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
$24.7B
$719 Million 0.02% of portfolio
10,208
Q1 2025 New
$37.7B
$1.03 Billion 0.02% of portfolio
5,136
Q1 2025 New
$18.9B
$649 Million 0.02% of portfolio
4,824
Q1 2025 Added 37.55%
$15.1B
$757 Million 0.02% of portfolio
22,808
Q1 2025 New
$86.5B
$895 Million 0.02% of portfolio
647
Q1 2025 Reduced 14.08%
$5.29B
$631 Million 0.02% of portfolio
6,242
Q1 2025 New
$29.8B
$756 Million 0.02% of portfolio
10,954
Q1 2025 Added 289.82%
$55.8B
$935 Million 0.02% of portfolio
7,081
Q1 2025 Reduced 6.14%
$47.5B
$883 Million 0.02% of portfolio
2,966
Q1 2025 Added 115.71%
$46.4B
$623 Million 0.02% of portfolio
2,666
Q1 2025 Added 23.6%
$38.1B
$904 Million 0.02% of portfolio
12,771
Q1 2025 Added 17.39%
-
$600 Million 0.01% of portfolio
-
Q1 2025 New
$0
$214 Million 0.01% of portfolio
36,273
Q1 2025 Added 0.89%
$3.65B
$247 Million 0.01% of portfolio
14,881
Q1 2025 New
$9.36B
$250 Million 0.01% of portfolio
950
Q1 2025 New
$533M
$317 Million 0.01% of portfolio
13,890
Q1 2025 New
$28B
$432 Million 0.01% of portfolio
4,231
Q1 2025 New
$5.74B
$523 Million 0.01% of portfolio
6,778
Q1 2025 Added 1.65%
$6.74B
$345 Million 0.01% of portfolio
7,005
Q1 2025 Reduced 6.05%
$8.87B
$271 Million 0.01% of portfolio
3,759
Q1 2025 New
$0
$570 Million 0.01% of portfolio
53,167
Q1 2025 Reduced 0.15%
$8.56B
$532 Million 0.01% of portfolio
5,556
Q1 2025 Added 45.41%
$14.2B
$341 Million 0.01% of portfolio
35,107
Q1 2025 Reduced 0.75%
$61.6B
$353 Million 0.01% of portfolio
4,055
Q1 2025 Added 40.36%
$57.6B
$323 Million 0.01% of portfolio
668
Q1 2025 Added 5.03%
$4.67B
$474 Million 0.01% of portfolio
8,235
Q1 2025 Added 0.06%
-
$322 Million 0.01% of portfolio
-
Q1 2025 Added 1.68%
$342M
$277 Million 0.01% of portfolio
29,503
Q2 2024 Added 152.16%
$137B
$395 Million 0.01% of portfolio
6,422
Q1 2025 New
$73.4B
$259 Million 0.01% of portfolio
650
Q1 2025 New
$10.1B
$319 Million 0.01% of portfolio
1,414
Q1 2025 New
$1.93B
$216 Million 0.01% of portfolio
18,388
Q1 2025 Added 4.44%
$8.39B
$290 Million 0.01% of portfolio
2,790
Q3 2024 Reduced 0.53%
$12B
$219 Million 0.01% of portfolio
4,200
Q1 2025 Reduced 0.07%
$5.13B
$330 Million 0.01% of portfolio
5,117
Q1 2025 New
$1.02B
$288 Million 0.01% of portfolio
17,349
Q4 2024 Added 0.67%
$39.2B
$303 Million 0.01% of portfolio
6,897
Q1 2025 New
$6.14B
$307 Million 0.01% of portfolio
7,057
Q1 2025 New
$75.3B
$515 Million 0.01% of portfolio
33,537
Q1 2025 Added 63.5%
$37.2B
$255 Million 0.01% of portfolio
13,099
Q1 2025 Reduced 18.23%
$1.44B
$371 Million 0.01% of portfolio
19,000
Q1 2025 New
$7.75B
$244 Million 0.01% of portfolio
3,275
Q1 2025 Reduced 0.76%
$18.1B
$235 Million 0.01% of portfolio
3,296
Q1 2025 New
$15.2B
$306 Million 0.01% of portfolio
27,825
Q1 2025 Added 1.3%
$0
$240 Million 0.01% of portfolio
22,419
Q1 2025 Added 7.91%
$0
$220 Million 0.01% of portfolio
15,578
Q1 2025 Added 0.61%
$0
$437 Million 0.01% of portfolio
43,660
Q1 2025 Added 1.51%
$0
$366 Million 0.01% of portfolio
33,345
Q1 2025 Added 213.22%
$0
$329 Million 0.01% of portfolio
28,069
Q1 2025 Added 2.28%

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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