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
$136B
$4.22 Billion 0.1% of portfolio
37,647
Q1 2025 Added 26.68%
$119B
$4.27 Billion 0.1% of portfolio
47,540
Q1 2025 Reduced 27.82%
$47.7B
$4.08 Billion 0.1% of portfolio
39,100
Q1 2025 Added 15.82%
$54.4B
$3.77 Billion 0.09% of portfolio
34,539
Q1 2025 Added 55.23%
$61.8B
$3.58 Billion 0.09% of portfolio
125,327
Q1 2025 Added 9.67%
$95.7B
$3.59 Billion 0.09% of portfolio
52,941
Q1 2025 Added 100.44%
$60.2B
$3.71 Billion 0.09% of portfolio
30,055
Q1 2025 Added 45.34%
$256B
$3.56 Billion 0.09% of portfolio
48,522
Q1 2025 Added 27.97%
$177B
$3.62 Billion 0.09% of portfolio
20,124
Q1 2025 Added 10.08%
$104B
$3.65 Billion 0.09% of portfolio
10,832
Q1 2025 Added 24.63%
$259B
$3.19 Billion 0.08% of portfolio
31,015
Q1 2025 Added 79.47%
$83.7B
$3.19 Billion 0.08% of portfolio
17,789
Q1 2025 Added 6.68%
$464M
$3.39 Billion 0.08% of portfolio
23,713
Q1 2025 New
$54.1B
$3.1 Billion 0.08% of portfolio
166,982
Q1 2025 Added 28.62%
$19.6B
$3.26 Billion 0.08% of portfolio
128,351
Q1 2025 Added 22.98%
$213B
$3.22 Billion 0.08% of portfolio
5,237
Q1 2025 Added 4.26%
$41B
$3.35 Billion 0.08% of portfolio
69,275
Q1 2025 Added 5.55%
$51.6B
$3.49 Billion 0.08% of portfolio
22,590
Q1 2025 Added 17.53%
$98.3B
$3.31 Billion 0.08% of portfolio
29,571
Q1 2025 Added 93.79%
-
$3.14 Billion 0.08% of portfolio
-
Q1 2025 Added 43.15%
$75.9B
$3.19 Billion 0.08% of portfolio
13,158
Q1 2025 Added 0.15%
$282B
$3.22 Billion 0.08% of portfolio
12,073
Q1 2025 Reduced 22.9%
$1.27T
$3.18 Billion 0.08% of portfolio
19,152
Q1 2025 Added 24.14%
$6.31B
$3.4 Billion 0.08% of portfolio
61,794
Q1 2025 Added 2.04%
$52.2B
$2.69 Billion 0.07% of portfolio
13,014
Q1 2025 Added 21.37%
$25.9B
$2.89 Billion 0.07% of portfolio
19,584
Q1 2025 Added 44.99%
$79.1B
$2.94 Billion 0.07% of portfolio
35,062
Q1 2025 Reduced 13.97%
$5.27B
$2.95 Billion 0.07% of portfolio
201,207
Q1 2025 Reduced 1.44%
$36.6B
$2.83 Billion 0.07% of portfolio
11,670
Q1 2025 Added 16.79%
$2.93B
$2.75 Billion 0.07% of portfolio
161,551
Q1 2025 Reduced 2.64%
$29.2B
$2.72 Billion 0.07% of portfolio
13,010
Q1 2025 Reduced 1.43%
$22.5B
$2.71 Billion 0.07% of portfolio
13,197
Q1 2025 Added 22.56%
$180B
$2.82 Billion 0.07% of portfolio
39,657
Q1 2025 Added 126.94%
$15.9B
$2.93 Billion 0.07% of portfolio
19,876
Q1 2025 Added 30.02%
$153B
$3.04 Billion 0.07% of portfolio
82,361
Q1 2025 Added 49.82%
$7.67B
$3.01 Billion 0.07% of portfolio
48,319
Q1 2025 Added 57.87%
$79.5B
$2.82 Billion 0.07% of portfolio
12,770
Q1 2025 Added 3.73%
$102B
$2.78 Billion 0.07% of portfolio
16,124
Q1 2025 Added 18.45%
$105B
$2.72 Billion 0.07% of portfolio
11,142
Q1 2025 Added 40.45%
$6.12B
$2.83 Billion 0.07% of portfolio
55,482
Q1 2025 Added 0.44%
$70.3B
$3.04 Billion 0.07% of portfolio
6,954
Q1 2025 Added 2.13%
$62.5B
$2.82 Billion 0.07% of portfolio
11,901
Q1 2025 Added 8.89%
$147B
$3.05 Billion 0.07% of portfolio
43,856
Q1 2025 Added 25.13%
$2.06B
$2.81 Billion 0.07% of portfolio
128,855
Q1 2025 Reduced 0.36%
$92.9B
$3 Billion 0.07% of portfolio
4,939
Q1 2025 Added 51.41%
$11.8B
$2.73 Billion 0.07% of portfolio
8,571
Q1 2025 Added 1.11%
$22.9B
$3.03 Billion 0.07% of portfolio
139,412
Q1 2025 Added 372.13%
$194B
$3.03 Billion 0.07% of portfolio
3,807
Q1 2025 Added 28.53%
$6.09B
$2.94 Billion 0.07% of portfolio
148,530
Q1 2025 Added 7.78%

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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