Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

Concurrent Investment Advisors, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.12 Trillion distributed in 1236 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $137B, Vanguard Index Fds S&P 500 ETF with a value of $119B, Spdr Bloomberg 1 3 Month T Bil with a value of $106B, Spdr S&P 500 ETF Trust with a value of $88.4B, and Microsoft Corp with a value of $83.1B.

Examining the 13F form we can see an increase of $407B in the current position value, from $3.71T to 4.12T.

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 $4.12 Trillion
Technology: $504 Billion
Financial Services: $309 Billion
Consumer Cyclical: $206 Billion
Healthcare: $171 Billion
Industrials: $170 Billion
Consumer Defensive: $153 Billion
Communication Services: $138 Billion
Energy: $112 Billion
Other: $157 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.91B
$1.61 Billion 0.04% of portfolio
52,735
Q1 2025 Added 0.8%
$57.6B
$1.49 Billion 0.04% of portfolio
11,456
Q1 2025 Added 136.4%
-
$1.62 Billion 0.04% of portfolio
-
Q1 2025 Added 14.33%
Invesco Actively Managed Exc
-
$1.52 Billion 0.04% of portfolio
-
Q1 2025 New
$0
$1.54 Billion 0.04% of portfolio
15,494
Q1 2025 Added 100.62%
$0
$1.5 Billion 0.04% of portfolio
28,190
Q1 2025 Reduced 5.77%
$0
$1.72 Billion 0.04% of portfolio
16,406
Q1 2025 Added 8.53%
Ishares Bitcoin Trust ETF
-
$1.67 Billion 0.04% of portfolio
-
Q1 2025 Reduced 60.54%
$0
$1.72 Billion 0.04% of portfolio
20,748
Q1 2025 Reduced 2.16%
$0
$1.84 Billion 0.04% of portfolio
19,591
Q1 2025 Added 12.84%
$0
$1.51 Billion 0.04% of portfolio
13,883
Q1 2025 Reduced 4.45%
$0
$1.73 Billion 0.04% of portfolio
29,304
Q1 2025 Reduced 10.76%
$0
$1.51 Billion 0.04% of portfolio
29,775
Q1 2025 Added 49.95%
$0
$1.78 Billion 0.04% of portfolio
36,317
Q1 2025 Added 144.89%
$0
$1.48 Billion 0.04% of portfolio
25,910
Q1 2025 Added 16.83%
$26B
$1.6 Billion 0.04% of portfolio
10,700
Q1 2025 Added 26.78%
$77.4B
$1.78 Billion 0.04% of portfolio
7,486
Q1 2025 Added 11.9%
$3.55B
$1.6 Billion 0.04% of portfolio
5,554
Q1 2025 Added 24.39%
$83B
$1.53 Billion 0.04% of portfolio
3,282
Q1 2025 Added 289.79%
$48.4B
$1.82 Billion 0.04% of portfolio
9,587
Q1 2025 Added 18.97%
$165B
$1.67 Billion 0.04% of portfolio
5,892
Q1 2025 Reduced 3.03%
$38.2B
$1.62 Billion 0.04% of portfolio
14,516
Q1 2025 Added 8.61%
$35.7B
$1.54 Billion 0.04% of portfolio
26,584
Q1 2025 Added 17.09%
$28.1B
$1.7 Billion 0.04% of portfolio
31,514
Q1 2025 Added 43.56%
$54.8B
$1.6 Billion 0.04% of portfolio
7,781
Q1 2025 Added 89.69%
$0
$1.79 Billion 0.04% of portfolio
67,510
Q1 2025 Reduced 3.38%
$23.3B
$1.8 Billion 0.04% of portfolio
25,231
Q1 2025 Reduced 10.18%
$12.4B
$1.78 Billion 0.04% of portfolio
15,047
Q1 2025 Added 11.17%
$0
$1.84 Billion 0.04% of portfolio
19,317
Q1 2025 Added 21.22%
$104B
$1.64 Billion 0.04% of portfolio
4,987
Q1 2025 Added 29.13%
-
$1.68 Billion 0.04% of portfolio
-
Q1 2025 Added 121.94%
$0
$1.5 Billion 0.04% of portfolio
4,482
Q1 2025 Added 15.25%
$0
$1.81 Billion 0.04% of portfolio
7,059
Q1 2025 Added 366.25%
$0
$1.84 Billion 0.04% of portfolio
7,322
Q1 2025 Added 13.59%
$0
$1.49 Billion 0.04% of portfolio
7,400
Q1 2025 Added 32.78%
$131B
$1.56 Billion 0.04% of portfolio
3,213
Q1 2025 Added 55.07%
$0
$1.76 Billion 0.04% of portfolio
40,524
Q1 2025 New
$0
$1.5 Billion 0.04% of portfolio
30,239
Q1 2025 Added 355.75%
$0
$1.67 Billion 0.04% of portfolio
53,936
Q1 2025 New
$45.8B
$1.15 Billion 0.03% of portfolio
17,527
Q1 2025 Added 35.05%
$26.2B
$1.33 Billion 0.03% of portfolio
9,104
Q1 2025 Added 57.37%
Arista Networks Inc
-
$1.31 Billion 0.03% of portfolio
-
Q1 2025 Added 8.86%
$8.19B
$1.14 Billion 0.03% of portfolio
56,905
Q1 2025 Added 25.69%
$202B
$1.13 Billion 0.03% of portfolio
245
Q1 2025 Added 76.26%
$147B
$1.34 Billion 0.03% of portfolio
13,245
Q1 2025 Added 36.04%
$84.2B
$1.1 Billion 0.03% of portfolio
32,496
Q1 2025 Added 21.11%
$31.2B
$1.24 Billion 0.03% of portfolio
9,945
Q1 2025 Added 8.11%
$0
$1.34 Billion 0.03% of portfolio
40,021
Q1 2025 Added 4.92%
$0
$1.22 Billion 0.03% of portfolio
43,174
Q1 2025 Added 35.3%

Summary

  • Portfolio
  • No. of Stocks 1,236
  • Current Value $4.12 Trillion
  • Prior Value $3.71 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 214 stocks
  • Additional Purchases 683 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 261 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