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 Market Cap. of $10 Billions to $200 Billions
