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CIK: 0002001015
Total reported value
$11.8B
$11.8B
1197 檔
4.6%
At the close of Q1 2025, Concurrent Investment Advisors, LLC disclosed equity holdings valued at approximately $11.8B, spread across 1197 reported holdings.
During Q1 2025, Concurrent Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1197 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.36% | -0.19% | +25.47% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.90% | +0.94% | +24.83% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.57% | -1.37% | +309.43% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.30% | +0.13% | -11.03% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.29% | +17.88% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | -0.02% | +41.87% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.78% | -0.10% | +9.77% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.37% | +0.40% | -11.14% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.13% | -9.16% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.04% | +0.17% | +5.67% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.01% | -0.10% | +17.43% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.02% | +20.44% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.94% | -0.01% | -3.20% | |
| 14 | FTCS | First Trust Capital Strength | ETF-Other | 0.91% | -0.10% | +12.77% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.89% | -0.21% | +5.18% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | +0.30% | -8.89% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.15% | +17.38% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.25% | +8.75% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.78% | +0.18% | +10.44% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.15% | +17.09% | |
| 21 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.76% | — | +1.34% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | +0.19% | +18.29% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.70% | -0.03% | +35.21% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.01% | +8.85% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.66% | -0.73% | +19.12% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | +0.07% | -18.35% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.06% | +6.45% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.03% | +8.97% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.52% | EXIT | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | +0.16% | -71.12% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.07% | +12.87% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.55% | +0.07% | +8.23% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.54% | +0.14% | -7.55% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.04% | +14.87% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.53% | -0.02% | +27.22% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | -0.01% | +9.30% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.03% | +23.54% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.05% | +26.39% | |
| 39 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.49% | -0.02% | — | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.48% | -0.04% | +52.81% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | -0.04% | +26.53% | |
| 42 | CGDV | Cap Group Dividend Value | ETF-Other | 0.47% | -0.03% | +35.27% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.07% | +7.49% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.11% | +33.60% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.02% | +20.21% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.45% | -0.04% | +8.01% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.45% | -0.16% | +15.00% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | — | +13.24% | |
| 49 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.40% | -0.04% | -0.25% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.04% | +14.45% |
According to official SEC Form 13F filings, Concurrent Investment Advisors, LLC reported a total U.S. public equity portfolio value of $11.8B across 1197 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, BIL) accounted for 4.6% of total reported equity market value during Q1 2025.
During Q1 2025, Concurrent Investment Advisors, LLC's top holdings by market value included AAPL (3.4%)、VOO (2.9%)、BIL (2.6%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q1 2025, Concurrent Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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