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
$96.4B
$7.35 Billion 0.08% of portfolio
62,701
Q4 2025 Added 23.04%
$75.4B
$7.24 Billion 0.08% of portfolio
54,582
Q4 2025 Added 8.1%
-
$6.79 Billion 0.08% of portfolio
-
Q4 2025 Added 0.02%
Fidelity Greenwood Street Tr
-
$6.72 Billion 0.08% of portfolio
-
Q4 2025 New
First Tr Exchange Traded Fd
-
$7.35 Billion 0.08% of portfolio
-
Q4 2025 Added 21.09%
$0
$7.17 Billion 0.08% of portfolio
204,109
Q4 2025 New
$0
$6.64 Billion 0.08% of portfolio
177,563
Q4 2025 Added 56.32%
$0
$6.91 Billion 0.08% of portfolio
60,730
Q4 2025 Added 65.97%
$0
$7.28 Billion 0.08% of portfolio
143,812
Q4 2025 Added 48.6%
$79.2B
$7.03 Billion 0.08% of portfolio
110,331
Q4 2025 Added 89.15%
$0
$7.39 Billion 0.08% of portfolio
132,957
Q4 2025 Added 3.84%
$68.5B
$7.31 Billion 0.08% of portfolio
56,656
Q4 2025 Added 66.69%
$0
$7.16 Billion 0.08% of portfolio
71,381
Q4 2025 Added 13.64%
$174B
$7.1 Billion 0.08% of portfolio
44,084
Q4 2025 Added 65.8%
$136B
$7.37 Billion 0.08% of portfolio
20,960
Q4 2025 Added 36.71%
$41.4B
$7.02 Billion 0.08% of portfolio
71,837
Q4 2025 Added 28.13%
$0
$7.28 Billion 0.08% of portfolio
98,261
Q4 2025 Reduced 4.36%
$0
$7 Billion 0.08% of portfolio
39,456
Q4 2025 Added 8.49%
$0
$6.9 Billion 0.08% of portfolio
24,717
Q4 2025 Added 12.71%
$0
$6.69 Billion 0.08% of portfolio
88,153
Q4 2025 New
$62.3B
$5.91 Billion 0.07% of portfolio
51,271
Q4 2025 Added 36.95%
$197B
$5.99 Billion 0.07% of portfolio
23,300
Q4 2025 Added 116.42%
$89.3B
$5.95 Billion 0.07% of portfolio
51,268
Q4 2025 Added 100.34%
$0
$5.79 Billion 0.07% of portfolio
167,238
Q4 2025 Added 81.18%
$144B
$5.94 Billion 0.07% of portfolio
12,748
Q4 2025 Added 107.59%
$74.9B
$6.19 Billion 0.07% of portfolio
25,112
Q4 2025 Added 14.48%
$0
$6.45 Billion 0.07% of portfolio
149,180
Q4 2025 Reduced 1.33%
$0
$6.02 Billion 0.07% of portfolio
35,689
Q4 2025 Added 809.74%
$0
$6.46 Billion 0.07% of portfolio
63,523
Q4 2025 Added 92.72%
$0
$6.56 Billion 0.07% of portfolio
129,706
Q4 2025 Added 6.11%
$0
$5.82 Billion 0.07% of portfolio
122,951
Q4 2025 Added 13.99%
$107B
$6.42 Billion 0.07% of portfolio
7,299
Q4 2025 Reduced 3.45%
$0
$5.75 Billion 0.07% of portfolio
159,359
Q4 2025 Added 4.44%
$59.8B
$6.2 Billion 0.07% of portfolio
33,478
Q4 2025 Added 3.84%
$17.5B
$6.09 Billion 0.07% of portfolio
17,667
Q4 2025 Added 6.47%
$177B
$6.48 Billion 0.07% of portfolio
37,345
Q4 2025 Added 43.46%
$222B
$6.14 Billion 0.07% of portfolio
10,603
Q4 2025 Added 131.36%
$96.9B
$5.77 Billion 0.07% of portfolio
14,835
Q4 2025 Added 21.47%
Unilever PLC
-
$5.75 Billion 0.07% of portfolio
-
Q4 2025 New
$0
$5.92 Billion 0.07% of portfolio
335,329
Q4 2025 Added 0.62%
$0
$5.86 Billion 0.07% of portfolio
14,880
Q4 2025 Added 3.51%
$32.7B
$5.77 Billion 0.07% of portfolio
35,638
Q4 2025 Added 317.84%
$0
$6.42 Billion 0.07% of portfolio
147,412
Q4 2025 Added 298.21%
$0
$6.11 Billion 0.07% of portfolio
69,424
Q4 2025 Added 21.87%
Wisdomtree Tr
-
$6.06 Billion 0.07% of portfolio
-
Q4 2025 Added 0.73%
$91.4B
$5.6 Billion 0.06% of portfolio
34,959
Q4 2025 Added 35.26%
$57.5B
$5.04 Billion 0.06% of portfolio
20,393
Q4 2025 Added 41.92%
$79.6B
$5.43 Billion 0.06% of portfolio
40,189
Q4 2025 Added 109.66%
$48.8B
$5.61 Billion 0.06% of portfolio
123,108
Q4 2025 Added 94.06%

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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