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
Core Scientific Inc New
-
$4.08 Billion 0.08% of portfolio
-
Q2 2025 Reduced 0.26%
$56.3B
$4.25 Billion 0.08% of portfolio
12,971
Q2 2025 Added 3.59%
$53.7B
$3.96 Billion 0.08% of portfolio
218,658
Q2 2025 Added 30.95%
$68.2B
$4.36 Billion 0.08% of portfolio
140,631
Q2 2025 Added 2.61%
$0
$3.91 Billion 0.08% of portfolio
219,732
Q2 2025 Reduced 47.98%
$0
$3.98 Billion 0.08% of portfolio
88,315
Q2 2025 Reduced 12.69%
Ge Vernova Inc
-
$3.91 Billion 0.08% of portfolio
-
Q2 2025 Added 22.88%
$0
$3.94 Billion 0.08% of portfolio
235,747
Q2 2025 Reduced 3.01%
$0
$4.14 Billion 0.08% of portfolio
71,733
Q2 2025 Added 154.46%
$0
$4.31 Billion 0.08% of portfolio
17,914
Q2 2025 Added 94.4%
$0
$3.95 Billion 0.08% of portfolio
39,692
Q2 2025 Reduced 28.36%
$0
$3.95 Billion 0.08% of portfolio
37,825
Q2 2025 Added 16.5%
$0
$4.23 Billion 0.08% of portfolio
21,768
Q2 2025 Added 64.93%
$0
$4.01 Billion 0.08% of portfolio
73,713
Q2 2025 Added 73.54%
$94.4B
$4.29 Billion 0.08% of portfolio
60,438
Q2 2025 Added 45.25%
$112B
$4.1 Billion 0.08% of portfolio
59,441
Q2 2025 Added 35.54%
$96.8B
$4.08 Billion 0.08% of portfolio
38,815
Q2 2025 Added 31.26%
$172B
$4.32 Billion 0.08% of portfolio
4,206
Q2 2025 Added 10.48%
$133B
$4.32 Billion 0.08% of portfolio
5,627
Q2 2025 Added 319.93%
$0
$3.9 Billion 0.08% of portfolio
29,747
Q2 2025 Added 0.7%
$0
$4.34 Billion 0.08% of portfolio
17,468
Q2 2025 Reduced 8.86%
$157B
$3.65 Billion 0.07% of portfolio
9,423
Q2 2025 Added 102.38%
$57.5B
$3.83 Billion 0.07% of portfolio
36,935
Q2 2025 Added 6.94%
$295B
$3.7 Billion 0.07% of portfolio
4,618
Q2 2025 Added 16.88%
$0
$3.41 Billion 0.07% of portfolio
92,317
Q2 2025 Added 130.67%
Capital Grp Fixed Incm ETF T
-
$3.43 Billion 0.07% of portfolio
-
Q2 2025 Added 2.18%
$22.7B
$3.61 Billion 0.07% of portfolio
16,191
Q2 2025 Added 22.69%
$185B
$3.86 Billion 0.07% of portfolio
45,353
Q2 2025 Added 14.36%
$99.2B
$3.48 Billion 0.07% of portfolio
12,626
Q2 2025 Added 132.61%
$153B
$3.75 Billion 0.07% of portfolio
7,383
Q2 2025 Added 33.7%
$443M
$3.61 Billion 0.07% of portfolio
24,813
Q2 2025 Added 4.64%
$48.7B
$3.59 Billion 0.07% of portfolio
20,611
Q2 2025 Added 16.3%
$0
$3.76 Billion 0.07% of portfolio
99,074
Q2 2025 Reduced 10.81%
$0
$3.76 Billion 0.07% of portfolio
34,308
Q2 2025 Added 2.04%
$59.7B
$3.58 Billion 0.07% of portfolio
121,776
Q2 2025 Reduced 2.83%
$3.68B
$3.8 Billion 0.07% of portfolio
9,411
Q2 2025 Added 69.45%
$84.1B
$3.6 Billion 0.07% of portfolio
53,434
Q2 2025 Added 0.93%
$48.7B
$3.69 Billion 0.07% of portfolio
25,387
Q2 2025 Added 12.38%
$57.7B
$3.66 Billion 0.07% of portfolio
30,713
Q2 2025 Added 2.19%
-
$3.51 Billion 0.07% of portfolio
-
Q2 2025 Added 11.93%
$73.8B
$3.83 Billion 0.07% of portfolio
15,550
Q2 2025 Added 18.18%
$255B
$3.55 Billion 0.07% of portfolio
50,476
Q2 2025 Added 4.03%
$314B
$3.47 Billion 0.07% of portfolio
14,562
Q2 2025 Added 20.62%
$0
$3.46 Billion 0.07% of portfolio
31,135
Q2 2025 Reduced 2.16%
$0
$3.37 Billion 0.07% of portfolio
48,494
Q2 2025 Added 10.27%
$0
$3.43 Billion 0.07% of portfolio
17,809
Q2 2025 Added 8.81%
$83.7B
$2.86 Billion 0.06% of portfolio
31,343
Q2 2025 Reduced 10.61%
Blackrock ETF Trust Ii
-
$3.16 Billion 0.06% of portfolio
-
Q2 2025 Added 78.89%
$5.27B
$3.33 Billion 0.06% of portfolio
231,992
Q2 2025 Added 15.3%

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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