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
$4.67 Billion 0.11% of portfolio
167,836
Q1 2025 Added 16.65%
$0
$4.73 Billion 0.11% of portfolio
49,641
Q1 2025 Added 223.16%
$0
$4.43 Billion 0.11% of portfolio
87,572
Q1 2025 Added 21.81%
$217B
$4.52 Billion 0.11% of portfolio
38,775
Q1 2025 Added 126.52%
$132B
$4.56 Billion 0.11% of portfolio
180,112
Q1 2025 Added 19.45%
$0
$4.53 Billion 0.11% of portfolio
61,669
Q1 2025 Added 60.96%
$0
$4.64 Billion 0.11% of portfolio
18,971
Q1 2025 Added 5.44%
$0
$4.7 Billion 0.11% of portfolio
14,435
Q1 2025 Added 58.16%
$65.4B
$4.27 Billion 0.1% of portfolio
38,409
Q1 2025 Added 8.4%
$61.9B
$4.3 Billion 0.1% of portfolio
14,592
Q1 2025 Reduced 8.24%
Ark 21 Shares Bitcoin ETF
-
$4.07 Billion 0.1% of portfolio
-
Q1 2025 Added 429.26%
Capital Group Global Equity
-
$4.16 Billion 0.1% of portfolio
-
Q1 2025 New
-
$4.23 Billion 0.1% of portfolio
-
Q1 2025 Reduced 0.65%
$123B
$3.99 Billion 0.1% of portfolio
13,219
Q1 2025 Reduced 20.84%
$45.3B
$3.92 Billion 0.1% of portfolio
12,521
Q1 2025 Added 5.74%
$0
$4.25 Billion 0.1% of portfolio
101,153
Q1 2025 Added 2.94%
$138B
$4.22 Billion 0.1% of portfolio
37,647
Q1 2025 Added 26.68%
$0
$4.04 Billion 0.1% of portfolio
243,052
Q1 2025 Added 37.1%
$0
$4.31 Billion 0.1% of portfolio
22,337
Q1 2025 Added 17.3%
$0
$4.03 Billion 0.1% of portfolio
111,076
Q1 2025 Added 4.8%
Linde PLC
-
$4.13 Billion 0.1% of portfolio
-
Q1 2025 Added 68.75%
$110B
$4.27 Billion 0.1% of portfolio
47,540
Q1 2025 Reduced 27.82%
$0
$4.28 Billion 0.1% of portfolio
138,947
Q1 2025 Added 8.95%
$0
$4.32 Billion 0.1% of portfolio
65,633
Q1 2025 Reduced 58.74%
$0
$4.31 Billion 0.1% of portfolio
43,346
Q1 2025 Added 116.61%
$43.3B
$4.08 Billion 0.1% of portfolio
39,100
Q1 2025 Added 15.82%
$0
$4.04 Billion 0.1% of portfolio
52,811
Q1 2025 Added 19.45%
$53.2B
$3.77 Billion 0.09% of portfolio
34,539
Q1 2025 Added 55.23%
$0
$3.63 Billion 0.09% of portfolio
78,987
Q1 2025 Reduced 32.23%
$0
$3.77 Billion 0.09% of portfolio
26,832
Q1 2025 Reduced 49.88%
$0
$3.84 Billion 0.09% of portfolio
83,352
Q1 2025 Reduced 0.89%
$63B
$3.58 Billion 0.09% of portfolio
125,327
Q1 2025 Added 9.67%
$92.5B
$3.59 Billion 0.09% of portfolio
52,941
Q1 2025 Added 100.44%
$54.6B
$3.71 Billion 0.09% of portfolio
30,055
Q1 2025 Added 45.34%
$236B
$3.56 Billion 0.09% of portfolio
48,522
Q1 2025 Added 27.97%
$177B
$3.62 Billion 0.09% of portfolio
20,124
Q1 2025 Added 10.08%
$99.7B
$3.65 Billion 0.09% of portfolio
10,832
Q1 2025 Added 24.63%
$0
$3.86 Billion 0.09% of portfolio
77,787
Q1 2025 Added 2.92%
$0
$3.81 Billion 0.09% of portfolio
29,540
Q1 2025 Added 36.75%
$179B
$3.19 Billion 0.08% of portfolio
31,015
Q1 2025 Added 79.47%
Capital Grp Fixed Incm ETF T
-
$3.35 Billion 0.08% of portfolio
-
Q1 2025 Added 8.26%
$72.6B
$3.19 Billion 0.08% of portfolio
17,789
Q1 2025 Added 6.68%
$426M
$3.39 Billion 0.08% of portfolio
23,713
Q1 2025 New
$54B
$3.1 Billion 0.08% of portfolio
166,982
Q1 2025 Added 28.62%
$0
$3.47 Billion 0.08% of portfolio
135,973
Q1 2025 Added 25.33%
$0
$3.38 Billion 0.08% of portfolio
77,503
Q1 2025 Added 3.14%
$0
$3.31 Billion 0.08% of portfolio
83,797
Q1 2025 Added 75.19%
$17.8B
$3.26 Billion 0.08% of portfolio
128,351
Q1 2025 Added 22.98%
$212B
$3.22 Billion 0.08% of portfolio
5,237
Q1 2025 Added 4.26%

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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email