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
$4.9 Billion 0.08% of portfolio
38,879
Q3 2025 Added 684.01%
$0
$4.79 Billion 0.08% of portfolio
83,260
Q3 2025 Added 12.95%
$0
$4.71 Billion 0.08% of portfolio
68,363
Q3 2025 Added 92.6%
$0
$4.91 Billion 0.08% of portfolio
96,781
Q3 2025 Reduced 2.85%
Linde PLC
-
$4.72 Billion 0.08% of portfolio
-
Q3 2025 Reduced 0.73%
$68.5B
$4.62 Billion 0.08% of portfolio
33,988
Q3 2025 Added 10.66%
$113B
$4.57 Billion 0.08% of portfolio
39,939
Q3 2025 Added 2.9%
$0
$4.7 Billion 0.08% of portfolio
52,602
Q3 2025 Reduced 8.87%
$86.1B
$4.75 Billion 0.08% of portfolio
13,704
Q3 2025 Reduced 6.99%
$177B
$4.78 Billion 0.08% of portfolio
26,032
Q3 2025 Added 18.74%
Tidal Trust I
-
$4.87 Billion 0.08% of portfolio
-
Q3 2025 Added 0.2%
$70B
$4.6 Billion 0.08% of portfolio
55,064
Q3 2025 Added 16.28%
$0
$4.89 Billion 0.08% of portfolio
62,632
Q3 2025 Reduced 0.59%
$0
$4.73 Billion 0.08% of portfolio
36,056
Q3 2025 Reduced 9.33%
$92.6B
$4.01 Billion 0.07% of portfolio
25,845
Q3 2025 Reduced 10.11%
$57.5B
$3.92 Billion 0.07% of portfolio
14,369
Q3 2025 Reduced 3.19%
Blackrock ETF Trust Ii
-
$4.03 Billion 0.07% of portfolio
-
Q3 2025 New
Capital Group New Geography
-
$4.34 Billion 0.07% of portfolio
-
Q3 2025 Added 213.12%
Core Scientific Inc New
-
$4.09 Billion 0.07% of portfolio
-
Q3 2025 Reduced 4.4%
$0
$3.89 Billion 0.07% of portfolio
40,283
Q3 2025 Added 106.26%
$0
$3.79 Billion 0.07% of portfolio
85,358
Q3 2025 Added 33.9%
$0
$3.83 Billion 0.07% of portfolio
225,372
Q3 2025 Reduced 4.4%
$24.8B
$4.26 Billion 0.07% of portfolio
173,316
Q3 2025 Added 11.78%
$187B
$3.87 Billion 0.07% of portfolio
5,665
Q3 2025 Added 1.43%
$0
$4.09 Billion 0.07% of portfolio
162,758
Q3 2025 Reduced 21.89%
$0
$4.12 Billion 0.07% of portfolio
56,276
Q3 2025 Added 43.94%
$0
$4.29 Billion 0.07% of portfolio
113,593
Q3 2025 Added 41.9%
$0
$3.84 Billion 0.07% of portfolio
71,957
Q3 2025 Added 14.36%
$0
$3.88 Billion 0.07% of portfolio
36,412
Q3 2025 Reduced 3.74%
$0
$4.05 Billion 0.07% of portfolio
36,590
Q3 2025 Reduced 7.82%
$0
$3.84 Billion 0.07% of portfolio
14,167
Q3 2025 Added 34.27%
$0
$4.05 Billion 0.07% of portfolio
78,927
Q3 2025 Added 187.66%
$80.8B
$4.07 Billion 0.07% of portfolio
58,329
Q3 2025 Reduced 3.49%
$55.8B
$4.23 Billion 0.07% of portfolio
30,501
Q3 2025 Added 144.63%
$172B
$4.08 Billion 0.07% of portfolio
4,435
Q3 2025 Added 5.44%
$174B
$3.95 Billion 0.07% of portfolio
26,589
Q3 2025 Added 83.11%
$0
$4.18 Billion 0.07% of portfolio
113,832
Q3 2025 Added 62.66%
$0
$4.05 Billion 0.07% of portfolio
29,881
Q3 2025 Reduced 4.03%
$0
$4.05 Billion 0.07% of portfolio
29,387
Q3 2025 Reduced 1.21%
$0
$4.26 Billion 0.07% of portfolio
16,414
Q3 2025 Reduced 6.03%
$163B
$3.5 Billion 0.06% of portfolio
4,867
Q3 2025 Added 4.76%
Blackrock ETF Trust
-
$3.51 Billion 0.06% of portfolio
-
Q3 2025 Added 511.03%
$81B
$3.6 Billion 0.06% of portfolio
16,924
Q3 2025 Reduced 14.61%
$26.9B
$3.78 Billion 0.06% of portfolio
10,024
Q3 2025 Reduced 24.11%
$102B
$3.3 Billion 0.06% of portfolio
12,207
Q3 2025 Reduced 3.32%
$45.5B
$3.64 Billion 0.06% of portfolio
21,072
Q3 2025 Added 2.24%
$0
$3.67 Billion 0.06% of portfolio
53,681
Q3 2025 Added 70.87%
$52.5B
$3.72 Billion 0.06% of portfolio
216,775
Q3 2025 Reduced 0.86%
$0
$3.77 Billion 0.06% of portfolio
49,607
Q3 2025 Added 28.04%

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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