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
$5.08B
$1.46 Billion 0.02% of portfolio
127,901
Q3 2025 Added 4.18%
$287B
$1.11 Billion 0.02% of portfolio
4,165
Q3 2025 Added 8.32%
$0
$1.03 Billion 0.02% of portfolio
30,739
Q3 2025 Reduced 1.69%
$0
$1.36 Billion 0.02% of portfolio
52,884
Q3 2025 Added 2.68%
$0
$1.03 Billion 0.02% of portfolio
42,192
Q3 2025 Reduced 1.93%
$53.3B
$1.46 Billion 0.02% of portfolio
6,169
Q3 2025 Added 63.89%
$0
$1.21 Billion 0.02% of portfolio
13,463
Q3 2025 Added 11.15%
$82.2B
$1.35 Billion 0.02% of portfolio
5,979
Q3 2025 Added 53.27%
Southstate Bk Corp
-
$978 Million 0.02% of portfolio
-
Q3 2025 New
$19.5B
$1.1 Billion 0.02% of portfolio
34,467
Q3 2025 Added 31.28%
$0
$974 Million 0.02% of portfolio
33,214
Q3 2025 Added 13.03%
$10.3B
$1.19 Billion 0.02% of portfolio
3,491
Q3 2025 Reduced 12.35%
$1.82B
$958 Million 0.02% of portfolio
9,497
Q3 2025 Added 73.59%
Super Micro Computer Inc
-
$1.15 Billion 0.02% of portfolio
-
Q3 2025 Reduced 1.8%
T Rowe Price ETF Inc
-
$1.23 Billion 0.02% of portfolio
-
Q3 2025 Added 521.59%
$20.8B
$1.07 Billion 0.02% of portfolio
5,282
Q3 2025 Added 4.64%
Tidal Trust Ii
-
$967 Million 0.02% of portfolio
-
Q3 2025 New
$0
$1.31 Billion 0.02% of portfolio
38,402
Q3 2025 Added 8.35%
$27.1B
$931 Million 0.02% of portfolio
1,703
Q3 2025 Added 27.95%
$1.01B
$1.19 Billion 0.02% of portfolio
246,497
Q3 2025 Reduced 0.01%
$70.1B
$1.17 Billion 0.02% of portfolio
6,886
Q3 2025 Added 1.77%
$0
$901 Million 0.02% of portfolio
35,239
Q3 2025 Added 0.02%
$0
$1.45 Billion 0.02% of portfolio
15,889
Q3 2025 Added 2.91%
$0
$1.1 Billion 0.02% of portfolio
7,692
Q3 2025 Added 44.45%
$0
$1.37 Billion 0.02% of portfolio
17,111
Q3 2025 Added 5.06%
$0
$1.28 Billion 0.02% of portfolio
10,649
Q3 2025 Added 16.24%
$0
$981 Million 0.02% of portfolio
4,591
Q3 2025 Reduced 1.52%
$0
$945 Million 0.02% of portfolio
4,612
Q3 2025 Reduced 2.47%
$112B
$1.11 Billion 0.02% of portfolio
2,839
Q3 2025 Reduced 9.01%
$32.7B
$1.29 Billion 0.02% of portfolio
8,529
Q3 2025 Added 18.99%
Viper Energy Inc
-
$1.08 Billion 0.02% of portfolio
-
Q3 2025 New
$1.83B
$1.1 Billion 0.02% of portfolio
119,756
Q3 2025 Added 23.57%
$7.79B
$1.38 Billion 0.02% of portfolio
10,410
Q3 2025 Added 0.16%
$0
$1.08 Billion 0.02% of portfolio
24,524
Q3 2025 Added 1.31%
$0
$1.15 Billion 0.02% of portfolio
25,710
Q3 2025 Reduced 19.23%
$14B
$998 Million 0.02% of portfolio
14,772
Q3 2025 Reduced 12.55%
$44.1B
$993 Million 0.02% of portfolio
12,314
Q3 2025 Reduced 1.77%
$42.4B
$1.23 Billion 0.02% of portfolio
8,061
Q3 2025 Added 0.62%
$3.45B
$302 Million 0.01% of portfolio
3,534
Q3 2025 Added 15.11%
$3.89B
$346 Million 0.01% of portfolio
16,200
Q3 2025 Added 12.35%
$1.06B
$468 Million 0.01% of portfolio
9,718
Q3 2025 New
$11.3B
$335 Million 0.01% of portfolio
974
Q3 2025 Added 2.53%
$541M
$520 Million 0.01% of portfolio
24,169
Q3 2025 Added 61.86%
$0
$487 Million 0.01% of portfolio
38,039
Q3 2025 Added 30.61%
$33.6B
$460 Million 0.01% of portfolio
3,804
Q3 2025 Reduced 6.72%
$43.5B
$312 Million 0.01% of portfolio
2,428
Q3 2025 Added 7.43%
$5.89B
$444 Million 0.01% of portfolio
6,251
Q3 2025 Reduced 7.86%
$0
$381 Million 0.01% of portfolio
11,142
Q3 2025 New
$0
$736 Million 0.01% of portfolio
20,353
Q3 2025 New

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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