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
$65.1B
$2.14 Billion 0.04% of portfolio
26,831
Q3 2025 Added 7.94%
$121B
$2.46 Billion 0.04% of portfolio
78,453
Q3 2025 Reduced 15.68%
$21.2B
$2.23 Billion 0.04% of portfolio
15,335
Q3 2025 Reduced 56.99%
$34.7B
$2.25 Billion 0.04% of portfolio
15,840
Q3 2025 Added 2.52%
$0
$2.18 Billion 0.04% of portfolio
47,739
Q3 2025 Added 124.16%
$19.9B
$2.45 Billion 0.04% of portfolio
31,404
Q3 2025 Reduced 2.36%
$53.4B
$2.35 Billion 0.04% of portfolio
30,195
Q3 2025 Reduced 0.64%
$96.9B
$2.55 Billion 0.04% of portfolio
50,478
Q3 2025 Reduced 2.24%
$71.5B
$2.08 Billion 0.04% of portfolio
2,649
Q3 2025 Added 21.57%
$0
$2.44 Billion 0.04% of portfolio
133,547
Q3 2025 Reduced 39.22%
$0
$2.5 Billion 0.04% of portfolio
96,615
Q3 2025 Reduced 28.81%
$0
$2.07 Billion 0.04% of portfolio
13,712
Q3 2025 Added 16.88%
$0
$2.26 Billion 0.04% of portfolio
22,951
Q3 2025 Added 33.48%
$0
$2.35 Billion 0.04% of portfolio
122,544
Q3 2025 Reduced 4.35%
$0
$2.09 Billion 0.04% of portfolio
7,486
Q3 2025 Reduced 3.85%
$79.5B
$2.57 Billion 0.04% of portfolio
19,914
Q3 2025 Added 53.65%
$54.4B
$2.5 Billion 0.04% of portfolio
8,083
Q3 2025 Added 3.85%
$29.4B
$2.42 Billion 0.04% of portfolio
98,356
Q3 2025 Added 121.29%
-
$2.13 Billion 0.04% of portfolio
-
Q3 2025 Added 350.33%
$0
$2.21 Billion 0.04% of portfolio
19,985
Q3 2025 Added 6.12%
$24.1B
$2.62 Billion 0.04% of portfolio
61,862
Q3 2025 Reduced 10.84%
$0
$2.15 Billion 0.04% of portfolio
19,320
Q3 2025 Reduced 1.7%
$0
$2.33 Billion 0.04% of portfolio
42,986
Q3 2025 Added 7.26%
$0
$2.45 Billion 0.04% of portfolio
61,963
Q3 2025 Reduced 37.46%
J P Morgan Exchange Traded F
-
$2.21 Billion 0.04% of portfolio
-
Q3 2025 Added 12.41%
$0
$2.32 Billion 0.04% of portfolio
36,586
Q3 2025 Added 12.14%
$0
$2.44 Billion 0.04% of portfolio
37,722
Q3 2025 Added 11.97%
$32B
$2.04 Billion 0.04% of portfolio
11,681
Q3 2025 Reduced 0.27%
$161B
$2.13 Billion 0.04% of portfolio
1,973
Q3 2025 Added 3.3%
Lam Research Corp
-
$2.1 Billion 0.04% of portfolio
-
Q3 2025 Reduced 2.59%
$92.7B
$2.16 Billion 0.04% of portfolio
8,289
Q3 2025 Added 2.6%
$4.9B
$2.51 Billion 0.04% of portfolio
55,821
Q3 2025 Added 0.08%
$42.8B
$2.54 Billion 0.04% of portfolio
28,725
Q3 2025 Reduced 0.96%
$0
$2.21 Billion 0.04% of portfolio
28,551
Q2 2025 Reduced 4.89%
$0
$2.19 Billion 0.04% of portfolio
40,424
Q3 2025 Reduced 0.52%
$9.59B
$2.6 Billion 0.04% of portfolio
8,400
Q3 2025 Reduced 2.0%
$48.1B
$2.12 Billion 0.04% of portfolio
7,348
Q3 2025 Added 7.85%
$34.1B
$2.51 Billion 0.04% of portfolio
14,566
Q3 2025 Added 0.64%
$102B
$2.53 Billion 0.04% of portfolio
17,637
Q3 2025 Added 5.62%
$47.7B
$2.19 Billion 0.04% of portfolio
4,385
Q3 2025 Reduced 0.18%
Schwab Strategic Tr
-
$2.1 Billion 0.04% of portfolio
-
Q3 2025 New
$0
$2.47 Billion 0.04% of portfolio
106,076
Q3 2025 Added 18.07%
$0
$2.46 Billion 0.04% of portfolio
84,337
Q3 2025 Reduced 1.1%
$0
$2.47 Billion 0.04% of portfolio
57,782
Q3 2025 Reduced 10.19%
$25.8B
$2.3 Billion 0.04% of portfolio
9,307
Q3 2025 Reduced 0.62%
$1.87B
$2.06 Billion 0.04% of portfolio
6,381
Q3 2025 Reduced 32.2%
$37.9B
$2.13 Billion 0.04% of portfolio
25,813
Q3 2025 Reduced 23.3%
$227B
$2.22 Billion 0.04% of portfolio
4,583
Q3 2025 Added 0.28%
-
$2.11 Billion 0.04% of portfolio
-
Q3 2025 Added 27.54%

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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