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
$152B
$3.05 Billion 0.07% of portfolio
51,168
Q1 2025 Reduced 4.33%
$2.37B
$2.72 Billion 0.07% of portfolio
100,724
Q1 2025 New
$73B
$2.99 Billion 0.07% of portfolio
19,532
Q1 2025 Added 1.95%
$70.2B
$2.93 Billion 0.07% of portfolio
17,806
Q1 2025 Added 20.6%
$93.6B
$2.62 Billion 0.06% of portfolio
19,117
Q1 2025 Added 4.17%
$166B
$2.68 Billion 0.06% of portfolio
18,455
Q1 2025 Added 101.39%
$296B
$2.62 Billion 0.06% of portfolio
3,951
Q1 2025 Added 26.55%
$215B
$2.36 Billion 0.06% of portfolio
32,114
Q1 2025 Added 89.74%
$51.6B
$2.62 Billion 0.06% of portfolio
11,423
Q1 2025 Added 6.26%
$38.4B
$2.41 Billion 0.06% of portfolio
8,654
Q1 2025 Added 7.56%
$101B
$2.52 Billion 0.06% of portfolio
7,157
Q1 2025 Added 6.25%
$151B
$2.59 Billion 0.06% of portfolio
5,522
Q1 2025 Added 38.02%
$21.5B
$2.65 Billion 0.06% of portfolio
70,912
Q1 2025 Added 7.22%
$50.8B
$2.54 Billion 0.06% of portfolio
17,723
Q1 2025 Added 126.0%
$37.3B
$2.33 Billion 0.06% of portfolio
31,153
Q1 2025 Added 85.32%
$16.6B
$2.41 Billion 0.06% of portfolio
5,306
Q1 2025 Added 5.55%
$86.8B
$2.34 Billion 0.06% of portfolio
16,054
Q1 2025 Reduced 12.01%
$91.9B
$2.64 Billion 0.06% of portfolio
41,610
Q1 2025 Reduced 19.23%
$57.9B
$2.55 Billion 0.06% of portfolio
4,327
Q1 2025 Added 8.53%
$39.5B
$2.45 Billion 0.06% of portfolio
32,630
Q1 2025 Added 17.29%
$16.2B
$2.56 Billion 0.06% of portfolio
31,401
Q1 2025 Added 57.98%
$67.2B
$2.61 Billion 0.06% of portfolio
61,933
Q1 2025 Added 32.63%
$33.5B
$2.47 Billion 0.06% of portfolio
22,651
Q1 2025 Added 6.47%
$64.3B
$2.16 Billion 0.05% of portfolio
34,021
Q1 2025 Added 23.99%
$72.8B
$2.1 Billion 0.05% of portfolio
22,408
Q1 2025 Added 98.71%
$142B
$2.06 Billion 0.05% of portfolio
10,048
Q1 2025 Added 193.2%
$48B
$1.99 Billion 0.05% of portfolio
35,538
Q1 2025 Added 5.65%
$47.1B
$1.95 Billion 0.05% of portfolio
26,909
Q1 2025 Added 37.11%
$90.6B
$2.18 Billion 0.05% of portfolio
49,103
Q1 2025 Reduced 1.98%
$93.6B
$2.26 Billion 0.05% of portfolio
99,375
Q1 2025 Added 31.78%
$48B
$1.87 Billion 0.05% of portfolio
54,697
Q1 2025 Added 5.98%
$85.4B
$2.14 Billion 0.05% of portfolio
32,778
Q1 2025 Added 13.82%
$959M
$1.92 Billion 0.05% of portfolio
28,424
Q1 2025 Added 0.76%
$17.7B
$2.02 Billion 0.05% of portfolio
173,739
Q1 2025 Added 86.85%
$22.5B
$2.02 Billion 0.05% of portfolio
8,899
Q1 2025 Added 16.78%
$167B
$1.9 Billion 0.05% of portfolio
3,822
Q1 2025 Added 11.1%
$31.6B
$2.05 Billion 0.05% of portfolio
62,760
Q1 2025 Added 49.77%
$70.8B
$1.96 Billion 0.05% of portfolio
32,782
Q1 2025 Added 7.6%
$170B
$1.79 Billion 0.04% of portfolio
4,656
Q1 2025 Added 9.73%
$0
$1.78 Billion 0.04% of portfolio
80,156
Q1 2025 Added 3.32%
-
$1.45 Billion 0.04% of portfolio
-
Q1 2025 New
$1.48B
$1.82 Billion 0.04% of portfolio
36,158
Q1 2025 Added 21.26%
$45.8B
$1.6 Billion 0.04% of portfolio
35,020
Q1 2025 Added 472.13%
$13.6B
$1.68 Billion 0.04% of portfolio
41,788
Q1 2025 Added 1,290.15%
$72.5B
$1.56 Billion 0.04% of portfolio
53,175
Q1 2025 Added 20.63%
$58.7B
$1.53 Billion 0.04% of portfolio
14,575
Q1 2025 Reduced 4.29%
$69.4B
$1.47 Billion 0.04% of portfolio
11,497
Q1 2025 Added 49.25%
$44B
$1.7 Billion 0.04% of portfolio
207,001
Q1 2025 Added 25.29%
$17.4B
$1.67 Billion 0.04% of portfolio
13,979
Q1 2025 Added 4.58%

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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