Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

Concurrent Investment Advisors, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.12 Trillion distributed in 1236 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $137B, Vanguard Index Fds S&P 500 ETF with a value of $119B, Spdr Bloomberg 1 3 Month T Bil with a value of $106B, Spdr S&P 500 ETF Trust with a value of $88.4B, and Microsoft Corp with a value of $83.1B.

Examining the 13F form we can see an increase of $407B in the current position value, from $3.71T to 4.12T.

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 $4.12 Trillion
Technology: $504 Billion
Financial Services: $309 Billion
Consumer Cyclical: $206 Billion
Healthcare: $171 Billion
Industrials: $170 Billion
Consumer Defensive: $153 Billion
Communication Services: $138 Billion
Energy: $112 Billion
Other: $157 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$679 Million 0.02% of portfolio
14,280
Q1 2025 Added 17.94%
Atlassian Corporation
-
$664 Million 0.02% of portfolio
-
Q1 2025 New
$21.3B
$885 Million 0.02% of portfolio
5,727
Q1 2025 Added 3.34%
$53.1B
$736 Million 0.02% of portfolio
2,811
Q1 2025 Added 3.92%
$9.57B
$882 Million 0.02% of portfolio
5,447
Q1 2025 Added 0.39%
$68.4B
$907 Million 0.02% of portfolio
238
Q1 2025 Added 11.74%
$14.3B
$936 Million 0.02% of portfolio
5,257
Q1 2025 Added 3.93%
$55.5B
$1.03 Billion 0.02% of portfolio
1,958
Q1 2025 Added 123.26%
$0
$857 Million 0.02% of portfolio
81,100
Q1 2025 Added 5.19%
$4.1B
$785 Million 0.02% of portfolio
39,925
Q1 2025 Added 218.79%
Brookfield Infrastructure CO
-
$688 Million 0.02% of portfolio
-
Q1 2025 New
$12.7B
$630 Million 0.02% of portfolio
6,381
Q1 2025 Added 20.56%
$11.6B
$925 Million 0.02% of portfolio
9,034
Q1 2025 Reduced 2.35%
$5.51B
$989 Million 0.02% of portfolio
32,580
Q1 2025 Added 3.35%
Capital Group Equity ETF Tr
-
$969 Million 0.02% of portfolio
-
Q1 2025 New
Capital Group New Geography
-
$774 Million 0.02% of portfolio
-
Q1 2025 New
$18.9B
$887 Million 0.02% of portfolio
2,045
Q1 2025 Reduced 12.87%
$335M
$838 Million 0.02% of portfolio
106,084
Q1 2025 New
$50.7B
$791 Million 0.02% of portfolio
7,019
Q1 2025 New
$10.4B
$745 Million 0.02% of portfolio
27,922
Q1 2025 Added 4.24%
$36B
$886 Million 0.02% of portfolio
8,011
Q1 2025 Added 8.59%
$102B
$742 Million 0.02% of portfolio
3,682
Q1 2025 Reduced 45.79%
$7.59B
$682 Million 0.02% of portfolio
5,970
Q1 2025 New
$88.9B
$909 Million 0.02% of portfolio
13,422
Q1 2025 Reduced 71.59%
$43B
$825 Million 0.02% of portfolio
6,487
Q1 2025 Reduced 36.96%
$27.5B
$650 Million 0.02% of portfolio
3,127
Q1 2025 Reduced 18.74%
$0
$979 Million 0.02% of portfolio
16,381
Q1 2025 Added 167.62%
$54.7B
$689 Million 0.02% of portfolio
4,035
Q1 2025 Added 11.4%
$15.2B
$618 Million 0.02% of portfolio
7,596
Q1 2025 New
$25.6B
$825 Million 0.02% of portfolio
9,377
Q1 2025 Added 46.74%
$17B
$735 Million 0.02% of portfolio
22,140
Q1 2025 Added 21.49%
Ea Series Trust
-
$729 Million 0.02% of portfolio
-
Q1 2025 Reduced 66.26%
$9.24B
$964 Million 0.02% of portfolio
10,939
Q1 2025 Added 326.97%
$91B
$952 Million 0.02% of portfolio
2,189
Q1 2025 Added 50.55%
$16.6B
$890 Million 0.02% of portfolio
10,412
Q1 2025 Added 2.36%
$15.4B
$851 Million 0.02% of portfolio
12,338
Q1 2025 Added 35.06%
$24.2B
$657 Million 0.02% of portfolio
8,470
Q1 2025 Reduced 5.04%
$883M
$696 Million 0.02% of portfolio
109,943
Q1 2025 New
$59B
$909 Million 0.02% of portfolio
3,729
Q1 2025 Added 53.71%
$0
$710 Million 0.02% of portfolio
15,112
Q1 2025 Added 0.83%
Fidelity Wise Origin Bitcoin
-
$844 Million 0.02% of portfolio
-
Q1 2025 Added 92.04%
$0
$856 Million 0.02% of portfolio
43,090
Q1 2025 Reduced 0.87%
$0
$941 Million 0.02% of portfolio
18,655
Q1 2025 Added 22.79%
$0
$737 Million 0.02% of portfolio
30,458
Q1 2025 Added 0.01%
$0
$1.02 Billion 0.02% of portfolio
47,322
Q1 2025 Added 6.27%
First Tr Exchng Traded Fd Vi
-
$848 Million 0.02% of portfolio
-
Q1 2025 Added 3.74%
$0
$800 Million 0.02% of portfolio
19,074
Q1 2025 New
$0
$773 Million 0.02% of portfolio
19,917
Q1 2025 New
$31.8B
$1 Billion 0.02% of portfolio
16,775
Q1 2025 Added 9.6%

Summary

  • Portfolio
  • No. of Stocks 1,236
  • Current Value $4.12 Trillion
  • Prior Value $3.71 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 214 stocks
  • Additional Purchases 683 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 261 stocks
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