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
$8.91 Billion 0.22% of portfolio
217,137
Q1 2025 Added 4.13%
$0
$9.24 Billion 0.22% of portfolio
304,720
Q1 2025 Added 223.71%
$201B
$8.92 Billion 0.22% of portfolio
67,318
Q1 2025 Added 5.58%
$0
$8.91 Billion 0.22% of portfolio
249,491
Q1 2025 Reduced 1.62%
$139B
$8.55 Billion 0.21% of portfolio
120,586
Q1 2025 Added 31.85%
$265B
$8.69 Billion 0.21% of portfolio
58,289
Q1 2025 Added 12.82%
$53.4B
$8.48 Billion 0.21% of portfolio
51,080
Q1 2025 Added 10.53%
$0
$8.83 Billion 0.21% of portfolio
203,377
Q1 2025 New
$234B
$8.05 Billion 0.2% of portfolio
60,709
Q1 2025 Added 19.95%
$0
$8.09 Billion 0.2% of portfolio
360,140
Q1 2025 Added 5.32%
$269B
$8.06 Billion 0.2% of portfolio
41,039
Q1 2025 Added 24.76%
$195B
$8.22 Billion 0.2% of portfolio
91,530
Q1 2025 Reduced 4.14%
$0
$8.18 Billion 0.2% of portfolio
41,444
Q1 2025 Added 13.05%
$147B
$8.16 Billion 0.2% of portfolio
67,030
Q1 2025 Added 19.68%
Victory Portfolios Ii
-
$8.27 Billion 0.2% of portfolio
-
Q1 2025 New
$0
$7.92 Billion 0.19% of portfolio
157,941
Q1 2025 Reduced 7.16%
$163B
$7.73 Billion 0.19% of portfolio
50,342
Q1 2025 Added 8.58%
$0
$7.79 Billion 0.19% of portfolio
35,137
Q1 2025 Reduced 22.44%
$0
$7.34 Billion 0.18% of portfolio
110,822
Q1 2025 Reduced 27.08%
$0
$7.43 Billion 0.18% of portfolio
422,389
Q1 2025 Added 5.05%
$0
$7.46 Billion 0.18% of portfolio
77,355
Q1 2025 Added 10.87%
$109B
$6.85 Billion 0.17% of portfolio
114,212
Q1 2025 Added 31.37%
$184B
$7.19 Billion 0.17% of portfolio
21,799
Q1 2025 Reduced 15.33%
$206B
$6.88 Billion 0.17% of portfolio
69,725
Q1 2025 Added 9.02%
$0
$6.89 Billion 0.17% of portfolio
100,194
Q1 2025 Added 17.24%
$0
$6.89 Billion 0.17% of portfolio
150,834
Q1 2025 Added 6.3%
$36.1B
$7.07 Billion 0.17% of portfolio
71,249
Q1 2025 Added 36.42%
$0
$6.87 Billion 0.17% of portfolio
52,391
Q1 2025 Added 25.82%
$98B
$6.93 Billion 0.17% of portfolio
75,353
Q1 2025 Added 14.63%
$167B
$7.03 Billion 0.17% of portfolio
96,491
Q1 2025 Added 45.57%
$0
$6.45 Billion 0.16% of portfolio
73,960
Q1 2025 Added 18.02%
$154B
$6.69 Billion 0.16% of portfolio
21,480
Q1 2025 Added 10.71%
Blackrock Inc
-
$6.69 Billion 0.16% of portfolio
-
Q1 2025 Added 64.68%
$109B
$6.52 Billion 0.16% of portfolio
62,102
Q1 2025 Added 5.17%
$205B
$6.54 Billion 0.16% of portfolio
11,973
Q1 2025 Added 16.78%
$152B
$6.6 Billion 0.16% of portfolio
31,155
Q1 2025 Added 41.18%
$195B
$6.51 Billion 0.16% of portfolio
13,150
Q1 2025 Added 8.28%
$0
$6.45 Billion 0.16% of portfolio
112,847
Q1 2025 Added 21.75%
$126B
$6.42 Billion 0.16% of portfolio
14,367
Q1 2025 Added 16.84%
$0
$6.52 Billion 0.16% of portfolio
82,726
Q1 2025 Reduced 10.9%
Capital Group Core Balanced
-
$6.17 Billion 0.15% of portfolio
-
Q1 2025 Added 4.07%
$0
$6.07 Billion 0.15% of portfolio
88,965
Q1 2025 Added 32.34%
$0
$6.18 Billion 0.15% of portfolio
300,737
Q1 2025 Added 34.72%
$10.7B
$6.36 Billion 0.15% of portfolio
25,664
Q1 2025 Added 0.8%
$57.6B
$6.26 Billion 0.15% of portfolio
36,678
Q1 2025 Added 50.31%
$0
$6.38 Billion 0.15% of portfolio
130,618
Q1 2025 Reduced 8.02%
$98.9B
$6.15 Billion 0.15% of portfolio
26,544
Q1 2025 Added 31.11%
$220B
$5.81 Billion 0.14% of portfolio
21,600
Q1 2025 Added 5.23%
$98.4B
$5.87 Billion 0.14% of portfolio
41,994
Q1 2025 Added 60.85%

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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