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
$36.7B
$2.89 Billion 0.06% of portfolio
11,901
Q2 2025 Added 1.98%
$1.11B
$2.87 Billion 0.06% of portfolio
51,097
Q2 2025 Added 41.32%
$139B
$3.32 Billion 0.06% of portfolio
93,045
Q2 2025 Added 12.97%
$7.1B
$2.87 Billion 0.06% of portfolio
46,199
Q2 2025 Reduced 4.39%
$24B
$3.3 Billion 0.06% of portfolio
35,657
Q2 2025 Reduced 14.67%
$0
$3.35 Billion 0.06% of portfolio
135,707
Q2 2025 Reduced 0.2%
$0
$2.93 Billion 0.06% of portfolio
38,742
Q2 2025 Added 66.94%
$0
$3.29 Billion 0.06% of portfolio
78,695
Q2 2025 Reduced 63.76%
$0
$3.01 Billion 0.06% of portfolio
61,331
Q2 2025 Added 10.59%
$0
$3.27 Billion 0.06% of portfolio
73,109
Q2 2025 Reduced 5.67%
$0
$3.19 Billion 0.06% of portfolio
81,800
Q2 2025 Reduced 2.38%
$22.7B
$3.16 Billion 0.06% of portfolio
155,057
Q2 2025 Added 20.81%
$93.8B
$3.18 Billion 0.06% of portfolio
17,316
Q2 2025 Added 7.39%
$0
$3.26 Billion 0.06% of portfolio
155,923
Q2 2025 Added 34.27%
Invesco Exch Trd Slf Idx Fd
-
$3.17 Billion 0.06% of portfolio
-
Q2 2025 Reduced 4.33%
$0
$3.26 Billion 0.06% of portfolio
80,030
Q2 2025 New
$0
$2.89 Billion 0.06% of portfolio
30,785
Q2 2025 Added 57.14%
$0
$2.95 Billion 0.06% of portfolio
96,260
Q2 2025 Added 18.92%
$0
$3.04 Billion 0.06% of portfolio
62,919
Q2 2025 Added 16.51%
$0
$3 Billion 0.06% of portfolio
80,052
Q2 2025 Added 50.47%
$65.5B
$3.3 Billion 0.06% of portfolio
40,989
Q2 2025 Added 0.13%
$35.4B
$3.14 Billion 0.06% of portfolio
44,642
Q2 2025 Reduced 35.56%
$75.8B
$3.3 Billion 0.06% of portfolio
7,857
Q2 2025 Added 12.99%
$69.4B
$3.16 Billion 0.06% of portfolio
12,354
Q2 2025 Added 3.81%
$59.4B
$2.91 Billion 0.06% of portfolio
13,314
Q2 2025 Added 38.88%
$2.51B
$2.94 Billion 0.06% of portfolio
141,837
Q2 2025 Added 10.07%
$80.6B
$2.93 Billion 0.06% of portfolio
39,387
Q2 2025 Added 20.16%
Pgim Rock ETF Tr
-
$2.99 Billion 0.06% of portfolio
-
Q2 2025 Reduced 7.82%
Rbb Fd Inc
-
$2.85 Billion 0.06% of portfolio
-
Q2 2025 New
$102B
$3.2 Billion 0.06% of portfolio
19,998
Q2 2025 New
$22B
$2.85 Billion 0.06% of portfolio
156,682
Q2 2025 Reduced 9.82%
$0
$3.21 Billion 0.06% of portfolio
23,637
Q2 2025 Added 35.46%
$6.16B
$3.34 Billion 0.06% of portfolio
166,579
Q2 2025 Added 12.15%
$6.29B
$3.19 Billion 0.06% of portfolio
60,469
Q2 2025 Reduced 2.14%
$150B
$3.25 Billion 0.06% of portfolio
53,126
Q2 2025 Added 3.83%
$72.8B
$2.85 Billion 0.06% of portfolio
62,934
Q2 2025 Added 1.62%
$36B
$2.95 Billion 0.06% of portfolio
28,299
Q2 2025 Added 24.93%
$81.6B
$3.03 Billion 0.06% of portfolio
19,725
Q2 2025 Added 0.99%
$67B
$3.27 Billion 0.06% of portfolio
20,997
Q2 2025 Added 17.92%
$57.1B
$2.78 Billion 0.05% of portfolio
13,801
Q2 2025 Added 6.05%
$24.9B
$2.72 Billion 0.05% of portfolio
19,539
Q2 2025 Reduced 0.23%
$83.1B
$2.83 Billion 0.05% of portfolio
19,927
Q2 2025 Added 4.24%
$230B
$2.55 Billion 0.05% of portfolio
36,442
Q2 2025 Added 13.48%
$52.5B
$2.37 Billion 0.05% of portfolio
13,742
Q2 2025 Added 20.3%
Capital Group Equity ETF Tr
-
$2.61 Billion 0.05% of portfolio
-
Q2 2025 Added 139.0%
$49.4B
$2.6 Billion 0.05% of portfolio
35,524
Q2 2025 Added 4.42%
$38.4B
$2.82 Billion 0.05% of portfolio
9,421
Q2 2025 Added 8.86%
$15.2B
$2.41 Billion 0.05% of portfolio
20,108
Q2 2025 Added 1.17%
$0
$2.5 Billion 0.05% of portfolio
72,249
Q2 2025 Added 277.28%

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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