Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

Concurrent Investment Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.71 Trillion distributed in 1120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $123B, Spdr S&P 500 ETF Trust with a value of $103B, Vanguard Index Fds S&P 500 ETF with a value of $100B, Nvidia Corp with a value of $81B, and Microsoft Corp with a value of $79B.

Examining the 13F form we can see an increase of $327B in the current position value, from $3.39T to 3.71T.

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 $3.71 Trillion
Technology: $478 Billion
Financial Services: $258 Billion
Consumer Cyclical: $228 Billion
Industrials: $152 Billion
Healthcare: $132 Billion
Consumer Defensive: $127 Billion
Communication Services: $123 Billion
Energy: $86.2 Billion
Other: $141 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$123 Billion 3.32% of portfolio
508,554
Q4 2024 Added 0.74%
$0
$103 Billion 2.76% of portfolio
175,055
Q4 2024 Added 2.88%
$0
$100 Billion 2.7% of portfolio
186,157
Q4 2024 Reduced 9.41%
$324B
$81 Billion 2.18% of portfolio
603,541
Q4 2024 Added 5.73%
$3.05T
$79 Billion 2.13% of portfolio
187,463
Q4 2024 Added 4.2%
$0
$78.6 Billion 2.12% of portfolio
810,871
Q4 2024 Added 140.82%
$0
$68 Billion 1.83% of portfolio
133,091
Q4 2024 Added 14.13%
$2.33T
$63.3 Billion 1.7% of portfolio
288,473
Q4 2024 Added 4.29%
$0
$55 Billion 1.48% of portfolio
93,374
Q4 2024 Added 18.47%
$2.64B
$53.9 Billion 1.45% of portfolio
1,028,605
Q4 2024 Added 317.38%
$0
$41.4 Billion 1.11% of portfolio
142,860
Q4 2024 Reduced 7.51%
$0
$39.9 Billion 1.07% of portfolio
235,607
Q4 2024 Added 6.95%
$0
$37.4 Billion 1.01% of portfolio
428,464
Q4 2024 Added 8.4%
$0
$34.5 Billion 0.93% of portfolio
381,576
Q4 2024 Added 16.27%
$0
$34.3 Billion 0.92% of portfolio
705,499
Q4 2024 Reduced 6.32%
$91.1B
$33.5 Billion 0.9% of portfolio
144,304
Q4 2024 Added 24.02%
$1.11T
$33 Billion 0.89% of portfolio
174,470
Q4 2024 Added 4.07%
$0
$32.5 Billion 0.87% of portfolio
369,836
Q4 2024 Added 5.97%
$0
$32 Billion 0.86% of portfolio
78,080
Q4 2024 Added 5.13%
$0
$31.2 Billion 0.84% of portfolio
306,896
Q4 2024 Reduced 5.49%
$275B
$30.4 Billion 0.82% of portfolio
336,886
Q4 2024 Added 13.63%
$0
$29.8 Billion 0.8% of portfolio
423,721
Q4 2024 Reduced 5.81%
$0
$28.8 Billion 0.77% of portfolio
123,657
Q4 2024 Added 0.77%
$1.6T
$27.5 Billion 0.74% of portfolio
46,970
Q4 2024 Added 20.63%
$614B
$27.1 Billion 0.73% of portfolio
59,783
Q4 2024 Added 10.93%
$0
$25.5 Billion 0.69% of portfolio
409,432
Q4 2024 Reduced 9.04%
$0
$25.8 Billion 0.69% of portfolio
281,807
Q4 2024 Added 86.44%
$809B
$25.1 Billion 0.68% of portfolio
104,610
Q4 2024 Added 12.57%
$1.14T
$23.5 Billion 0.63% of portfolio
58,795
Q4 2024 Added 27.26%
$0
$21.7 Billion 0.58% of portfolio
267,566
Q4 2024 Added 2.55%
$0
$20.9 Billion 0.56% of portfolio
237,316
Q4 2024 Added 20.95%
$1.14T
$20.4 Billion 0.55% of portfolio
107,013
Q4 2024 Added 0.23%
$417B
$20.3 Billion 0.55% of portfolio
52,257
Q4 2024 Added 0.16%
$0
$20.4 Billion 0.55% of portfolio
254,012
Q4 2024 Added 10.56%
$569B
$20.2 Billion 0.54% of portfolio
64,045
Q4 2024 Reduced 3.12%
$91.1B
$19.3 Billion 0.52% of portfolio
79,836
Q4 2024 Reduced 1.28%
$835B
$18.9 Billion 0.51% of portfolio
24,420
Q4 2024 Added 2.57%
$0
$18.7 Billion 0.5% of portfolio
331,608
Q4 2024 Added 6.41%
$454B
$18.3 Billion 0.49% of portfolio
169,944
Q4 2024 Added 2.97%
$0
$17.4 Billion 0.47% of portfolio
151,054
Q4 2024 Reduced 1.52%
$0
$17.6 Billion 0.47% of portfolio
41,312
Q4 2024 Added 601.39%
$0
$17.1 Billion 0.46% of portfolio
89,419
Q4 2024 Added 109.04%
$0
$17 Billion 0.46% of portfolio
133,137
Q4 2024 Reduced 10.32%
$470B
$16.7 Billion 0.45% of portfolio
100,094
Q4 2024 Added 13.07%
$0
$16.4 Billion 0.44% of portfolio
325,450
Q4 2024 Added 17.13%
$0
$16.1 Billion 0.43% of portfolio
309,048
Q4 2024 Added 4.04%
$398B
$15.9 Billion 0.43% of portfolio
94,943
Q4 2024 Added 0.89%
$0
$16 Billion 0.43% of portfolio
116,505
Q4 2024 Reduced 2.96%
$0
$15 Billion 0.4% of portfolio
340,148
Q4 2024 Added 9.24%

Summary

  • Portfolio
  • No. of Stocks 1,120
  • Current Value $3.71 Trillion
  • Prior Value $3.39 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 100 stocks
  • Additional Purchases 526 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 356 stocks
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email