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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$137 Billion 3.33% of portfolio
633,243
Q1 2025 Added 24.52%
$2.95T
$83.1 Billion 2.02% of portfolio
221,329
Q1 2025 Added 18.07%
$1.88T
$78.2 Billion 1.9% of portfolio
410,809
Q1 2025 Added 42.41%
$271B
$72.1 Billion 1.75% of portfolio
665,424
Q1 2025 Added 10.25%
$694B
$39.5 Billion 0.96% of portfolio
74,171
Q1 2025 Added 24.07%
$957B
$32.4 Billion 0.79% of portfolio
209,611
Q1 2025 Added 20.14%
$264B
$32.2 Billion 0.78% of portfolio
366,361
Q1 2025 Added 8.75%
$1.25T
$31.6 Billion 0.77% of portfolio
54,798
Q1 2025 Added 16.67%
$718B
$27.9 Billion 0.68% of portfolio
113,870
Q1 2025 Added 8.85%
$78B
$25.8 Billion 0.63% of portfolio
154,261
Q1 2025 Added 6.9%
$440B
$24.2 Billion 0.59% of portfolio
203,114
Q1 2025 Added 19.52%
$565B
$24.5 Billion 0.59% of portfolio
69,902
Q1 2025 Added 9.15%
$854B
$22.9 Billion 0.55% of portfolio
27,675
Q1 2025 Added 13.33%
$369B
$22 Billion 0.53% of portfolio
60,025
Q1 2025 Added 14.86%
$979B
$20.7 Billion 0.5% of portfolio
132,204
Q1 2025 Added 23.54%
$385B
$20.5 Billion 0.5% of portfolio
120,002
Q1 2025 Added 26.39%
$266B
$18.8 Billion 0.46% of portfolio
112,189
Q1 2025 Added 33.6%
$480B
$18.4 Billion 0.45% of portfolio
23
Q1 2025 Added 15.0%
$409B
$18.6 Billion 0.45% of portfolio
112,427
Q1 2025 Added 20.21%
$379B
$16 Billion 0.39% of portfolio
114,673
Q1 2025 Added 14.57%
$314B
$14.8 Billion 0.36% of portfolio
206,981
Q1 2025 Added 33.11%
$187B
$15 Billion 0.36% of portfolio
99,884
Q1 2025 Added 9.59%
$440B
$14.2 Billion 0.35% of portfolio
15,035
Q1 2025 Added 20.2%
$891B
$14.4 Billion 0.35% of portfolio
56,180
Q1 2025 Reduced 4.45%
$385B
$13.5 Billion 0.33% of portfolio
25,704
Q1 2025 Added 20.49%
$504B
$13.2 Billion 0.32% of portfolio
14,146
Q1 2025 Added 18.29%
$217B
$12.6 Billion 0.31% of portfolio
50,612
Q1 2025 Added 6.23%
$233B
$12.8 Billion 0.31% of portfolio
151,381
Q1 2025 Added 53.56%
$237B
$12.2 Billion 0.3% of portfolio
198,061
Q1 2025 Reduced 0.66%
$523B
$12.3 Billion 0.3% of portfolio
22,519
Q1 2025 Added 30.57%
$235B
$12.4 Billion 0.3% of portfolio
39,787
Q1 2025 Added 29.06%
$188B
$12 Billion 0.29% of portfolio
38,357
Q1 2025 Reduced 4.51%
$320B
$11.4 Billion 0.28% of portfolio
272,594
Q1 2025 Added 2.73%
$125B
$11.2 Billion 0.27% of portfolio
36,675
Q1 2025 Added 19.84%
$2.36B
$10.6 Billion 0.26% of portfolio
171,460
Q1 2025 Reduced 83.33%
$185B
$10.1 Billion 0.25% of portfolio
222,725
Q1 2025 Added 24.54%
$139B
$9.78 Billion 0.24% of portfolio
41,932
Q1 2025 Added 38.29%
$197B
$8.87 Billion 0.22% of portfolio
313,653
Q1 2025 Added 12.81%
$185B
$8.92 Billion 0.22% of portfolio
67,318
Q1 2025 Added 5.58%
$131B
$8.55 Billion 0.21% of portfolio
120,586
Q1 2025 Added 31.85%
$269B
$8.69 Billion 0.21% of portfolio
58,289
Q1 2025 Added 12.82%
$51.5B
$8.48 Billion 0.21% of portfolio
51,080
Q1 2025 Added 10.53%
$229B
$8.05 Billion 0.2% of portfolio
60,709
Q1 2025 Added 19.95%
$220B
$8.06 Billion 0.2% of portfolio
41,039
Q1 2025 Added 24.76%
$216B
$8.22 Billion 0.2% of portfolio
91,530
Q1 2025 Reduced 4.14%
$149B
$8.16 Billion 0.2% of portfolio
67,030
Q1 2025 Added 19.68%
$266B
$7.85 Billion 0.19% of portfolio
49,486
Q1 2025 Added 62.49%
$167B
$7.73 Billion 0.19% of portfolio
50,342
Q1 2025 Added 8.58%
$106B
$6.85 Billion 0.17% of portfolio
114,212
Q1 2025 Added 31.37%

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
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