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
$2.73 Billion 0.05% of portfolio
115,082
Q3 2025 Added 23.26%
$0
$3.17 Billion 0.05% of portfolio
64,317
Q3 2025 Added 4.87%
$0
$2.84 Billion 0.05% of portfolio
61,018
Q3 2025 Reduced 30.91%
$57.4B
$3.15 Billion 0.05% of portfolio
80,240
Q3 2025 Added 66.86%
$0
$2.93 Billion 0.05% of portfolio
74,614
Q3 2025 Reduced 8.78%
Global X Fds
-
$2.88 Billion 0.05% of portfolio
-
Q3 2025 New
$146B
$2.86 Billion 0.05% of portfolio
85,247
Q3 2025 Reduced 20.19%
$84.9B
$2.95 Billion 0.05% of portfolio
17,512
Q3 2025 Added 1.13%
Invesco Exch Trd Slf Idx Fd
-
$3.05 Billion 0.05% of portfolio
-
Q3 2025 Reduced 4.38%
$0
$3.04 Billion 0.05% of portfolio
20,861
Q3 2025 Added 7.9%
$0
$2.69 Billion 0.05% of portfolio
54,651
Q3 2025 Added 48.33%
$0
$2.97 Billion 0.05% of portfolio
85,539
Q3 2025 Added 48.31%
$99.7B
$2.93 Billion 0.05% of portfolio
15,216
Q3 2025 Reduced 3.03%
$90.7B
$2.86 Billion 0.05% of portfolio
14,180
Q3 2025 Added 10.84%
$29.5B
$2.81 Billion 0.05% of portfolio
43,809
Q3 2025 Reduced 1.87%
Northern Lts Fd Tr Iii
-
$2.88 Billion 0.05% of portfolio
-
Q3 2025 Added 59.36%
$51.8B
$3.08 Billion 0.05% of portfolio
13,522
Q3 2025 Added 1.56%
$2.4B
$2.88 Billion 0.05% of portfolio
116,164
Q3 2025 Reduced 18.1%
$0
$3 Billion 0.05% of portfolio
68,609
Q3 2025 Reduced 3.98%
$40.4B
$3.16 Billion 0.05% of portfolio
24,952
Q3 2025 Reduced 1.71%
$72.6B
$3.15 Billion 0.05% of portfolio
47,043
Q3 2025 Added 19.44%
$0
$2.84 Billion 0.05% of portfolio
29,670
Q3 2025 Added 6.17%
Rbb Fd Inc
-
$3.1 Billion 0.05% of portfolio
-
Q3 2025 Added 0.09%
$23.3B
$3.19 Billion 0.05% of portfolio
120,869
Q3 2025 Added 0.32%
$0
$3.01 Billion 0.05% of portfolio
125,699
Q3 2025 Added 378.56%
T Rowe Price ETF Inc
-
$2.72 Billion 0.05% of portfolio
-
Q3 2025 Added 17.39%
$269B
$2.81 Billion 0.05% of portfolio
11,724
Q3 2025 Reduced 19.49%
$150B
$3.13 Billion 0.05% of portfolio
52,862
Q3 2025 Reduced 0.5%
$70B
$3.17 Billion 0.05% of portfolio
65,581
Q3 2025 Added 4.21%
$0
$2.63 Billion 0.05% of portfolio
34,392
Q3 2025 Reduced 87.34%
$0
$2.88 Billion 0.05% of portfolio
9,339
Q3 2025 Added 9.46%
$0
$3.21 Billion 0.05% of portfolio
40,111
Q3 2025 Added 17.54%
$0
$2.67 Billion 0.05% of portfolio
56,811
Q3 2025 Reduced 5.68%
$0
$3.13 Billion 0.05% of portfolio
24,842
Q3 2025 Added 8.13%
$0
$2.64 Billion 0.05% of portfolio
38,303
Q3 2025 Added 1.75%
$0
$2.72 Billion 0.05% of portfolio
54,065
Q3 2025 Reduced 2.52%
$56.6B
$2.92 Billion 0.05% of portfolio
19,946
Q3 2025 Reduced 5.01%
$154B
$2.1 Billion 0.04% of portfolio
5,958
Q3 2025 Reduced 36.77%
$0
$2.14 Billion 0.04% of portfolio
45,572
Q3 2025 Added 2.99%
$79.6B
$2.37 Billion 0.04% of portfolio
19,169
Q3 2025 Added 3.4%
$194B
$2.2 Billion 0.04% of portfolio
10,766
Q3 2025 Reduced 7.21%
Arista Networks Inc
-
$2.45 Billion 0.04% of portfolio
-
Q3 2025 Reduced 2.78%
$39.4B
$2.04 Billion 0.04% of portfolio
2,849
Q3 2025 Added 10.0%
$55.1B
$2.55 Billion 0.04% of portfolio
13,638
Q3 2025 Reduced 0.76%
$99.2B
$2.54 Billion 0.04% of portfolio
56,293
Q3 2025 Reduced 33.34%
$3.41B
$2.08 Billion 0.04% of portfolio
116,158
Q3 2025 Reduced 7.96%
$45.2B
$2.11 Billion 0.04% of portfolio
35,373
Q3 2025 Reduced 0.43%
$19B
$2.19 Billion 0.04% of portfolio
10,693
Q3 2025 Reduced 33.96%
$12.8B
$2.4 Billion 0.04% of portfolio
19,471
Q3 2025 Reduced 3.17%

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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