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
$140B
$4.87 Billion 0.09% of portfolio
200,775
Q2 2025 Added 11.47%
$17.6B
$4.6 Billion 0.09% of portfolio
14,792
Q2 2025 Reduced 0.63%
$42.1B
$4.7 Billion 0.09% of portfolio
47,657
Q2 2025 Added 21.88%
$177B
$4.55 Billion 0.09% of portfolio
21,923
Q2 2025 Added 8.94%
$61.8B
$4.78 Billion 0.09% of portfolio
47,355
Q2 2025 Added 1.08%
$88.1B
$4.38 Billion 0.08% of portfolio
28,752
Q2 2025 Reduced 2.46%
$68.7B
$4.2 Billion 0.08% of portfolio
39,847
Q2 2025 Added 3.74%
$65.3B
$4.19 Billion 0.08% of portfolio
14,843
Q2 2025 Added 1.72%
$101B
$3.91 Billion 0.08% of portfolio
84,452
Q2 2025 Added 9.86%
$86.1B
$4.22 Billion 0.08% of portfolio
19,819
Q2 2025 Added 11.41%
$58B
$4.25 Billion 0.08% of portfolio
12,971
Q2 2025 Added 3.59%
$54B
$3.96 Billion 0.08% of portfolio
218,658
Q2 2025 Added 30.95%
$69.5B
$4.36 Billion 0.08% of portfolio
140,631
Q2 2025 Added 2.61%
$93.6B
$4.29 Billion 0.08% of portfolio
60,438
Q2 2025 Added 45.25%
$123B
$4.1 Billion 0.08% of portfolio
59,441
Q2 2025 Added 35.54%
$106B
$4.08 Billion 0.08% of portfolio
38,815
Q2 2025 Added 31.26%
$133B
$4.32 Billion 0.08% of portfolio
5,627
Q2 2025 Added 319.93%
$163B
$3.65 Billion 0.07% of portfolio
9,423
Q2 2025 Added 102.38%
$55.9B
$3.83 Billion 0.07% of portfolio
36,935
Q2 2025 Added 6.94%
$319B
$3.7 Billion 0.07% of portfolio
4,618
Q2 2025 Added 16.88%
$20.8B
$3.61 Billion 0.07% of portfolio
16,191
Q2 2025 Added 22.69%
$191B
$3.86 Billion 0.07% of portfolio
45,353
Q2 2025 Added 14.36%
$94.3B
$3.48 Billion 0.07% of portfolio
12,626
Q2 2025 Added 132.61%
$144B
$3.75 Billion 0.07% of portfolio
7,383
Q2 2025 Added 33.7%
$438M
$3.61 Billion 0.07% of portfolio
24,813
Q2 2025 Added 4.64%
$50.2B
$3.59 Billion 0.07% of portfolio
20,611
Q2 2025 Added 16.3%
$62B
$3.58 Billion 0.07% of portfolio
121,776
Q2 2025 Reduced 2.83%
$3.05B
$3.8 Billion 0.07% of portfolio
9,411
Q2 2025 Added 69.45%
$85B
$3.6 Billion 0.07% of portfolio
53,434
Q2 2025 Added 0.93%
$48.8B
$3.69 Billion 0.07% of portfolio
25,387
Q2 2025 Added 12.38%
$63.7B
$3.66 Billion 0.07% of portfolio
30,713
Q2 2025 Added 2.19%
-
$3.51 Billion 0.07% of portfolio
-
Q2 2025 Added 11.93%
$73.4B
$3.83 Billion 0.07% of portfolio
15,550
Q2 2025 Added 18.18%
$256B
$3.55 Billion 0.07% of portfolio
50,476
Q2 2025 Added 4.03%
$300B
$3.47 Billion 0.07% of portfolio
14,562
Q2 2025 Added 20.62%
$85.4B
$2.86 Billion 0.06% of portfolio
31,343
Q2 2025 Reduced 10.61%
$5.27B
$3.33 Billion 0.06% of portfolio
231,992
Q2 2025 Added 15.3%
$39.4B
$2.89 Billion 0.06% of portfolio
11,901
Q2 2025 Added 1.98%
$1.08B
$2.87 Billion 0.06% of portfolio
51,097
Q2 2025 Added 41.32%
$147B
$3.32 Billion 0.06% of portfolio
93,045
Q2 2025 Added 12.97%
$7.17B
$2.87 Billion 0.06% of portfolio
46,199
Q2 2025 Reduced 4.39%
$23.2B
$3.3 Billion 0.06% of portfolio
35,657
Q2 2025 Reduced 14.67%
$20.3B
$3.16 Billion 0.06% of portfolio
155,057
Q2 2025 Added 20.81%
$98.4B
$3.18 Billion 0.06% of portfolio
17,316
Q2 2025 Added 7.39%
$64.1B
$3.3 Billion 0.06% of portfolio
40,989
Q2 2025 Added 0.13%
$35.9B
$3.14 Billion 0.06% of portfolio
44,642
Q2 2025 Reduced 35.56%
$81.8B
$3.3 Billion 0.06% of portfolio
7,857
Q2 2025 Added 12.99%
$63.4B
$3.16 Billion 0.06% of portfolio
12,354
Q2 2025 Added 3.81%
$58.6B
$2.91 Billion 0.06% of portfolio
13,314
Q2 2025 Added 38.88%

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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