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
$18.2B
$852 Million 0.02% of portfolio
26,254
Q2 2025 Added 20.19%
$0
$866 Million 0.02% of portfolio
18,108
Q2 2025 Added 5.9%
$0
$861 Million 0.02% of portfolio
29,385
Q2 2025 Added 5.6%
$9.34B
$919 Million 0.02% of portfolio
3,983
Q2 2025 Added 5.73%
$12.1B
$777 Million 0.02% of portfolio
7,484
Q2 2025 Added 2.21%
Super Micro Computer Inc
-
$1.2 Billion 0.02% of portfolio
-
Q2 2025 Reduced 25.41%
$95.7B
$867 Million 0.02% of portfolio
1,691
Q2 2025 Added 13.11%
$18.4B
$888 Million 0.02% of portfolio
5,048
Q2 2025 Added 4.64%
$76.5B
$1.14 Billion 0.02% of portfolio
748
Q2 2025 Added 15.61%
$0
$1.12 Billion 0.02% of portfolio
35,443
Q2 2025 Added 1.95%
$2.34B
$817 Million 0.02% of portfolio
30,232
Q2 2025 New
$51.4B
$910 Million 0.02% of portfolio
6,766
Q2 2025 Reduced 4.45%
$0
$898 Million 0.02% of portfolio
35,231
Q2 2025 New
$0
$1.26 Billion 0.02% of portfolio
16,287
Q2 2025 Added 324.8%
$0
$1 Billion 0.02% of portfolio
9,161
Q2 2025 Added 83.81%
$0
$923 Million 0.02% of portfolio
15,432
Q2 2025 Added 47.21%
$0
$921 Million 0.02% of portfolio
4,729
Q2 2025 Added 1.42%
$40.8B
$805 Million 0.02% of portfolio
2,583
Q2 2025 Reduced 12.91%
$32.7B
$920 Million 0.02% of portfolio
7,168
Q2 2025 Added 32.03%
Viper Energy Inc
-
$804 Million 0.02% of portfolio
-
Q2 2025 Added 1.13%
$14B
$1.02 Billion 0.02% of portfolio
2,321
Q2 2025 Reduced 3.01%
$2.15B
$1.11 Billion 0.02% of portfolio
96,916
Q2 2025 Added 255.79%
$9.01B
$972 Million 0.02% of portfolio
12,471
Q2 2025 New
$7.74B
$1.29 Billion 0.02% of portfolio
10,393
Q2 2025 Added 2.03%
$0
$1.15 Billion 0.02% of portfolio
24,206
Q2 2025 New
$13.5B
$1.05 Billion 0.02% of portfolio
16,891
Q2 2025 Added 0.23%
$39.6B
$854 Million 0.02% of portfolio
12,536
Q2 2025 Reduced 1.84%
$40.4B
$1.19 Billion 0.02% of portfolio
8,011
Q2 2025 Added 11.92%
-
$581 Million 0.01% of portfolio
-
Q2 2025 Reduced 3.25%
$1.79B
$662 Million 0.01% of portfolio
19,241
Q2 2025 Reduced 1.71%
$4.12B
$311 Million 0.01% of portfolio
14,419
Q2 2025 Reduced 3.1%
$10.4B
$283 Million 0.01% of portfolio
950
Q1 2025 New
$510M
$319 Million 0.01% of portfolio
14,932
Q2 2025 Added 7.5%
$0
$353 Million 0.01% of portfolio
29,124
Q2 2025 Added 3.14%
$0
$590 Million 0.01% of portfolio
244,889
Q2 2025 Added 4.22%
$28B
$477 Million 0.01% of portfolio
4,078
Q2 2025 Reduced 3.62%
$34.7B
$267 Million 0.01% of portfolio
2,260
Q2 2025 New
$5.79B
$496 Million 0.01% of portfolio
6,784
Q2 2025 Added 0.09%
$7.1B
$358 Million 0.01% of portfolio
7,237
Q2 2025 Added 3.31%
$9.13B
$296 Million 0.01% of portfolio
4,724
Q2 2025 Added 25.67%
$324B
$738 Million 0.01% of portfolio
6,509
Q2 2025 Reduced 5.8%
$0
$587 Million 0.01% of portfolio
53,199
Q2 2025 Added 0.06%
$3.9B
$705 Million 0.01% of portfolio
17,256
Q2 2025 Added 2.77%
$8.78B
$406 Million 0.01% of portfolio
4,273
Q2 2025 Reduced 23.09%
$0
$388 Million 0.01% of portfolio
8,984
Q2 2025 New
$14.5B
$317 Million 0.01% of portfolio
34,505
Q2 2025 Reduced 1.71%
American Healthcare Reit Inc
-
$727 Million 0.01% of portfolio
-
Q2 2025 Reduced 21.04%
$55.2B
$691 Million 0.01% of portfolio
1,295
Q2 2025 Added 93.86%
$4.86B
$534 Million 0.01% of portfolio
8,248
Q2 2025 Added 0.16%

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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