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
$2 Billion 0.05% of portfolio
47,832
Q4 2024 Reduced 3.67%
$0
$1.88 Billion 0.05% of portfolio
56,297
Q4 2024 Reduced 16.31%
$0
$2 Billion 0.05% of portfolio
43,195
Q4 2024 Added 35.65%
$0
$1.7 Billion 0.05% of portfolio
15,117
Q4 2024 Reduced 1.61%
$0
$1.78 Billion 0.05% of portfolio
18,412
Q4 2024 Reduced 9.15%
$0
$1.72 Billion 0.05% of portfolio
32,838
Q4 2024 Reduced 45.73%
$0
$1.74 Billion 0.05% of portfolio
33,709
Q4 2024 Added 12.04%
$0
$1.98 Billion 0.05% of portfolio
15,403
Q4 2024 Reduced 15.26%
$0
$1.74 Billion 0.05% of portfolio
21,207
Q4 2024 Reduced 23.57%
$0
$1.91 Billion 0.05% of portfolio
8,882
Q4 2024 Added 5.85%
$0
$1.82 Billion 0.05% of portfolio
12,494
Q4 2024 Added 29.98%
$0
$1.75 Billion 0.05% of portfolio
9,432
Q4 2024 Added 15.07%
$0
$1.89 Billion 0.05% of portfolio
20,183
Q4 2024 Added 7.29%
$0
$1.85 Billion 0.05% of portfolio
35,364
Q4 2024 Added 3.66%
$0
$1.82 Billion 0.05% of portfolio
69,872
Q4 2024 Added 214.27%
$0
$1.98 Billion 0.05% of portfolio
20,011
Q4 2024 Added 4.16%
$0
$1.81 Billion 0.05% of portfolio
6,446
Q4 2024 Added 4.52%
$0
$2.03 Billion 0.05% of portfolio
7,981
Q4 2024 Reduced 6.15%
$1.49B
$1.32 Billion 0.04% of portfolio
47,934
Q4 2024 Reduced 3.48%
$0
$1.33 Billion 0.04% of portfolio
38,146
Q4 2024 Added 19.31%
$0
$1.45 Billion 0.04% of portfolio
34,944
Q4 2024 Added 63.66%
$0
$1.4 Billion 0.04% of portfolio
21,347
Q4 2024 Added 3.51%
$0
$1.33 Billion 0.04% of portfolio
27,520
Q4 2024 Added 2.99%
$0
$1.59 Billion 0.04% of portfolio
20,309
Q4 2024 Added 20.61%
$0
$1.66 Billion 0.04% of portfolio
6,836
Q4 2024 Reduced 5.29%
$0
$1.39 Billion 0.04% of portfolio
19,809
Q4 2024 Added 6.28%
$0
$1.53 Billion 0.04% of portfolio
72,592
Q4 2024 Added 1.09%
$0
$1.62 Billion 0.04% of portfolio
29,917
Q4 2024 Reduced 56.19%
$45.8B
$1.52 Billion 0.04% of portfolio
30,680
Q4 2024 Added 114.68%
$0
$1.59 Billion 0.04% of portfolio
17,362
Q4 2024 Reduced 3.3%
$0
$1.38 Billion 0.04% of portfolio
11,075
Q4 2024 Added 1.85%
$0
$1.5 Billion 0.04% of portfolio
16,488
Q4 2024 Reduced 89.77%
$0
$1.42 Billion 0.04% of portfolio
15,361
Q4 2024 Reduced 28.28%
$0
$1.37 Billion 0.04% of portfolio
51,117
Q4 2024 Added 5.39%
$0
$1.41 Billion 0.04% of portfolio
61,309
Q4 2024 Added 1.8%
$0
$1.55 Billion 0.04% of portfolio
14,530
Q4 2024 Reduced 6.16%
$0
$1.31 Billion 0.04% of portfolio
23,205
Q4 2024 Added 83.76%
$0
$1.32 Billion 0.04% of portfolio
22,178
Q4 2024 New
$0
$1.51 Billion 0.04% of portfolio
34,384
Q4 2024 Reduced 25.92%
$0
$1.52 Billion 0.04% of portfolio
15,935
Q4 2024 Added 17.19%
$0
$1.42 Billion 0.04% of portfolio
3,889
Q4 2024 Added 55.37%
$0
$1.45 Billion 0.04% of portfolio
18,648
Q4 2024 Added 48.35%
$0
$1.59 Billion 0.04% of portfolio
7,510
Q4 2024 Added 324.05%
$0
$932 Million 0.03% of portfolio
31,909
Q4 2024 Added 21.82%
$0
$1.28 Billion 0.03% of portfolio
65,494
Q4 2024 Reduced 11.03%
$0
$1.1 Billion 0.03% of portfolio
30,858
Q4 2024 Added 7.66%
$0
$1.3 Billion 0.03% of portfolio
16,974
Q4 2024 Reduced 7.1%
$0
$1.05 Billion 0.03% of portfolio
44,540
Q4 2024 Added 9.24%
$0
$1.18 Billion 0.03% of portfolio
9,322
Q4 2024 Added 0.01%

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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email