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
$11.2 Billion 0.22% of portfolio
458,386
Q2 2025 Reduced 11.22%
$0
$10.8 Billion 0.21% of portfolio
55,158
Q2 2025 Added 2.72%
$182B
$10.8 Billion 0.21% of portfolio
250,246
Q2 2025 Added 12.36%
Fidelity Covington Trust
-
$10.5 Billion 0.2% of portfolio
-
Q2 2025 Added 539.55%
First Tr Exchange Traded Fd
-
$10.5 Billion 0.2% of portfolio
-
Q2 2025 Added 4,707.49%
$141B
$10.3 Billion 0.2% of portfolio
149,021
Q2 2025 Added 23.58%
$229B
$10.1 Billion 0.2% of portfolio
69,419
Q2 2025 Added 3.12%
$232B
$10.6 Billion 0.2% of portfolio
64,633
Q2 2025 Added 10.88%
$0
$10.6 Billion 0.2% of portfolio
97,421
Q2 2025 Added 25.94%
$182B
$10.5 Billion 0.2% of portfolio
112,576
Q2 2025 Added 16.67%
$0
$10.6 Billion 0.2% of portfolio
44,605
Q2 2025 Added 26.95%
$229B
$9.57 Billion 0.19% of portfolio
70,394
Q2 2025 Added 15.95%
$0
$9.68 Billion 0.19% of portfolio
221,229
Q2 2025 Added 3.77%
$306B
$9.9 Billion 0.19% of portfolio
39,210
Q2 2025 Reduced 4.46%
$254B
$9.57 Billion 0.19% of portfolio
13,526
Q2 2025 Added 12.97%
$169B
$9.67 Billion 0.19% of portfolio
17,787
Q2 2025 Added 35.26%
$152B
$9.58 Billion 0.19% of portfolio
43,170
Q2 2025 Added 2.95%
$0
$9.89 Billion 0.19% of portfolio
50,710
Q2 2025 Added 1.32%
$0
$9.31 Billion 0.18% of portfolio
283,153
Q2 2025 Reduced 7.08%
$52.5B
$9.06 Billion 0.18% of portfolio
44,266
Q2 2025 Added 20.69%
$261B
$9.11 Billion 0.18% of portfolio
50,012
Q2 2025 Added 1.06%
$0
$9.26 Billion 0.18% of portfolio
42,603
Q2 2025 Added 2.8%
$0
$9.26 Billion 0.18% of portfolio
242,807
Q2 2025 Reduced 2.68%
$0
$9.48 Billion 0.18% of portfolio
181,031
Q2 2025 Reduced 8.62%
$0
$9.19 Billion 0.18% of portfolio
124,802
Q2 2025 Added 102.37%
$150B
$9.03 Billion 0.17% of portfolio
30,212
Q2 2025 Reduced 21.23%
$0
$8.61 Billion 0.17% of portfolio
382,594
Q2 2025 Added 6.23%
$218B
$8.94 Billion 0.17% of portfolio
23,037
Q2 2025 Added 5.68%
$207B
$9.02 Billion 0.17% of portfolio
72,707
Q2 2025 Added 4.28%
$146B
$8.64 Billion 0.17% of portfolio
37,100
Q2 2025 Added 19.08%
$0
$8.59 Billion 0.17% of portfolio
151,033
Q2 2025 Added 33.84%
$108B
$8.81 Billion 0.17% of portfolio
96,153
Q2 2025 Added 60.88%
$155B
$8.62 Billion 0.17% of portfolio
69,813
Q2 2025 Added 4.15%
$93.6B
$8.09 Billion 0.16% of portfolio
15,888
Q2 2025 Added 121.99%
$0
$8.41 Billion 0.16% of portfolio
264,554
Q2 2025 Reduced 45.37%
$0
$8.44 Billion 0.16% of portfolio
83,926
Q2 2025 Added 153.93%
$173B
$8.37 Billion 0.16% of portfolio
52,562
Q2 2025 Added 4.41%
Victory Portfolios Ii
-
$8.43 Billion 0.16% of portfolio
-
Q2 2025 Reduced 1.17%
$0
$7.97 Billion 0.15% of portfolio
113,347
Q2 2025 Added 693.75%
Blackrock Inc
-
$7.96 Billion 0.15% of portfolio
-
Q2 2025 Added 7.4%
$0
$7.9 Billion 0.15% of portfolio
99,235
Q2 2025 Reduced 0.96%
$0
$7.94 Billion 0.15% of portfolio
158,394
Q2 2025 Added 0.29%
$0
$7.88 Billion 0.15% of portfolio
83,985
Q2 2025 Added 48.47%
$102B
$7.52 Billion 0.15% of portfolio
81,840
Q2 2025 Added 8.61%
$245B
$7.77 Billion 0.15% of portfolio
24,910
Q2 2025 Reduced 3.09%
$0
$7.5 Billion 0.15% of portfolio
151,522
Q2 2025 Added 16.0%
$118B
$7.45 Billion 0.14% of portfolio
127,106
Q2 2025 Added 11.29%
$0
$7.35 Billion 0.14% of portfolio
80,679
Q2 2025 Added 9.08%
$0
$7.34 Billion 0.14% of portfolio
99,150
Q2 2025 Reduced 10.53%

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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