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
Smurfit Westrock PLC
-
$5.81 Billion 0.11% of portfolio
-
Q2 2025 New
$1.27T
$5.7 Billion 0.11% of portfolio
25,148
Q2 2025 Added 31.31%
$0
$5.46 Billion 0.11% of portfolio
318,686
Q2 2025 Reduced 0.12%
$0
$5.73 Billion 0.11% of portfolio
20,132
Q2 2025 Added 6.12%
$0
$5.71 Billion 0.11% of portfolio
66,046
Q2 2025 Added 14.35%
$282B
$5.15 Billion 0.1% of portfolio
36,272
Q2 2025 Added 16.95%
-
$5.21 Billion 0.1% of portfolio
-
Q2 2025 Added 21.57%
First Tr Exchange Traded Fd
-
$5.07 Billion 0.1% of portfolio
-
Q2 2025 New
$0
$5.22 Billion 0.1% of portfolio
208,376
Q2 2025 Added 856.34%
$0
$5.03 Billion 0.1% of portfolio
69,127
Q2 2025 Added 0.75%
$0
$5.13 Billion 0.1% of portfolio
186,626
Q2 2025 Added 11.2%
Ishares Bitcoin Trust ETF
-
$5.12 Billion 0.1% of portfolio
-
Q2 2025 Added 133.98%
$0
$5.09 Billion 0.1% of portfolio
26,997
Q2 2025 Added 37.23%
$0
$5.05 Billion 0.1% of portfolio
99,622
Q2 2025 Added 13.76%
$96.6B
$5.28 Billion 0.1% of portfolio
7,558
Q2 2025 Added 53.03%
$92.8B
$5.06 Billion 0.1% of portfolio
14,734
Q2 2025 Added 6.91%
$102B
$5.43 Billion 0.1% of portfolio
12,410
Q2 2025 Added 14.57%
$135B
$5.22 Billion 0.1% of portfolio
22,684
Q2 2025 Added 12.4%
$0
$5.25 Billion 0.1% of portfolio
31,906
Q2 2025 Added 7.55%
$0
$5.11 Billion 0.1% of portfolio
14,104
Q2 2025 Reduced 2.29%
$0
$5.06 Billion 0.1% of portfolio
39,765
Q2 2025 Reduced 0.13%
$0
$4.92 Billion 0.1% of portfolio
59,867
Q2 2025 Reduced 12.88%
Ark 21 Shares Bitcoin ETF
-
$4.57 Billion 0.09% of portfolio
-
Q2 2025 Added 157.87%
Capital Group Global Equity
-
$4.88 Billion 0.09% of portfolio
-
Q2 2025 Added 4.05%
$29.2B
$4.45 Billion 0.09% of portfolio
13,208
Q2 2025 Added 1.52%
$0
$4.89 Billion 0.09% of portfolio
201,832
Q2 2025 Reduced 1.71%
$0
$4.82 Billion 0.09% of portfolio
115,152
Q2 2025 Reduced 2.06%
$0
$4.5 Billion 0.09% of portfolio
127,681
Q2 2025 Added 39.42%
$201B
$4.4 Billion 0.09% of portfolio
5,585
Q2 2025 Added 6.65%
$0
$4.4 Billion 0.09% of portfolio
95,253
Q2 2025 Added 14.28%
$0
$4.77 Billion 0.09% of portfolio
15,663
Q2 2025 Added 22.5%
$0
$4.66 Billion 0.09% of portfolio
98,963
Q2 2025 Reduced 8.12%
Linde PLC
-
$4.69 Billion 0.09% of portfolio
-
Q2 2025 Added 12.87%
$122B
$4.62 Billion 0.09% of portfolio
52,948
Q2 2025 Added 11.38%
$138B
$4.87 Billion 0.09% of portfolio
200,775
Q2 2025 Added 11.47%
$0
$4.72 Billion 0.09% of portfolio
142,948
Q2 2025 Added 2.88%
$0
$4.9 Billion 0.09% of portfolio
57,720
Q2 2025 Reduced 5.33%
$17.3B
$4.6 Billion 0.09% of portfolio
14,792
Q2 2025 Reduced 0.63%
$48.9B
$4.7 Billion 0.09% of portfolio
47,657
Q2 2025 Added 21.88%
$177B
$4.55 Billion 0.09% of portfolio
21,923
Q2 2025 Added 8.94%
Tidal Trust I
-
$4.45 Billion 0.09% of portfolio
-
Q2 2025 Added 10.16%
$63.8B
$4.78 Billion 0.09% of portfolio
47,355
Q2 2025 Added 1.08%
$0
$4.87 Billion 0.09% of portfolio
63,006
Q2 2025 Added 19.3%
$0
$4.76 Billion 0.09% of portfolio
97,027
Q2 2025 Added 24.73%
$87.3B
$4.38 Billion 0.08% of portfolio
28,752
Q2 2025 Reduced 2.46%
$65.4B
$4.2 Billion 0.08% of portfolio
39,847
Q2 2025 Added 3.74%
$64.2B
$4.19 Billion 0.08% of portfolio
14,843
Q2 2025 Added 1.72%
$99B
$3.91 Billion 0.08% of portfolio
84,452
Q2 2025 Added 9.86%
$83.2B
$4.22 Billion 0.08% of portfolio
19,819
Q2 2025 Added 11.41%

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