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
EFV Msci Eafe Value ETF ETFs	$0	$3.15 Billion 0.06% of portfolio	49,623	Q2 2025 Added 69.34%
MBB Ishares Tr ETFs	$0	$2.89 Billion 0.06% of portfolio	30,785	Q2 2025 Added 57.14%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$2.95 Billion 0.06% of portfolio	96,260	Q2 2025 Added 18.92%
EEM Ishares Msci Emerging Markets ETFs	$0	$3.04 Billion 0.06% of portfolio	62,919	Q2 2025 Added 16.51%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$3 Billion 0.06% of portfolio	80,052	Q2 2025 Added 50.47%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$3.21 Billion 0.06% of portfolio	23,637	Q2 2025 Added 35.46%
DFAI Dimensional ETF Tr ETFs	$0	$2.5 Billion 0.05% of portfolio	72,249	Q2 2025 Added 277.28%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$2.81 Billion 0.05% of portfolio	61,365	Q2 2025 Added 37.86%
FTSL First Trust Senior Ln Fund ETFs	$0	$2.83 Billion 0.05% of portfolio	61,759	Q2 2025 Reduced 59.05%
FSIG First Tr ETF Iv LTD Duration I	$0	$2.45 Billion 0.05% of portfolio	128,114	Q2 2025 Added 6.17%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$2.8 Billion 0.05% of portfolio	63,748	Q2 2025 Added 1.13%
GTO Invesco Actively Managed ETF T ETFs	$0	$2.53 Billion 0.05% of portfolio	53,933	Q2 2025 Added 29.13%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$2.79 Billion 0.05% of portfolio	39,096	Q2 2025 Reduced 45.61%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$2.83 Billion 0.05% of portfolio	6,671	Q2 2025 Added 11.78%
DGRO Ishares Core Dividend Growth E ETFs	$0	$2.37 Billion 0.05% of portfolio	37,006	Q2 2025 Added 4.87%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$2.61 Billion 0.05% of portfolio	19,333	Q2 2025 Added 4.64%
SOXX Ishares Semiconductor ETF ETFs	$0	$2.52 Billion 0.05% of portfolio	10,551	Q2 2025 Reduced 0.03%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$2.84 Billion 0.05% of portfolio	71,454	Q2 2025 Reduced 12.52%
HYS Pimco ETF Tr 1 5 Yr High Yield ETFs	$0	$2.66 Billion 0.05% of portfolio	27,945	Q2 2025 Added 3.11%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$2.36 Billion 0.05% of portfolio	85,277	Q2 2025 Added 26.32%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.61 Billion 0.05% of portfolio	64,339	Q2 2025 Reduced 3.91%
VV Vanguard Large Cap ETF ETFs	$0	$2.43 Billion 0.05% of portfolio	8,532	Q2 2025 Added 20.87%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.71 Billion 0.05% of portfolio	34,124	Q2 2025 Reduced 1.13%
VTWG Vanguard Russell 2000 Growth E ETFs	$0	$2.49 Billion 0.05% of portfolio	11,939	Q2 2025 Added 7.49%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$2.79 Billion 0.05% of portfolio	60,231	Q2 2025 Added 19.89%
VDE Vanguard Energy ETF ETFs	$0	$2.74 Billion 0.05% of portfolio	22,974	Q2 2025 Added 2.87%
EPS Wisdomtree U.S. Largecap Fund ETFs	$0	$2.41 Billion 0.05% of portfolio	37,643	Q2 2025 Reduced 15.93%
DXJ Wisdomtree Trust Japan Hedged ETFs	$0	$2.54 Billion 0.05% of portfolio	22,253	Q2 2025 Added 78.0%
HEDJ Wisdomtree Europe Hedged Equit ETFs	$0	$2.67 Billion 0.05% of portfolio	55,461	Q2 2025 New
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$2.16 Billion 0.04% of portfolio	44,251	Q2 2025 Added 18.47%
BKLC Bny Mellon ETF Tr Us Large Cap ETFs	$0	$2 Billion 0.04% of portfolio	16,918	Q2 2025 Added 7.36%
CGGO Capital Group Global Growth Eq ETFs	$0	$2.29 Billion 0.04% of portfolio	71,495	Q2 2025 Added 65.6%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$2 Billion 0.04% of portfolio	31,416	Q2 2025 Added 91.78%
FDVV Fidelity High Dividend ETF ETFs	$0	$1.9 Billion 0.04% of portfolio	36,454	Q2 2025 Reduced 14.58%
FEMB First Tr ETF Emerging Markets ETFs	$0	$2.1 Billion 0.04% of portfolio	72,667	Q2 2025 Added 466.6%
FTHI First Trust Exchange Traded Fd ETFs	$0	$2.13 Billion 0.04% of portfolio	93,363	Q2 2025 Added 17.5%
FDN First Tr Fd Dow Jones ETFs	$0	$2.1 Billion 0.04% of portfolio	7,786	Q2 2025 Reduced 0.69%
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$1.96 Billion 0.04% of portfolio	18,833	Q2 2025 Added 21.55%
EWMC Invesco Exchange Traded Fd Tr ETFs	$0	$1.82 Billion 0.04% of portfolio	16,622	Q2 2025 Added 1.32%
SLV I Shares Silver Trust ETFs	$19.8B	$2.28 Billion 0.04% of portfolio	69,384	Q2 2025 Added 52.48%
ICSH Blackrock Ultra Short Term Bon ETFs	$0	$2.21 Billion 0.04% of portfolio	43,535	Q2 2025 Added 46.21%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$2.14 Billion 0.04% of portfolio	40,075	Q2 2025 Added 7.36%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$2.15 Billion 0.04% of portfolio	19,655	Q2 2025 Added 41.58%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$2.07 Billion 0.04% of portfolio	20,333	Q2 2025 Added 49.17%
EFG Msci Eafe Growth ETF ETFs	$0	$1.82 Billion 0.04% of portfolio	16,295	Q2 2025 Added 17.79%
JMEE J P Morgan Exchange Traded Fd ETFs	$0	$1.93 Billion 0.04% of portfolio	32,626	Q2 2025 Added 59.29%
JAVA Jp Morgan ETF Fd Tr Active Val ETFs	$0	$2.32 Billion 0.04% of portfolio	35,495	Q2 2025 Added 534.18%
VNLA Janus Henderson Short Duration ETFs	$0	$1.81 Billion 0.04% of portfolio	36,844	Q2 2025 Added 1.45%
JHMM John Hancock Multifactor Mid C ETFs	$0	$2.06 Billion 0.04% of portfolio	33,690	Q2 2025 Added 30.03%
LVHI Franklin International Low Vol ETFs	$0	$1.88 Billion 0.04% of portfolio	57,675	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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Concurrent Investment Advisors, LLC Portfolio Holdings