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
$8.21 Billion 0.14% of portfolio
175,749
Q3 2025 Added 84.51%
$0
$7.96 Billion 0.14% of portfolio
224,261
Q3 2025 Reduced 20.8%
$235B
$8.04 Billion 0.14% of portfolio
95,790
Q3 2025 Added 3.49%
$98.7B
$8.18 Billion 0.14% of portfolio
86,350
Q3 2025 Added 5.51%
$1.48T
$8.08 Billion 0.14% of portfolio
28,923
Q3 2025 Added 15.01%
$0
$8.23 Billion 0.14% of portfolio
166,496
Q3 2025 Added 9.88%
$398B
$7.39 Billion 0.13% of portfolio
45,703
Q3 2025 Added 26.0%
$0
$7.59 Billion 0.13% of portfolio
96,230
Q3 2025 Reduced 2.95%
$180B
$7.5 Billion 0.13% of portfolio
26,568
Q3 2025 Added 4.33%
$100B
$7.74 Billion 0.13% of portfolio
45,309
Q3 2025 Reduced 2.33%
$116B
$7.5 Billion 0.13% of portfolio
34,773
Q3 2025 Added 1.14%
Capital Group Dividend Growe
-
$7.75 Billion 0.13% of portfolio
-
Q3 2025 Added 24.93%
Capital Group Global Equity
-
$7.31 Billion 0.13% of portfolio
-
Q3 2025 Added 41.95%
$115B
$7.45 Billion 0.13% of portfolio
15,195
Q3 2025 Reduced 4.36%
First Tr Exchng Traded Fd Vi
-
$7.57 Billion 0.13% of portfolio
-
Q3 2025 Added 7.96%
$0
$7.41 Billion 0.13% of portfolio
221,841
Q3 2025 Reduced 16.15%
$0
$7.66 Billion 0.13% of portfolio
54,142
Q3 2025 Added 6.56%
$0
$7.46 Billion 0.13% of portfolio
35,660
Q3 2025 Added 32.09%
$14.5B
$7.85 Billion 0.13% of portfolio
26,326
Q3 2025 Reduced 2.61%
$0
$7.41 Billion 0.13% of portfolio
238,902
Q3 2025 Added 7.37%
$241B
$7.71 Billion 0.13% of portfolio
47,519
Q3 2025 Reduced 4.98%
$0
$7.52 Billion 0.13% of portfolio
48,734
Q3 2025 Reduced 0.16%
$0
$7.82 Billion 0.13% of portfolio
70,790
Q3 2025 Added 1.84%
$0
$7.64 Billion 0.13% of portfolio
102,741
Q3 2025 Reduced 17.68%
$0
$7.6 Billion 0.13% of portfolio
164,834
Q3 2025 Added 0.87%
$155B
$7.1 Billion 0.12% of portfolio
28,787
Q3 2025 Reduced 4.72%
$267B
$7.06 Billion 0.12% of portfolio
21,259
Q3 2025 Reduced 3.54%
$123B
$6.74 Billion 0.12% of portfolio
23,887
Q3 2025 Added 23.62%
$0
$7.06 Billion 0.12% of portfolio
155,497
Q3 2025 Added 23.25%
$0
$7 Billion 0.12% of portfolio
163,784
Q3 2025 Reduced 46.16%
$122B
$6.81 Billion 0.12% of portfolio
13,643
Q3 2025 Reduced 7.11%
$0
$7.01 Billion 0.12% of portfolio
128,035
Q3 2025 Reduced 4.01%
$436M
$7.12 Billion 0.12% of portfolio
445,440
Q3 2025 New
$59.5B
$7.19 Billion 0.12% of portfolio
157,184
Q3 2025 Added 8.82%
$121B
$6.23 Billion 0.11% of portfolio
25,348
Q3 2025 Reduced 0.33%
$11.9B
$6.44 Billion 0.11% of portfolio
125,080
Q3 2025 Reduced 0.47%
Blackrock ETF Trust Ii
-
$6.7 Billion 0.11% of portfolio
-
Q3 2025 Added 110.65%
$0
$6.6 Billion 0.11% of portfolio
290,552
Q3 2025 Reduced 24.06%
-
$6.58 Billion 0.11% of portfolio
-
Q3 2025 Added 25.68%
$116B
$6.21 Billion 0.11% of portfolio
65,670
Q3 2025 Reduced 5.19%
$94.5B
$6.31 Billion 0.11% of portfolio
50,959
Q3 2025 Reduced 0.25%
$75.4B
$6.62 Billion 0.11% of portfolio
50,494
Q3 2025 Added 0.42%
-
$6.62 Billion 0.11% of portfolio
-
Q3 2025 Reduced 0.48%
First Tr Exchange Traded Fd
-
$6.63 Billion 0.11% of portfolio
-
Q3 2025 Reduced 37.59%
-
$6.62 Billion 0.11% of portfolio
-
Q3 2025 Added 11.99%
$94.5B
$6.53 Billion 0.11% of portfolio
19,160
Q3 2025 Added 1.69%
$157B
$6.14 Billion 0.11% of portfolio
55,308
Q3 2025 Added 4.73%
$0
$6.42 Billion 0.11% of portfolio
151,191
Q3 2025 New
$0
$6.2 Billion 0.11% of portfolio
122,234
Q3 2025 Added 180.77%

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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