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
$12.3 Billion 0.21% of portfolio
48,379
Q3 2025 Added 8.46%
$0
$11.5 Billion 0.2% of portfolio
247,293
Q3 2025 Added 11.78%
$333B
$11.7 Billion 0.2% of portfolio
39,659
Q3 2025 Added 1.15%
$0
$11.8 Billion 0.2% of portfolio
117,368
Q3 2025 Reduced 16.17%
$0
$11.6 Billion 0.2% of portfolio
83,242
Q3 2025 Reduced 33.44%
$181B
$11.5 Billion 0.2% of portfolio
117,203
Q3 2025 Added 4.11%
$0
$10.9 Billion 0.19% of portfolio
125,727
Q3 2025 Added 10.92%
$105B
$10.9 Billion 0.19% of portfolio
37,242
Q3 2025 Reduced 1.77%
$292B
$11.1 Billion 0.19% of portfolio
23,305
Q3 2025 Added 1.16%
$0
$11.4 Billion 0.19% of portfolio
44,307
Q3 2025 Added 147.33%
$141B
$11.2 Billion 0.19% of portfolio
44,472
Q3 2025 Added 3.02%
$61.4B
$11.1 Billion 0.19% of portfolio
54,528
Q3 2025 Added 23.18%
$0
$11.2 Billion 0.19% of portfolio
94,855
Q3 2025 Reduced 2.63%
$0
$10.8 Billion 0.19% of portfolio
137,924
Q3 2025 Reduced 5.62%
$0
$11.3 Billion 0.19% of portfolio
204,161
Q3 2025 Added 12.78%
$172B
$11 Billion 0.19% of portfolio
251,177
Q3 2025 Added 0.37%
$140B
$10.3 Billion 0.18% of portfolio
27,486
Q3 2025 Added 42.57%
$270B
$10.6 Billion 0.18% of portfolio
13,367
Q3 2025 Reduced 1.18%
$170B
$10.2 Billion 0.18% of portfolio
70,778
Q3 2025 Added 1.38%
$0
$10.4 Billion 0.18% of portfolio
49,701
Q3 2025 Reduced 1.99%
$182B
$10.1 Billion 0.17% of portfolio
358,652
Q3 2025 Reduced 10.67%
$0
$10.2 Billion 0.17% of portfolio
42,434
Q3 2025 Reduced 0.4%
$229B
$9.6 Billion 0.16% of portfolio
71,647
Q3 2025 Added 1.78%
$0
$9.2 Billion 0.16% of portfolio
92,398
Q3 2025 Added 14.53%
$393M
$9.47 Billion 0.16% of portfolio
67,613
Q3 2025 Added 172.49%
$29.5B
$9.07 Billion 0.16% of portfolio
13,966
Q3 2025 Added 1.05%
Ishares Ethereum Tr
-
$9.35 Billion 0.16% of portfolio
-
Q3 2025 Added 134.17%
$0
$9.15 Billion 0.16% of portfolio
160,309
Q3 2025 Added 6.14%
$55.4B
$9.19 Billion 0.16% of portfolio
30,103
Q3 2025 Added 5.01%
$0
$9.19 Billion 0.16% of portfolio
236,579
Q3 2025 Reduced 2.57%
$0
$9.09 Billion 0.16% of portfolio
65,959
Q3 2025 Added 26.62%
Blackrock Inc
-
$8.68 Billion 0.15% of portfolio
-
Q3 2025 Reduced 1.81%
Capital Group Equity ETF Tr
-
$8.77 Billion 0.15% of portfolio
-
Q3 2025 Added 218.63%
$2.12B
$8.97 Billion 0.15% of portfolio
171,369
Q3 2025 Added 0.27%
$0
$8.95 Billion 0.15% of portfolio
98,638
Q3 2025 Reduced 0.6%
$0
$8.92 Billion 0.15% of portfolio
177,638
Q3 2025 Added 12.15%
$0
$8.97 Billion 0.15% of portfolio
156,031
Q3 2025 Added 10.99%
$0
$8.78 Billion 0.15% of portfolio
26,390
Q3 2025 Added 68.49%
$195B
$8.83 Billion 0.15% of portfolio
53,091
Q3 2025 Added 1.01%
$244B
$8.73 Billion 0.15% of portfolio
62,733
Q3 2025 Reduced 2.94%
$0
$8.71 Billion 0.15% of portfolio
99,836
Q3 2025 Added 37.44%
$97.3B
$9.02 Billion 0.15% of portfolio
106,678
Q3 2025 Added 10.95%
$301B
$8.86 Billion 0.15% of portfolio
25,667
Q3 2025 Added 3.04%
Victory Portfolios Ii
-
$8.94 Billion 0.15% of portfolio
-
Q3 2025 Added 0.03%
$104B
$7.95 Billion 0.14% of portfolio
120,349
Q3 2025 Reduced 5.32%
$193B
$7.93 Billion 0.14% of portfolio
69,264
Q3 2025 Reduced 4.74%
$0
$8.03 Billion 0.14% of portfolio
73,723
Q3 2025 Added 5.23%
$0
$8.14 Billion 0.14% of portfolio
394,353
Q3 2025 Added 16.32%
$0
$8.1 Billion 0.14% of portfolio
85,186
Q3 2025 Added 1.43%

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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