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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.16 Billion 0.14% of portfolio
46,645
Q4 2024 Reduced 11.19%
$0
$5.33 Billion 0.14% of portfolio
92,691
Q4 2024 Added 27.97%
$120B
$5.26 Billion 0.14% of portfolio
65,863
Q4 2024 Reduced 0.26%
$0
$5.17 Billion 0.14% of portfolio
198,361
Q4 2024 Added 4.75%
$42.8B
$5.24 Billion 0.14% of portfolio
52,228
Q4 2024 Reduced 15.72%
$0
$5.12 Billion 0.14% of portfolio
187,235
Q4 2024 Added 267.75%
$18B
$5.1 Billion 0.14% of portfolio
15,022
Q4 2024 Reduced 1.58%
Capital Group Dividend Growe
-
$4.91 Billion 0.13% of portfolio
-
Q4 2024 Reduced 10.9%
First Tr Exchng Traded Fd Vi
-
$4.71 Billion 0.13% of portfolio
-
Q4 2024 New
$0
$4.84 Billion 0.13% of portfolio
120,278
Q4 2024 Added 12.19%
$138B
$4.98 Billion 0.13% of portfolio
22,068
Q4 2024 Added 9.55%
Ishares Bitcoin Trust ETF
-
$4.81 Billion 0.13% of portfolio
-
Q4 2024 Added 858.96%
$0
$4.83 Billion 0.13% of portfolio
50,212
Q4 2024 Added 7.62%
$129B
$4.75 Billion 0.13% of portfolio
52,037
Q4 2024 Added 4.03%
$0
$4.73 Billion 0.13% of portfolio
40,246
Q4 2024 Reduced 1.18%
$68.9B
$4.61 Billion 0.12% of portfolio
15,902
Q4 2024 Added 3.94%
Blackrock Inc
-
$4.4 Billion 0.12% of portfolio
-
Q4 2024 New
$121B
$4.5 Billion 0.12% of portfolio
26,108
Q4 2024 Reduced 23.4%
$0
$4.42 Billion 0.12% of portfolio
118,850
Q4 2024 Added 168.6%
$112B
$4.61 Billion 0.12% of portfolio
16,699
Q4 2024 Added 0.73%
$88.5B
$4.57 Billion 0.12% of portfolio
42,428
Q4 2024 Reduced 0.08%
$0
$4.62 Billion 0.12% of portfolio
192,880
Q4 2024 Added 173.57%
$0
$4.49 Billion 0.12% of portfolio
223,224
Q4 2024 Added 42.5%
$58B
$4.44 Billion 0.12% of portfolio
24,402
Q4 2024 Added 118.52%
$0
$4.44 Billion 0.12% of portfolio
159,186
Q4 2024 Added 332.84%
$93.4B
$4.48 Billion 0.12% of portfolio
13,186
Q4 2024 Added 3.97%
$60.5B
$4.56 Billion 0.12% of portfolio
33,760
Q4 2024 Added 7.31%
$0
$4.57 Billion 0.12% of portfolio
17,992
Q4 2024 Added 2.29%
$106B
$4.06 Billion 0.11% of portfolio
19,110
Q4 2024 Added 15.93%
$108B
$4.01 Billion 0.11% of portfolio
22,666
Q4 2024 Added 9.68%
-
$4.26 Billion 0.11% of portfolio
-
Q4 2024 Reduced 6.85%
$52.4B
$4.13 Billion 0.11% of portfolio
11,841
Q4 2024 Added 296.02%
$71.6B
$4.19 Billion 0.11% of portfolio
133,654
Q4 2024 Added 13.73%
$0
$4.25 Billion 0.11% of portfolio
98,262
Q4 2024 Added 6.89%
$70B
$4.08 Billion 0.11% of portfolio
15,479
Q4 2024 Added 1.98%
$0
$4.01 Billion 0.11% of portfolio
19,043
Q4 2024 Added 131.84%
$0
$4.03 Billion 0.11% of portfolio
40,148
Q4 2024 Added 6.87%
$0
$4 Billion 0.11% of portfolio
86,812
Q4 2024 Added 22.65%
$39.4B
$4.08 Billion 0.11% of portfolio
19,393
Q4 2024 Added 6.25%
$144B
$4 Billion 0.11% of portfolio
150,790
Q4 2024 Added 0.02%
$169B
$3.96 Billion 0.11% of portfolio
7,952
Q4 2024 Added 9.43%
$148B
$4 Billion 0.11% of portfolio
66,284
Q4 2024 Reduced 0.57%
$149B
$4.15 Billion 0.11% of portfolio
18,202
Q4 2024 Reduced 3.65%
$0
$4.25 Billion 0.11% of portfolio
26,261
Q4 2024 Added 7.2%
$92.3B
$4.09 Billion 0.11% of portfolio
20,246
Q4 2024 Added 1.33%
$65.5B
$3.67 Billion 0.1% of portfolio
35,434
Q4 2024 Added 6.51%
$0
$3.71 Billion 0.1% of portfolio
82,968
Q4 2024 Added 53.1%
$0
$3.66 Billion 0.1% of portfolio
81,543
Q4 2024 Added 3.62%
$78.5B
$3.84 Billion 0.1% of portfolio
15,148
Q4 2024 Added 9.06%

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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