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
$3.82T
$206 Billion 3.97% of portfolio
413,243
Q2 2025 Added 86.71%
$0
$146 Billion 2.81% of portfolio
256,362
Q2 2025 Added 10.32%
$3.44T
$133 Billion 2.57% of portfolio
664,788
Q2 2025 Added 4.98%
$0
$126 Billion 2.43% of portfolio
203,550
Q2 2025 Added 28.86%
$440B
$113 Billion 2.18% of portfolio
713,017
Q2 2025 Added 7.15%
$2.37T
$96.1 Billion 1.86% of portfolio
438,004
Q2 2025 Added 6.62%
$0
$86.3 Billion 1.67% of portfolio
156,354
Q2 2025 Added 30.24%
$0
$55.2 Billion 1.07% of portfolio
88,909
Q2 2025 Added 4.82%
$0
$50.1 Billion 0.97% of portfolio
283,413
Q2 2025 Added 13.84%
$0
$46.2 Billion 0.89% of portfolio
523,846
Q2 2025 Added 26.11%
$0
$45.2 Billion 0.87% of portfolio
490,381
Q2 2025 Added 9.43%
$0
$44.8 Billion 0.87% of portfolio
147,406
Q2 2025 Added 13.25%
$1.6T
$43.9 Billion 0.85% of portfolio
59,508
Q2 2025 Added 8.6%
$0
$43.6 Billion 0.84% of portfolio
99,487
Q2 2025 Added 15.37%
$105B
$41 Billion 0.79% of portfolio
134,643
Q2 2025 Added 41.57%
$630B
$40.5 Billion 0.78% of portfolio
83,335
Q2 2025 Added 12.36%
$1.15T
$39.9 Billion 0.77% of portfolio
226,683
Q2 2025 Added 8.14%
$875B
$38.8 Billion 0.75% of portfolio
133,686
Q2 2025 Added 17.4%
$265B
$38.6 Billion 0.75% of portfolio
394,784
Q2 2025 Added 7.76%
$119B
$38.3 Billion 0.74% of portfolio
138,815
Q2 2025 Reduced 10.01%
$0
$38.2 Billion 0.74% of portfolio
775,525
Q2 2025 Added 4.51%
$0
$36.8 Billion 0.71% of portfolio
145,348
Q2 2025 Reduced 1.12%
$0
$34.2 Billion 0.66% of portfolio
576,838
Q2 2025 Added 0.39%
$0
$34.2 Billion 0.66% of portfolio
310,985
Q2 2025 Added 94.54%
$0
$33.5 Billion 0.65% of portfolio
400,763
Q2 2025 Added 15.84%
$0
$33.1 Billion 0.64% of portfolio
161,657
Q2 2025 Added 117.26%
$0
$31.7 Billion 0.61% of portfolio
378,303
Q2 2025 Added 4.57%
$0
$30.9 Billion 0.6% of portfolio
498,748
Q2 2025 Added 31.76%
$0
$27.9 Billion 0.54% of portfolio
280,968
Q2 2025 Added 20.0%
$0
$27.5 Billion 0.53% of portfolio
942,458
Q2 2025 Added 314.98%
$581B
$27.3 Billion 0.53% of portfolio
76,781
Q2 2025 Added 9.84%
$0
$27.1 Billion 0.52% of portfolio
284,256
Q2 2025 Added 9.59%
$0
$25.1 Billion 0.49% of portfolio
636,005
Q2 2025 Added 18.12%
$386B
$25.4 Billion 0.49% of portfolio
69,235
Q2 2025 Added 15.34%
$0
$25.5 Billion 0.49% of portfolio
284,971
Q2 2025 Added 80.85%
$310B
$25.4 Billion 0.49% of portfolio
186,280
Q2 2025 Added 23.05%
$0
$25.4 Billion 0.49% of portfolio
69,251
Q2 2025 Added 7.42%
$1.18T
$24.9 Billion 0.48% of portfolio
140,320
Q2 2025 Added 6.14%
$464B
$24.2 Billion 0.47% of portfolio
224,315
Q2 2025 Added 10.44%
$0
$24.4 Billion 0.47% of portfolio
294,731
Q2 2025 Added 7.21%
$523B
$23.7 Billion 0.46% of portfolio
17,705
Q2 2025 Added 25.16%
$0
$23.2 Billion 0.45% of portfolio
247,757
Q2 2025 Added 560.88%
$768B
$22.9 Billion 0.44% of portfolio
29,390
Q2 2025 Added 6.2%
$668B
$22.8 Billion 0.44% of portfolio
104,166
Q2 2025 Reduced 9.16%
$0
$22.1 Billion 0.43% of portfolio
62,968
Q2 2025 Added 6,079.39%
$0
$22 Billion 0.42% of portfolio
443,983
Q2 2025 Added 15.26%
$1.03T
$21.1 Billion 0.41% of portfolio
67,018
Q2 2025 Added 19.29%
$0
$20.7 Billion 0.4% of portfolio
155,159
Q2 2025 Added 7.9%
$372B
$20 Billion 0.39% of portfolio
125,408
Q2 2025 Added 4.5%

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
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