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
$12.9B
$357 Million 0.01% of portfolio
1,543
Q2 2025 Added 45.7%
$63.6B
$563 Million 0.01% of portfolio
2,875
Q2 2025 Reduced 59.04%
$41.1B
$389 Million 0.01% of portfolio
4,200
Q2 2025 Added 9.2%
$0
$292 Million 0.01% of portfolio
9,596
Q2 2025 Added 16.1%
$9.32B
$411 Million 0.01% of portfolio
20,076
Q2 2025 Reduced 28.1%
$23.1B
$267 Million 0.01% of portfolio
1,642
Q2 2025 Reduced 18.83%
$7.96B
$453 Million 0.01% of portfolio
6,175
Q2 2025 Added 3.43%
$63.8B
$747 Million 0.01% of portfolio
14,200
Q2 2025 Reduced 59.45%
$19.4B
$331 Million 0.01% of portfolio
13,042
Q2 2025 Added 73.32%
$23.9B
$297 Million 0.01% of portfolio
-
Q2 2025 Reduced 6.64%
$41.4B
$690 Million 0.01% of portfolio
6,714
Q2 2025 Added 17.56%
$8.21B
$550 Million 0.01% of portfolio
4,278
Q2 2025 New
$2.21B
$327 Million 0.01% of portfolio
5,562
Q2 2025 Added 4.57%
$62.9B
$752 Million 0.01% of portfolio
5,832
Q2 2025 Reduced 10.1%
$26.1B
$704 Million 0.01% of portfolio
3,230
Q2 2025 Added 3.29%
$29.4B
$372 Million 0.01% of portfolio
4,262
Q2 2025 New
$0
$618 Million 0.01% of portfolio
63,136
Q2 2025 Added 63.47%
$23.8B
$274 Million 0.01% of portfolio
2,400
Q2 2025 Reduced 74.41%
$93.1B
$592 Million 0.01% of portfolio
2,401
Q2 2025 Added 74.87%
$26.5B
$712 Million 0.01% of portfolio
5,376
Q2 2025 New
$9.47B
$454 Million 0.01% of portfolio
1,108
Q2 2025 New
$14.1B
$343 Million 0.01% of portfolio
6,210
Q2 2025 Added 1.26%
$7.24B
$336 Million 0.01% of portfolio
2,698
Q2 2025 New
-
$290 Million 0.01% of portfolio
-
Q2 2025 Reduced 8.71%
$7.31B
$464 Million 0.01% of portfolio
2,775
Q2 2025 Added 16.4%
$0
$315 Million 0.01% of portfolio
32,540
Q2 2025 Added 8.32%
$0
$431 Million 0.01% of portfolio
26,549
Q2 2025 Added 49.29%
$0
$277 Million 0.01% of portfolio
11,511
Q2 2025 Added 14.75%
$0
$337 Million 0.01% of portfolio
21,771
Q2 2025 New
$0
$560 Million 0.01% of portfolio
26,728
Q2 2025 Added 29.48%
$50.8B
$275 Million 0.01% of portfolio
3,699
Q2 2025 New
$47.2B
$392 Million 0.01% of portfolio
2,455
Q2 2025 Added 7.82%
$75.6B
$731 Million 0.01% of portfolio
1,880
Q2 2025 Reduced 14.12%
$1.26B
$460 Million 0.01% of portfolio
44,456
Q2 2025 Reduced 33.25%
$443M
$548 Million 0.01% of portfolio
107,028
Q2 2025 New
$18.7B
$296 Million 0.01% of portfolio
5,084
Q2 2025 Added 16.66%
$31.9B
$363 Million 0.01% of portfolio
1,401
Q2 2025 Added 5.5%
$17.7B
$557 Million 0.01% of portfolio
1,967
Q2 2025 Added 2.93%
-
$410 Million 0.01% of portfolio
-
Q2 2025 Added 8.43%
$43.2B
$532 Million 0.01% of portfolio
12,246
Q2 2025 Added 2.17%
$1.46B
$392 Million 0.01% of portfolio
8,962
Q2 2025 Added 6.0%
$10.4B
$282 Million 0.01% of portfolio
2,412
Q2 2025 Added 13.29%
$33.7B
$312 Million 0.01% of portfolio
1,852
Q2 2025 New
$20.2B
$377 Million 0.01% of portfolio
3,296
Q2 2025 Added 7.33%
$13.2B
$475 Million 0.01% of portfolio
1,611
Q2 2025 Added 9.07%
$40.3B
$558 Million 0.01% of portfolio
305
Q2 2025 Added 2.69%
$963M
$656 Million 0.01% of portfolio
92,943
Q2 2025 Reduced 15.46%
$59.5B
$760 Million 0.01% of portfolio
3,345
Q2 2025 Reduced 10.3%
$87.6B
$711 Million 0.01% of portfolio
1,448
Q2 2025 Added 23.55%

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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