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
$0
$2.29 Billion 0.04% of portfolio
71,495
Q2 2025 Added 65.6%
$70.9B
$2.26 Billion 0.04% of portfolio
24,857
Q2 2025 Added 10.93%
$51B
$1.89 Billion 0.04% of portfolio
25,309
Q2 2025 Added 22.02%
$150B
$2.26 Billion 0.04% of portfolio
11,459
Q2 2025 Added 14.04%
$36.7B
$1.89 Billion 0.04% of portfolio
15,450
Q2 2025 Added 149.84%
$37.5B
$2.13 Billion 0.04% of portfolio
43,241
Q2 2025 Added 239.04%
$21.8B
$2.08 Billion 0.04% of portfolio
65,470
Q2 2025 Reduced 7.67%
$0
$2 Billion 0.04% of portfolio
31,416
Q2 2025 Added 91.78%
$36B
$2.21 Billion 0.04% of portfolio
32,162
Q2 2025 Added 3.24%
$0
$1.9 Billion 0.04% of portfolio
36,454
Q2 2025 Reduced 14.58%
$0
$2.1 Billion 0.04% of portfolio
72,667
Q2 2025 Added 466.6%
$0
$2.13 Billion 0.04% of portfolio
93,363
Q2 2025 Added 17.5%
$0
$2.1 Billion 0.04% of portfolio
7,786
Q2 2025 Reduced 0.69%
$79.5B
$2.23 Billion 0.04% of portfolio
12,961
Q2 2025 Added 1.5%
$44.4B
$1.97 Billion 0.04% of portfolio
220,087
Q2 2025 Added 6.32%
$60.2B
$2.08 Billion 0.04% of portfolio
48,088
Q2 2025 Added 41.21%
$0
$1.82 Billion 0.04% of portfolio
16,622
Q2 2025 Added 1.32%
$18B
$2.28 Billion 0.04% of portfolio
69,384
Q2 2025 Added 52.48%
$0
$2.21 Billion 0.04% of portfolio
43,535
Q2 2025 Added 46.21%
$0
$2.14 Billion 0.04% of portfolio
40,075
Q2 2025 Added 7.36%
$0
$2.15 Billion 0.04% of portfolio
19,655
Q2 2025 Added 41.58%
$0
$2.07 Billion 0.04% of portfolio
20,333
Q2 2025 Added 49.17%
$0
$1.82 Billion 0.04% of portfolio
16,295
Q2 2025 Added 17.79%
J P Morgan Exchange Traded F
-
$1.9 Billion 0.04% of portfolio
-
Q2 2025 Reduced 16.38%
$0
$1.93 Billion 0.04% of portfolio
32,626
Q2 2025 Added 59.29%
$0
$2.32 Billion 0.04% of portfolio
35,495
Q2 2025 Added 534.18%
$0
$1.81 Billion 0.04% of portfolio
36,844
Q2 2025 Added 1.45%
$0
$2.06 Billion 0.04% of portfolio
33,690
Q2 2025 Added 30.03%
$29.9B
$1.92 Billion 0.04% of portfolio
11,713
Q2 2025 Added 9.47%
$0
$1.88 Billion 0.04% of portfolio
57,675
Q2 2025 New
$86B
$2.21 Billion 0.04% of portfolio
8,079
Q2 2025 Added 7.92%
$139B
$2.21 Billion 0.04% of portfolio
17,968
Q2 2025 Added 39.38%
$0
$1.94 Billion 0.04% of portfolio
34,572
Q2 2025 Reduced 2.01%
$0
$2.04 Billion 0.04% of portfolio
28,551
Q2 2025 Reduced 4.89%
$0
$2.19 Billion 0.04% of portfolio
40,636
Q2 2025 Added 5.51%
$0
$2.14 Billion 0.04% of portfolio
21,226
Q2 2025 Added 50.62%
$49.2B
$2 Billion 0.04% of portfolio
6,813
Q2 2025 Added 61.52%
$36.2B
$2.22 Billion 0.04% of portfolio
14,473
Q2 2025 Added 90.31%
$28.5B
$1.84 Billion 0.04% of portfolio
32,632
Q2 2025 Added 3.55%
$79.9B
$1.9 Billion 0.04% of portfolio
6,063
Q2 2025 Reduced 22.08%
$0
$1.99 Billion 0.04% of portfolio
89,845
Q2 2025 Added 45.03%
$25.8B
$1.92 Billion 0.04% of portfolio
25,370
Q2 2025 Added 0.55%
$0
$1.86 Billion 0.04% of portfolio
19,128
Q2 2025 Reduced 0.98%
$0
$2.11 Billion 0.04% of portfolio
69,980
Q2 2025 New
$24.4B
$2.25 Billion 0.04% of portfolio
9,365
Q2 2025 Added 5.24%
T Rowe Price ETF Inc
-
$2.17 Billion 0.04% of portfolio
-
Q2 2025 Added 96.71%
$187B
$1.85 Billion 0.04% of portfolio
4,570
Q2 2025 Added 19.57%
$0
$2.31 Billion 0.04% of portfolio
8,334
Q2 2025 Added 13.82%
$0
$1.87 Billion 0.04% of portfolio
27,815
Q2 2025 Added 53.33%

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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