Concurrent Investment Advisors, LLC Portfolio Holdings
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
Concurrent Investment Advisors, LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.48 Trillion distributed in 922 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $84.4B, Apple Inc. with a value of $64.9B, Vanguard Index Fds S&P 500 ETF with a value of $58.5B, Microsoft Corp with a value of $55.5B, and Invesco Qqq Trust, Series 1 with a value of $43.8B.
Examining the 13F form we can see an increase of $363B in the current position value, from $2.12T to 2.48T.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 922
- Current Value $2.48 Trillion
- Prior Value $2.12 Trillion
- Filing
- Period Q1 2024
- Filing Date May 07, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 125 stocks
- Additional Purchases 383 stocks
- Sold out of 0 stocks
- Reduced holdings in 315 stocks