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
$0
$1.71 Billion 0.03% of portfolio
53,080
Q3 2025 Added 3.61%
$35.1B
$1.59 Billion 0.03% of portfolio
12,783
Q3 2025 Added 3.46%
Listed Fds Tr
-
$1.66 Billion 0.03% of portfolio
-
Q3 2025 Added 21.63%
$73.7B
$1.78 Billion 0.03% of portfolio
21,187
Q3 2025 Added 5.68%
$121B
$1.5 Billion 0.03% of portfolio
1,939
Q3 2025 Reduced 2.42%
$103B
$1.66 Billion 0.03% of portfolio
708
Q3 2025 Added 36.42%
$87.8B
$1.63 Billion 0.03% of portfolio
3,412
Q3 2025 Reduced 0.2%
$4.74B
$1.99 Billion 0.03% of portfolio
69,948
Q3 2025 Added 512.13%
Neos ETF Trust
-
$1.76 Billion 0.03% of portfolio
-
Q3 2025 Added 150.27%
$85.9B
$1.47 Billion 0.03% of portfolio
2,420
Q3 2025 Reduced 0.25%
Pgim Rock ETF Tr
-
$2.03 Billion 0.03% of portfolio
-
Q3 2025 Reduced 35.0%
Pimco ETF Tr
-
$1.76 Billion 0.03% of portfolio
-
Q3 2025 Added 362.79%
$132B
$1.67 Billion 0.03% of portfolio
6,779
Q3 2025 Added 7.86%
$0
$1.71 Billion 0.03% of portfolio
16,544
Q3 2025 Reduced 22.06%
$61.4B
$1.62 Billion 0.03% of portfolio
3,915
Q3 2025 Added 93.52%
$361M
$1.82 Billion 0.03% of portfolio
98,655
Q3 2025 Added 88.49%
$64.5B
$1.62 Billion 0.03% of portfolio
5,021
Q3 2025 Reduced 17.19%
$1.15B
$1.97 Billion 0.03% of portfolio
24,750
Q3 2025 Reduced 2.39%
$172B
$1.89 Billion 0.03% of portfolio
19,833
Q3 2025 Added 9.16%
$0
$1.52 Billion 0.03% of portfolio
54,409
Q3 2025 Added 29.18%
$28.9B
$1.93 Billion 0.03% of portfolio
21,453
Q3 2025 Reduced 15.44%
$0
$1.56 Billion 0.03% of portfolio
32,264
Q3 2025 Added 78.18%
$0
$1.53 Billion 0.03% of portfolio
34,760
Q3 2025 Added 9.97%
$0
$1.46 Billion 0.03% of portfolio
54,263
Q3 2025 Added 336.2%
$0
$1.55 Billion 0.03% of portfolio
15,854
Q3 2025 Reduced 17.12%
$0
$1.49 Billion 0.03% of portfolio
50,432
Q3 2025 Added 129.19%
$39.1B
$1.69 Billion 0.03% of portfolio
6,527
Q3 2025 Added 19.15%
$0
$1.46 Billion 0.03% of portfolio
73,529
Q3 2025 Added 253.66%
Tidal Trust Ii
-
$1.56 Billion 0.03% of portfolio
-
Q3 2025 New
$67.3B
$1.65 Billion 0.03% of portfolio
5,927
Q2 2025 Added 11.72%
$15.4B
$1.99 Billion 0.03% of portfolio
25,577
Q3 2025 Reduced 18.58%
$0
$1.78 Billion 0.03% of portfolio
4,081
Q3 2025 Added 0.82%
$0
$1.97 Billion 0.03% of portfolio
37,656
Q3 2025 Added 2.13%
$0
$1.55 Billion 0.03% of portfolio
37,019
Q3 2025 Added 11.54%
$0
$2.04 Billion 0.03% of portfolio
53,759
Q3 2025 Reduced 12.73%
$0
$1.67 Billion 0.03% of portfolio
32,001
Q3 2025 Added 3.9%
$0
$1.94 Billion 0.03% of portfolio
43,751
Q3 2025 Reduced 13.38%
$42.8B
$1.54 Billion 0.03% of portfolio
5,143
Q3 2025 New
-
$962 Million 0.02% of portfolio
-
Q3 2025 Added 65.58%
$2.36B
$1.12 Billion 0.02% of portfolio
25,171
Q3 2025 Added 30.82%
$2.73B
$1.15 Billion 0.02% of portfolio
51,651
Q3 2025 Added 18.53%
$0
$1.32 Billion 0.02% of portfolio
44,198
Q3 2025 New
$59.1B
$911 Million 0.02% of portfolio
11,595
Q3 2025 Added 14.19%
-
$982 Million 0.02% of portfolio
-
Q3 2025 Reduced 18.55%
$1.5B
$1.41 Billion 0.02% of portfolio
115,700
Q3 2025 Added 102.49%
$32.2B
$986 Million 0.02% of portfolio
16,498
Q3 2025 Reduced 8.81%
$0
$1.42 Billion 0.02% of portfolio
69,453
Q3 2025 Reduced 16.26%
$25.2B
$1.32 Billion 0.02% of portfolio
8,281
Q3 2025 Added 55.51%
Arm Holdings PLC
-
$947 Million 0.02% of portfolio
-
Q3 2025 Added 36.94%

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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