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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45.1B
$1.59 Billion 0.03% of portfolio
12,355
Q2 2025 Added 14.78%
$133B
$1.71 Billion 0.03% of portfolio
1,910
Q2 2025 Added 27.25%
Lam Research Corp
-
$1.57 Billion 0.03% of portfolio
-
Q2 2025 Added 2.3%
$66.3B
$1.55 Billion 0.03% of portfolio
20,048
Q2 2025 Added 96.86%
$94.7B
$1.46 Billion 0.03% of portfolio
1,987
Q2 2025 Added 11.88%
$118B
$1.36 Billion 0.03% of portfolio
519
Q2 2025 Added 15.08%
$33.7B
$1.32 Billion 0.03% of portfolio
21,084
Q2 2025 Added 6.6%
$94.5B
$1.71 Billion 0.03% of portfolio
3,419
Q2 2025 Added 4.17%
Northern Lts Fd Tr Iii
-
$1.7 Billion 0.03% of portfolio
-
Q2 2025 New
$142B
$1.68 Billion 0.03% of portfolio
6,285
Q2 2025 Added 6.67%
$39.1B
$1.44 Billion 0.03% of portfolio
13,447
Q2 2025 Reduced 7.36%
$35.6B
$1.33 Billion 0.03% of portfolio
23,073
Q2 2025 Reduced 13.21%
$5.08B
$1.39 Billion 0.03% of portfolio
122,768
Q2 2025 Added 2.59%
$95.5B
$1.56 Billion 0.03% of portfolio
16,698
Q2 2025 Reduced 17.18%
$70.6B
$1.31 Billion 0.03% of portfolio
12,468
Q2 2025 Reduced 33.46%
$1.03B
$1.69 Billion 0.03% of portfolio
25,355
Q2 2025 Reduced 10.8%
$178B
$1.67 Billion 0.03% of portfolio
14,521
Q2 2025 Added 5.19%
$0
$1.34 Billion 0.03% of portfolio
31,609
Q2 2025 Added 8.97%
$38.7B
$1.33 Billion 0.03% of portfolio
5,478
Q2 2025 New
$85.6B
$1.68 Billion 0.03% of portfolio
5,068
Q2 2025 Added 1.62%
-
$1.66 Billion 0.03% of portfolio
-
Q2 2025 Reduced 1.72%
$61.9B
$1.59 Billion 0.03% of portfolio
5,927
Q2 2025 Added 11.72%
$1.2B
$1.6 Billion 0.03% of portfolio
246,519
Q2 2025 Added 380.44%
$0
$1.61 Billion 0.03% of portfolio
4,048
Q2 2025 Reduced 9.68%
Vanguard Calif Tax Free Fds
-
$1.45 Billion 0.03% of portfolio
-
Q2 2025 Added 5.31%
$0
$1.38 Billion 0.03% of portfolio
15,440
Q2 2025 Added 23.03%
$0
$1.36 Billion 0.03% of portfolio
19,697
Q2 2025 New
$99.5B
$1.39 Billion 0.03% of portfolio
3,120
Q2 2025 Reduced 2.89%
$0
$1.54 Billion 0.03% of portfolio
30,801
Q2 2025 Added 1.86%
$0
$1.41 Billion 0.03% of portfolio
31,832
Q2 2025 Added 26.81%
$0
$1.32 Billion 0.03% of portfolio
33,188
Q2 2025 Added 7.25%
Ab Active Etfs Inc
-
$1.28 Billion 0.02% of portfolio
-
Q2 2025 New
$2.59B
$946 Million 0.02% of portfolio
43,575
Q2 2025 Reduced 17.26%
$8.62B
$1.13 Billion 0.02% of portfolio
107,581
Q2 2025 Added 38.0%
$0
$778 Million 0.02% of portfolio
43,954
Q2 2025 Added 9.2%
$48.5B
$896 Million 0.02% of portfolio
6,767
Q2 2025 Added 2.13%
$3.15B
$797 Million 0.02% of portfolio
30,476
Q2 2025 Added 1.67%
$0
$834 Million 0.02% of portfolio
14,504
Q2 2025 New
$59.7B
$869 Million 0.02% of portfolio
10,154
Q2 2025 Added 150.41%
$95.3B
$817 Million 0.02% of portfolio
3,699
Q2 2025 Added 7.97%
-
$1.2 Billion 0.02% of portfolio
-
Q2 2025 Added 60.03%
$32.2B
$955 Million 0.02% of portfolio
18,092
Q2 2025 Reduced 11.92%
$33.2B
$922 Million 0.02% of portfolio
5,325
Q2 2025 Reduced 41.51%
Arm Holdings PLC
-
$790 Million 0.02% of portfolio
-
Q2 2025 New
$23.2B
$982 Million 0.02% of portfolio
6,371
Q2 2025 Added 11.24%
$53.1B
$947 Million 0.02% of portfolio
3,060
Q2 2025 Added 8.86%
$10.2B
$1.09 Billion 0.02% of portfolio
5,463
Q2 2025 Added 0.29%
$75.9B
$1.04 Billion 0.02% of portfolio
280
Q2 2025 Added 17.65%
$14.2B
$925 Million 0.02% of portfolio
5,272
Q2 2025 Added 0.29%

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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