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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$103 Billion 2.76% of portfolio	175,055	Q4 2024 Added 2.88%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$100 Billion 2.7% of portfolio	186,157	Q4 2024 Reduced 9.41%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$78.6 Billion 2.12% of portfolio	810,871	Q4 2024 Added 140.82%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$68 Billion 1.83% of portfolio	133,091	Q4 2024 Added 14.13%
IVV Ishares Core S&P 500 ETF ETFs	$0	$55 Billion 1.48% of portfolio	93,374	Q4 2024 Added 18.47%
VTI Vanguard Total Stock Market Et ETFs	$0	$41.4 Billion 1.11% of portfolio	142,860	Q4 2024 Reduced 7.51%
VTV Vanguard Value ETF ETFs	$0	$39.9 Billion 1.07% of portfolio	235,607	Q4 2024 Added 6.95%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$37.4 Billion 1.01% of portfolio	428,464	Q4 2024 Added 8.4%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$34.5 Billion 0.93% of portfolio	381,576	Q4 2024 Added 16.27%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$34.3 Billion 0.92% of portfolio	705,499	Q4 2024 Reduced 6.32%
FV First Trust Dorsey Wright Focu ETFs	$0	$33.5 Billion 0.9% of portfolio	566,978	Q4 2024 Reduced 0.31%
FTCS First Trust Capital Strength E ETFs	$0	$32.5 Billion 0.87% of portfolio	369,836	Q4 2024 Added 5.97%
VUG Vanguard Growth ETF ETFs	$0	$32 Billion 0.86% of portfolio	78,080	Q4 2024 Added 5.13%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$31.2 Billion 0.84% of portfolio	306,896	Q4 2024 Reduced 5.49%
IEFA Ishares Tr ETFs	$0	$29.8 Billion 0.8% of portfolio	423,721	Q4 2024 Reduced 5.81%
XLK Technology Sector Spdr ETFs	$0	$28.8 Billion 0.77% of portfolio	123,657	Q4 2024 Added 0.77%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$25.5 Billion 0.69% of portfolio	409,432	Q4 2024 Reduced 9.04%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$25.8 Billion 0.69% of portfolio	281,807	Q4 2024 Added 86.44%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$21.7 Billion 0.58% of portfolio	267,566	Q4 2024 Added 2.55%
SPYG Spdr Portfolio ETFs	$0	$20.9 Billion 0.56% of portfolio	237,316	Q4 2024 Added 20.95%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$20.4 Billion 0.55% of portfolio	254,012	Q4 2024 Added 10.56%
GLD Spdr Gold Trust ETFs	$91.1B	$19.3 Billion 0.52% of portfolio	79,836	Q4 2024 Reduced 1.28%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$18.7 Billion 0.5% of portfolio	331,608	Q4 2024 Added 6.41%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$17.4 Billion 0.47% of portfolio	151,054	Q4 2024 Reduced 1.52%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$17.6 Billion 0.47% of portfolio	41,312	Q4 2024 Added 601.39%
IVE Ishares S&P 500 Value ETF ETFs	$0	$17.1 Billion 0.46% of portfolio	89,419	Q4 2024 Added 109.04%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$17 Billion 0.46% of portfolio	133,137	Q4 2024 Reduced 10.32%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$16.4 Billion 0.44% of portfolio	325,450	Q4 2024 Added 17.13%
IEMG Ishares Inc ETFs	$0	$16.1 Billion 0.43% of portfolio	309,048	Q4 2024 Added 4.04%
XLV Select Sector Spdr Fund Health ETFs	$0	$16 Billion 0.43% of portfolio	116,505	Q4 2024 Reduced 2.96%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$15 Billion 0.4% of portfolio	340,148	Q4 2024 Added 9.24%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$14.5 Billion 0.39% of portfolio	42,187	Q4 2024 Added 17.3%
CGDV Capital Group Divid Value ETF ETFs	$0	$14 Billion 0.38% of portfolio	398,068	Q4 2024 Added 26.47%
XLF Financial Sector Spdr ETFs	$0	$14 Billion 0.38% of portfolio	289,085	Q4 2024 Added 22.71%
VIG Vanguard Dividend Appreciation ETFs	$0	$13.9 Billion 0.37% of portfolio	71,019	Q4 2024 Reduced 4.36%
IFV First Trust Dorsey Wright Inte ETFs	$0	$13.4 Billion 0.36% of portfolio	701,093	Q4 2024 Added 0.52%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$13.1 Billion 0.35% of portfolio	74,507	Q4 2024 Added 9.92%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$13.1 Billion 0.35% of portfolio	94,282	Q4 2024 Added 2.06%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$13 Billion 0.35% of portfolio	53,882	Q4 2024 Added 6.47%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$12.6 Billion 0.34% of portfolio	413,513	Q4 2024 Added 15.04%
IWM Ishares Russell 2000 ETF ETFs	$0	$12.8 Billion 0.34% of portfolio	57,763	Q4 2024 Added 5.63%
RDVY First Trust Rising Dividend Ac ETFs	$0	$11.8 Billion 0.32% of portfolio	199,258	Q4 2024 Added 2.44%
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	$0	$11.9 Billion 0.32% of portfolio	302,278	Q4 2024 Added 1,026.05%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$11.5 Billion 0.31% of portfolio	225,129	Q4 2024 Added 46.17%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$11 Billion 0.3% of portfolio	159,086	Q4 2024 Added 31.35%
VO Vanguard Mid Cap ETF ETFs	$0	$11.3 Billion 0.3% of portfolio	42,657	Q4 2024 Reduced 0.6%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$10.9 Billion 0.29% of portfolio	117,279	Q4 2024 Added 4.23%
VB Vanguard Small Cap ETF ETFs	$0	$10.9 Billion 0.29% of portfolio	45,301	Q4 2024 Added 25.02%
VEA Vanguard Ftse Developed Market ETFs	$0	$10.9 Billion 0.29% of portfolio	227,092	Q4 2024 Added 2.24%
VBR Vanguard Small Cap Value ETF ETFs	$0	$10 Billion 0.27% of portfolio	50,683	Q4 2024 Added 0.06%

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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Concurrent Investment Advisors, LLC Portfolio Holdings