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
$27.5B
$477 Million 0.01% of portfolio
4,078
Q2 2025 Reduced 3.62%
$35.6B
$267 Million 0.01% of portfolio
2,260
Q2 2025 New
$5.89B
$496 Million 0.01% of portfolio
6,784
Q2 2025 Added 0.09%
$6.45B
$358 Million 0.01% of portfolio
7,237
Q2 2025 Added 3.31%
$9.86B
$296 Million 0.01% of portfolio
4,724
Q2 2025 Added 25.67%
$321B
$738 Million 0.01% of portfolio
6,509
Q2 2025 Reduced 5.8%
$0
$587 Million 0.01% of portfolio
53,199
Q2 2025 Added 0.06%
$4.16B
$705 Million 0.01% of portfolio
17,256
Q2 2025 Added 2.77%
$8.47B
$406 Million 0.01% of portfolio
4,273
Q2 2025 Reduced 23.09%
$14.5B
$317 Million 0.01% of portfolio
34,505
Q2 2025 Reduced 1.71%
$55.2B
$691 Million 0.01% of portfolio
1,295
Q2 2025 Added 93.86%
$4.56B
$534 Million 0.01% of portfolio
8,248
Q2 2025 Added 0.16%
-
$316 Million 0.01% of portfolio
-
Q2 2025 Reduced 2.08%
$356M
$293 Million 0.01% of portfolio
29,503
Q2 2024 Added 152.16%
$142B
$489 Million 0.01% of portfolio
7,109
Q2 2025 Added 10.7%
$8.11B
$268 Million 0.01% of portfolio
5,249
Q2 2025 New
$2.05B
$611 Million 0.01% of portfolio
57,140
Q2 2025 Added 210.75%
$8.16B
$362 Million 0.01% of portfolio
2,842
Q2 2025 Added 1.86%
$12.1B
$363 Million 0.01% of portfolio
4,200
Q1 2025 Reduced 0.07%
$5.07B
$411 Million 0.01% of portfolio
5,410
Q2 2025 Added 5.73%
$6.16B
$349 Million 0.01% of portfolio
7,422
Q2 2025 Added 5.17%
$76.9B
$681 Million 0.01% of portfolio
36,658
Q2 2025 Added 9.31%
$18.2B
$264 Million 0.01% of portfolio
3,596
Q2 2025 Added 9.1%
$14B
$351 Million 0.01% of portfolio
3,259
Q2 2025 New
$0
$424 Million 0.01% of portfolio
44,000
Q2 2025 Added 0.78%
$0
$378 Million 0.01% of portfolio
36,030
Q2 2025 Added 8.05%
$0
$312 Million 0.01% of portfolio
28,069
Q1 2025 Added 2.28%
$0
$259 Million 0.01% of portfolio
35,274
Q2 2025 Reduced 6.2%
$5.36B
$443 Million 0.01% of portfolio
14,420
Q2 2025 New
$1.45B
$388 Million 0.01% of portfolio
8,995
Q2 2025 Added 5.35%
$727M
$270 Million 0.01% of portfolio
3,632
Q2 2025 New
$7.14B
$308 Million 0.01% of portfolio
3,153
Q4 2023 New
$15.2B
$465 Million 0.01% of portfolio
4,467
Q2 2025 New
$118B
$413 Million 0.01% of portfolio
8,715
Q2 2025 Added 19.19%
$20.7B
$309 Million 0.01% of portfolio
2,648
Q2 2025 Added 12.82%
$2.73B
$261 Million 0.01% of portfolio
10,641
Q2 2025 Reduced 26.51%
$89.1B
$434 Million 0.01% of portfolio
1,408
Q2 2025 Added 26.05%
$6.15B
$331 Million 0.01% of portfolio
11,671
Q2 2025 New
$0
$333 Million 0.01% of portfolio
30,278
Q2 2025 Added 18.82%
$33.1B
$590 Million 0.01% of portfolio
20,967
Q2 2025 Added 46.05%
$26.1B
$325 Million 0.01% of portfolio
1,392
Q2 2025 Added 2.81%
$46.4B
$663 Million 0.01% of portfolio
4,731
Q2 2025 Added 4.51%
$23.8B
$458 Million 0.01% of portfolio
12,456
Q2 2025 Added 8.39%
$3.34B
$713 Million 0.01% of portfolio
3,890
Q2 2025 New
$18.6B
$265 Million 0.01% of portfolio
2,880
Q2 2025 Reduced 31.96%
$4.15B
$303 Million 0.01% of portfolio
7,110
Q2 2025 New
$23.6B
$568 Million 0.01% of portfolio
5,912
Q2 2025 Added 71.51%
$23.5B
$468 Million 0.01% of portfolio
3,144
Q2 2025 Added 38.08%
$578M
$491 Million 0.01% of portfolio
51,286
Q2 2025 Added 19.32%

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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