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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$151 Billion 2.59% of portfolio
246,795
Q3 2025 Reduced 3.73%
$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%
$0
$65.6 Billion 1.13% of portfolio
98,049
Q3 2025 Added 10.28%
$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%
$126B
$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%
$0
$41.1 Billion 0.7% of portfolio
824,883
Q3 2025 Added 6.36%
$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%
$63.6B
$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
171,846
Q3 2025 Added 6.3%
$0
$35.7 Billion 0.61% of portfolio
576,762
Q3 2025 Reduced 0.01%
$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%
$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%
$0
$28 Billion 0.48% of portfolio
278,957
Q3 2025 Reduced 0.72%
$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%
$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%
$0
$23.3 Billion 0.4% of portfolio
165,625
Q3 2025 Added 6.75%
$0
$22.1 Billion 0.38% of portfolio
335,318
Q3 2025 Added 8.02%
$0
$22 Billion 0.38% of portfolio
58,003
Q3 2025 Reduced 7.88%
$0
$19.3 Billion 0.33% of portfolio
25,912
Q3 2025 Added 1.6%
$0
$18.9 Billion 0.32% of portfolio
408,711
Q3 2025 Reduced 3.54%
$0
$18.6 Billion 0.32% of portfolio
95,213
Q3 2025 Reduced 16.57%
$0
$18.3 Billion 0.31% of portfolio
272,158
Q3 2025 Reduced 0.98%
$0
$18 Billion 0.31% of portfolio
444,385
Q3 2025 Added 11.27%
$0
$17.9 Billion 0.31% of portfolio
299,356
Q3 2025 Added 7.8%
$0
$17.4 Billion 0.3% of portfolio
105,677
Q3 2025 Added 3.58%
$0
$17.6 Billion 0.3% of portfolio
298,935
Q3 2025 Added 2.76%
$0
$16.8 Billion 0.29% of portfolio
138,644
Q3 2025 Added 2.52%
$0
$16.9 Billion 0.29% of portfolio
203,194
Q3 2025 Reduced 2.61%
$0
$16.9 Billion 0.29% of portfolio
36,535
Q3 2025 Reduced 2.12%
$0
$16.1 Billion 0.28% of portfolio
298,952
Q3 2025 Added 6.96%
$0
$16.5 Billion 0.28% of portfolio
56,239
Q3 2025 Added 0.69%
$0
$16.4 Billion 0.28% of portfolio
326,742
Q3 2025 Added 4.75%
$0
$15.5 Billion 0.27% of portfolio
130,722
Q3 2025 Reduced 2.11%

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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