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
$227B
$7.03 Billion 0.14% of portfolio
22,039
Q2 2025 Added 2.03%
$152B
$7.11 Billion 0.14% of portfolio
25,465
Q2 2025 Added 18.55%
$139B
$7.2 Billion 0.14% of portfolio
34,380
Q2 2025 Added 28.1%
$30.2B
$7.39 Billion 0.14% of portfolio
13,821
Q2 2025 Reduced 2.89%
$0
$7.32 Billion 0.14% of portfolio
140,585
Q2 2025 Added 77.98%
$51.7B
$7.19 Billion 0.14% of portfolio
28,668
Q2 2025 Added 7.75%
$203B
$7.33 Billion 0.14% of portfolio
92,558
Q2 2025 Added 1.12%
$0
$7.2 Billion 0.14% of portfolio
48,814
Q2 2025 Reduced 6.83%
$55.4B
$7.05 Billion 0.14% of portfolio
43,850
Q2 2025 Reduced 14.15%
$0
$7.04 Billion 0.14% of portfolio
69,508
Q2 2025 Added 13.43%
$0
$7.36 Billion 0.14% of portfolio
163,416
Q2 2025 Reduced 19.65%
$14.5B
$6.78 Billion 0.13% of portfolio
125,669
Q2 2025 Reduced 10.66%
$123B
$6.94 Billion 0.13% of portfolio
46,390
Q2 2025 Added 10.47%
$145B
$6.88 Billion 0.13% of portfolio
19,279
Q2 2025 Added 11.01%
$78.6B
$6.7 Billion 0.13% of portfolio
50,283
Q2 2025 Added 0.31%
$0
$6.82 Billion 0.13% of portfolio
70,057
Q2 2025 New
$0
$6.97 Billion 0.13% of portfolio
339,010
Q2 2025 Added 12.73%
$0
$6.76 Billion 0.13% of portfolio
50,809
Q2 2025 Added 10.22%
$13.6B
$6.91 Billion 0.13% of portfolio
27,032
Q2 2025 Added 5.33%
$113B
$6.8 Billion 0.13% of portfolio
14,688
Q2 2025 Added 2.23%
$0
$6.56 Billion 0.13% of portfolio
222,496
Q2 2025 Added 3.28%
$0
$6.77 Billion 0.13% of portfolio
133,377
Q2 2025 Added 96.32%
$0
$6.91 Billion 0.13% of portfolio
95,030
Q2 2025 Added 44.79%
$0
$6.7 Billion 0.13% of portfolio
52,094
Q2 2025 Added 18.83%
$95.6B
$6.5 Billion 0.13% of portfolio
28,393
Q2 2025 Added 6.97%
$302B
$6.79 Billion 0.13% of portfolio
84,754
Q2 2025 Added 3.3%
Wisdomtree Tr
-
$6.53 Billion 0.13% of portfolio
-
Q2 2025 Reduced 8.58%
$119B
$6.05 Billion 0.12% of portfolio
25,433
Q2 2025 Added 2.47%
$0
$6.34 Billion 0.12% of portfolio
116,495
Q2 2025 Added 2.33%
Capital Group Dividend Growe
-
$6.02 Billion 0.12% of portfolio
-
Q2 2025 Added 5.67%
$120B
$6.22 Billion 0.12% of portfolio
69,265
Q2 2025 Added 11.53%
$95.8B
$6.03 Billion 0.12% of portfolio
51,086
Q2 2025 Added 12.69%
$0
$5.96 Billion 0.12% of portfolio
284,773
Q2 2025 Added 1.21%
-
$6.24 Billion 0.12% of portfolio
-
Q2 2025 Reduced 0.15%
-
$6.14 Billion 0.12% of portfolio
-
Q2 2025 Added 5.57%
$53.5B
$6 Billion 0.12% of portfolio
96,166
Q2 2025 Added 91.22%
$142B
$6.18 Billion 0.12% of portfolio
15,626
Q2 2025 Added 5.04%
$58.4B
$6.21 Billion 0.12% of portfolio
144,441
Q2 2025 Added 0.23%
$112B
$5.6 Billion 0.11% of portfolio
19,323
Q2 2025 Added 46.18%
$0
$5.72 Billion 0.11% of portfolio
126,165
Q2 2025 Added 17.09%
-
$5.65 Billion 0.11% of portfolio
-
Q2 2025 Added 19.19%
$86.2B
$5.5 Billion 0.11% of portfolio
18,841
Q2 2025 Added 19.61%
$150B
$5.86 Billion 0.11% of portfolio
52,811
Q2 2025 Added 40.28%
$80B
$5.45 Billion 0.11% of portfolio
22,045
Q2 2025 Added 1.44%
$0
$5.88 Billion 0.11% of portfolio
49,408
Q2 2025 Added 342.05%
$250B
$5.83 Billion 0.11% of portfolio
41,400
Q2 2025 Added 6.77%
$33.1B
$5.59 Billion 0.11% of portfolio
68,475
Q2 2025 Reduced 3.89%
$182B
$5.68 Billion 0.11% of portfolio
10,778
Q2 2025 Added 5.22%
$0
$5.93 Billion 0.11% of portfolio
72,642
Q2 2025 Reduced 12.19%

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
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