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
$69.3B
$799 Million 0.02% of portfolio
3,232
Q4 2024 Added 1.35%
$0
$727 Million 0.02% of portfolio
46,133
Q4 2024 Reduced 0.36%
-
$665 Million 0.02% of portfolio
-
Q4 2024 New
$29.5B
$672 Million 0.02% of portfolio
6,393
Q4 2024 Added 3.53%
$13.9B
$653 Million 0.02% of portfolio
27,859
Q4 2024 Reduced 2.34%
$105B
$833 Million 0.02% of portfolio
1,322
Q4 2024 Added 0.76%
$44.1B
$629 Million 0.02% of portfolio
10,287
Q4 2024 Added 5.16%
$33.4B
$638 Million 0.02% of portfolio
4,678
Q4 2024 Reduced 0.15%
$24.7B
$630 Million 0.02% of portfolio
8,487
Q4 2024 Reduced 62.82%
$24.7B
$810 Million 0.02% of portfolio
469
Q4 2024 Added 1.52%
$96.2B
$916 Million 0.02% of portfolio
8,294
Q4 2024 Added 69.68%
$11.3B
$665 Million 0.02% of portfolio
4,884
Q4 2024 Reduced 2.63%
$96.8B
$585 Million 0.02% of portfolio
344
Q4 2024 Added 10.61%
$99.2B
$663 Million 0.02% of portfolio
7,873
Q4 2024 Added 24.36%
$52.3B
$626 Million 0.02% of portfolio
13,084
Q4 2024 Added 15.97%
$40.4B
$891 Million 0.02% of portfolio
11,523
Q4 2024 Added 0.25%
$14.3B
$748 Million 0.02% of portfolio
9,487
Q4 2024 New
$81.3B
$636 Million 0.02% of portfolio
536
Q4 2024 Reduced 2.01%
$19.9B
$800 Million 0.02% of portfolio
3,552
Q4 2024 Reduced 60.79%
$27.1B
$617 Million 0.02% of portfolio
5,165
Q4 2024 Added 6.6%
$23B
$694 Million 0.02% of portfolio
29,528
Q4 2024 Added 84.38%
$2.22B
$630 Million 0.02% of portfolio
31,754
Q4 2024 Reduced 35.87%
$0
$712 Million 0.02% of portfolio
16,366
Q4 2024 New
$18.2B
$598 Million 0.02% of portfolio
17,792
Q4 2024 Reduced 5.83%
$106B
$573 Million 0.02% of portfolio
1,281
Q4 2024 Reduced 16.71%
$0
$822 Million 0.02% of portfolio
51,305
Q4 2024 New
$1.58B
$677 Million 0.02% of portfolio
45,301
Q4 2024 Reduced 40.3%
$4.32B
$734 Million 0.02% of portfolio
4,357
Q4 2024 Reduced 16.29%
$12.3B
$789 Million 0.02% of portfolio
7,433
Q4 2024 Reduced 0.27%
-
$758 Million 0.02% of portfolio
-
Q4 2024 New
$57.5B
$868 Million 0.02% of portfolio
3,602
Q4 2024 Added 2.18%
$991M
$570 Million 0.02% of portfolio
30,165
Q4 2024 Reduced 3.29%
$51.3B
$925 Million 0.02% of portfolio
7,544
Q4 2024 Reduced 0.42%
$119B
$834 Million 0.02% of portfolio
2,072
Q3 2024 Added 35.34%
$0
$579 Million 0.02% of portfolio
45,875
Q4 2024 New
$11.6B
$628 Million 0.02% of portfolio
11,531
Q4 2024 Added 2.61%
$36.8B
$735 Million 0.02% of portfolio
10,879
Q4 2024 Added 9.67%
$0
$219 Million 0.01% of portfolio
11,592
Q4 2024 New
$0
$215 Million 0.01% of portfolio
35,954
Q4 2024 Reduced 15.31%
$0
$310 Million 0.01% of portfolio
26,337
Q4 2024 Added 78.54%
$5.5B
$267 Million 0.01% of portfolio
29,015
Q4 2024 Reduced 13.54%
$5.79B
$470 Million 0.01% of portfolio
6,668
Q4 2024 Reduced 1.07%
$9.29B
$483 Million 0.01% of portfolio
7,456
Q4 2024 Reduced 14.98%
$262B
$550 Million 0.01% of portfolio
6,488
Q4 2024 Reduced 19.09%
$3.9B
$549 Million 0.01% of portfolio
14,815
Q4 2024 Added 31.14%
$11.3B
$413 Million 0.01% of portfolio
3,821
Q4 2024 Added 30.77%
$14.5B
$333 Million 0.01% of portfolio
35,373
Q4 2024 Added 136.28%
$7.17B
$208 Million 0.01% of portfolio
11,915
Q4 2024 Reduced 5.91%
$56B
$210 Million 0.01% of portfolio
2,889
Q4 2024 Added 3.4%

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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