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
$47.6B
$2.38 Billion 0.05% of portfolio
30,390
Q2 2025 Added 12.94%
$95.8B
$2.34 Billion 0.05% of portfolio
51,635
Q2 2025 Added 5.16%
$14.1B
$2.43 Billion 0.05% of portfolio
5,425
Q2 2025 Added 2.24%
$0
$2.81 Billion 0.05% of portfolio
61,365
Q2 2025 Added 37.86%
$0
$2.83 Billion 0.05% of portfolio
61,759
Q2 2025 Reduced 59.05%
$0
$2.45 Billion 0.05% of portfolio
128,114
Q2 2025 Added 6.17%
$0
$2.8 Billion 0.05% of portfolio
63,748
Q2 2025 Added 1.13%
$61.1B
$2.49 Billion 0.05% of portfolio
7,783
Q2 2025 Added 2.02%
$89.6B
$2.39 Billion 0.05% of portfolio
106,812
Q2 2025 Added 7.48%
$0
$2.53 Billion 0.05% of portfolio
53,933
Q2 2025 Added 29.13%
$0
$2.79 Billion 0.05% of portfolio
39,096
Q2 2025 Reduced 45.61%
Ishares Ethereum Tr
-
$2.42 Billion 0.05% of portfolio
-
Q2 2025 New
$0
$2.83 Billion 0.05% of portfolio
6,671
Q2 2025 Added 11.78%
$0
$2.37 Billion 0.05% of portfolio
37,006
Q2 2025 Added 4.87%
$0
$2.61 Billion 0.05% of portfolio
19,333
Q2 2025 Added 4.64%
$0
$2.52 Billion 0.05% of portfolio
10,551
Q2 2025 Reduced 0.03%
$101B
$2.8 Billion 0.05% of portfolio
12,793
Q2 2025 Added 14.82%
$5.59B
$2.66 Billion 0.05% of portfolio
55,776
Q2 2025 Added 0.53%
$47.2B
$2.59 Billion 0.05% of portfolio
29,002
Q2 2025 Added 59.08%
$0
$2.84 Billion 0.05% of portfolio
71,454
Q2 2025 Reduced 12.52%
$3.11B
$2.84 Billion 0.05% of portfolio
18,440
Q2 2025 New
$0
$2.66 Billion 0.05% of portfolio
27,945
Q2 2025 Added 3.11%
$12.4B
$2.5 Billion 0.05% of portfolio
8,571
Q1 2025 Added 1.11%
$23.7B
$2.83 Billion 0.05% of portfolio
120,480
Q2 2025 Reduced 13.58%
$55.1B
$2.49 Billion 0.05% of portfolio
4,393
Q2 2025 Added 1.53%
$0
$2.36 Billion 0.05% of portfolio
85,277
Q2 2025 Added 26.32%
$0
$2.61 Billion 0.05% of portfolio
64,339
Q2 2025 Reduced 3.91%
$40.9B
$2.55 Billion 0.05% of portfolio
33,654
Q2 2025 Added 3.14%
$14.1B
$2.54 Billion 0.05% of portfolio
31,415
Q2 2025 Added 0.04%
$2.39B
$2.45 Billion 0.05% of portfolio
100,724
Q1 2025 New
$0
$2.43 Billion 0.05% of portfolio
8,532
Q2 2025 Added 20.87%
$0
$2.71 Billion 0.05% of portfolio
34,124
Q2 2025 Reduced 1.13%
$0
$2.49 Billion 0.05% of portfolio
11,939
Q2 2025 Added 7.49%
$0
$2.79 Billion 0.05% of portfolio
60,231
Q2 2025 Added 19.89%
$0
$2.74 Billion 0.05% of portfolio
22,974
Q2 2025 Added 2.87%
$31.7B
$2.39 Billion 0.05% of portfolio
73,310
Q2 2025 Added 16.81%
$70.4B
$2.53 Billion 0.05% of portfolio
40,246
Q2 2025 Added 22.77%
$0
$2.41 Billion 0.05% of portfolio
37,643
Q2 2025 Reduced 15.93%
$0
$2.54 Billion 0.05% of portfolio
22,253
Q2 2025 Added 78.0%
$0
$2.67 Billion 0.05% of portfolio
55,461
Q2 2025 New
$0
$2.16 Billion 0.04% of portfolio
44,251
Q2 2025 Added 18.47%
$66.5B
$1.83 Billion 0.04% of portfolio
18,538
Q2 2025 Added 5.77%
$162B
$2.12 Billion 0.04% of portfolio
11,603
Q2 2025 Reduced 37.13%
$0
$1.82 Billion 0.04% of portfolio
82,941
Q2 2025 Added 3.47%
$54.9B
$2.14 Billion 0.04% of portfolio
2,590
Q2 2025 Added 32.28%
$8.98B
$1.9 Billion 0.04% of portfolio
99,007
Q2 2025 Added 73.99%
$0
$2 Billion 0.04% of portfolio
16,918
Q2 2025 Added 7.36%
$217B
$1.89 Billion 0.04% of portfolio
327
Q2 2025 Added 33.47%
$3.1B
$2.03 Billion 0.04% of portfolio
126,199
Q2 2025 Reduced 21.88%

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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