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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$123 Billion 3.32% of portfolio
508,554
Q4 2024 Added 0.74%
$270B
$81 Billion 2.18% of portfolio
603,541
Q4 2024 Added 5.73%
$2.8T
$79 Billion 2.13% of portfolio
187,463
Q4 2024 Added 4.2%
$1.94T
$63.3 Billion 1.7% of portfolio
288,473
Q4 2024 Added 4.29%
$2.47B
$53.9 Billion 1.45% of portfolio
1,028,605
Q4 2024 Added 317.38%
$67.8B
$33.5 Billion 0.9% of portfolio
144,304
Q4 2024 Added 24.02%
$922B
$33 Billion 0.89% of portfolio
174,470
Q4 2024 Added 4.07%
$238B
$30.4 Billion 0.82% of portfolio
336,886
Q4 2024 Added 13.63%
$1.3T
$27.5 Billion 0.74% of portfolio
46,970
Q4 2024 Added 20.63%
$683B
$27.1 Billion 0.73% of portfolio
59,783
Q4 2024 Added 10.93%
$720B
$25.1 Billion 0.68% of portfolio
104,610
Q4 2024 Added 12.57%
$818B
$23.5 Billion 0.63% of portfolio
58,795
Q4 2024 Added 27.26%
$951B
$20.4 Billion 0.55% of portfolio
107,013
Q4 2024 Added 0.23%
$375B
$20.3 Billion 0.55% of portfolio
52,257
Q4 2024 Added 0.16%
$573B
$20.2 Billion 0.54% of portfolio
64,045
Q4 2024 Reduced 3.12%
$785B
$18.9 Billion 0.51% of portfolio
24,420
Q4 2024 Added 2.57%
$377B
$16.7 Billion 0.45% of portfolio
100,094
Q4 2024 Added 13.07%
$404B
$15.9 Billion 0.43% of portfolio
94,943
Q4 2024 Added 0.89%
$197B
$14.1 Billion 0.38% of portfolio
40,170
Q4 2024 Added 12.87%
$479B
$13.6 Billion 0.37% of portfolio
20
Q3 2024 Reduced 4.76%
$207B
$13.9 Billion 0.37% of portfolio
91,144
Q4 2024 Reduced 0.09%
$434B
$13.5 Billion 0.36% of portfolio
93,525
Q4 2024 Reduced 8.07%
$370B
$13.2 Billion 0.35% of portfolio
74,113
Q4 2024 Added 7.2%
$327B
$12.2 Billion 0.33% of portfolio
83,976
Q4 2024 Reduced 8.58%
$253B
$11.8 Billion 0.32% of portfolio
199,386
Q4 2024 Reduced 13.54%
$335B
$11.7 Billion 0.31% of portfolio
265,343
Q4 2024 Reduced 0.17%
$419B
$11.5 Billion 0.31% of portfolio
12,508
Q4 2024 Added 42.18%
$415B
$10.7 Billion 0.29% of portfolio
11,959
Q4 2024 Added 34.4%
$490B
$10.8 Billion 0.29% of portfolio
21,333
Q4 2024 Reduced 3.03%
$223B
$10.5 Billion 0.28% of portfolio
47,643
Q4 2024 Added 38.46%
$310B
$9.68 Billion 0.26% of portfolio
155,496
Q4 2024 Reduced 9.97%
$227B
$9.5 Billion 0.26% of portfolio
95,483
Q4 2024 Reduced 18.59%
$174B
$9.34 Billion 0.25% of portfolio
25,747
Q4 2024 Added 17.96%
$127B
$8.96 Billion 0.24% of portfolio
30,603
Q4 2024 Added 3.69%
$523B
$9.08 Billion 0.24% of portfolio
17,247
Q4 2024 Reduced 3.86%
$230B
$8.94 Billion 0.24% of portfolio
30,828
Q4 2024 Reduced 8.65%
$268B
$8.61 Billion 0.23% of portfolio
51,666
Q4 2024 Reduced 3.74%
$54.4B
$7.96 Billion 0.21% of portfolio
46,212
Q4 2024 Added 49.62%
$145B
$7.48 Billion 0.2% of portfolio
30,321
Q4 2024 Added 10.75%
$166B
$7.46 Billion 0.2% of portfolio
98,582
Q4 2024 Reduced 2.79%
$195B
$7.38 Billion 0.2% of portfolio
63,760
Q4 2024 Reduced 0.77%
$180B
$7.12 Billion 0.19% of portfolio
63,958
Q4 2024 Reduced 4.17%
$173B
$7.12 Billion 0.19% of portfolio
46,363
Q4 2024 Added 9.48%
$191B
$7.15 Billion 0.19% of portfolio
178,844
Q4 2024 Reduced 5.55%
$10.9B
$6.54 Billion 0.18% of portfolio
140,038
Q4 2024 Reduced 11.95%
$139B
$6.56 Billion 0.18% of portfolio
91,455
Q4 2024 Added 1.59%
$141B
$6.77 Billion 0.18% of portfolio
56,007
Q4 2024 Added 17.96%
$202B
$6.33 Billion 0.17% of portfolio
278,047
Q4 2024 Added 0.17%
$108B
$6.39 Billion 0.17% of portfolio
19,251
Q4 2024 Added 0.33%

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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