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
$19.3B
$303 Million 0.0% of portfolio
1,102
Q4 2025 Added 39.32%
$0
$303 Million 0.0% of portfolio
21,905
Q4 2025 New
$0
$215 Million 0.0% of portfolio
20,237
Q4 2025 Added 0.57%
$0
$183 Million 0.0% of portfolio
49,376
Q4 2025 Added 0.89%
$0
$302 Million 0.0% of portfolio
28,914
Q4 2025 Added 41.68%
$15B
$393 Million 0.0% of portfolio
9,947
Q4 2025 Added 59.15%
$0
$315 Million 0.0% of portfolio
6,779
Q4 2025 Added 6.66%
$0
$303 Million 0.0% of portfolio
2,971
Q4 2025 Added 17.85%
$0
$244 Million 0.0% of portfolio
1,692
Q4 2025 Reduced 91.05%
$15.7B
$333 Million 0.0% of portfolio
1,103
Q4 2025 New
$25.7B
$290 Million 0.0% of portfolio
2,130
Q4 2025 Added 37.33%
Yd Bio LTD
-
$17.5 Million 0.0% of portfolio
-
Q3 2025 New
$19.3B
$316 Million 0.0% of portfolio
6,612
Q4 2025 Added 33.01%

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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