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
$3.25 Billion 0.06% of portfolio
77,265
Q3 2025 Reduced 1.82%
$0
$3.21 Billion 0.06% of portfolio
67,590
Q3 2025 Added 25.32%
$0
$3.49 Billion 0.06% of portfolio
166,745
Q3 2025 Added 6.94%
$0
$3.41 Billion 0.06% of portfolio
76,480
Q3 2025 Reduced 4.44%
Ishares Bitcoin Trust ETF
-
$3.76 Billion 0.06% of portfolio
-
Q3 2025 Reduced 30.85%
$0
$3.47 Billion 0.06% of portfolio
7,398
Q3 2025 Added 10.9%
$0
$3.44 Billion 0.06% of portfolio
108,884
Q3 2025 Added 13.11%
$0
$3.39 Billion 0.06% of portfolio
32,962
Q3 2025 Added 62.11%
$0
$3.24 Billion 0.06% of portfolio
34,093
Q3 2025 Added 10.75%
$0
$3.23 Billion 0.06% of portfolio
47,481
Q3 2025 Added 28.31%
$61.6B
$3.56 Billion 0.06% of portfolio
125,621
Q3 2025 Added 3.16%
$62.7B
$3.58 Billion 0.06% of portfolio
43,489
Q3 2025 Added 6.1%
$268B
$3.64 Billion 0.06% of portfolio
21,747
Q3 2025 Added 21.03%
$77.9B
$3.36 Billion 0.06% of portfolio
53,793
Q3 2025 Added 0.67%
$63.4B
$3.56 Billion 0.06% of portfolio
7,781
Q3 2025 Reduced 0.97%
$65.7B
$3.69 Billion 0.06% of portfolio
12,285
Q3 2025 Reduced 0.56%
Pgim ETF Tr
-
$3.78 Billion 0.06% of portfolio
-
Q3 2025 Reduced 8.71%
-
$3.34 Billion 0.06% of portfolio
-
Q3 2025 Reduced 4.97%
$66.3B
$3.61 Billion 0.06% of portfolio
15,715
Q3 2025 Added 1.06%
$79.1B
$3.42 Billion 0.06% of portfolio
19,159
Q3 2025 Reduced 4.2%
$270B
$3.56 Billion 0.06% of portfolio
49,784
Q3 2025 Reduced 1.37%
$22.2B
$3.64 Billion 0.06% of portfolio
137,612
Q3 2025 Reduced 12.17%
$0
$3.38 Billion 0.06% of portfolio
24,170
Q3 2025 Added 2.25%
$5.51B
$3.6 Billion 0.06% of portfolio
186,030
Q3 2025 Added 11.68%
$6.15B
$3.31 Billion 0.06% of portfolio
58,161
Q3 2025 Reduced 3.82%
$0
$3.32 Billion 0.06% of portfolio
46,866
Q3 2025 Reduced 3.36%
Vanguard Calif Tax Free Fds
-
$3.76 Billion 0.06% of portfolio
-
Q3 2025 Added 152.68%
$0
$3.69 Billion 0.06% of portfolio
17,614
Q3 2025 Reduced 1.09%
$8.22B
$3.33 Billion 0.06% of portfolio
37,296
Q3 2025 New
$35B
$3.32 Billion 0.06% of portfolio
28,957
Q3 2025 Added 2.33%
$89.8B
$3.47 Billion 0.06% of portfolio
19,500
Q3 2025 Reduced 1.14%
$57.9B
$2.95 Billion 0.05% of portfolio
13,764
Q3 2025 Reduced 0.27%
$23.9B
$2.68 Billion 0.05% of portfolio
19,281
Q3 2025 Reduced 1.32%
$78.4B
$2.81 Billion 0.05% of portfolio
21,119
Q3 2025 Added 5.98%
$276B
$2.95 Billion 0.05% of portfolio
38,498
Q3 2025 Added 5.64%
$48.8B
$3.09 Billion 0.05% of portfolio
63,438
Q3 2025 Added 82.13%
$89.3B
$2.79 Billion 0.05% of portfolio
25,591
Q3 2025 Reduced 18.35%
$5.27B
$2.9 Billion 0.05% of portfolio
226,725
Q3 2025 Reduced 2.27%
$200B
$2.93 Billion 0.05% of portfolio
542
Q3 2025 Added 65.75%
$34.9B
$2.68 Billion 0.05% of portfolio
11,257
Q3 2025 Reduced 5.41%
$0
$3.15 Billion 0.05% of portfolio
92,303
Q3 2025 Added 29.1%
$38.4B
$2.62 Billion 0.05% of portfolio
8,399
Q3 2025 Reduced 10.85%
$6.39B
$2.74 Billion 0.05% of portfolio
45,915
Q3 2025 Reduced 0.61%
$69.4B
$2.66 Billion 0.05% of portfolio
32,413
Q3 2025 Added 128.26%
$144B
$2.81 Billion 0.05% of portfolio
6,141
Q3 2025 Reduced 16.82%
$37.5B
$2.7 Billion 0.05% of portfolio
47,520
Q3 2025 Added 9.9%
$23.5B
$2.84 Billion 0.05% of portfolio
81,056
Q3 2025 Added 23.81%
$0
$3.18 Billion 0.05% of portfolio
87,373
Q3 2025 Added 20.93%
Fidelity Wise Origin Bitcoin
-
$2.77 Billion 0.05% of portfolio
-
Q3 2025 Added 114.09%

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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