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
$2.04 Billion 0.04% of portfolio
28,551
Q2 2025 Reduced 4.89%
$0
$2.19 Billion 0.04% of portfolio
40,636
Q2 2025 Added 5.51%
$0
$2.14 Billion 0.04% of portfolio
21,226
Q2 2025 Added 50.62%
$0
$1.99 Billion 0.04% of portfolio
89,845
Q2 2025 Added 45.03%
$0
$1.86 Billion 0.04% of portfolio
19,128
Q2 2025 Reduced 0.98%
$0
$2.31 Billion 0.04% of portfolio
8,334
Q2 2025 Added 13.82%
$0
$1.87 Billion 0.04% of portfolio
27,815
Q2 2025 Added 53.33%
$0
$1.92 Billion 0.04% of portfolio
8,553
Q2 2025 Added 15.58%
$0
$2.02 Billion 0.04% of portfolio
7,230
Q2 2025 Reduced 3.73%
$0
$1.89 Billion 0.04% of portfolio
36,870
Q2 2025 Reduced 13.26%
$0
$2.2 Billion 0.04% of portfolio
50,508
Q2 2025 Added 24.64%
$0
$2.12 Billion 0.04% of portfolio
61,603
Q2 2025 Added 14.21%
$0
$1.4 Billion 0.03% of portfolio
59,951
Q2 2025 Reduced 2.86%
$0
$1.63 Billion 0.03% of portfolio
11,732
Q2 2025 Added 23.26%
$0
$1.55 Billion 0.03% of portfolio
17,194
Q2 2025 Reduced 3.77%
$0
$1.54 Billion 0.03% of portfolio
78,697
Q2 2025 Added 32.47%
$0
$1.76 Billion 0.03% of portfolio
8,251
Q2 2025 Reduced 3.36%
$0
$1.3 Billion 0.03% of portfolio
21,662
Q2 2025 Added 16.14%
$0
$1.34 Billion 0.03% of portfolio
59,839
Q2 2025 Added 22.84%
$0
$1.57 Billion 0.03% of portfolio
33,074
Q2 2025 Added 39.38%
$0
$1.61 Billion 0.03% of portfolio
11,583
Q2 2025 Added 24.78%
$0
$1.53 Billion 0.03% of portfolio
18,201
Q2 2025 New
$0
$1.59 Billion 0.03% of portfolio
17,341
Q2 2025 Added 3.67%
$0
$1.53 Billion 0.03% of portfolio
51,233
Q2 2025 Added 0.04%
$0
$1.33 Billion 0.03% of portfolio
16,470
Q2 2025 Reduced 0.35%
$0
$1.73 Billion 0.03% of portfolio
28,137
Q2 2025 Added 639.67%
$0
$1.32 Billion 0.03% of portfolio
10,651
Q2 2025 Reduced 0.16%
$0
$1.45 Billion 0.03% of portfolio
27,477
Q2 2025 Added 19.41%
$0
$1.4 Billion 0.03% of portfolio
15,358
Q2 2025 Added 0.23%
$0
$1.4 Billion 0.03% of portfolio
27,438
Q2 2025 Added 99.2%
$0
$1.34 Billion 0.03% of portfolio
31,609
Q2 2025 Added 8.97%
$0
$1.61 Billion 0.03% of portfolio
4,048
Q2 2025 Reduced 9.68%
$0
$1.38 Billion 0.03% of portfolio
15,440
Q2 2025 Added 23.03%
$0
$1.36 Billion 0.03% of portfolio
19,697
Q2 2025 New
$0
$1.54 Billion 0.03% of portfolio
30,801
Q2 2025 Added 1.86%
$0
$1.41 Billion 0.03% of portfolio
31,832
Q2 2025 Added 26.81%
$0
$1.32 Billion 0.03% of portfolio
33,188
Q2 2025 Added 7.25%
$0
$778 Million 0.02% of portfolio
43,954
Q2 2025 Added 9.2%
$0
$834 Million 0.02% of portfolio
14,504
Q2 2025 New
$0
$1.14 Billion 0.02% of portfolio
31,898
Q2 2025 Added 234.36%
$0
$902 Million 0.02% of portfolio
21,297
Q2 2025 New
$0
$1.01 Billion 0.02% of portfolio
23,252
Q2 2025 New
$0
$858 Million 0.02% of portfolio
43,090
Q1 2025 Reduced 0.87%
$0
$859 Million 0.02% of portfolio
12,953
Q2 2025 Reduced 35.43%
$0
$873 Million 0.02% of portfolio
18,694
Q2 2025 Reduced 32.78%
$0
$1.11 Billion 0.02% of portfolio
22,320
Q2 2025 Added 19.65%
$0
$984 Million 0.02% of portfolio
35,735
Q2 2025 Added 17.33%
$0
$1.16 Billion 0.02% of portfolio
27,486
Q2 2025 Reduced 23.32%
$0
$1.25 Billion 0.02% of portfolio
33,440
Q2 2025 Added 3.38%

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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