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
$24.5B
$1.08 Billion 0.02% of portfolio
6,310
Q3 2025 Reduced 0.96%
$53.1B
$1.05 Billion 0.02% of portfolio
3,294
Q3 2025 Added 7.65%
$9.75B
$1.21 Billion 0.02% of portfolio
5,540
Q3 2025 Added 1.41%
$73.2B
$1.27 Billion 0.02% of portfolio
295
Q3 2025 Added 5.36%
$0
$883 Million 0.02% of portfolio
83,100
Q2 2025 Added 2.47%
$112B
$1.18 Billion 0.02% of portfolio
34,172
Q3 2025 Added 0.05%
$22.8B
$1.08 Billion 0.02% of portfolio
11,512
Q3 2025 Added 19.16%
$16.3B
$1.19 Billion 0.02% of portfolio
6,457
Q3 2025 Reduced 6.76%
$18.9B
$1.19 Billion 0.02% of portfolio
8,965
Q3 2025 Reduced 0.46%
$7.01B
$1.02 Billion 0.02% of portfolio
27,095
Q3 2025 Reduced 16.84%
$53.8B
$1.31 Billion 0.02% of portfolio
8,345
Q3 2025 Reduced 6.13%
$20.1B
$1.12 Billion 0.02% of portfolio
1,988
Q3 2025 Added 1.22%
$3.44B
$1.19 Billion 0.02% of portfolio
3,836
Q3 2025 Reduced 1.39%
$329M
$1.26 Billion 0.02% of portfolio
100,859
Q3 2025 Added 428.5%
Circle Internet Group Inc
-
$1.06 Billion 0.02% of portfolio
-
Q3 2025 Added 509.9%
$36B
$883 Million 0.02% of portfolio
8,788
Q3 2025 Added 5.43%
$73.4B
$1.1 Billion 0.02% of portfolio
30,966
Q3 2025 Reduced 42.52%
$102B
$1.36 Billion 0.02% of portfolio
17,975
Q3 2025 Added 11.0%
$161B
$1.43 Billion 0.02% of portfolio
7,207
Q3 2025 Reduced 37.11%
$0
$1.27 Billion 0.02% of portfolio
32,902
Q3 2025 Added 3.15%
$16.1B
$964 Million 0.02% of portfolio
42,045
Q3 2025 Added 10.16%
$7.23B
$903 Million 0.02% of portfolio
14,324
Q3 2025 Added 9.26%
$19.3B
$993 Million 0.02% of portfolio
10,656
Q3 2025 Reduced 3.53%
$64.7B
$1.33 Billion 0.02% of portfolio
11,868
Q3 2025 Added 1.51%
$17.6B
$942 Million 0.02% of portfolio
12,386
Q3 2025 Added 5.82%
$13.4B
$987 Million 0.02% of portfolio
23,909
Q3 2025 Added 27.68%
$69.6B
$880 Million 0.02% of portfolio
3,730
Q3 2025 Added 11.51%
$0
$1.2 Billion 0.02% of portfolio
23,679
Q3 2025 Added 6.09%
$0
$1.12 Billion 0.02% of portfolio
56,950
Q3 2025 Added 44.4%
$0
$1.16 Billion 0.02% of portfolio
25,606
Q3 2025 Reduced 6.84%
$0
$1.06 Billion 0.02% of portfolio
36,868
Q3 2025 Added 3.17%
$0
$1.38 Billion 0.02% of portfolio
34,331
Q3 2025 Added 139.57%
$0
$1.03 Billion 0.02% of portfolio
6,219
Q3 2025 Added 9.47%
$0
$914 Million 0.02% of portfolio
19,938
Q3 2025 Reduced 67.72%
First Tr Exchange Traded Fd
-
$1.28 Billion 0.02% of portfolio
-
Q3 2025 Added 11.42%
$0
$1.09 Billion 0.02% of portfolio
18,206
Q3 2025 Reduced 15.95%
$0
$1.2 Billion 0.02% of portfolio
31,357
Q3 2025 Reduced 6.23%
$0
$1.04 Billion 0.02% of portfolio
47,668
Q3 2025 Added 2.81%
First Tr Exchng Traded Fd Vi
-
$919 Million 0.02% of portfolio
-
Q3 2025 Reduced 2.24%
First Tr Exchng Traded Fd Vi
-
$1.18 Billion 0.02% of portfolio
-
Q3 2025 Reduced 1.68%
$0
$1.28 Billion 0.02% of portfolio
23,335
Q3 2025 Added 439.29%
-
$1.42 Billion 0.02% of portfolio
-
Q3 2025 Added 404.82%
$0
$1.46 Billion 0.02% of portfolio
100,586
Q3 2025 Reduced 6.77%
$0
$1 Billion 0.02% of portfolio
22,950
Q3 2025 Reduced -0.0%
$64.9B
$1.05 Billion 0.02% of portfolio
12,457
Q3 2025 Reduced 5.32%
$0
$1.34 Billion 0.02% of portfolio
23,822
Q3 2025 New
$28.1B
$897 Million 0.02% of portfolio
17,790
Q3 2025 Added 4.64%
$0
$1.02 Billion 0.02% of portfolio
28,648
Q3 2025 Reduced 4.4%
$0
$929 Million 0.02% of portfolio
19,511
Q3 2025 Added 12.68%

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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