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
-
$309 Million 0.01% of portfolio
-
Q3 2025 Added 0.82%
Ea Series Trust
-
$374 Million 0.01% of portfolio
-
Q3 2025 Reduced 20.55%
$7.7B
$492 Million 0.01% of portfolio
2,909
Q3 2025 Added 4.83%
$0
$353 Million 0.01% of portfolio
35,557
Q3 2025 Added 9.27%
$0
$442 Million 0.01% of portfolio
26,549
Q2 2025 Added 49.29%
$0
$298 Million 0.01% of portfolio
12,191
Q3 2025 Added 5.91%
$0
$347 Million 0.01% of portfolio
21,832
Q3 2025 Added 0.28%
$0
$567 Million 0.01% of portfolio
26,823
Q3 2025 Added 0.36%
$55.8B
$514 Million 0.01% of portfolio
2,549
Q3 2025 Added 3.83%
$78.2B
$715 Million 0.01% of portfolio
2,212
Q3 2025 Added 17.66%
$1.26B
$786 Million 0.01% of portfolio
78,855
Q3 2025 Added 77.38%
$3.85B
$439 Million 0.01% of portfolio
7,562
Q3 2025 New
$25.4B
$386 Million 0.01% of portfolio
1,506
Q3 2025 Added 7.49%
$17.7B
$543 Million 0.01% of portfolio
2,027
Q3 2025 Added 3.05%
-
$490 Million 0.01% of portfolio
-
Q3 2025 Added 4.53%
$0
$745 Million 0.01% of portfolio
15,843
Q3 2025 Reduced 31.86%
$45.6B
$544 Million 0.01% of portfolio
12,077
Q3 2025 Reduced 1.38%
$1.31B
$633 Million 0.01% of portfolio
14,387
Q3 2025 Added 60.53%
$40.2B
$599 Million 0.01% of portfolio
2,802
Q3 2025 Added 51.3%
$22.6B
$428 Million 0.01% of portfolio
3,493
Q3 2025 Added 5.98%
$15.1B
$693 Million 0.01% of portfolio
1,900
Q3 2025 Added 17.94%
$44B
$389 Million 0.01% of portfolio
260
Q3 2025 Reduced 14.75%
$1.37B
$395 Million 0.01% of portfolio
46,193
Q3 2025 Reduced 50.3%
$76.2B
$707 Million 0.01% of portfolio
1,456
Q3 2025 Added 0.55%
$0
$806 Million 0.01% of portfolio
18,323
Q3 2025 Added 6.15%
$0
$619 Million 0.01% of portfolio
25,295
Q3 2025 Reduced 57.81%
Fidelity Covington Trust
-
$574 Million 0.01% of portfolio
-
Q3 2025 Added 1.2%
$29.2B
$353 Million 0.01% of portfolio
7,916
Q3 2025 Added 8.44%
$11B
$541 Million 0.01% of portfolio
23,926
Q3 2025 Added 2.89%
First Tr Exch Traded Fd Iii
-
$502 Million 0.01% of portfolio
-
Q3 2025 Added 15.39%
$0
$446 Million 0.01% of portfolio
15,195
Q3 2025 Reduced 79.09%
$0
$674 Million 0.01% of portfolio
33,590
Q3 2025 Reduced 22.05%
$0
$683 Million 0.01% of portfolio
14,375
Q3 2025 Reduced 23.1%
$0
$651 Million 0.01% of portfolio
3,873
Q3 2025 Reduced 6.83%
$0
$748 Million 0.01% of portfolio
8,977
Q3 2025 Reduced 4.33%
$0
$697 Million 0.01% of portfolio
14,305
Q3 2025 New
$0
$534 Million 0.01% of portfolio
33,085
Q3 2025 Added 16.03%
$0
$439 Million 0.01% of portfolio
3,906
Q3 2025 Added 11.98%
First Tr Exchng Traded Fd Vi
-
$293 Million 0.01% of portfolio
-
Q3 2025 New
$0
$449 Million 0.01% of portfolio
10,313
Q3 2025 Added 4.66%
$0
$405 Million 0.01% of portfolio
7,746
Q3 2025 Added 82.09%
-
$308 Million 0.01% of portfolio
-
Q2 2024 Added 25.35%
$0
$766 Million 0.01% of portfolio
30,406
Q3 2025 Added 11.3%
$0
$466 Million 0.01% of portfolio
8,320
Q3 2025 Added 14.73%
$0
$546 Million 0.01% of portfolio
11,654
Q3 2025 Reduced 27.63%
First Tr Exchng Traded Fd Vi
-
$313 Million 0.01% of portfolio
-
Q3 2025 Reduced 13.26%
First Tr Exchng Traded Fd Vi
-
$347 Million 0.01% of portfolio
-
Q3 2025 Added 9.86%
$0
$703 Million 0.01% of portfolio
15,145
Q3 2025 Added 94.54%
$26.3B
$417 Million 0.01% of portfolio
9,092
Q3 2025 Added 2.34%

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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email