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
$5.72 Billion 0.11% of portfolio
126,165
Q2 2025 Added 17.09%
$0
$5.88 Billion 0.11% of portfolio
49,408
Q2 2025 Added 342.05%
$0
$5.93 Billion 0.11% of portfolio
72,642
Q2 2025 Reduced 12.19%
$0
$5.46 Billion 0.11% of portfolio
318,686
Q2 2025 Reduced 0.12%
$0
$5.73 Billion 0.11% of portfolio
20,132
Q2 2025 Added 6.12%
$0
$5.71 Billion 0.11% of portfolio
66,046
Q2 2025 Added 14.35%
$0
$5.22 Billion 0.1% of portfolio
208,376
Q2 2025 Added 856.34%
$0
$5.03 Billion 0.1% of portfolio
69,127
Q2 2025 Added 0.75%
$0
$5.13 Billion 0.1% of portfolio
186,626
Q2 2025 Added 11.2%
$0
$5.09 Billion 0.1% of portfolio
26,997
Q2 2025 Added 37.23%
$0
$5.05 Billion 0.1% of portfolio
99,622
Q2 2025 Added 13.76%
$0
$5.11 Billion 0.1% of portfolio
51,347
Q2 2025 Added 18.46%
$0
$5.25 Billion 0.1% of portfolio
31,906
Q2 2025 Added 7.55%
$0
$5.11 Billion 0.1% of portfolio
14,104
Q2 2025 Reduced 2.29%
$0
$5.06 Billion 0.1% of portfolio
39,765
Q2 2025 Reduced 0.13%
$0
$4.92 Billion 0.1% of portfolio
59,867
Q2 2025 Reduced 12.88%
$0
$4.5 Billion 0.09% of portfolio
127,681
Q2 2025 Added 39.42%
$0
$4.4 Billion 0.09% of portfolio
95,253
Q2 2025 Added 14.28%
$0
$4.77 Billion 0.09% of portfolio
15,663
Q2 2025 Added 22.5%
$0
$4.66 Billion 0.09% of portfolio
98,963
Q2 2025 Reduced 8.12%
$0
$4.72 Billion 0.09% of portfolio
142,948
Q2 2025 Added 2.88%
$0
$4.9 Billion 0.09% of portfolio
57,720
Q2 2025 Reduced 5.33%
$0
$4.87 Billion 0.09% of portfolio
63,006
Q2 2025 Added 19.3%
$0
$4.76 Billion 0.09% of portfolio
97,027
Q2 2025 Added 24.73%
$0
$3.91 Billion 0.08% of portfolio
219,732
Q2 2025 Reduced 47.98%
$0
$3.98 Billion 0.08% of portfolio
88,315
Q2 2025 Reduced 12.69%
$0
$3.94 Billion 0.08% of portfolio
235,747
Q2 2025 Reduced 3.01%
$0
$4.14 Billion 0.08% of portfolio
71,733
Q2 2025 Added 154.46%
$0
$4.31 Billion 0.08% of portfolio
17,914
Q2 2025 Added 94.4%
$0
$3.95 Billion 0.08% of portfolio
39,692
Q2 2025 Reduced 28.36%
$0
$3.95 Billion 0.08% of portfolio
37,825
Q2 2025 Added 16.5%
$0
$4.23 Billion 0.08% of portfolio
21,768
Q2 2025 Added 64.93%
$0
$4.01 Billion 0.08% of portfolio
73,713
Q2 2025 Added 73.54%
$0
$3.9 Billion 0.08% of portfolio
29,747
Q2 2025 Added 0.7%
$0
$4.34 Billion 0.08% of portfolio
17,468
Q2 2025 Reduced 8.86%
$0
$3.41 Billion 0.07% of portfolio
92,317
Q2 2025 Added 130.67%
$0
$3.76 Billion 0.07% of portfolio
99,074
Q2 2025 Reduced 10.81%
$0
$3.76 Billion 0.07% of portfolio
34,308
Q2 2025 Added 2.04%
$0
$3.46 Billion 0.07% of portfolio
31,135
Q2 2025 Reduced 2.16%
$0
$3.37 Billion 0.07% of portfolio
48,494
Q2 2025 Added 10.27%
$0
$3.43 Billion 0.07% of portfolio
17,809
Q2 2025 Added 8.81%
$0
$3.35 Billion 0.06% of portfolio
135,707
Q2 2025 Reduced 0.2%
$0
$2.93 Billion 0.06% of portfolio
38,742
Q2 2025 Added 66.94%
$0
$3.29 Billion 0.06% of portfolio
78,695
Q2 2025 Reduced 63.76%
$0
$3.01 Billion 0.06% of portfolio
61,331
Q2 2025 Added 10.59%
$0
$3.27 Billion 0.06% of portfolio
73,109
Q2 2025 Reduced 5.67%
$0
$3.19 Billion 0.06% of portfolio
81,800
Q2 2025 Reduced 2.38%
$0
$3.26 Billion 0.06% of portfolio
155,923
Q2 2025 Added 34.27%
$0
$3.26 Billion 0.06% of portfolio
80,030
Q2 2025 New

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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