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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$38.8B
$2.18 Billion 0.04% of portfolio
8,362
Q2 2025 Added 58.37%
$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%
$136B
$1.63 Billion 0.03% of portfolio
4,646
Q2 2025 Added 31.54%
Arista Networks Inc
-
$1.77 Billion 0.03% of portfolio
-
Q2 2025 Added 2.48%
$42.6B
$1.34 Billion 0.03% of portfolio
34,832
Q2 2025 Added 405.03%
$147B
$1.62 Billion 0.03% of portfolio
15,084
Q2 2025 Added 13.88%
Capital Group New Geography
-
$1.29 Billion 0.03% of portfolio
-
Q2 2025 Added 45.92%
$38.3B
$1.49 Billion 0.03% of portfolio
8,890
Q2 2025 Added 5.75%
$57.4B
$1.46 Billion 0.03% of portfolio
5,992
Q2 2025 Added 10.96%
$111B
$1.36 Billion 0.03% of portfolio
4,198
Q2 2025 Added 14.01%
$75.3B
$1.76 Billion 0.03% of portfolio
53,873
Q2 2025 Added 1.31%
$63.5B
$1.66 Billion 0.03% of portfolio
16,460
Q2 2025 Added 12.93%
$0
$1.43 Billion 0.03% of portfolio
116,886
Q2 2025 Added 7.16%
-
$1.48 Billion 0.03% of portfolio
-
Q2 2025 Added 11.83%
$78.8B
$1.34 Billion 0.03% of portfolio
4,960
Q2 2025 Added 9.9%
$69.2B
$1.4 Billion 0.03% of portfolio
11,691
Q2 2025 Added 1.69%
$71.7B
$1.73 Billion 0.03% of portfolio
2,179
Q2 2025 Added 54.32%
$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
$1.59 Billion 0.03% of portfolio
19,530
Q2 2025 Reduced 78.05%
$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
$1.6 Billion 0.03% of portfolio
107,885
Q2 2025 Added 306.19%
$61.9B
$1.39 Billion 0.03% of portfolio
13,157
Q2 2025 Added 14.72%
$19B
$1.74 Billion 0.03% of portfolio
14,328
Q2 2025 Added 2.5%
Global X Fds
-
$1.5 Billion 0.03% of portfolio
-
Q2 2025 Added 1.28%
$2.02B
$1.6 Billion 0.03% of portfolio
52,735
Q1 2025 Added 0.8%
$75.1B
$1.49 Billion 0.03% of portfolio
8,013
Q2 2025 Reduced 30.05%
-
$1.73 Billion 0.03% of portfolio
-
Q2 2025 Added 0.58%
$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%
$34.5B
$1.46 Billion 0.03% of portfolio
9,248
Q2 2025 Added 20.42%
$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%
Kenvue Inc
-
$1.59 Billion 0.03% of portfolio
-
Q2 2025 Added 30.53%

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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