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
$23.3 Billion 0.4% of portfolio
165,625
Q3 2025 Added 6.75%
$974B
$22.1 Billion 0.38% of portfolio
28,952
Q3 2025 Reduced 1.49%
$0
$22.1 Billion 0.38% of portfolio
335,318
Q3 2025 Added 8.02%
$0
$22 Billion 0.38% of portfolio
58,003
Q3 2025 Reduced 7.88%
$512B
$22.3 Billion 0.38% of portfolio
120,417
Q3 2025 Reduced 1.4%
$495B
$20.7 Billion 0.35% of portfolio
17,238
Q3 2025 Reduced 2.64%
$422B
$19.4 Billion 0.33% of portfolio
376,374
Q3 2025 Added 7.58%
$0
$19.3 Billion 0.33% of portfolio
25,912
Q3 2025 Added 1.6%
$309B
$18.8 Billion 0.32% of portfolio
121,067
Q3 2025 Reduced 0.59%
$0
$18.9 Billion 0.32% of portfolio
408,711
Q3 2025 Reduced 3.54%
$0
$18.6 Billion 0.32% of portfolio
95,213
Q3 2025 Reduced 16.57%
$350B
$18.9 Billion 0.32% of portfolio
122,780
Q3 2025 Reduced 2.1%
$458B
$18.1 Billion 0.31% of portfolio
24
Q3 2025 Added 4.35%
$0
$18.3 Billion 0.31% of portfolio
272,158
Q3 2025 Reduced 0.98%
$0
$18 Billion 0.31% of portfolio
444,385
Q3 2025 Added 11.27%
$0
$17.9 Billion 0.31% of portfolio
299,356
Q3 2025 Added 7.8%
$0
$17.6 Billion 0.3% of portfolio
298,935
Q3 2025 Added 2.76%
Capital Group Core Balanced
-
$17 Billion 0.29% of portfolio
-
Q3 2025 Added 37.46%
$409B
$17 Billion 0.29% of portfolio
18,320
Q3 2025 Reduced 5.04%
$0
$16.8 Billion 0.29% of portfolio
138,644
Q3 2025 Added 2.52%
$0
$16.9 Billion 0.29% of portfolio
203,194
Q3 2025 Reduced 2.61%
$0
$16.9 Billion 0.29% of portfolio
36,535
Q3 2025 Reduced 2.12%
$0
$16.1 Billion 0.28% of portfolio
298,952
Q3 2025 Added 6.96%
$0
$16.5 Billion 0.28% of portfolio
56,239
Q3 2025 Added 0.69%
$0
$16.4 Billion 0.28% of portfolio
326,742
Q3 2025 Added 4.75%
$274B
$15.7 Billion 0.27% of portfolio
55,623
Q3 2025 Added 12.06%
$0
$15.5 Billion 0.27% of portfolio
130,722
Q3 2025 Reduced 2.11%
$0
$15.6 Billion 0.27% of portfolio
307,599
Q3 2025 Added 8.07%
$320B
$15 Billion 0.26% of portfolio
218,640
Q3 2025 Added 1.93%
$308B
$15.1 Billion 0.26% of portfolio
228,389
Q3 2025 Added 1.83%
$0
$15.4 Billion 0.26% of portfolio
81,252
Q3 2025 Reduced 0.57%
$0
$15.4 Billion 0.26% of portfolio
79,195
Q3 2025 Added 12.6%
$0
$14.5 Billion 0.25% of portfolio
60,029
Q3 2025 Reduced 1.85%
$0
$14.2 Billion 0.24% of portfolio
141,992
Q3 2025 Added 11.14%
$0
$14.2 Billion 0.24% of portfolio
146,815
Q3 2025 Reduced 2.58%
$0
$13.7 Billion 0.24% of portfolio
239,244
Q3 2025 Added 7.52%
$0
$14.3 Billion 0.24% of portfolio
43,688
Q3 2025 Reduced 14.35%
Fidelity Covington Trust
-
$13.2 Billion 0.23% of portfolio
-
Q3 2025 Added 18.5%
$0
$13.7 Billion 0.23% of portfolio
55,320
Q3 2025 Added 30.93%
$0
$13.3 Billion 0.23% of portfolio
64,334
Q3 2025 Added 16.64%
$521B
$13.7 Billion 0.23% of portfolio
24,028
Q3 2025 Added 0.37%
$201B
$13.2 Billion 0.23% of portfolio
94,209
Q3 2025 Reduced 2.37%
$0
$13.2 Billion 0.23% of portfolio
501,528
Q3 2025 Added 9.41%
$0
$12.7 Billion 0.22% of portfolio
161,725
Q3 2025 Added 70.18%
$226B
$12.4 Billion 0.21% of portfolio
40,675
Q3 2025 Added 0.46%
$165B
$12.5 Billion 0.21% of portfolio
165,825
Q3 2025 Added 11.28%
$258B
$12.2 Billion 0.21% of portfolio
73,085
Q3 2025 Added 5.28%
$0
$12 Billion 0.21% of portfolio
440,397
Q3 2025 Reduced 5.63%
$0
$12.4 Billion 0.21% of portfolio
156,601
Q3 2025 Reduced 8.89%

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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