Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

Concurrent Investment Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.83 Trillion distributed in 1497 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $222B, Apple Inc. with a value of $175B, Vanguard Index Fds S&P 500 ETF with a value of $151B, Nvidia Corp with a value of $143B, and Spdr S&P 500 ETF Trust with a value of $139B.

Examining the 13F form we can see an increase of $657B in the current position value, from $5.17T to 5.83T.

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 $5.83 Trillion
Technology: $878 Billion
Financial Services: $383 Billion
Consumer Cyclical: $269 Billion
Industrials: $231 Billion
Communication Services: $203 Billion
Healthcare: $193 Billion
Consumer Defensive: $157 Billion
Energy: $121 Billion
Other: $192 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.07B
$2.1 Billion 0.04% of portfolio
74,792
Q3 2025 Added 147.39%
$2.33B
$2.4 Billion 0.04% of portfolio
100,165
Q3 2025 Reduced 0.55%
$0
$2.32 Billion 0.04% of portfolio
7,782
Q3 2025 Reduced 6.62%
$0
$2.16 Billion 0.04% of portfolio
30,270
Q3 2025 Added 8.83%
$0
$2.46 Billion 0.04% of portfolio
10,514
Q3 2025 Reduced 11.94%
$0
$2.26 Billion 0.04% of portfolio
9,264
Q3 2025 Added 8.31%
$0
$2.12 Billion 0.04% of portfolio
7,166
Q3 2025 Reduced 0.89%
$37.3B
$2.48 Billion 0.04% of portfolio
8,049
Q3 2025 Reduced 3.74%
$74.3B
$2.33 Billion 0.04% of portfolio
36,701
Q3 2025 Reduced 8.81%
$0
$2.42 Billion 0.04% of portfolio
18,899
Q3 2025 Reduced 15.07%
Ab Active Etfs Inc
-
$1.65 Billion 0.03% of portfolio
-
Q3 2025 Added 26.94%
$0
$1.9 Billion 0.03% of portfolio
396,410
Q3 2025 Added 61.87%
$407B
$1.52 Billion 0.03% of portfolio
8,519
Q3 2025 Added 30.88%
Blackrock ETF Trust
-
$1.85 Billion 0.03% of portfolio
-
Q3 2025 Added 112.67%
$6.46B
$1.85 Billion 0.03% of portfolio
109,059
Q3 2025 Added 10.15%
$147B
$1.48 Billion 0.03% of portfolio
15,138
Q3 2025 Added 0.36%
$875M
$1.66 Billion 0.03% of portfolio
42,481
Q3 2025 Reduced 16.86%
$40.3B
$1.78 Billion 0.03% of portfolio
5,280
Q3 2025 Added 45.21%
$111B
$1.53 Billion 0.03% of portfolio
4,656
Q3 2025 Added 10.91%
Coreweave Inc
-
$1.63 Billion 0.03% of portfolio
-
Q3 2025 Added 903.63%
$47.4B
$1.71 Billion 0.03% of portfolio
25,224
Q3 2025 Reduced 0.34%
$53.9B
$1.53 Billion 0.03% of portfolio
16,032
Q3 2025 Reduced 2.6%
$50.4B
$1.83 Billion 0.03% of portfolio
29,855
Q3 2025 Added 0.93%
$0
$1.54 Billion 0.03% of portfolio
125,672
Q3 2025 Added 7.52%
-
$1.78 Billion 0.03% of portfolio
-
Q3 2025 Added 10.22%
$73.7B
$1.81 Billion 0.03% of portfolio
6,626
Q3 2025 Added 33.59%
$10.4B
$1.53 Billion 0.03% of portfolio
5,335
Q3 2025 Reduced 1.66%
$23.2B
$2.01 Billion 0.03% of portfolio
41,008
Q3 2025 Added 41.66%
$0
$1.9 Billion 0.03% of portfolio
34,062
Q3 2025 Reduced 6.56%
Fidelity Covington Trust
-
$1.95 Billion 0.03% of portfolio
-
Q3 2025 Added 334.51%
$0
$2.03 Billion 0.03% of portfolio
98,440
Q3 2025 Added 25.09%
$0
$1.84 Billion 0.03% of portfolio
8,032
Q3 2025 Reduced 2.65%
First Tr Exchange Traded Fd
-
$1.77 Billion 0.03% of portfolio
-
Q3 2025 Added 33.18%
$100B
$1.59 Billion 0.03% of portfolio
26,028
Q3 2025 Added 55.79%
$18B
$1.95 Billion 0.03% of portfolio
14,101
Q3 2025 Reduced 1.58%
$0
$1.79 Billion 0.03% of portfolio
38,536
Q3 2025 Reduced 47.29%
Global X Fds
-
$1.89 Billion 0.03% of portfolio
-
Q3 2025 Added 25.45%
$2.18B
$1.76 Billion 0.03% of portfolio
52,735
Q1 2025 Added 0.8%
-
$1.86 Billion 0.03% of portfolio
-
Q3 2025 Added 2.1%
$0
$1.6 Billion 0.03% of portfolio
32,834
Q3 2025 Added 160.61%
$13.3B
$1.95 Billion 0.03% of portfolio
41,928
Q3 2025 Added 155.81%
$0
$1.57 Billion 0.03% of portfolio
67,831
Q3 2025 Added 13.36%
$0
$1.98 Billion 0.03% of portfolio
16,381
Q3 2025 Reduced 1.45%
$41B
$1.67 Billion 0.03% of portfolio
8,787
Q3 2025 Reduced 4.98%
$0
$1.93 Billion 0.03% of portfolio
29,980
Q3 2025 Added 6.55%
$0
$1.72 Billion 0.03% of portfolio
17,811
Q3 2025 Added 2.71%
$0
$1.48 Billion 0.03% of portfolio
15,520
Q3 2025 Added 22.21%
$0
$1.97 Billion 0.03% of portfolio
37,069
Q3 2025 Added 34.91%
$0
$1.8 Billion 0.03% of portfolio
12,634
Q3 2025 Added 9.07%

Summary

  • Portfolio
  • No. of Stocks 1,497
  • Current Value $5.83 Trillion
  • Prior Value $5.17 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 166 stocks
  • Additional Purchases 708 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 498 stocks
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