Concurrent Investment Advisors, LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.48 Trillion distributed in 922 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $84.4B, Apple Inc. with a value of $64.9B, Vanguard Index Fds S&P 500 ETF with a value of $58.5B, Microsoft Corp with a value of $55.5B, and Invesco Qqq Trust, Series 1 with a value of $43.8B.
Examining the 13F form we can see an increase of $363B in the current position value, from $2.12T to 2.48T.
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
$2.48 Trillion
Technology: $268 Billion
Financial Services: $171 Billion
Consumer Cyclical: $116 Billion
Industrials: $110 Billion
Healthcare: $107 Billion
Communication Services: $85.1 Billion
Consumer Defensive: $79.7 Billion
Energy: $63.5 Billion
Other: $114 Billion
Stock Holdings Table Market Cap. of $200 Billions or more