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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$203 Million 0.0% of portfolio
1,986
Q3 2024 New
$0
$196 Million 0.0% of portfolio
14,429
Q1 2025 Reduced 4.17%
$0
$202 Million 0.0% of portfolio
3,147
Q1 2025 New
$0
$205 Million 0.0% of portfolio
4,232
Q1 2025 New
$0
$200 Million 0.0% of portfolio
1,590
Q1 2025 Reduced 0.56%
$0
$200 Million 0.0% of portfolio
3,986
Q1 2025 New
$0
$205 Million 0.0% of portfolio
10,957
Q1 2025 Reduced 2.45%
$0
$201 Million 0.0% of portfolio
2,629
Q1 2025 New
$0
$205 Million 0.0% of portfolio
3,591
Q1 2025 New
$0
$188 Million 0.0% of portfolio
10,785
Q1 2025 New
$0
$203 Million 0.0% of portfolio
2,965
Q1 2025 New

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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