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
-
$5.57 Billion 0.14% of portfolio
-
Q1 2025 Added 121.78%
$0
$5.74 Billion 0.14% of portfolio
46,097
Q1 2025 Added 0.27%
$46.8B
$5.57 Billion 0.14% of portfolio
26,606
Q1 2025 Added 37.19%
$0
$5.93 Billion 0.14% of portfolio
215,430
Q1 2025 Added 8.61%
$0
$5.69 Billion 0.14% of portfolio
227,107
Q1 2025 Added 42.67%
$0
$5.7 Billion 0.14% of portfolio
60,971
Q1 2025 Reduced 10.12%
$98.7B
$5.86 Billion 0.14% of portfolio
59,768
Q1 2025 Added 14.86%
$52.4B
$5.93 Billion 0.14% of portfolio
144,105
Q1 2025 Added 8.92%
$0
$5.91 Billion 0.14% of portfolio
61,278
Q1 2025 Added 4.18%
$284B
$5.89 Billion 0.14% of portfolio
82,050
Q1 2025 Added 82.15%
Wisdomtree Tr
-
$5.97 Billion 0.14% of portfolio
-
Q1 2025 New
$13.2B
$5.53 Billion 0.13% of portfolio
140,666
Q1 2025 Added 0.45%
$0
$5.55 Billion 0.13% of portfolio
113,842
Q1 2025 Added 6.26%
Capital Group Dividend Growe
-
$5.23 Billion 0.13% of portfolio
-
Q1 2025 Added 2.32%
$90.6B
$5.53 Billion 0.13% of portfolio
45,333
Q1 2025 Added 6.85%
$0
$5.28 Billion 0.13% of portfolio
281,366
Q1 2025 Added 10.96%
$70.6B
$5.5 Billion 0.13% of portfolio
50,129
Q1 2025 Added 4.4%
$0
$5.46 Billion 0.13% of portfolio
156,260
Q1 2025 Added 4.68%
$75.3B
$5.39 Billion 0.13% of portfolio
21,732
Q1 2025 Added 43.46%
-
$5.48 Billion 0.13% of portfolio
-
Q1 2025 Reduced 0.33%
$0
$5.4 Billion 0.13% of portfolio
55,401
Q1 2025 Added 8.07%
$0
$5.3 Billion 0.13% of portfolio
56,567
Q1 2025 Reduced 18.81%
$167B
$5.2 Billion 0.13% of portfolio
10,243
Q1 2025 Added 28.81%
$145B
$5.54 Billion 0.13% of portfolio
14,876
Q1 2025 Added 73.48%
$71.2B
$5.15 Billion 0.13% of portfolio
46,847
Q1 2025 Added 1.79%
$0
$5.35 Billion 0.13% of portfolio
319,061
Q1 2025 Added 59.57%
$0
$5.45 Billion 0.13% of portfolio
68,716
Q1 2025 Added 1,656.99%
$110B
$5.01 Billion 0.12% of portfolio
24,821
Q1 2025 Added 29.88%
$0
$4.81 Billion 0.12% of portfolio
107,748
Q1 2025 Added 29.87%
$0
$5.11 Billion 0.12% of portfolio
117,577
Q1 2025 Reduced 2.25%
$0
$5.12 Billion 0.12% of portfolio
68,613
Q1 2025 Added 246.37%
$0
$4.77 Billion 0.12% of portfolio
71,885
Q1 2025 Added 31.36%
$0
$5.07 Billion 0.12% of portfolio
107,712
Q1 2025 Added 24.08%
$93B
$4.81 Billion 0.12% of portfolio
13,782
Q1 2025 Added 4.52%
$17B
$5.02 Billion 0.12% of portfolio
14,886
Q1 2025 Reduced 0.91%
$136B
$4.77 Billion 0.12% of portfolio
20,181
Q1 2025 Added 10.87%
$0
$4.76 Billion 0.12% of portfolio
29,665
Q1 2025 Added 12.96%
$0
$5.08 Billion 0.12% of portfolio
43,840
Q1 2025 Added 8.93%
$0
$4.76 Billion 0.12% of portfolio
39,815
Q1 2025 Added 28.83%
$0
$5.07 Billion 0.12% of portfolio
19,167
Q1 2025 Added 45.7%
$0
$4.75 Billion 0.12% of portfolio
57,756
Q1 2025 Added 1,247.24%
$82B
$4.33 Billion 0.11% of portfolio
29,478
Q1 2025 Reduced 37.08%
$124B
$4.58 Billion 0.11% of portfolio
26,838
Q1 2025 Added 18.41%
$103B
$4.69 Billion 0.11% of portfolio
76,874
Q1 2025 Added 153.12%
$128B
$4.72 Billion 0.11% of portfolio
17,367
Q1 2025 Reduced 9.79%
$0
$4.33 Billion 0.11% of portfolio
205,343
Q1 2025 Added 6.46%
$67.1B
$4.68 Billion 0.11% of portfolio
137,056
Q1 2025 Added 2.55%
-
$4.55 Billion 0.11% of portfolio
-
Q1 2025 Added 40.37%
First Tr Exchng Traded Fd Vi
-
$4.7 Billion 0.11% of portfolio
-
Q1 2025 Reduced 0.46%

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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