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
$21.4B
$6.21 Billion 0.17% of portfolio
13,688
Q4 2024 Reduced 0.07%
$202B
$6.34 Billion 0.17% of portfolio
12,145
Q4 2024 Added 23.01%
$13.6B
$6.44 Billion 0.17% of portfolio
25,460
Q4 2024 Reduced 11.4%
$84.1B
$6.05 Billion 0.16% of portfolio
46,848
Q4 2024 Added 57.19%
$237B
$6.09 Billion 0.16% of portfolio
20,526
Q4 2024 Added 83.2%
$126B
$5.86 Billion 0.16% of portfolio
59,051
Q4 2024 Added 2.64%
$76.8B
$5.95 Billion 0.16% of portfolio
48,014
Q4 2024 Added 14.56%
$219B
$5.87 Billion 0.16% of portfolio
10,253
Q4 2024 Added 115.81%
$121B
$5.98 Billion 0.16% of portfolio
12,296
Q4 2024 Reduced 0.08%
$83.3B
$5.8 Billion 0.16% of portfolio
46,022
Q4 2024 Reduced 0.89%
$224B
$5.72 Billion 0.15% of portfolio
50,611
Q4 2024 Added 4.19%
-
$5.59 Billion 0.15% of portfolio
-
Q4 2024 New
$91.4B
$5.41 Billion 0.15% of portfolio
65,734
Q4 2024 Reduced 17.92%
$63.2B
$5.74 Billion 0.15% of portfolio
132,300
Q4 2024 Reduced 0.81%
$153B
$5.06 Billion 0.14% of portfolio
19,402
Q4 2024 Reduced 1.24%
$0
$5.27 Billion 0.14% of portfolio
253,582
Q4 2024 Added 2.82%
$121B
$5.26 Billion 0.14% of portfolio
65,863
Q4 2024 Reduced 0.26%
$43.4B
$5.24 Billion 0.14% of portfolio
52,228
Q4 2024 Reduced 15.72%
$18.9B
$5.1 Billion 0.14% of portfolio
15,022
Q4 2024 Reduced 1.58%
$150B
$4.98 Billion 0.13% of portfolio
22,068
Q4 2024 Added 9.55%
$124B
$4.75 Billion 0.13% of portfolio
52,037
Q4 2024 Added 4.03%
$74.4B
$4.61 Billion 0.12% of portfolio
15,902
Q4 2024 Added 3.94%
$93.6B
$4.55 Billion 0.12% of portfolio
86,942
Q4 2024 Added 3.62%
$126B
$4.5 Billion 0.12% of portfolio
26,108
Q4 2024 Reduced 23.4%
$113B
$4.61 Billion 0.12% of portfolio
16,699
Q4 2024 Added 0.73%
$86.2B
$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%
$55.2B
$4.44 Billion 0.12% of portfolio
24,402
Q4 2024 Added 118.52%
$92.8B
$4.48 Billion 0.12% of portfolio
13,186
Q4 2024 Added 3.97%
$63.5B
$4.56 Billion 0.12% of portfolio
33,760
Q4 2024 Added 7.31%
$109B
$4.06 Billion 0.11% of portfolio
19,110
Q4 2024 Added 15.93%
$105B
$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%
$50.2B
$4.13 Billion 0.11% of portfolio
11,841
Q4 2024 Added 296.02%
$71B
$4.19 Billion 0.11% of portfolio
133,654
Q4 2024 Added 13.73%
$70.6B
$4.08 Billion 0.11% of portfolio
15,479
Q4 2024 Added 1.98%
$40.6B
$4.08 Billion 0.11% of portfolio
19,393
Q4 2024 Added 6.25%
$149B
$4 Billion 0.11% of portfolio
150,790
Q4 2024 Added 0.02%
$170B
$3.96 Billion 0.11% of portfolio
7,952
Q4 2024 Added 9.43%
$132B
$4 Billion 0.11% of portfolio
66,284
Q4 2024 Reduced 0.57%
$152B
$4.15 Billion 0.11% of portfolio
18,202
Q4 2024 Reduced 3.65%
$90.4B
$4.09 Billion 0.11% of portfolio
20,246
Q4 2024 Added 1.33%
$67.9B
$3.67 Billion 0.1% of portfolio
35,434
Q4 2024 Added 6.51%
$79.6B
$3.84 Billion 0.1% of portfolio
15,148
Q4 2024 Added 9.06%
$30B
$3.76 Billion 0.1% of portfolio
65,631
Q4 2024 Reduced 6.05%
$96.9B
$3.9 Billion 0.1% of portfolio
51,516
Q4 2024 Reduced 1.86%
$202B
$3.67 Billion 0.1% of portfolio
30,454
Q4 2024 Added 3.51%
-
$3.31 Billion 0.09% of portfolio
-
Q4 2024 Added 112.49%
$2.49B
$3.37 Billion 0.09% of portfolio
129,320
Q3 2024 Reduced 6.96%

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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