.24% of portfolio
466,646
Q2 2025 Added 4.54%
$0
$11.8 Billion 0.23% of portfolio
304,201
Q2 2025 Added 94.68%
$0
$12.1 Billion 0.23% of portfolio
127,763
Q2 2025 Added 2.78%
$0
$11.8 Billion 0.23% of portfolio
146,137
Q2 2025 Added 0.41%
$0
$11.2 Billion 0.22% of portfolio
458,386
Q2 2025 Reduced 11.22%
$0
$10.8 Billion 0.21% of portfolio
55,158
Q2 2025 Added 2.72%
$0
$10.6 Billion 0.2% of portfolio
44,605
Q2 2025 Added 26.95%
$0
$9.68 Billion 0.19% of portfolio
221,229
Q2 2025 Added 3.77%
$0
$9.6 Billion 0.19% of portfolio
42,251
Q2 2025 Added 89.15%
$0
$9.89 Billion 0.19% of portfolio
50,710
Q2 2025 Added 1.32%
$0
$9.31 Billion 0.18% of portfolio
283,153
Q2 2025 Reduced 7.08%
$0
$9.26 Billion 0.18% of portfolio
42,603
Q2 2025 Added 2.8%
$0
$9.26 Billion 0.18% of portfolio
242,807
Q2 2025 Reduced 2.68%
$0
$9.48 Billion 0.18% of portfolio
181,031
Q2 2025 Reduced 8.62%
$0
$9.19 Billion 0.18% of portfolio
124,802
Q2 2025 Added 102.37%
$0
$8.61 Billion 0.17% of portfolio
382,594
Q2 2025 Added 6.23%
$0
$8.59 Billion 0.17% of portfolio
151,033
Q2 2025 Added 33.84%
$0
$8.41 Billion 0.16% of portfolio
264,554
Q2 2025 Reduced 45.37%
$0
$8.44 Billion 0.16% of portfolio
83,926
Q2 2025 Added 153.93%
$0
$7.97 Billion 0.15% of portfolio
113,347
Q2 2025 Added 693.75%
$0
$7.9 Billion 0.15% of portfolio
99,235
Q2 2025 Reduced 0.96%
$0
$7.94 Billion 0.15% of portfolio
158,394
Q2 2025 Added 0.29%
$0
$7.88 Billion 0.15% of portfolio
83,985
Q2 2025 Added 48.47%
$0
$7.5 Billion 0.15% of portfolio
151,522
Q2 2025 Added 16.0%
$0
$7.35 Billion 0.14% of portfolio
80,679
Q2 2025 Added 9.08%
$0
$7.34 Billion 0.14% of portfolio
99,150
Q2 2025 Reduced 10.53%
$0
$7.32 Billion 0.14% of portfolio
140,585
Q2 2025 Added 77.98%
$0
$7.2 Billion 0.14% of portfolio
48,814
Q2 2025 Reduced 6.83%
$0
$7.04 Billion 0.14% of portfolio
69,508
Q2 2025 Added 13.43%
$0
$7.36 Billion 0.14% of portfolio
163,416
Q2 2025 Reduced 19.65%
$0
$6.82 Billion 0.13% of portfolio
70,057
Q2 2025 New
$0
$6.97 Billion 0.13% of portfolio
339,010
Q2 2025 Added 12.73%
$0
$6.76 Billion 0.13% of portfolio
50,809
Q2 2025 Added 10.22%
$0
$6.56 Billion 0.13% of portfolio
222,496
Q2 2025 Added 3.28%
$0
$6.77 Billion 0.13% of portfolio
133,377
Q2 2025 Added 96.32%
$0
$6.91 Billion 0.13% of portfolio
95,030
Q2 2025 Added 44.79%
$0
$6.7 Billion 0.13% of portfolio
52,094
Q2 2025 Added 18.83%
$0
$6.34 Billion 0.12% of portfolio
116,495
Q2 2025 Added 2.33%
$58.3B
$6 Billion 0.12% of portfolio
96,166
Q2 2025 Added 91.22%

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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