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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$1.12 Billion 0.03% of portfolio
12,891
Q1 2025 Added 63.74%
$33.7B
$1.16 Billion 0.03% of portfolio
19,778
Q1 2025 Added 1.05%
$42.6B
$1.38 Billion 0.03% of portfolio
18,231
Q1 2025 Added 58.21%
$76.6B
$1.3 Billion 0.03% of portfolio
2,530
Q1 2025 Added 23.41%
$8.44B
$1.09 Billion 0.03% of portfolio
28,729
Q1 2025 Reduced 1.66%
$70.8B
$1.2 Billion 0.03% of portfolio
6,855
Q1 2025 Added 4.32%
$0
$1.44 Billion 0.03% of portfolio
14,092
Q1 2025 Added 17.28%
$51.7B
$1.26 Billion 0.03% of portfolio
4,218
Q1 2025 Added 228.76%
$40.5B
$1.21 Billion 0.03% of portfolio
14,658
Q1 2025 Reduced 0.41%
$51.7B
$1.07 Billion 0.03% of portfolio
4,220
Q1 2025 Added 16.77%
$31.9B
$1.06 Billion 0.03% of portfolio
7,605
Q1 2025 Reduced 4.57%
$5.08B
$1.37 Billion 0.03% of portfolio
119,667
Q1 2025 Added 10.11%
$54.8B
$1.09 Billion 0.03% of portfolio
18,737
Q1 2025 Added 158.16%
$162B
$1.2 Billion 0.03% of portfolio
15,388
Q1 2025 Added 14.71%
$0
$1.23 Billion 0.03% of portfolio
61,949
Q1 2025 Added 23.88%
$0
$1.12 Billion 0.03% of portfolio
13,025
Q1 2025 Reduced 6.15%
$11.2B
$1.14 Billion 0.03% of portfolio
131,043
Q1 2025 Added 193.81%
$0
$1.28 Billion 0.03% of portfolio
29,008
Q1 2025 Added 25.91%
$17.3B
$1.3 Billion 0.03% of portfolio
8,497
Q1 2025 New
Super Micro Computer Inc
-
$1.12 Billion 0.03% of portfolio
-
Q1 2025 Added 47.64%
$62.1B
$1.4 Billion 0.03% of portfolio
5,305
Q1 2025 Added 47.28%
$0
$1.07 Billion 0.03% of portfolio
34,764
Q1 2025 Reduced 41.94%
Vanguard Calif Tax Free Fds
-
$1.39 Billion 0.03% of portfolio
-
Q1 2025 New
$0
$1.14 Billion 0.03% of portfolio
12,550
Q1 2025 Added 2.91%
$0
$1.1 Billion 0.03% of portfolio
18,141
Q1 2025 Reduced 4.94%
$0
$1.04 Billion 0.03% of portfolio
4,778
Q1 2025 Reduced 36.38%
$34.7B
$1.23 Billion 0.03% of portfolio
5,280
Q1 2025 Reduced 0.15%
$14.3B
$1.22 Billion 0.03% of portfolio
2,393
Q1 2025 Reduced 3.86%
$7.18B
$1.15 Billion 0.03% of portfolio
10,186
Q1 2025 Added 0.07%
$0
$1.38 Billion 0.03% of portfolio
12,502
Q1 2025 Added 567.13%
$0
$1.14 Billion 0.03% of portfolio
30,945
Q1 2025 New
$0
$1.1 Billion 0.03% of portfolio
25,102
Q1 2025 New
$0
$1.08 Billion 0.03% of portfolio
30,373
Q1 2025 New
$13B
$1.06 Billion 0.03% of portfolio
16,853
Q1 2025 Added 46.15%
$40.4B
$1.13 Billion 0.03% of portfolio
7,158
Q1 2025 Added 0.68%
$1.62B
$636 Million 0.02% of portfolio
19,576
Q1 2025 Reduced 59.16%
$2.46B
$1 Billion 0.02% of portfolio
52,668
Q1 2025 Reduced 63.5%
$598M
$731 Million 0.02% of portfolio
83,864
Q1 2025 New
$7.65B
$968 Million 0.02% of portfolio
77,960
Q1 2025 Added 35.7%
$0
$839 Million 0.02% of portfolio
40,250
Q1 2025 New
$53.2B
$792 Million 0.02% of portfolio
6,626
Q1 2025 Added 18.64%
$305B
$914 Million 0.02% of portfolio
6,910
Q1 2025 Added 6.5%
$3.3B
$818 Million 0.02% of portfolio
29,975
Q1 2025 Added 12.22%
$3.87B
$643 Million 0.02% of portfolio
16,791
Q1 2025 Added 13.34%
American Healthcare Reit Inc
-
$759 Million 0.02% of portfolio
-
Q1 2025 Added 0.93%
$100B
$746 Million 0.02% of portfolio
3,426
Q1 2025 Reduced 36.88%
-
$752 Million 0.02% of portfolio
-
Q1 2025 Reduced 2.0%
$108B
$936 Million 0.02% of portfolio
3,532
Q1 2025 Added 13.1%
$29.8B
$986 Million 0.02% of portfolio
20,541
Q1 2025 Added 33.61%

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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