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CIK: 0002001015
Total reported value
$14.5B
$14.5B
1342 檔
5.1%
According to the latest 13F quarterly dataset, Concurrent Investment Advisors, LLC managed an equity portfolio of $14.5B at the end of Q2 2025, spanning 1342 distinct U.S. exchange-listed positions.
During Q2 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 1342 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.97% | +0.63% | +86.71% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.81% | -0.25% | +10.32% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.59% | -0.02% | +28.35% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.57% | +0.45% | +4.13% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | +0.61% | +6.33% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | +0.21% | +6.67% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.67% | -0.25% | +30.24% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.76% | +4.82% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 0.97% | -0.05% | +13.84% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.89% | -0.29% | +23.14% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.87% | -0.25% | +9.43% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | -0.08% | +13.25% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | +0.14% | +8.20% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | -0.08% | +15.37% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 0.79% | -0.05% | +41.57% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.05% | +12.49% | |
| 17 | FTCS | First Trust Capital Strength | ETF-Other | 0.78% | -0.06% | +5.95% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -0.07% | +8.14% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.01% | +17.40% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.14% | +7.76% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | -0.12% | -9.94% | |
| 22 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.74% | -0.11% | +4.51% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | -0.14% | -1.12% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.02% | +94.54% | |
| 25 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.66% | -0.07% | +0.39% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | +0.15% | +15.84% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.03% | +117.26% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.61% | -0.03% | +4.57% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | -0.03% | +31.76% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.54% | +0.03% | +20.00% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.53% | -0.01% | +314.98% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.04% | +9.84% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | -0.02% | +9.59% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | -0.04% | +80.85% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.49% | +0.21% | +23.05% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.09% | +15.34% | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.49% | — | +7.42% | |
| 38 | CGDV | Cap Group Dividend Value | ETF-Other | 0.49% | -0.06% | +18.12% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.04% | +6.14% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.47% | -0.19% | +7.21% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | — | +10.44% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.02% | +25.16% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.45% | -0.02% | +560.88% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.08% | -8.20% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.01% | +6.20% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.43% | — | +6079.39% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | -0.11% | +15.26% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.06% | +19.65% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | -0.08% | +19.66% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.40% | -0.01% | +7.90% |
According to official SEC Form 13F filings, Concurrent Investment Advisors, LLC reported a total U.S. public equity portfolio value of $14.5B across 1342 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, VOO, SPY) accounted for 5.1% of total reported equity market value during Q2 2025.
During Q2 2025, Concurrent Investment Advisors, LLC's top holdings by market value included MSFT (4.0%)、VOO (2.8%)、SPY (2.6%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q2 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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