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
$1.75 Billion 0.05% of portfolio
9,432
Q4 2024 Added 15.07%
J P Morgan Exchange Traded F
-
$1.88 Billion 0.05% of portfolio
-
Q4 2024 Added 30.69%
$98.7B
$1.87 Billion 0.05% of portfolio
6,690
Q4 2024 Reduced 3.21%
$113B
$1.69 Billion 0.05% of portfolio
7,933
Q4 2024 Added 15.14%
$55.9B
$1.67 Billion 0.05% of portfolio
8,058
Q4 2024 Added 0.25%
$0
$1.89 Billion 0.05% of portfolio
20,183
Q4 2024 Added 7.29%
$0
$1.85 Billion 0.05% of portfolio
35,364
Q4 2024 Added 3.66%
$981M
$1.83 Billion 0.05% of portfolio
28,211
Q4 2024 Added 2.16%
$134B
$1.83 Billion 0.05% of portfolio
37,946
Q4 2024 Added 2.63%
$0
$1.82 Billion 0.05% of portfolio
69,872
Q4 2024 Added 214.27%
$0
$1.98 Billion 0.05% of portfolio
20,011
Q4 2024 Added 4.16%
$224B
$1.79 Billion 0.05% of portfolio
3,440
Q4 2024 Reduced 4.1%
$0
$1.9 Billion 0.05% of portfolio
59,871
Q4 2024 Added 95.28%
$0
$1.95 Billion 0.05% of portfolio
24,019
Q4 2024 New
$0
$1.81 Billion 0.05% of portfolio
6,446
Q4 2024 Added 4.52%
$0
$2.03 Billion 0.05% of portfolio
7,981
Q4 2024 Reduced 6.15%
$1.51B
$1.32 Billion 0.04% of portfolio
47,934
Q4 2024 Reduced 3.48%
$155B
$1.49 Billion 0.04% of portfolio
9,164
Q4 2024 Reduced 13.38%
$0
$1.33 Billion 0.04% of portfolio
38,146
Q4 2024 Added 19.31%
$102B
$1.52 Billion 0.04% of portfolio
6,792
Q4 2024 Added 112.92%
$68.5B
$1.42 Billion 0.04% of portfolio
44,081
Q4 2024 Added 8.13%
$44.8B
$1.44 Billion 0.04% of portfolio
10,290
Q4 2024 Added 3.91%
$0
$1.45 Billion 0.04% of portfolio
34,944
Q4 2024 Added 63.66%
$48.3B
$1.39 Billion 0.04% of portfolio
7,842
Q4 2024 Added 22.15%
-
$1.54 Billion 0.04% of portfolio
-
Q4 2024 Reduced 0.49%
$43.5B
$1.45 Billion 0.04% of portfolio
19,626
Q4 2024 Added 2.29%
$85B
$1.38 Billion 0.04% of portfolio
1,468
Q4 2024 Added 10.29%
Fidelity Covington Trust
-
$1.39 Billion 0.04% of portfolio
-
Q4 2024 New
$0
$1.4 Billion 0.04% of portfolio
21,347
Q4 2024 Added 3.51%
$0
$1.33 Billion 0.04% of portfolio
27,520
Q4 2024 Added 2.99%
-
$1.31 Billion 0.04% of portfolio
-
Q4 2024 Added 2.32%
$0
$1.59 Billion 0.04% of portfolio
20,309
Q4 2024 Added 20.61%
$0
$1.66 Billion 0.04% of portfolio
6,836
Q4 2024 Reduced 5.29%
$1.26B
$1.56 Billion 0.04% of portfolio
30,668
Q4 2024 New
$16.6B
$1.56 Billion 0.04% of portfolio
13,367
Q4 2024 Added 6.48%
$22.8B
$1.58 Billion 0.04% of portfolio
9,333
Q4 2024 Reduced 14.03%
$2.07B
$1.5 Billion 0.04% of portfolio
52,317
Q4 2023 New
-
$1.45 Billion 0.04% of portfolio
-
Q4 2024 New
$78.4B
$1.51 Billion 0.04% of portfolio
75,410
Q4 2024 Reduced 7.22%
$0
$1.39 Billion 0.04% of portfolio
19,809
Q4 2024 Added 6.28%
$0
$1.53 Billion 0.04% of portfolio
72,592
Q4 2024 Added 1.09%
$0
$1.62 Billion 0.04% of portfolio
29,917
Q4 2024 Reduced 56.19%
$45.8B
$1.52 Billion 0.04% of portfolio
30,680
Q4 2024 Added 114.68%
$0
$1.59 Billion 0.04% of portfolio
17,362
Q4 2024 Reduced 3.3%
$0
$1.38 Billion 0.04% of portfolio
11,075
Q4 2024 Added 1.85%
$0
$1.5 Billion 0.04% of portfolio
16,488
Q4 2024 Reduced 89.77%
$0
$1.42 Billion 0.04% of portfolio
15,361
Q4 2024 Reduced 28.28%
$0
$1.37 Billion 0.04% of portfolio
51,117
Q4 2024 Added 5.39%
$0
$1.41 Billion 0.04% of portfolio
61,309
Q4 2024 Added 1.8%

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
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