Concurrent Investment Advisors, LLC Portfolio Holdings

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025

Concurrent Investment Advisors, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $8.78 Trillion distributed in 3051 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $279B, Microsoft Corp with a value of $271B, Nvidia Corp with a value of $257B, Ishares Gold Trust with a value of $206B, and Vanguard Index Fds S&P 500 ETF with a value of $180B.

Examining the 13F form we can see an increase of $2.95T in the current position value, from $5.83T to 8.78T.

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 $8.78 Trillion
Technology: $1.42 Trillion
Financial Services: $638 Billion
Consumer Cyclical: $416 Billion
Industrials: $390 Billion
Communication Services: $388 Billion
Healthcare: $356 Billion
Consumer Defensive: $220 Billion
Energy: $162 Billion
Other: $266 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$18.1 Billion 0.21% of portfolio
24
Q3 2025 Added 4.35%
$100B
$18.7 Billion 0.21% of portfolio
68,463
Q4 2025 Added 460.85%
$404B
$18.3 Billion 0.21% of portfolio
21,255
Q4 2025 Added 16.02%
$0
$18.7 Billion 0.21% of portfolio
38,811
Q4 2025 Added 6.23%
$0
$18.2 Billion 0.21% of portfolio
361,596
Q4 2025 Added 10.67%
$98.1B
$17.3 Billion 0.2% of portfolio
112,500
Q4 2025 Added 148.3%
$168B
$17.9 Billion 0.2% of portfolio
223,108
Q4 2025 Added 34.54%
$0
$17.2 Billion 0.2% of portfolio
586,463
Q4 2025 Added 1,665.71%
$0
$17.5 Billion 0.2% of portfolio
178,768
Q4 2025 New
$0
$17.7 Billion 0.2% of portfolio
61,051
Q4 2025 Added 8.56%
$0
$17.3 Billion 0.2% of portfolio
122,847
Q4 2025 Added 86.25%
$0
$17.5 Billion 0.2% of portfolio
297,345
Q4 2025 Reduced 0.53%
$255B
$16.9 Billion 0.19% of portfolio
45,724
Q4 2025 Added 115.08%
$0
$16.6 Billion 0.19% of portfolio
275,339
Q4 2025 Added 15.09%
$204B
$16.3 Billion 0.19% of portfolio
113,411
Q4 2025 Added 20.38%
$0
$16.3 Billion 0.19% of portfolio
209,936
Q4 2025 Added 52.21%
$0
$16.9 Billion 0.19% of portfolio
67,110
Q4 2025 Added 624.42%
$114B
$15.4 Billion 0.18% of portfolio
70,966
Q4 2025 Added 104.08%
Capital Group Dividend Growe
-
$15.5 Billion 0.18% of portfolio
-
Q4 2025 Added 95.1%
Fidelity Covington Trust
-
$15.6 Billion 0.18% of portfolio
-
Q4 2025 Added 13.74%
$0
$16 Billion 0.18% of portfolio
155,566
Q4 2025 Added 9.56%
$0
$15.8 Billion 0.18% of portfolio
340,531
Q4 2025 Added 93.76%
$0
$15.5 Billion 0.18% of portfolio
307,228
Q4 2025 Reduced 0.12%
Capital Group Global Equity
-
$15.3 Billion 0.17% of portfolio
-
Q4 2025 Added 103.59%
$77.2B
$14.6 Billion 0.17% of portfolio
60,409
Q4 2025 Added 256.94%
$115B
$15.1 Billion 0.17% of portfolio
32,310
Q4 2025 Added 112.64%
$0
$15.1 Billion 0.17% of portfolio
328,956
Q4 2025 Added 196.91%
$0
$14.9 Billion 0.17% of portfolio
347,194
Q4 2025 Added 111.98%
$81.8B
$14.7 Billion 0.17% of portfolio
122,711
Q4 2025 Added 1,437.54%
$14.5B
$15.2 Billion 0.17% of portfolio
45,238
Q4 2025 Added 71.84%
$187B
$15.1 Billion 0.17% of portfolio
88,257
Q4 2025 Added 66.24%
First Tr Exchange Traded Fd
-
$14.2 Billion 0.16% of portfolio
-
Q4 2025 Added 114.92%
$0
$14.4 Billion 0.16% of portfolio
313,785
Q4 2025 Added 1,473.8%
$0
$13.8 Billion 0.16% of portfolio
40,372
Q4 2025 Added 52.98%
$61.4B
$14.3 Billion 0.16% of portfolio
77,438
Q4 2025 Added 42.02%
$1.46T
$13.9 Billion 0.16% of portfolio
45,591
Q4 2025 Added 57.63%
$170B
$13.8 Billion 0.16% of portfolio
90,037
Q4 2025 Added 27.21%
$152B
$13.4 Billion 0.15% of portfolio
50,074
Q4 2025 Added 73.95%
$0
$13 Billion 0.15% of portfolio
127,326
Q4 2025 Added 37.8%
$183B
$12.7 Billion 0.15% of portfolio
38,933
Q4 2025 Added 46.54%
$0
$13.1 Billion 0.15% of portfolio
273,121
Q4 2025 Added 10.44%
$193B
$12.8 Billion 0.15% of portfolio
112,188
Q4 2025 Added 61.97%
$140B
$13.3 Billion 0.15% of portfolio
41,746
Q4 2025 Added 51.88%
Ge Vernova Inc
-
$12.9 Billion 0.15% of portfolio
-
Q4 2025 Added 136.62%
$0
$13.1 Billion 0.15% of portfolio
52,168
Q4 2025 Added 17.74%
Lam Research Corp
-
$13.3 Billion 0.15% of portfolio
-
Q4 2025 Added 395.98%
$140B
$13.1 Billion 0.15% of portfolio
54,524
Q4 2025 Added 22.6%
$270B
$13.6 Billion 0.15% of portfolio
76,338
Q4 2025 Added 140.25%
$237B
$13.1 Billion 0.15% of portfolio
75,256
Q4 2025 Added 19.96%

Summary

  • Portfolio
  • No. of Stocks 3,051
  • Current Value $8.78 Trillion
  • Prior Value $5.83 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 348 stocks
  • Additional Purchases 1,108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 203 stocks
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