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
$13.6B
$306 Million 0.01% of portfolio
8,838
Q4 2024 Added 1.36%
$10.9B
$381 Million 0.01% of portfolio
6,643
Q4 2024 Added 2.79%
$33.8B
$317 Million 0.01% of portfolio
536
Q4 2024 Added 2.1%
$92.2B
$399 Million 0.01% of portfolio
842
Q4 2024 Reduced 6.44%
$46.3B
$290 Million 0.01% of portfolio
484
Q4 2024 Added 7.08%
$3.45B
$209 Million 0.01% of portfolio
5,519
Q4 2024 Reduced 11.79%
$26.7B
$236 Million 0.01% of portfolio
2,037
Q4 2024 New
$68.4B
$217 Million 0.01% of portfolio
2,437
Q4 2024 New
$5.87B
$209 Million 0.01% of portfolio
1,325
Q4 2024 New
$806M
$381 Million 0.01% of portfolio
21,410
Q4 2024 Added 18.79%
$11.5B
$337 Million 0.01% of portfolio
13,090
Q4 2024 New
$229B
$403 Million 0.01% of portfolio
4,143
Q4 2024 Added 10.95%
$24.2B
$506 Million 0.01% of portfolio
5,609
Q4 2024 Added 5.53%
$33.5B
$419 Million 0.01% of portfolio
3,591
Q4 2024 Reduced 1.35%
$988M
$281 Million 0.01% of portfolio
15,648
Q4 2024 New
$0
$275 Million 0.01% of portfolio
9,484
Q4 2024 Added 30.17%
$0
$205 Million 0.01% of portfolio
16,685
Q4 2024 Added 0.05%
$0
$251 Million 0.01% of portfolio
22,270
Q4 2024 Added 0.42%
$0
$448 Million 0.01% of portfolio
50,178
Q3 2024 Reduced 0.25%
$0
$406 Million 0.01% of portfolio
47,318
Q4 2024 Added 30.58%
$0
$216 Million 0.01% of portfolio
27,501
Q4 2024 Added 4.75%
$0
$399 Million 0.01% of portfolio
26,351
Q4 2024 Added 103.18%
$43.6B
$217 Million 0.01% of portfolio
4,388
Q4 2024 Reduced 14.68%
$8.55B
$447 Million 0.01% of portfolio
10,835
Q4 2024 Added 0.81%
$17.1B
$477 Million 0.01% of portfolio
5,544
Q4 2024 Added 14.36%
$15.8B
$516 Million 0.01% of portfolio
9,413
Q4 2024 Added 2.83%
$6.99B
$485 Million 0.01% of portfolio
9,296
Q4 2024 Added 10.85%
$39.5B
$337 Million 0.01% of portfolio
3,639
Q4 2024 Reduced 1.57%
$10.8B
$214 Million 0.01% of portfolio
5,285
Q4 2024 New
$0
$284 Million 0.01% of portfolio
10,223
Q2 2024 New
$0
$512 Million 0.01% of portfolio
25,607
Q4 2024 Reduced 2.66%
$0
$444 Million 0.01% of portfolio
12,026
Q2 2024 New
$4.14B
$462 Million 0.01% of portfolio
32,111
Q4 2024 Reduced 7.83%
$0
$298 Million 0.01% of portfolio
21,808
Q4 2024 Added 14.32%
$4.29B
$206 Million 0.01% of portfolio
688
Q4 2024 Reduced 2.69%
$13.5B
$476 Million 0.01% of portfolio
27,863
Q4 2024 Added 0.08%
$9.09B
$227 Million 0.01% of portfolio
2,299
Q4 2024 New
$6.73B
$221 Million 0.01% of portfolio
1,935
Q4 2024 Added 0.36%
$25.1B
$245 Million 0.01% of portfolio
7,563
Q4 2024 Added 1.3%
$24.9B
$420 Million 0.01% of portfolio
3,714
Q4 2024 Added 1.12%
$20.5B
$226 Million 0.01% of portfolio
2,924
Q4 2024 Added 0.55%
$0
$229 Million 0.01% of portfolio
10,071
Q4 2024 New
$53.1B
$384 Million 0.01% of portfolio
1,283
Q4 2024 Reduced 74.87%
$24.1B
$477 Million 0.01% of portfolio
4,381
Q4 2024 Added 20.99%
$20.6B
$428 Million 0.01% of portfolio
6,965
Q4 2024 Reduced 2.66%
$15.6B
$335 Million 0.01% of portfolio
2,217
Q4 2024 Reduced 3.06%
$749M
$258 Million 0.01% of portfolio
39,498
Q4 2024 Added 0.57%
$76.1B
$480 Million 0.01% of portfolio
674
Q4 2024 Reduced 21.72%
$34.7B
$414 Million 0.01% of portfolio
1,811
Q4 2024 Reduced 5.63%

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