Concurrent Investment Advisors, LLC Options Holdings

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$6.32 Billion
11.3K
Q1 2025
Reduced 24.67%
PEP
Pepsico Inc

Consumer Defensive
PUT
$3.84 Billion
25.6K
Q4 2024
Added 0.79%
NVDA
Nvidia Corp

Technology
PUT
$1.3 Billion
12K
Q1 2025
Added 9.09%
AAPL
Apple Inc.

Technology
PUT
$1.13 Billion
5.1K
Q1 2025
Added 5000.0%
TLT
Ishares Barclays 20+ Year Trea

ETFs
CALL
$910 Million
10K
Q1 2025
Reduced 9.09%
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$259 Million
1K
Q1 2025
Added 66.67%
Reddit Inc
PUT
$399 Million
3.8K
Q1 2025
Added 8.57%
META
Meta Platforms, Inc.

Communication Services
CALL
$115 Million
200
Q1 2025
New holding
MRK
Merck & Co., Inc.

Healthcare
PUT
$8.98 Million
100
Q1 2025
New holding
LMND
Lemonade, Inc.

Financial Services
CALL
$6.29 Million
200
Q1 2025
Reduced 66.67%
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$160 Million
800
Q4 2024
Added 33.33%
MS
Morgan Stanley

Financial Services
CALL
$11.7 Million
100
Q4 2024
New holding
NEM
Newmont Corp

Basic Materials
CALL
$14.5 Million
300
Q1 2025
New holding
PANW
Palo Alto Networks Inc

Technology
PUT
$17.1 Million
100
Q1 2025
New holding
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
CALL
$49.8 Million
4K
Q1 2025
Added 90.48%
RBLX
Roblox Corp

Communication Services
PUT
$5.83 Million
100
Q1 2025
New holding
RTX
Raytheon Technologies Corp

Industrials
CALL
$132 Million
1K
Q1 2025
New holding
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$29.1 Million
2.5K
Q1 2025
Reduced 64.29%
MMM
3 M CO

Industrials
CALL
$44.1 Million
300
Q1 2025
New holding
Ishares Bitcoin Trust ETF
CALL
$4.68 Million
100
Q1 2025
New holding
ADTN
Adtran Inc

Technology
CALL
$21.8 Million
2.5K
Q1 2025
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$20.5 Million
200
Q1 2025
Reduced 92.31%
MSOS
Advisorshares Tr Pure Us Canna

ETFs
CALL
$783,000
300
Q1 2025
Reduced 99.43%
BABA
Alibaba Group Holding LTD

Consumer Cyclical
CALL
$13.2 Million
100
Q1 2025
New holding
ANGO
Angiodynamics Inc

Healthcare
CALL
$9.39 Million
1K
Q1 2025
New holding
APO
Apollo Global Management, Inc.

Financial Services
CALL
$13.7 Million
100
Q4 2024
New holding
AAPL
Apple Inc.

Technology
CALL
$22.2 Million
100
Q1 2025
Added 5000.0%
ADSK
Autodesk, Inc.

Technology
PUT
$52.4 Million
200
Q1 2025
New holding
AXON
Axon Enterprise, Inc.

Industrials
PUT
$52.6 Million
100
Q1 2025
New holding
SQ
Block, Inc.

Technology
CALL
$76.1 Million
1.4K
Q1 2025
Reduced 36.36%
AVGO
Broadcom Inc.

Technology
CALL
$16.7 Million
100
Q1 2025
Reduced 85.71%
CBRE
Cbre Group, Inc.

Real Estate
PUT
$13.1 Million
100
Q4 2024
New holding
COIN
Coinbase Global, Inc.

Technology
PUT
$34.4 Million
200
Q1 2025
New holding
CRDO
Credo Technology Group Holding LTD

Technology
PUT
$40.2 Million
1K
Q1 2025
New holding
GS
Goldman Sachs Group Inc

Financial Services
CALL
$54.6 Million
100
Q4 2024
New holding
HPE
Hewlett Packard Enterprise CO

Technology
CALL
$77.2 Million
5K
Q1 2025
New holding
IBM
International Business Machines Corp

Technology
CALL
$24.9 Million
100
Q1 2025
New holding
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
CALL
$46 Million
1K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,236
  • Current Value $4.12 Trillion
  • Prior Value $3.71 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 214 stocks
  • Additional Purchases 683 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 261 stocks
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