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 Trade History
$0
$9.79 Billion 0.26% of portfolio
54,962
Q4 2024 Reduced 0.4%
$0
$9.84 Billion 0.26% of portfolio
127,336
Q4 2024 Reduced 11.62%
$0
$9.33 Billion 0.25% of portfolio
151,986
Q4 2024 Reduced 10.68%
$0
$8.97 Billion 0.24% of portfolio
205,527
Q4 2024 Reduced 1.33%
$0
$8.95 Billion 0.24% of portfolio
253,598
Q4 2024 Reduced 2.26%
$0
$8.62 Billion 0.23% of portfolio
208,529
Q4 2024 Added 0.24%
$0
$8.52 Billion 0.23% of portfolio
170,115
Q4 2024 Added 5.9%
$0
$8.54 Billion 0.23% of portfolio
53,538
Q4 2024 Reduced 8.57%
$0
$8.69 Billion 0.23% of portfolio
374,783
Q4 2024 New
$0
$8.45 Billion 0.23% of portfolio
107,542
Q4 2024 Added 1.13%
$0
$8.22 Billion 0.22% of portfolio
36,660
Q4 2024 Added 11.46%
$0
$7.59 Billion 0.2% of portfolio
341,941
Q4 2024 Added 3.58%
$0
$7.12 Billion 0.19% of portfolio
402,079
Q4 2024 Reduced 8.75%
$0
$7.03 Billion 0.19% of portfolio
92,842
Q4 2024 Reduced 44.95%
$0
$6.97 Billion 0.19% of portfolio
142,005
Q4 2024 Added 2.22%
$0
$6.62 Billion 0.18% of portfolio
85,463
Q4 2024 Added 7.74%
$0
$6.64 Billion 0.18% of portfolio
87,836
Q4 2024 Reduced 58.72%
$0
$6.87 Billion 0.18% of portfolio
135,447
Q4 2024 Added 24.77%
$0
$6.75 Billion 0.18% of portfolio
69,769
Q4 2024 Added 12.19%
$0
$6.59 Billion 0.18% of portfolio
10,591
Q4 2024 Reduced 5.54%
$0
$6.22 Billion 0.17% of portfolio
45,973
Q4 2024 Added 7.42%
$0
$6.19 Billion 0.17% of portfolio
69,671
Q4 2024 Reduced 45.16%
$0
$6.24 Billion 0.17% of portfolio
58,819
Q4 2024 Added 9.54%
$0
$6.05 Billion 0.16% of portfolio
62,667
Q4 2024 Added 14.12%
$0
$5.82 Billion 0.16% of portfolio
116,556
Q4 2024 Added 75.98%
$0
$5.81 Billion 0.16% of portfolio
67,838
Q4 2024 Added 18.24%
$0
$5.49 Billion 0.15% of portfolio
107,139
Q4 2024 Added 2.1%
$0
$5.49 Billion 0.15% of portfolio
149,275
Q4 2024 Added 87.62%
$0
$5.57 Billion 0.15% of portfolio
51,264
Q4 2024 Added 1.25%
$0
$5.49 Billion 0.15% of portfolio
41,639
Q4 2024 Added 22.0%
$0
$5.18 Billion 0.14% of portfolio
67,225
Q4 2024 Added 151.88%
$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%
$0
$5.17 Billion 0.14% of portfolio
198,361
Q4 2024 Added 4.75%
$0
$5.12 Billion 0.14% of portfolio
187,235
Q4 2024 Added 267.75%
$0
$4.84 Billion 0.13% of portfolio
120,278
Q4 2024 Added 12.19%
$0
$4.83 Billion 0.13% of portfolio
50,212
Q4 2024 Added 7.62%
$0
$4.73 Billion 0.13% of portfolio
40,246
Q4 2024 Reduced 1.18%
$0
$4.42 Billion 0.12% of portfolio
118,850
Q4 2024 Added 168.6%
$0
$4.49 Billion 0.12% of portfolio
223,224
Q4 2024 Added 42.5%
$0
$4.44 Billion 0.12% of portfolio
159,186
Q4 2024 Added 332.84%
$0
$4.57 Billion 0.12% of portfolio
17,992
Q4 2024 Added 2.29%
$0
$4.25 Billion 0.11% of portfolio
98,262
Q4 2024 Added 6.89%
$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%
$0
$4.25 Billion 0.11% of portfolio
26,261
Q4 2024 Added 7.2%
$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%

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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