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
$3.83T
$222 Billion 3.81% of portfolio
428,452
Q3 2025 Added 3.68%
$4.34T
$175 Billion 3.0% of portfolio
702,230
Q3 2025 Added 5.63%
$0
$151 Billion 2.59% of portfolio
246,795
Q3 2025 Reduced 3.73%
$495B
$143 Billion 2.46% of portfolio
767,253
Q3 2025 Added 7.61%
$0
$139 Billion 2.39% of portfolio
209,002
Q3 2025 Added 2.68%
$0
$93.3 Billion 1.6% of portfolio
155,392
Q3 2025 Reduced 0.62%
$2.54T
$91.6 Billion 1.57% of portfolio
417,070
Q3 2025 Reduced 4.78%
$0
$65.6 Billion 1.13% of portfolio
98,049
Q3 2025 Added 10.28%
$1.68T
$56.6 Billion 0.97% of portfolio
232,995
Q3 2025 Added 2.78%
$0
$55.7 Billion 0.95% of portfolio
298,535
Q3 2025 Added 5.34%
$0
$51.2 Billion 0.88% of portfolio
106,738
Q3 2025 Added 7.29%
$0
$48.7 Billion 0.84% of portfolio
148,521
Q3 2025 Added 0.76%
$0
$47.1 Billion 0.81% of portfolio
505,046
Q3 2025 Added 2.99%
$143B
$46.3 Billion 0.79% of portfolio
140,449
Q3 2025 Added 1.18%
$125B
$46.3 Billion 0.79% of portfolio
130,168
Q3 2025 Reduced 3.32%
$0
$44.9 Billion 0.77% of portfolio
502,876
Q3 2025 Reduced 4.0%
$0
$42.6 Billion 0.73% of portfolio
455,404
Q3 2025 Added 3.06%
$907B
$41.8 Billion 0.72% of portfolio
132,412
Q3 2025 Reduced 0.95%
$0
$41.1 Billion 0.7% of portfolio
824,883
Q3 2025 Added 6.36%
$621B
$40 Billion 0.69% of portfolio
79,513
Q3 2025 Reduced 4.59%
$0
$40.2 Billion 0.69% of portfolio
142,714
Q3 2025 Reduced 1.81%
$0
$39.2 Billion 0.67% of portfolio
585,440
Q3 2025 Added 172.16%
$278B
$39.2 Billion 0.67% of portfolio
380,790
Q3 2025 Reduced 3.54%
$62.9B
$38.3 Billion 0.66% of portfolio
526,441
Q3 2025 Added 447.43%
$0
$37.7 Billion 0.65% of portfolio
312,243
Q3 2025 Added 0.4%
$0
$37.1 Billion 0.64% of portfolio
424,742
Q3 2025 Added 5.98%
$0
$37.1 Billion 0.64% of portfolio
171,846
Q3 2025 Added 6.3%
$407B
$36 Billion 0.62% of portfolio
197,615
Q3 2025 Added 6.08%
$0
$35.7 Billion 0.61% of portfolio
576,762
Q3 2025 Reduced 0.01%
$1.69T
$34.9 Billion 0.6% of portfolio
143,414
Q3 2025 Added 2.2%
$0
$35 Billion 0.6% of portfolio
1,098,324
Q3 2025 Added 16.54%
$0
$32.6 Billion 0.56% of portfolio
499,412
Q3 2025 Added 0.13%
$0
$32.7 Billion 0.56% of portfolio
367,151
Q3 2025 Reduced 2.95%
$0
$31.5 Billion 0.54% of portfolio
301,335
Q3 2025 Added 6.01%
$0
$30.1 Billion 0.52% of portfolio
322,677
Q3 2025 Added 13.23%
$669B
$30.5 Billion 0.52% of portfolio
108,340
Q3 2025 Added 4.01%
$0
$29.2 Billion 0.5% of portfolio
694,661
Q3 2025 Added 9.22%
$0
$29.1 Billion 0.5% of portfolio
316,883
Q3 2025 Added 58.54%
$1.4T
$29.4 Billion 0.5% of portfolio
66,747
Q3 2025 Reduced 0.4%
$392B
$28.1 Billion 0.48% of portfolio
69,278
Q3 2025 Added 0.06%
$0
$28 Billion 0.48% of portfolio
278,957
Q3 2025 Reduced 0.72%
$382B
$26 Billion 0.45% of portfolio
112,109
Q3 2025 Added 10.01%
$0
$26.1 Billion 0.45% of portfolio
481,667
Q3 2025 Added 8.49%
$0
$26.4 Billion 0.45% of portfolio
65,584
Q3 2025 Reduced 5.3%
$476B
$25.7 Billion 0.44% of portfolio
227,818
Q3 2025 Added 1.56%
$556B
$25.9 Billion 0.44% of portfolio
75,798
Q3 2025 Reduced 1.28%
$0
$24.8 Billion 0.43% of portfolio
565,299
Q3 2025 Added 41.77%
$0
$24.9 Billion 0.43% of portfolio
250,886
Q3 2025 Added 1.26%
$0
$24.5 Billion 0.42% of portfolio
291,807
Q3 2025 Reduced 0.99%

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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