Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

Concurrent Investment Advisors, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.39 Trillion distributed in 1092 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $114B, Vanguard Index Fds S&P 500 ETF with a value of $108B, Spdr S&P 500 ETF Trust with a value of $97.6B, Microsoft Corp with a value of $77.4B, and Nvidia Corp with a value of $69.3B.

Examining the 13F form we can see an increase of $344B in the current position value, from $3.04T to 3.39T.

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 $3.39 Trillion
Technology: $426 Billion
Financial Services: $219 Billion
Consumer Cyclical: $164 Billion
Healthcare: $149 Billion
Industrials: $147 Billion
Consumer Defensive: $125 Billion
Communication Services: $103 Billion
Energy: $87.5 Billion
Other: $165 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.83 Billion 0.11% of portfolio
36,777
Q3 2024 Added 217.34%
$0
$3.6 Billion 0.11% of portfolio
45,898
Q3 2024 Added 1.21%
$0
$3.58 Billion 0.11% of portfolio
32,561
Q3 2024 Reduced 3.66%
$0
$3.3 Billion 0.1% of portfolio
156,646
Q3 2024 Added 107.65%
$0
$3.53 Billion 0.1% of portfolio
57,688
Q3 2024 Added 8.33%
$0
$3.48 Billion 0.1% of portfolio
60,504
Q3 2024 Added 150.0%
$0
$3.32 Billion 0.1% of portfolio
72,326
Q3 2024 Added 729.05%
$0
$3.41 Billion 0.1% of portfolio
70,779
Q3 2024 Added 146.2%
$0
$3.17 Billion 0.09% of portfolio
109,438
Q3 2024 New
$0
$3.2 Billion 0.09% of portfolio
177,186
Q3 2024 Added 8.58%
$0
$3.08 Billion 0.09% of portfolio
72,033
Q3 2024 Reduced 23.77%
$0
$3.15 Billion 0.09% of portfolio
66,234
Q3 2024 Added 20.61%
$0
$2.93 Billion 0.09% of portfolio
38,971
Q3 2024 Added 60.26%
$0
$3.12 Billion 0.09% of portfolio
9,165
Q3 2024 Reduced 5.77%
$0
$2.69 Billion 0.08% of portfolio
19,398
Q3 2024 Added 6.29%
$0
$2.84 Billion 0.08% of portfolio
79,562
Q3 2024 Reduced 49.34%
$0
$2.61 Billion 0.08% of portfolio
89,745
Q3 2024 Added 64.05%
$0
$2.75 Billion 0.08% of portfolio
80,833
Q3 2024 Added 624.12%
$0
$2.8 Billion 0.08% of portfolio
22,879
Q3 2024 Added 40.53%
$0
$2.47 Billion 0.07% of portfolio
54,191
Q3 2024 Added 409.84%
$0
$2.45 Billion 0.07% of portfolio
47,882
Q3 2024 Added 4.45%
$0
$2.45 Billion 0.07% of portfolio
45,037
Q3 2024 Added 63.07%
$0
$2.35 Billion 0.07% of portfolio
67,268
Q3 2024 Reduced 43.24%
$0
$2.23 Billion 0.07% of portfolio
33,092
Q3 2024 Added 3.71%
$0
$2.31 Billion 0.07% of portfolio
27,747
Q3 2024 Reduced 4.15%
$0
$2.47 Billion 0.07% of portfolio
65,665
Q3 2024 Added 15.69%
$0
$2.28 Billion 0.07% of portfolio
18,177
Q3 2024 Added 8.2%
$0
$2.43 Billion 0.07% of portfolio
73,172
Q3 2024 Added 12.34%
$0
$2.36 Billion 0.07% of portfolio
21,701
Q3 2024 Reduced 0.16%
$0
$2.44 Billion 0.07% of portfolio
46,376
Q3 2024 Added 0.43%
$0
$2.49 Billion 0.07% of portfolio
5,890
Q3 2024 Reduced 0.25%
$0
$2.3 Billion 0.07% of portfolio
23,677
Q3 2024 Added 24.13%
$0
$2.38 Billion 0.07% of portfolio
12,463
Q3 2024 Reduced 15.99%
$0
$2.26 Billion 0.07% of portfolio
30,061
Q3 2024 Added 0.66%
$0
$2.39 Billion 0.07% of portfolio
13,105
Q3 2024 Added 0.27%
$0
$2.35 Billion 0.07% of portfolio
11,361
Q3 2024 Added 90.81%
$0
$2.23 Billion 0.07% of portfolio
47,158
Q3 2024 Added 0.66%
$0
$2.21 Billion 0.07% of portfolio
8,504
Q3 2024 Reduced 5.52%
$0
$2.5 Billion 0.07% of portfolio
19,500
Q3 2024 Added 6.69%
$0
$2.11 Billion 0.06% of portfolio
41,563
Q3 2024 Added 135.1%
$0
$2.15 Billion 0.06% of portfolio
111,950
Q3 2024 Reduced 10.26%
$0
$1.99 Billion 0.06% of portfolio
26,689
Q3 2024 Reduced 32.46%
$0
$2.06 Billion 0.06% of portfolio
49,652
Q3 2024 Added 1.99%
$0
$1.86 Billion 0.06% of portfolio
14,504
Q3 2024 Added 2.17%
$0
$2.14 Billion 0.06% of portfolio
72,321
Q3 2024 Reduced 24.04%
$0
$1.87 Billion 0.06% of portfolio
29,822
Q3 2024 Added 3.03%
$0
$1.93 Billion 0.06% of portfolio
8,391
Q3 2024 Added 141.68%
$0
$2.09 Billion 0.06% of portfolio
5,565
Q3 2024 Reduced 44.01%
$0
$2.1 Billion 0.06% of portfolio
21,419
Q3 2024 Added 50.86%

Summary

  • Portfolio
  • No. of Stocks 1,092
  • Current Value $3.39 Trillion
  • Prior Value $3.04 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 122 stocks
  • Additional Purchases 551 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 285 stocks
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