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
$7.59 Billion 0.2% of portfolio
341,941
Q4 2024 Added 3.58%
$156B
$7.48 Billion 0.2% of portfolio
30,321
Q4 2024 Added 10.75%
$218B
$7.46 Billion 0.2% of portfolio
98,582
Q4 2024 Reduced 2.79%
$188B
$7.38 Billion 0.2% of portfolio
63,760
Q4 2024 Reduced 0.77%
$202B
$7.12 Billion 0.19% of portfolio
63,958
Q4 2024 Reduced 4.17%
$0
$7.12 Billion 0.19% of portfolio
402,079
Q4 2024 Reduced 8.75%
$189B
$7.12 Billion 0.19% of portfolio
46,363
Q4 2024 Added 9.48%
$0
$7.03 Billion 0.19% of portfolio
92,842
Q4 2024 Reduced 44.95%
$0
$6.97 Billion 0.19% of portfolio
142,005
Q4 2024 Added 2.22%
$167B
$7.15 Billion 0.19% of portfolio
178,844
Q4 2024 Reduced 5.55%
$12.7B
$6.54 Billion 0.18% of portfolio
140,038
Q4 2024 Reduced 11.95%
$0
$6.62 Billion 0.18% of portfolio
85,463
Q4 2024 Added 7.74%
$0
$6.56 Billion 0.18% of portfolio
141,892
Q4 2024 Added 8.04%
$0
$6.64 Billion 0.18% of portfolio
87,836
Q4 2024 Reduced 58.72%
$0
$6.87 Billion 0.18% of portfolio
135,447
Q4 2024 Added 24.77%
$134B
$6.56 Billion 0.18% of portfolio
91,455
Q4 2024 Added 1.59%
$145B
$6.77 Billion 0.18% of portfolio
56,007
Q4 2024 Added 17.96%
$0
$6.59 Billion 0.18% of portfolio
10,591
Q4 2024 Reduced 5.54%
$175B
$6.33 Billion 0.17% of portfolio
278,047
Q4 2024 Added 0.17%
$125B
$6.39 Billion 0.17% of portfolio
19,251
Q4 2024 Added 0.33%
$22B
$6.21 Billion 0.17% of portfolio
13,688
Q4 2024 Reduced 0.07%
$206B
$6.34 Billion 0.17% of portfolio
12,145
Q4 2024 Added 23.01%
$0
$6.22 Billion 0.17% of portfolio
45,973
Q4 2024 Added 7.42%
$0
$6.19 Billion 0.17% of portfolio
69,671
Q4 2024 Reduced 45.16%
$13.3B
$6.44 Billion 0.17% of portfolio
25,460
Q4 2024 Reduced 11.4%
$0
$6.24 Billion 0.17% of portfolio
58,819
Q4 2024 Added 9.54%
$82.8B
$6.05 Billion 0.16% of portfolio
46,848
Q4 2024 Added 57.19%
$0
$6.05 Billion 0.16% of portfolio
62,667
Q4 2024 Added 14.12%
$237B
$6.09 Billion 0.16% of portfolio
20,526
Q4 2024 Added 83.2%
Capital Group Core Balanced
-
$5.99 Billion 0.16% of portfolio
-
Q4 2024 Reduced 1.54%
$125B
$5.86 Billion 0.16% of portfolio
59,051
Q4 2024 Added 2.64%
$73.5B
$5.95 Billion 0.16% of portfolio
48,014
Q4 2024 Added 14.56%
$224B
$5.87 Billion 0.16% of portfolio
10,253
Q4 2024 Added 115.81%
$0
$5.82 Billion 0.16% of portfolio
116,556
Q4 2024 Added 75.98%
$116B
$5.98 Billion 0.16% of portfolio
12,296
Q4 2024 Reduced 0.08%
$0
$5.81 Billion 0.16% of portfolio
67,838
Q4 2024 Added 18.24%
$82.5B
$5.8 Billion 0.16% of portfolio
46,022
Q4 2024 Reduced 0.89%
$226B
$5.72 Billion 0.15% of portfolio
50,611
Q4 2024 Added 4.19%
$0
$5.49 Billion 0.15% of portfolio
107,139
Q4 2024 Added 2.1%
$0
$5.49 Billion 0.15% of portfolio
149,275
Q4 2024 Added 87.62%
-
$5.59 Billion 0.15% of portfolio
-
Q4 2024 New
$0
$5.57 Billion 0.15% of portfolio
51,264
Q4 2024 Added 1.25%
$0
$5.49 Billion 0.15% of portfolio
41,639
Q4 2024 Added 22.0%
$92.1B
$5.41 Billion 0.15% of portfolio
65,734
Q4 2024 Reduced 17.92%
$63.3B
$5.74 Billion 0.15% of portfolio
132,300
Q4 2024 Reduced 0.81%
$157B
$5.06 Billion 0.14% of portfolio
19,402
Q4 2024 Reduced 1.24%
$0
$5.27 Billion 0.14% of portfolio
253,582
Q4 2024 Added 2.82%
$0
$5.18 Billion 0.14% of portfolio
67,225
Q4 2024 Added 151.88%
$224B
$5.36 Billion 0.14% of portfolio
32,894
Q4 2024 Added 53.63%

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