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
$6.22 Billion 0.11% of portfolio
52,060
Q3 2025 Added 5.37%
$0
$6.32 Billion 0.11% of portfolio
62,814
Q3 2025 Reduced 25.16%
$0
$6.35 Billion 0.11% of portfolio
36,368
Q3 2025 Added 13.98%
$0
$6.44 Billion 0.11% of portfolio
21,929
Q3 2025 Added 8.93%
$85.9B
$6.34 Billion 0.11% of portfolio
28,724
Q3 2025 Added 1.17%
First Tr Exchange Traded Fd
-
$6.09 Billion 0.1% of portfolio
-
Q3 2025 Added 18.62%
$74.9B
$5.72 Billion 0.1% of portfolio
21,936
Q3 2025 Reduced 0.49%
$0
$5.56 Billion 0.1% of portfolio
81,904
Q3 2025 Added 65.05%
$31.5B
$5.84 Billion 0.1% of portfolio
80,040
Q3 2025 Added 16.89%
$107B
$5.73 Billion 0.1% of portfolio
7,560
Q3 2025 Added 0.03%
$59.8B
$6.05 Billion 0.1% of portfolio
32,240
Q3 2025 Reduced 26.48%
Smurfit Westrock PLC
-
$5.71 Billion 0.1% of portfolio
-
Q3 2025 Reduced 0.39%
$17.5B
$5.75 Billion 0.1% of portfolio
16,594
Q3 2025 Added 12.18%
$137B
$5.67 Billion 0.1% of portfolio
15,332
Q3 2025 Reduced 1.88%
$0
$5.92 Billion 0.1% of portfolio
333,264
Q3 2025 Added 4.57%
$0
$5.91 Billion 0.1% of portfolio
117,969
Q3 2025 Added 21.58%
$323B
$5.61 Billion 0.1% of portfolio
66,931
Q3 2025 Reduced 21.03%
Wisdomtree Tr
-
$5.88 Billion 0.1% of portfolio
-
Q3 2025 Reduced 17.46%
$194B
$5.4 Billion 0.09% of portfolio
53,157
Q3 2025 Added 17.21%
$65.2B
$5.31 Billion 0.09% of portfolio
12,575
Q3 2025 Reduced 3.05%
$0
$5.32 Billion 0.09% of portfolio
253,486
Q3 2025 Reduced 10.99%
$0
$5.12 Billion 0.09% of portfolio
110,792
Q3 2025 Added 80.55%
$0
$5 Billion 0.09% of portfolio
131,490
Q3 2025 Added 2.98%
Ge Vernova Inc
-
$5.14 Billion 0.09% of portfolio
-
Q3 2025 Added 13.27%
$194B
$5.14 Billion 0.09% of portfolio
11,491
Q3 2025 Reduced 35.4%
$0
$5.19 Billion 0.09% of portfolio
70,640
Q3 2025 Added 2.19%
$0
$5.07 Billion 0.09% of portfolio
84,093
Q3 2025 Added 17.23%
$0
$5.19 Billion 0.09% of portfolio
25,486
Q3 2025 Added 17.08%
$0
$5.13 Billion 0.09% of portfolio
107,864
Q3 2025 Added 8.99%
$127B
$5.07 Billion 0.09% of portfolio
53,222
Q3 2025 Added 0.52%
$278B
$5.05 Billion 0.09% of portfolio
31,774
Q3 2025 Reduced 23.25%
$141B
$5.4 Billion 0.09% of portfolio
212,075
Q3 2025 Added 5.63%
$161B
$5.23 Billion 0.09% of portfolio
10,753
Q3 2025 Reduced 0.23%
$0
$5.52 Billion 0.09% of portfolio
152,591
Q3 2025 Added 6.75%
$0
$5.31 Billion 0.09% of portfolio
53,395
Q3 2025 Added 3.99%
$41.4B
$5.03 Billion 0.09% of portfolio
56,064
Q3 2025 Added 17.64%
$96.9B
$5.15 Billion 0.09% of portfolio
12,213
Q3 2025 Reduced 1.59%
$137B
$5.12 Billion 0.09% of portfolio
21,655
Q3 2025 Reduced 4.54%
$0
$5.17 Billion 0.09% of portfolio
56,789
Q3 2025 Reduced 14.02%
$0
$4.96 Billion 0.09% of portfolio
56,966
Q3 2025 Reduced 4.85%
$72.3B
$4.62 Billion 0.08% of portfolio
41,366
Q3 2025 Added 3.81%
Ark 21 Shares Bitcoin ETF
-
$4.77 Billion 0.08% of portfolio
-
Q3 2025 Reduced 1.74%
$400B
$4.53 Billion 0.08% of portfolio
4,679
Q3 2025 Added 1.32%
$0
$4.69 Billion 0.08% of portfolio
118,724
Q3 2025 Added 28.6%
Capital Grp Fixed Incm ETF T
-
$4.67 Billion 0.08% of portfolio
-
Q3 2025 Added 34.7%
$0
$4.56 Billion 0.08% of portfolio
190,501
Q3 2025 Reduced 5.61%
$70.2B
$4.51 Billion 0.08% of portfolio
144,097
Q3 2025 Added 2.46%
$0
$4.79 Billion 0.08% of portfolio
110,355
Q3 2025 Reduced 4.17%
$0
$4.63 Billion 0.08% of portfolio
166,838
Q3 2025 Reduced 10.6%

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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