Concurrent Investment Advisors, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.04 Trillion distributed in 988 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $102B, Vanguard Index Fds S&P 500 ETF with a value of $91.4B, Spdr S&P 500 ETF Trust with a value of $88.8B, Microsoft Corp with a value of $77.7B, and Nvidia Corp with a value of $64.3B.
Examining the 13F form we can see an increase of $563B in the current position value, from $2.48T to 3.04T.
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
$3.04 Trillion
Technology: $393 Billion
Financial Services: $201 Billion
Consumer Cyclical: $197 Billion
Healthcare: $134 Billion
Industrials: $130 Billion
Consumer Defensive: $109 Billion
Communication Services: $93.6 Billion
Energy: $82.6 Billion
Other: $133 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
