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
$19.8 Billion 0.38% of portfolio
114,122
Q2 2025 Added 325.32%
$351B
$18.9 Billion 0.37% of portfolio
101,908
Q2 2025 Added 8.68%
$439B
$19.1 Billion 0.37% of portfolio
19,292
Q2 2025 Added 28.31%
$0
$18.9 Billion 0.37% of portfolio
423,722
Q2 2025 Added 102.59%
$0
$18.6 Billion 0.36% of portfolio
310,423
Q2 2025 Added 11.27%
$452B
$18.7 Billion 0.36% of portfolio
122,127
Q2 2025 Added 8.63%
$0
$18.3 Billion 0.35% of portfolio
199,878
Q2 2025 Reduced 82.68%
$302B
$17.4 Billion 0.34% of portfolio
121,789
Q2 2025 Added 8.56%
$0
$17.2 Billion 0.33% of portfolio
274,842
Q2 2025 Added 26.98%
$0
$17.3 Billion 0.33% of portfolio
208,636
Q2 2025 Added 905.57%
$0
$16.9 Billion 0.33% of portfolio
125,071
Q2 2025 Reduced 15.62%
$0
$17.1 Billion 0.33% of portfolio
290,893
Q2 2025 Added 4,733.72%
$0
$16.9 Billion 0.33% of portfolio
25,504
Q2 2025 Added 20.13%
$381B
$16.6 Billion 0.32% of portfolio
349,871
Q2 2025 Added 28.35%
$423B
$16.8 Billion 0.32% of portfolio
23
Q1 2025 Added 15.0%
$0
$16.4 Billion 0.32% of portfolio
37,327
Q2 2025 Added 2.44%
$306B
$15.9 Billion 0.31% of portfolio
224,276
Q2 2025 Added 8.36%
$0
$16 Billion 0.31% of portfolio
399,379
Q2 2025 Added 10.32%
$0
$15.8 Billion 0.31% of portfolio
277,686
Q2 2025 Added 28.84%
$0
$15.3 Billion 0.3% of portfolio
102,024
Q2 2025 Added 0.18%
$0
$15.6 Billion 0.3% of portfolio
55,852
Q2 2025 Added 16.55%
$0
$15.7 Billion 0.3% of portfolio
311,914
Q2 2025 Reduced 3.92%
$293B
$14.9 Billion 0.29% of portfolio
214,491
Q2 2025 Added 8.3%
$0
$15.2 Billion 0.29% of portfolio
135,238
Q2 2025 Added 6.19%
$0
$14.9 Billion 0.29% of portfolio
81,721
Q2 2025 Added 14.18%
$210B
$14.6 Billion 0.28% of portfolio
49,636
Q2 2025 Reduced 1.93%
$0
$14.6 Billion 0.28% of portfolio
133,545
Q2 2025 Added 5.91%
$0
$14.4 Billion 0.28% of portfolio
150,703
Q2 2025 Added 203.59%
$0
$14.4 Billion 0.28% of portfolio
284,624
Q2 2025 Added 18.76%
$0
$14.6 Billion 0.28% of portfolio
279,511
Q2 2025 Reduced 13.16%
$0
$14.1 Billion 0.27% of portfolio
140,007
Q2 2025 Added 27.29%
$0
$14.1 Billion 0.27% of portfolio
271,623
Q2 2025 Added 569.1%
$0
$14.2 Billion 0.27% of portfolio
51,010
Q2 2025 Reduced 1.65%
$0
$13.2 Billion 0.26% of portfolio
61,159
Q2 2025 Added 1.32%
$548B
$13.5 Billion 0.26% of portfolio
23,939
Q2 2025 Added 6.31%
$0
$13.5 Billion 0.26% of portfolio
171,877
Q2 2025 Added 9.07%
$0
$12.9 Billion 0.25% of portfolio
70,334
Q2 2025 Added 10.14%
$202B
$12.7 Billion 0.25% of portfolio
96,495
Q2 2025 Reduced 3.39%
$0
$12.3 Billion 0.24% of portfolio
215,107
Q2 2025 New
$0
$12.3 Billion 0.24% of portfolio
222,503
Q2 2025 Added 9.56%
$0
$12.4 Billion 0.24% of portfolio
466,646
Q2 2025 Added 4.54%
$124B
$11.7 Billion 0.23% of portfolio
37,913
Q2 2025 Added 3.38%
Capital Group Core Balanced
-
$11.9 Billion 0.23% of portfolio
-
Q2 2025 Added 78.57%
$2.72B
$11.7 Billion 0.23% of portfolio
170,901
Q2 2025 Reduced 0.33%
$0
$11.8 Billion 0.23% of portfolio
304,201
Q2 2025 Added 94.68%
$0
$12.1 Billion 0.23% of portfolio
127,763
Q2 2025 Added 2.78%
$222B
$11.8 Billion 0.23% of portfolio
40,488
Q2 2025 Added 1.76%
$0
$11.8 Billion 0.23% of portfolio
146,137
Q2 2025 Added 0.41%
$203B
$11.6 Billion 0.22% of portfolio
401,469
Q2 2025 Added 28.0%

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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