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
$2.48B
$2.94 Billion 0.06% of portfolio
141,837
Q2 2025 Added 10.07%
$77.8B
$2.93 Billion 0.06% of portfolio
39,387
Q2 2025 Added 20.16%
$110B
$3.2 Billion 0.06% of portfolio
19,998
Q2 2025 New
$20.8B
$2.85 Billion 0.06% of portfolio
156,682
Q2 2025 Reduced 9.82%
$6.36B
$3.34 Billion 0.06% of portfolio
166,579
Q2 2025 Added 12.15%
$6.66B
$3.19 Billion 0.06% of portfolio
60,469
Q2 2025 Reduced 2.14%
$161B
$3.25 Billion 0.06% of portfolio
53,126
Q2 2025 Added 3.83%
$73.3B
$2.85 Billion 0.06% of portfolio
62,934
Q2 2025 Added 1.62%
$34.6B
$2.95 Billion 0.06% of portfolio
28,299
Q2 2025 Added 24.93%
$78.1B
$3.03 Billion 0.06% of portfolio
19,725
Q2 2025 Added 0.99%
$70.5B
$3.27 Billion 0.06% of portfolio
20,997
Q2 2025 Added 17.92%
$54.7B
$2.78 Billion 0.05% of portfolio
13,801
Q2 2025 Added 6.05%
$25.4B
$2.72 Billion 0.05% of portfolio
19,539
Q2 2025 Reduced 0.23%
$81.8B
$2.83 Billion 0.05% of portfolio
19,927
Q2 2025 Added 4.24%
$251B
$2.55 Billion 0.05% of portfolio
36,442
Q2 2025 Added 13.48%
$54.3B
$2.37 Billion 0.05% of portfolio
13,742
Q2 2025 Added 20.3%
$38.4B
$2.82 Billion 0.05% of portfolio
9,421
Q2 2025 Added 8.86%
$15.3B
$2.41 Billion 0.05% of portfolio
20,108
Q2 2025 Added 1.17%
$48.2B
$2.38 Billion 0.05% of portfolio
30,390
Q2 2025 Added 12.94%
$98.8B
$2.34 Billion 0.05% of portfolio
51,635
Q2 2025 Added 5.16%
$14.1B
$2.43 Billion 0.05% of portfolio
5,425
Q2 2025 Added 2.24%
$63.2B
$2.49 Billion 0.05% of portfolio
7,783
Q2 2025 Added 2.02%
$101B
$2.39 Billion 0.05% of portfolio
106,812
Q2 2025 Added 7.48%
$90.9B
$2.61 Billion 0.05% of portfolio
15,692
Q2 2025 Reduced 2.25%
$101B
$2.8 Billion 0.05% of portfolio
12,793
Q2 2025 Added 14.82%
$5.74B
$2.66 Billion 0.05% of portfolio
55,776
Q2 2025 Added 0.53%
$47.1B
$2.59 Billion 0.05% of portfolio
29,002
Q2 2025 Added 59.08%
$3B
$2.84 Billion 0.05% of portfolio
18,440
Q2 2025 New
$13.1B
$2.5 Billion 0.05% of portfolio
8,571
Q1 2025 Added 1.11%
$25.3B
$2.83 Billion 0.05% of portfolio
120,480
Q2 2025 Reduced 13.58%
$54.8B
$2.49 Billion 0.05% of portfolio
4,393
Q2 2025 Added 1.53%
$41.1B
$2.55 Billion 0.05% of portfolio
33,654
Q2 2025 Added 3.14%
$15.1B
$2.54 Billion 0.05% of portfolio
31,415
Q2 2025 Added 0.04%
$2.33B
$2.45 Billion 0.05% of portfolio
100,724
Q1 2025 New
$31.9B
$2.39 Billion 0.05% of portfolio
73,310
Q2 2025 Added 16.81%
$72.3B
$2.53 Billion 0.05% of portfolio
40,246
Q2 2025 Added 22.77%
$71.1B
$1.83 Billion 0.04% of portfolio
18,538
Q2 2025 Added 5.77%
$146B
$2.12 Billion 0.04% of portfolio
11,603
Q2 2025 Reduced 37.13%
$0
$1.82 Billion 0.04% of portfolio
82,941
Q2 2025 Added 3.47%
$53.4B
$2.14 Billion 0.04% of portfolio
2,590
Q2 2025 Added 32.28%
$8.29B
$1.9 Billion 0.04% of portfolio
99,007
Q2 2025 Added 73.99%
$218B
$1.89 Billion 0.04% of portfolio
327
Q2 2025 Added 33.47%
$3.49B
$2.03 Billion 0.04% of portfolio
126,199
Q2 2025 Reduced 21.88%
$70.1B
$2.26 Billion 0.04% of portfolio
24,857
Q2 2025 Added 10.93%
$52.5B
$1.89 Billion 0.04% of portfolio
25,309
Q2 2025 Added 22.02%
$142B
$2.26 Billion 0.04% of portfolio
11,459
Q2 2025 Added 14.04%
$32.5B
$1.89 Billion 0.04% of portfolio
15,450
Q2 2025 Added 149.84%
$38.8B
$2.13 Billion 0.04% of portfolio
43,241
Q2 2025 Added 239.04%
$23.1B
$2.08 Billion 0.04% of portfolio
65,470
Q2 2025 Reduced 7.67%

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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