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
$16.1B
$481 Million 0.01% of portfolio
6,684
Q2 2025 Added 4.39%
$12.2B
$520 Million 0.01% of portfolio
9,991
Q2 2025 Reduced 11.42%
$4.37B
$261 Million 0.01% of portfolio
3,639
Q2 2025 Reduced 0.41%
$7.12B
$495 Million 0.01% of portfolio
8,686
Q2 2025 Reduced 18.86%
$38B
$729 Million 0.01% of portfolio
7,366
Q2 2025 Added 11.93%
$0
$645 Million 0.01% of portfolio
21,278
Q2 2025 Reduced 28.18%
$0
$494 Million 0.01% of portfolio
24,995
Q1 2025 Reduced 2.39%
$0
$283 Million 0.01% of portfolio
9,757
Q1 2025 Reduced 4.56%
$0
$410 Million 0.01% of portfolio
11,765
Q2 2025 Reduced 0.24%
$0
$322 Million 0.01% of portfolio
8,481
Q2 2025 Added 7.48%
$20.3B
$593 Million 0.01% of portfolio
3,145
Q2 2025 Reduced 3.91%
$2.18B
$273 Million 0.01% of portfolio
3,445
Q2 2025 Added 7.09%
$2.71B
$444 Million 0.01% of portfolio
63,927
Q2 2025 Reduced 20.71%
$0
$435 Million 0.01% of portfolio
8,748
Q2 2025 New
$0
$393 Million 0.01% of portfolio
20,733
Q2 2025 Added 55.26%
$0
$330 Million 0.01% of portfolio
4,917
Q2 2025 Added 42.23%
$0
$491 Million 0.01% of portfolio
5,043
Q2 2025 Added 22.7%
Pimco ETF Tr
-
$375 Million 0.01% of portfolio
-
Q2 2025 New
$12.1B
$507 Million 0.01% of portfolio
27,664
Q2 2025 Reduced 0.63%
$8.86B
$312 Million 0.01% of portfolio
2,861
Q2 2025 Reduced 4.31%
$24.4B
$595 Million 0.01% of portfolio
5,228
Q2 2025 Added 8.89%
$27.3B
$322 Million 0.01% of portfolio
9,511
Q2 2025 Added 10.07%
$3.08B
$360 Million 0.01% of portfolio
4,503
Q2 2025 Added 7.14%
$23.4B
$390 Million 0.01% of portfolio
4,043
Q2 2025 Added 2.38%
$20.6B
$265 Million 0.01% of portfolio
3,340
Q2 2025 Added 11.48%
$0
$339 Million 0.01% of portfolio
15,779
Q2 2025 Added 11.1%
$38.7B
$262 Million 0.01% of portfolio
10,472
Q2 2025 Reduced 22.07%
$30.3B
$701 Million 0.01% of portfolio
6,648
Q2 2025 Reduced 19.05%
$24.8B
$472 Million 0.01% of portfolio
8,194
Q2 2025 Added 10.82%
$58.5B
$765 Million 0.01% of portfolio
2,023
Q2 2025 Reduced 52.06%
$15.6B
$398 Million 0.01% of portfolio
2,218
Q2 2025 Added 6.12%
$0
$497 Million 0.01% of portfolio
7,700
Q2 2025 Added 5.18%
Reddit Inc
-
$659 Million 0.01% of portfolio
-
Q2 2025 Added 2.24%
$12.7B
$318 Million 0.01% of portfolio
1,604
Q2 2025 Added 8.38%
$90.3B
$423 Million 0.01% of portfolio
7,787
Q2 2025 Reduced 21.16%
$39.9B
$574 Million 0.01% of portfolio
2,226
Q2 2025 Added 2.72%
$107B
$260 Million 0.01% of portfolio
4,453
Q2 2025 Added 3.63%
$0
$534 Million 0.01% of portfolio
42,220
Q2 2025 Added 9.61%
$0
$379 Million 0.01% of portfolio
26,595
Q2 2025 Added 12.48%
$13.5B
$278 Million 0.01% of portfolio
20,254
Q2 2025 Added 35.32%
Rocket Lab Corp
-
$307 Million 0.01% of portfolio
-
Q2 2025 New
$39.8B
$741 Million 0.01% of portfolio
2,232
Q2 2025 Added 132.02%
$12.1B
$388 Million 0.01% of portfolio
4,410
Q2 2025 Reduced 12.98%
$15.1B
$318 Million 0.01% of portfolio
2,895
Q2 2025 Added 62.0%
$114B
$591 Million 0.01% of portfolio
12,226
Q2 2025 Added 26.04%
$49.8B
$573 Million 0.01% of portfolio
16,954
Q2 2025 Added 14.24%
$0
$354 Million 0.01% of portfolio
8,857
Q2 2025 New
$0
$309 Million 0.01% of portfolio
13,596
Q2 2025 New
$0
$559 Million 0.01% of portfolio
20,967
Q2 2025 New

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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