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
$235B
$2.15 Billion 0.06% of portfolio
17,118
Q4 2024 Reduced 1.85%
$90.8B
$2.07 Billion 0.06% of portfolio
3,262
Q4 2024 Added 8.19%
$56.7B
$2.36 Billion 0.06% of portfolio
20,679
Q4 2024 Added 0.51%
-
$2.18 Billion 0.06% of portfolio
-
Q4 2024 Added 100.3%
$61B
$2.07 Billion 0.06% of portfolio
3,987
Q4 2024 Added 4.4%
$234B
$2.38 Billion 0.06% of portfolio
37,916
Q4 2024 Added 27.53%
$37B
$2.13 Billion 0.06% of portfolio
27,819
Q4 2024 Added 18.57%
$71B
$2.23 Billion 0.06% of portfolio
46,695
Q4 2024 Reduced 36.65%
$80B
$2.41 Billion 0.06% of portfolio
14,765
Q4 2024 Added 52.63%
$203B
$1.89 Billion 0.05% of portfolio
4,243
Q4 2024 Added 2.17%
$22.7B
$1.68 Billion 0.05% of portfolio
13,507
Q4 2024 Added 2.39%
$0
$1.7 Billion 0.05% of portfolio
77,578
Q4 2024 Reduced 6.5%
$125B
$1.72 Billion 0.05% of portfolio
30,370
Q4 2024 Added 7.83%
$88.9B
$1.73 Billion 0.05% of portfolio
47,704
Q4 2024 Added 72.72%
$54.7B
$1.87 Billion 0.05% of portfolio
27,439
Q4 2024 Reduced 12.85%
$38.4B
$1.81 Billion 0.05% of portfolio
8,046
Q4 2024 Added 4.53%
$20.4B
$1.97 Billion 0.05% of portfolio
10,768
Q4 2024 Added 65.81%
$85B
$1.72 Billion 0.05% of portfolio
7,425
Q4 2024 Reduced 0.2%
$7.97B
$1.91 Billion 0.05% of portfolio
30,607
Q4 2024 Added 8.23%
$144B
$1.7 Billion 0.05% of portfolio
4,001
Q4 2024 Reduced 1.89%
$68.3B
$1.94 Billion 0.05% of portfolio
15,229
Q4 2024 Added 0.2%
$46.3B
$1.81 Billion 0.05% of portfolio
33,636
Q4 2024 Reduced 4.94%
$27.3B
$1.74 Billion 0.05% of portfolio
81,472
Q4 2024 Added 6.16%
$89.3B
$2.03 Billion 0.05% of portfolio
13,613
Q4 2024 Added 0.38%
$94.3B
$1.87 Billion 0.05% of portfolio
6,690
Q4 2024 Reduced 3.21%
$108B
$1.69 Billion 0.05% of portfolio
7,933
Q4 2024 Added 15.14%
$54.8B
$1.67 Billion 0.05% of portfolio
8,058
Q4 2024 Added 0.25%
$965M
$1.83 Billion 0.05% of portfolio
28,211
Q4 2024 Added 2.16%
$136B
$1.83 Billion 0.05% of portfolio
37,946
Q4 2024 Added 2.63%
$234B
$1.79 Billion 0.05% of portfolio
3,440
Q4 2024 Reduced 4.1%
$0
$1.9 Billion 0.05% of portfolio
59,871
Q4 2024 Added 95.28%
$31.3B
$2 Billion 0.05% of portfolio
21,275
Q4 2024 Added 5.44%
$155B
$1.49 Billion 0.04% of portfolio
9,164
Q4 2024 Reduced 13.38%
$98B
$1.52 Billion 0.04% of portfolio
6,792
Q4 2024 Added 112.92%
$69.1B
$1.42 Billion 0.04% of portfolio
44,081
Q4 2024 Added 8.13%
$49.3B
$1.44 Billion 0.04% of portfolio
10,290
Q4 2024 Added 3.91%
$47.1B
$1.39 Billion 0.04% of portfolio
7,842
Q4 2024 Added 22.15%
-
$1.54 Billion 0.04% of portfolio
-
Q4 2024 Reduced 0.49%
$44.8B
$1.45 Billion 0.04% of portfolio
19,626
Q4 2024 Added 2.29%
$83.2B
$1.38 Billion 0.04% of portfolio
1,468
Q4 2024 Added 10.29%
-
$1.31 Billion 0.04% of portfolio
-
Q4 2024 Added 2.32%
$1.26B
$1.56 Billion 0.04% of portfolio
30,668
Q4 2024 New
$16.4B
$1.56 Billion 0.04% of portfolio
13,367
Q4 2024 Added 6.48%
$21.9B
$1.58 Billion 0.04% of portfolio
9,333
Q4 2024 Reduced 14.03%
$1.95B
$1.5 Billion 0.04% of portfolio
52,317
Q4 2023 New
-
$1.45 Billion 0.04% of portfolio
-
Q4 2024 New
$79.8B
$1.51 Billion 0.04% of portfolio
75,410
Q4 2024 Reduced 7.22%
$45.5B
$1.66 Billion 0.04% of portfolio
51,611
Q4 2024 Added 185.82%
$31.9B
$1.36 Billion 0.04% of portfolio
8,440
Q4 2024 Added 3.74%

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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