Concurrent Investment Advisors, LLC Options Holdings

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

Options Holdings Table

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

ETFs
PUT
$8.46 Billion
13.7K
Q2 2025
Added 21.24%
PEP
Pepsico Inc

Consumer Defensive
PUT
$3.38 Billion
25.6K
Q4 2024
Added 0.79%
ABBV
Abb Vie Inc.

Healthcare
CALL
$1.91 Billion
10.3K
Q2 2025
New holding
NVDA
Nvidia Corp

Technology
PUT
$1.11 Billion
7K
Q2 2025
Reduced 41.67%
Reddit Inc
PUT
$527 Million
3.5K
Q2 2025
Reduced 7.89%
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$259 Million
1.2K
Q2 2025
Added 50.0%
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$444 Million
1.4K
Q2 2025
Added 40.0%
Ishares Bitcoin Trust ETF
CALL
$61.2 Million
1K
Q2 2025
Added 900.0%
HOOD
Robinhood Markets, Inc.

Technology
CALL
$18.7 Million
200
Q2 2025
New holding
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
CALL
$55 Million
4K
Q1 2025
Added 90.48%
PWR
Quanta Services, Inc.

Industrials
CALL
$75.6 Million
200
Q2 2025
New holding
PANW
Palo Alto Networks Inc

Technology
PUT
$20.5 Million
100
Q2 2025
New holding
QCOM
Qualcomm Inc

Technology
CALL
$79.6 Million
500
Q2 2025
New holding
PANW
Palo Alto Networks Inc

Technology
CALL
$20.5 Million
100
Q2 2025
New holding
PYPL
Pay Pal Holdings, Inc.

Financial Services
PUT
$7.43 Million
100
Q2 2025
New holding
RBLX
Roblox Corp

Communication Services
PUT
$10.5 Million
100
Q1 2025
New holding
RKT
Rocket Companies, Inc.

Financial Services
CALL
$35.5 Million
2.5K
Q2 2025
New holding
Rocket Lab Corp
CALL
$14.3 Million
400
Q2 2025
New holding
VFF
Village Farms International, Inc.

Consumer Defensive
CALL
$5.5 Million
5K
Q2 2025
New holding
VRT
Vertiv Holdings CO

Industrials
CALL
$12.8 Million
100
Q2 2025
New holding
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
CALL
$52.1 Million
1K
Q1 2025
New holding
UNH
Unitedhealth Group Inc

Healthcare
CALL
$125 Million
400
Q2 2025
New holding
UBER
Uber Technologies, Inc

Technology
CALL
$56 Million
600
Q2 2025
New holding
TOST
Toast, Inc.

Technology
CALL
$17.7 Million
400
Q2 2025
New holding
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
CALL
$22.6 Million
100
Q2 2025
New holding
Super Micro Computer Inc
CALL
$39.2 Million
800
Q2 2025
New holding
Srm Entertainment Inc
CALL
$77.5 Million
10K
Q2 2025
New holding
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$91.1 Million
5K
Q2 2025
Added 100.0%
SHAK
Shake Shack Inc.

Consumer Cyclical
CALL
$14.1 Million
100
Q2 2025
New holding
S
Sentinel One, Inc.

Technology
PUT
$3.66 Million
200
Q2 2025
New holding
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
CALL
$6.13 Million
2.5K
Q2 2025
New holding
ORCL
Oracle Corp

Technology
CALL
$219 Million
1K
Q2 2025
New holding
ALCC
Alt C Acquisition Corp.

Financial Services
CALL
$11.2 Million
200
Q2 2025
New holding
COIN
Coinbase Global, Inc.

Technology
CALL
$70.1 Million
200
Q2 2025
New holding
AVGO
Broadcom Inc.

Technology
PUT
$27.6 Million
100
Q2 2025
New holding
AVGO
Broadcom Inc.

Technology
CALL
$27.6 Million
100
Q2 2025
New holding
BSX
Boston Scientific Corp

Healthcare
PUT
$10.7 Million
100
Q2 2025
New holding
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
CALL
$48.6 Million
100
Q2 2025
New holding
AXON
Axon Enterprise, Inc.

Industrials
PUT
$82.8 Million
100
Q1 2025
New holding
Astera Labs Inc
CALL
$36.2 Million
400
Q2 2025
New holding
Arista Networks Inc
CALL
$20.5 Million
200
Q2 2025
New holding
APLD
Applied Blockchain, Inc.

Financial Services
CALL
$8.06 Million
800
Q2 2025
New holding
APO
Apollo Global Management, Inc.

Financial Services
CALL
$14.2 Million
100
Q4 2024
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$43.9 Million
200
Q2 2025
New holding
MSOS
Advisorshares Tr Pure Us Canna

ETFs
CALL
$24.8 Million
10.3K
Q2 2025
Added 3333.33%
Coreweave Inc
CALL
$16.3 Million
100
Q2 2025
New holding
CRDO
Credo Technology Group Holding LTD

Technology
CALL
$37 Million
400
Q2 2025
New holding
CRWD
Crowd Strike Holdings, Inc.

Technology
CALL
$153 Million
300
Q2 2025
New holding
NVDA
Nvidia Corp

Technology
CALL
$47.4 Million
300
Q2 2025
Reduced 41.67%

Summary

  • Portfolio
  • No. of Stocks 1,404
  • Current Value $5.17 Trillion
  • Prior Value $4.12 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 202 stocks
  • Additional Purchases 792 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 287 stocks
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