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
$0
$1.19 Billion 0.03% of portfolio
5,573
Q4 2024 Added 92.84%
$29B
$1.22 Billion 0.03% of portfolio
41,905
Q4 2024 Added 341.48%
Viper Energy Inc
-
$1 Billion 0.03% of portfolio
-
Q4 2024 Added 20.45%
$15.4B
$1.18 Billion 0.03% of portfolio
2,489
Q4 2024 Reduced 10.6%
$7.9B
$1.27 Billion 0.03% of portfolio
10,179
Q4 2024 Reduced 0.61%
$40.8B
$954 Million 0.03% of portfolio
7,110
Q4 2024 Reduced 2.16%
$0
$649 Million 0.02% of portfolio
170,361
Q4 2024 Reduced 25.09%
$7.06B
$739 Million 0.02% of portfolio
57,449
Q4 2024 Reduced 23.06%
$53.9B
$734 Million 0.02% of portfolio
5,585
Q4 2024 Added 4.63%
$3.39B
$702 Million 0.02% of portfolio
26,710
Q4 2024 Added 28.78%
$0
$571 Million 0.02% of portfolio
53,247
Q4 2024 Added 3.82%
$0
$627 Million 0.02% of portfolio
13,020
Q4 2024 Added 22.62%
American Healthcare Reit Inc
-
$705 Million 0.02% of portfolio
-
Q4 2024 Added 0.87%
$41.5B
$901 Million 0.02% of portfolio
12,978
Q4 2024 Added 4.92%
-
$767 Million 0.02% of portfolio
-
Q4 2024 Added 49.13%
$25.1B
$777 Million 0.02% of portfolio
15,374
Q4 2024 Reduced 0.64%
$0
$687 Million 0.02% of portfolio
12,108
Q4 2024 Added 14.35%
$19.9B
$772 Million 0.02% of portfolio
5,542
Q4 2024 Reduced 1.72%
$53.1B
$800 Million 0.02% of portfolio
2,705
Q4 2024 Added 4.93%
$9.47B
$922 Million 0.02% of portfolio
5,426
Q4 2024 Added 1.97%
$65B
$682 Million 0.02% of portfolio
213
Q4 2024 Added 1.91%
$0
$813 Million 0.02% of portfolio
77,100
Q4 2024 Added 2.66%
$194B
$691 Million 0.02% of portfolio
139
Q4 2024 Reduced 3.47%
$151B
$870 Million 0.02% of portfolio
9,736
Q4 2024 Added 0.12%
$98.9B
$793 Million 0.02% of portfolio
26,832
Q4 2024 Added 6.24%
$10.4B
$590 Million 0.02% of portfolio
5,293
Q4 2024 Added 7.38%
$45.9B
$753 Million 0.02% of portfolio
5,734
Q4 2024 Added 0.61%
$11.9B
$743 Million 0.02% of portfolio
26,785
Q4 2024 Reduced 2.85%
$34.1B
$658 Million 0.02% of portfolio
7,377
Q4 2024 Reduced 62.72%
$151B
$787 Million 0.02% of portfolio
3,427
Q4 2024 Reduced 9.51%
$24.1B
$718 Million 0.02% of portfolio
3,848
Q4 2024 Added 49.26%
$43.7B
$756 Million 0.02% of portfolio
12,499
Q4 2024 Reduced 9.34%
$0
$664 Million 0.02% of portfolio
22,753
Q4 2024 New
$54.6B
$627 Million 0.02% of portfolio
3,622
Q4 2024 Reduced 1.52%
$0
$877 Million 0.02% of portfolio
69,756
Q4 2024 Added 206.67%
$27.2B
$749 Million 0.02% of portfolio
18,654
Q4 2024 Reduced 56.95%
$19B
$678 Million 0.02% of portfolio
18,224
Q4 2024 Added 19.13%
-
$927 Million 0.02% of portfolio
-
Q4 2024 Added 199.66%
$70.5B
$893 Million 0.02% of portfolio
3,813
Q4 2024 Reduced 5.31%
$6.76B
$648 Million 0.02% of portfolio
45,819
Q4 2024 Reduced 1.72%
$1.85B
$690 Million 0.02% of portfolio
63,481
Q4 2024 Added 79.03%
$16.8B
$771 Million 0.02% of portfolio
10,172
Q4 2024 Added 88.9%
$15B
$562 Million 0.02% of portfolio
9,135
Q4 2024 Added 3.57%
$46.9B
$637 Million 0.02% of portfolio
320
Q4 2024 Reduced 5.04%
$42.3B
$641 Million 0.02% of portfolio
8,920
Q4 2024 Reduced 4.87%
$66.6B
$682 Million 0.02% of portfolio
2,426
Q4 2024 Reduced 1.98%
$0
$695 Million 0.02% of portfolio
14,988
Q4 2024 New
$0
$862 Million 0.02% of portfolio
43,468
Q4 2024 Added 6.76%
$0
$775 Million 0.02% of portfolio
15,193
Q4 2024 Added 123.13%

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
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