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
$0
$15.1 Billion 0.37% of portfolio
278,985
Q1 2025 Reduced 9.73%
$0
$15.3 Billion 0.37% of portfolio
36,439
Q1 2025 Reduced 11.8%
$308B
$14.8 Billion 0.36% of portfolio
206,981
Q1 2025 Added 33.11%
$0
$14.8 Billion 0.36% of portfolio
159,856
Q1 2025 Reduced 47.91%
$180B
$15 Billion 0.36% of portfolio
99,884
Q1 2025 Added 9.59%
$448B
$14.2 Billion 0.35% of portfolio
15,035
Q1 2025 Added 20.2%
$0
$14.4 Billion 0.35% of portfolio
484,278
Q1 2025 Added 17.11%
$0
$14.6 Billion 0.35% of portfolio
362,011
Q1 2025 Added 19.76%
$1.13T
$14.4 Billion 0.35% of portfolio
56,180
Q1 2025 Reduced 4.45%
$0
$14.4 Billion 0.35% of portfolio
74,407
Q1 2025 Added 4.77%
$279B
$13.5 Billion 0.33% of portfolio
25,704
Q1 2025 Added 20.49%
$0
$13.2 Billion 0.32% of portfolio
126,092
Q1 2025 Reduced 16.53%
$538B
$13.2 Billion 0.32% of portfolio
14,146
Q1 2025 Added 18.29%
$0
$12.7 Billion 0.31% of portfolio
216,451
Q1 2025 Added 8.63%
$233B
$12.6 Billion 0.31% of portfolio
50,612
Q1 2025 Added 6.23%
$0
$12.9 Billion 0.31% of portfolio
101,842
Q1 2025 Added 8.02%
$243B
$12.8 Billion 0.31% of portfolio
151,381
Q1 2025 Added 53.56%
$260B
$12.2 Billion 0.3% of portfolio
198,061
Q1 2025 Reduced 0.66%
$0
$12.4 Billion 0.3% of portfolio
71,574
Q1 2025 Reduced 3.94%
$549B
$12.3 Billion 0.3% of portfolio
22,519
Q1 2025 Added 30.57%
$230B
$12.4 Billion 0.3% of portfolio
39,787
Q1 2025 Added 29.06%
$0
$12.5 Billion 0.3% of portfolio
446,381
Q1 2025 Added 138.41%
$0
$12.3 Billion 0.3% of portfolio
157,588
Q1 2025 Added 23.76%
$0
$12.4 Billion 0.3% of portfolio
47,922
Q1 2025 Added 12.34%
$199B
$12 Billion 0.29% of portfolio
38,357
Q1 2025 Reduced 4.51%
$0
$11.8 Billion 0.29% of portfolio
127,349
Q1 2025 Added 1,461.99%
$0
$12 Billion 0.29% of portfolio
60,360
Q1 2025 Added 4.5%
$0
$12.2 Billion 0.29% of portfolio
239,669
Q1 2025 Added 76.95%
$0
$11.9 Billion 0.29% of portfolio
145,543
Q1 2025 Added 35.34%
$354B
$11.4 Billion 0.28% of portfolio
272,594
Q1 2025 Added 2.73%
$0
$11.5 Billion 0.28% of portfolio
124,306
Q1 2025 Added 5.99%
$0
$11.4 Billion 0.28% of portfolio
516,337
Q1 2025 Added 37.77%
$0
$11.5 Billion 0.28% of portfolio
21,230
Q1 2025 Added 100.45%
$135B
$11.2 Billion 0.27% of portfolio
36,675
Q1 2025 Added 19.84%
$0
$11.1 Billion 0.27% of portfolio
109,993
Q1 2025 Added 173.97%
$0
$11.1 Billion 0.27% of portfolio
203,091
Q1 2025 Reduced 38.76%
$0
$11 Billion 0.27% of portfolio
51,867
Q1 2025 Reduced 3.74%
$0
$11 Billion 0.27% of portfolio
215,535
Q1 2025 Reduced 5.09%
$2.8B
$10.6 Billion 0.26% of portfolio
171,460
Q1 2025 Reduced 83.33%
$0
$10.9 Billion 0.26% of portfolio
63,856
Q1 2025 Added 16.18%
$0
$10.2 Billion 0.25% of portfolio
53,696
Q1 2025 Reduced 39.95%
$0
$10.1 Billion 0.25% of portfolio
198,113
Q1 2025 Reduced 12.0%
$181B
$10.1 Billion 0.25% of portfolio
222,725
Q1 2025 Added 24.54%
$0
$9.77 Billion 0.24% of portfolio
285,179
Q1 2025 Added 139.95%
$139B
$9.78 Billion 0.24% of portfolio
41,932
Q1 2025 Added 38.29%
$0
$9.33 Billion 0.23% of portfolio
209,150
Q1 2025 Added 1.76%
$0
$9.32 Billion 0.23% of portfolio
50,048
Q1 2025 Reduced 1.25%
$196B
$8.87 Billion 0.22% of portfolio
313,653
Q1 2025 Added 12.81%
$0
$9.23 Billion 0.22% of portfolio
213,185
Q1 2025 Added 510.08%

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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