Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

Concurrent Investment Advisors, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.39 Trillion distributed in 1092 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $114B, Vanguard Index Fds S&P 500 ETF with a value of $108B, Spdr S&P 500 ETF Trust with a value of $97.6B, Microsoft Corp with a value of $77.4B, and Nvidia Corp with a value of $69.3B.

Examining the 13F form we can see an increase of $344B in the current position value, from $3.04T to 3.39T.

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 $3.39 Trillion
Technology: $426 Billion
Financial Services: $219 Billion
Consumer Cyclical: $164 Billion
Healthcare: $149 Billion
Industrials: $147 Billion
Consumer Defensive: $125 Billion
Communication Services: $103 Billion
Energy: $87.5 Billion
Other: $165 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.15 Billion 0.06% of portfolio
48,706
Q3 2024 Added 6.81%
$0
$2.18 Billion 0.06% of portfolio
20,267
Q3 2024 Added 3.79%
$0
$2.08 Billion 0.06% of portfolio
28,381
Q3 2024 Reduced 1.15%
$0
$2.16 Billion 0.06% of portfolio
46,416
Q3 2024 Added 12.78%
$0
$1.91 Billion 0.06% of portfolio
19,212
Q3 2024 Added 16.59%
$0
$1.63 Billion 0.05% of portfolio
227,416
Q3 2024 Reduced 37.72%
$0
$1.54 Billion 0.05% of portfolio
44,248
Q3 2024 Reduced 1.31%
$0
$1.6 Billion 0.05% of portfolio
73,613
Q3 2024 Added 7.25%
$0
$1.53 Billion 0.05% of portfolio
7,218
Q3 2024 Reduced 1.88%
$0
$1.77 Billion 0.05% of portfolio
9,267
Q3 2024 Reduced 1.22%
$0
$1.54 Billion 0.05% of portfolio
31,844
Q3 2024 Added 42.84%
$0
$1.65 Billion 0.05% of portfolio
8,214
Q3 2024 Added 23.24%
$0
$1.8 Billion 0.05% of portfolio
15,364
Q3 2024 Added 16.96%
$0
$1.72 Billion 0.05% of portfolio
17,954
Q3 2024 Added 2.71%
$0
$1.56 Billion 0.05% of portfolio
8,197
Q3 2024 Added 8.51%
$0
$1.62 Billion 0.05% of portfolio
30,087
Q3 2024 Added 27.34%
$0
$1.8 Billion 0.05% of portfolio
34,117
Q3 2024 Added 12.26%
$0
$1.8 Billion 0.05% of portfolio
18,811
Q3 2024 Added 11.35%
$0
$1.79 Billion 0.05% of portfolio
22,233
Q3 2024 New
$0
$1.65 Billion 0.05% of portfolio
6,167
Q3 2024 Added 75.1%
$0
$1.83 Billion 0.05% of portfolio
29,777
Q3 2024 Reduced 75.5%
$1.44B
$1.48 Billion 0.04% of portfolio
49,661
Q3 2024 Added 8.1%
$0
$1.32 Billion 0.04% of portfolio
26,720
Q3 2024 Added 24.92%
$0
$1.31 Billion 0.04% of portfolio
20,624
Q3 2024 Added 192.08%
$0
$1.35 Billion 0.04% of portfolio
16,839
Q3 2024 Added 11.66%
$0
$1.45 Billion 0.04% of portfolio
18,271
Q3 2024 Added 8.77%
$0
$1.51 Billion 0.04% of portfolio
71,808
Q3 2024 Added 18.22%
$0
$1.34 Billion 0.04% of portfolio
18,639
Q3 2024 Added 1.96%
$0
$1.44 Billion 0.04% of portfolio
9,612
Q3 2024 Added 21.7%
$0
$1.41 Billion 0.04% of portfolio
60,225
Q3 2024 Added 0.13%
$0
$1.27 Billion 0.04% of portfolio
10,611
Q3 2024 Added 3.72%
$0
$1.34 Billion 0.04% of portfolio
10,874
Q3 2024 Added 11.08%
$0
$1.28 Billion 0.04% of portfolio
21,812
Q3 2024 Reduced 3.01%
$0
$1.23 Billion 0.04% of portfolio
48,504
Q3 2024 Added 4.68%
$0
$1.32 Billion 0.04% of portfolio
16,419
Q3 2024 Reduced 8.41%
$0
$1.26 Billion 0.04% of portfolio
34,603
Q3 2024 Added 3.5%
$0
$1.22 Billion 0.04% of portfolio
11,457
Q3 2024 Added 5.38%
$0
$1.32 Billion 0.04% of portfolio
13,746
Q3 2024 Added 27.94%
$0
$1.43 Billion 0.04% of portfolio
32,030
Q3 2024 Added 158.77%
$0
$1.33 Billion 0.04% of portfolio
13,598
Q3 2024 Reduced 13.9%
$0
$1.45 Billion 0.04% of portfolio
22,952
Q3 2024 Reduced 1.43%
$0
$1.29 Billion 0.04% of portfolio
10,250
Q3 2024 New
$0
$1.19 Billion 0.04% of portfolio
11,236
Q3 2024 Added 4.47%
$0
$1.1 Billion 0.03% of portfolio
31,971
Q3 2024 Added 18.36%
$0
$897 Million 0.03% of portfolio
21,352
Q3 2024 Added 44.39%
$0
$913 Million 0.03% of portfolio
23,727
Q3 2024 Added 253.87%
$0
$868 Million 0.03% of portfolio
14,492
Q3 2024 Reduced 20.51%
$0
$963 Million 0.03% of portfolio
28,663
Q3 2024 Reduced 3.05%
$0
$985 Million 0.03% of portfolio
40,771
Q3 2024 Added 5.9%

Summary

  • Portfolio
  • No. of Stocks 1,092
  • Current Value $3.39 Trillion
  • Prior Value $3.04 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 122 stocks
  • Additional Purchases 551 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 285 stocks
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