Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

Concurrent Investment Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.71 Trillion distributed in 1120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $123B, Spdr S&P 500 ETF Trust with a value of $103B, Vanguard Index Fds S&P 500 ETF with a value of $100B, Nvidia Corp with a value of $81B, and Microsoft Corp with a value of $79B.

Examining the 13F form we can see an increase of $327B in the current position value, from $3.39T to 3.71T.

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 $3.71 Trillion
Technology: $478 Billion
Financial Services: $258 Billion
Consumer Cyclical: $228 Billion
Industrials: $152 Billion
Healthcare: $132 Billion
Consumer Defensive: $127 Billion
Communication Services: $123 Billion
Energy: $86.2 Billion
Other: $141 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.03B
$338 Million 0.01% of portfolio
11,216
Q4 2024 Reduced 2.56%
$0
$254 Million 0.01% of portfolio
26,140
Q4 2024 Reduced 1.18%
$0
$433 Million 0.01% of portfolio
109,637
Q4 2024 Reduced 2.11%
$8.08B
$396 Million 0.01% of portfolio
9,486
Q4 2024 New
$22.3B
$257 Million 0.01% of portfolio
1,787
Q4 2024 Reduced 1.38%
$7.92B
$224 Million 0.01% of portfolio
2,569
Q4 2024 Reduced 1.65%
$60.4B
$480 Million 0.01% of portfolio
6,087
Q4 2024 Reduced 2.75%
$11.6B
$355 Million 0.01% of portfolio
9,480
Q3 2024 Reduced 0.23%
$28B
$474 Million 0.01% of portfolio
5,853
Q4 2024 Reduced 0.86%
$11.2B
$545 Million 0.01% of portfolio
1,171
Q4 2024 Reduced 1.6%
$8.71B
$281 Million 0.01% of portfolio
5,301
Q4 2024 Added 4.64%
$35.9B
$489 Million 0.01% of portfolio
15,927
Q4 2024 Reduced 68.61%
$11.1B
$246 Million 0.01% of portfolio
2,024
Q4 2024 Reduced 7.71%
$8.47B
$385 Million 0.01% of portfolio
5,754
Q4 2024 Reduced 6.03%
$2.53B
$367 Million 0.01% of portfolio
10,012
Q4 2024 Reduced 1.07%
$0
$475 Million 0.01% of portfolio
68,279
Q4 2024 Reduced 10.78%
$29.4B
$348 Million 0.01% of portfolio
1,064
Q4 2024 Added 0.09%
$56.9B
$317 Million 0.01% of portfolio
10,320
Q4 2024 Reduced 0.26%
$7.58B
$245 Million 0.01% of portfolio
1,082
Q4 2024 Reduced 4.08%
$19.6B
$451 Million 0.01% of portfolio
5,911
Q4 2024 Added 20.73%
$3.37B
$294 Million 0.01% of portfolio
16,288
Q4 2024 New
$0
$266 Million 0.01% of portfolio
41,671
Q4 2024 Added 2.46%
$7.66B
$383 Million 0.01% of portfolio
16,160
Q4 2024 Added 0.04%
$13.6B
$306 Million 0.01% of portfolio
8,838
Q4 2024 Added 1.36%
$10.9B
$381 Million 0.01% of portfolio
6,643
Q4 2024 Added 2.79%
$33.8B
$317 Million 0.01% of portfolio
536
Q4 2024 Added 2.1%
$92.2B
$399 Million 0.01% of portfolio
842
Q4 2024 Reduced 6.44%
$46.3B
$290 Million 0.01% of portfolio
484
Q4 2024 Added 7.08%
$3.45B
$209 Million 0.01% of portfolio
5,519
Q4 2024 Reduced 11.79%
$26.7B
$236 Million 0.01% of portfolio
2,037
Q4 2024 New
$68.4B
$217 Million 0.01% of portfolio
2,437
Q4 2024 New
$5.87B
$209 Million 0.01% of portfolio
1,325
Q4 2024 New
$806M
$381 Million 0.01% of portfolio
21,410
Q4 2024 Added 18.79%
$11.5B
$337 Million 0.01% of portfolio
13,090
Q4 2024 New
$229B
$403 Million 0.01% of portfolio
4,143
Q4 2024 Added 10.95%
$24.2B
$506 Million 0.01% of portfolio
5,609
Q4 2024 Added 5.53%
$33.5B
$419 Million 0.01% of portfolio
3,591
Q4 2024 Reduced 1.35%
$1.1B
$281 Million 0.01% of portfolio
15,648
Q4 2024 New
$16.2B
$244 Million 0.01% of portfolio
3,986
Q4 2024 Reduced 1.94%
$0
$205 Million 0.01% of portfolio
16,685
Q4 2024 Added 0.05%
$0
$251 Million 0.01% of portfolio
22,270
Q4 2024 Added 0.42%
$0
$448 Million 0.01% of portfolio
50,178
Q3 2024 Reduced 0.25%
$0
$406 Million 0.01% of portfolio
47,318
Q4 2024 Added 30.58%
$0
$216 Million 0.01% of portfolio
27,501
Q4 2024 Added 4.75%
$0
$399 Million 0.01% of portfolio
26,351
Q4 2024 Added 103.18%
$43.6B
$217 Million 0.01% of portfolio
4,388
Q4 2024 Reduced 14.68%
$8.55B
$447 Million 0.01% of portfolio
10,835
Q4 2024 Added 0.81%
$17.1B
$477 Million 0.01% of portfolio
5,544
Q4 2024 Added 14.36%
$15.8B
$516 Million 0.01% of portfolio
9,413
Q4 2024 Added 2.83%

Summary

  • Portfolio
  • No. of Stocks 1,120
  • Current Value $3.71 Trillion
  • Prior Value $3.39 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 100 stocks
  • Additional Purchases 526 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 356 stocks
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