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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.6B
$726 Million 0.01% of portfolio
3,054
Q2 2025 Added 240.85%
$18.1B
$741 Million 0.01% of portfolio
12,808
Q2 2025 Added 32.12%
$34.2B
$260 Million 0.01% of portfolio
1,339
Q2 2025 Added 6.44%
$3.92B
$386 Million 0.01% of portfolio
23,850
Q2 2025 New
$60.2B
$426 Million 0.01% of portfolio
13,339
Q2 2025 Reduced 8.62%
$39.4B
$538 Million 0.01% of portfolio
980
Q2 2025 New
$16.6B
$329 Million 0.01% of portfolio
5,113
Q2 2025 Added 20.08%
$14.8B
$722 Million 0.01% of portfolio
4,239
Q2 2025 Reduced 5.32%
$17.5B
$732 Million 0.01% of portfolio
9,654
Q2 2025 Added 36.76%
$8.78B
$474 Million 0.01% of portfolio
17,016
Q2 2025 Added 4.84%
$13.9B
$274 Million 0.01% of portfolio
7,975
Q2 2025 Added 4.11%
$11B
$281 Million 0.01% of portfolio
944
Q2 2025 Added 7.03%
$39.4B
$431 Million 0.01% of portfolio
590
Q2 2025 Added 23.17%
$51.4B
$700 Million 0.01% of portfolio
13,581
Q2 2025 Added 1.37%
$8.05B
$438 Million 0.01% of portfolio
5,170
Q2 2025 Added 41.72%
$52.4B
$452 Million 0.01% of portfolio
6,075
Q2 2025 Added 58.12%
$27.2B
$360 Million 0.01% of portfolio
3,375
Q2 2025 New
$100B
$343 Million 0.01% of portfolio
2,546
Q2 2025 Reduced 0.9%
$62.9B
$722 Million 0.01% of portfolio
12,393
Q2 2025 Added 30.29%
$11.2B
$392 Million 0.01% of portfolio
19,345
Q2 2025 Added 4.36%
$36.3B
$735 Million 0.01% of portfolio
5,678
Q2 2025 Added 35.45%
$1.49B
$578 Million 0.01% of portfolio
14,617
Q2 2025 Reduced 9.36%
$18.7B
$344 Million 0.01% of portfolio
4,505
Q2 2025 Added 8.22%
$0
$276 Million 0.01% of portfolio
23,120
Q2 2025 Added 20.77%
$0
$323 Million 0.01% of portfolio
29,552
Q2 2025 Added 21.37%
$0
$474 Million 0.01% of portfolio
56,021
Q2 2025 Added 8.43%
$0
$277 Million 0.01% of portfolio
34,531
Q2 2025 Added 5.96%
$0
$591 Million 0.01% of portfolio
52,372
Q2 2025 Reduced 13.33%
$0
$444 Million 0.01% of portfolio
31,581
Q2 2025 Added 16.75%
$42.5B
$348 Million 0.01% of portfolio
8,281
Q2 2025 Added 16.9%
$8.85B
$617 Million 0.01% of portfolio
13,911
Q2 2025 Added 1.13%
$14B
$573 Million 0.01% of portfolio
5,727
Q2 2025 New
$16.2B
$512 Million 0.01% of portfolio
3,157
Q2 2025 Added 15.18%
$15.9B
$481 Million 0.01% of portfolio
6,684
Q2 2025 Added 4.39%
$12.2B
$520 Million 0.01% of portfolio
9,991
Q2 2025 Reduced 11.42%
$4.11B
$261 Million 0.01% of portfolio
3,639
Q2 2025 Reduced 0.41%
$7.64B
$495 Million 0.01% of portfolio
8,686
Q2 2025 Reduced 18.86%
$37.1B
$729 Million 0.01% of portfolio
7,366
Q2 2025 Added 11.93%
$20.3B
$593 Million 0.01% of portfolio
3,145
Q2 2025 Reduced 3.91%
$2.22B
$273 Million 0.01% of portfolio
3,445
Q2 2025 Added 7.09%
$2.39B
$444 Million 0.01% of portfolio
63,927
Q2 2025 Reduced 20.71%
$0
$393 Million 0.01% of portfolio
20,733
Q2 2025 Added 55.26%
$12.1B
$507 Million 0.01% of portfolio
27,664
Q2 2025 Reduced 0.63%
$8.57B
$312 Million 0.01% of portfolio
2,861
Q2 2025 Reduced 4.31%
$26.3B
$595 Million 0.01% of portfolio
5,228
Q2 2025 Added 8.89%
$26.5B
$322 Million 0.01% of portfolio
9,511
Q2 2025 Added 10.07%
$3.24B
$360 Million 0.01% of portfolio
4,503
Q2 2025 Added 7.14%
$23.9B
$390 Million 0.01% of portfolio
4,043
Q2 2025 Added 2.38%
$20.5B
$265 Million 0.01% of portfolio
3,340
Q2 2025 Added 11.48%

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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