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
$7.06 Billion 0.12% of portfolio
155,497
Q3 2025 Added 23.25%
$0
$7 Billion 0.12% of portfolio
163,784
Q3 2025 Reduced 46.16%
$0
$7.01 Billion 0.12% of portfolio
128,035
Q3 2025 Reduced 4.01%
$0
$6.6 Billion 0.11% of portfolio
290,552
Q3 2025 Reduced 24.06%
$0
$6.42 Billion 0.11% of portfolio
151,191
Q3 2025 New
$0
$6.2 Billion 0.11% of portfolio
122,234
Q3 2025 Added 180.77%
$0
$6.22 Billion 0.11% of portfolio
52,060
Q3 2025 Added 5.37%
$0
$6.32 Billion 0.11% of portfolio
62,814
Q3 2025 Reduced 25.16%
$0
$6.35 Billion 0.11% of portfolio
36,368
Q3 2025 Added 13.98%
$0
$6.44 Billion 0.11% of portfolio
21,929
Q3 2025 Added 8.93%
$0
$5.56 Billion 0.1% of portfolio
81,904
Q3 2025 Added 65.05%
$0
$5.92 Billion 0.1% of portfolio
333,264
Q3 2025 Added 4.57%
$0
$5.91 Billion 0.1% of portfolio
117,969
Q3 2025 Added 21.58%
$0
$5.69 Billion 0.1% of portfolio
14,376
Q3 2025 Added 1.93%
$0
$5.12 Billion 0.09% of portfolio
110,792
Q3 2025 Added 80.55%
$0
$5 Billion 0.09% of portfolio
131,490
Q3 2025 Added 2.98%
$0
$5.07 Billion 0.09% of portfolio
84,093
Q3 2025 Added 17.23%
$0
$5.19 Billion 0.09% of portfolio
25,486
Q3 2025 Added 17.08%
$0
$5.13 Billion 0.09% of portfolio
107,864
Q3 2025 Added 8.99%
$0
$5.52 Billion 0.09% of portfolio
152,591
Q3 2025 Added 6.75%
$0
$5.31 Billion 0.09% of portfolio
53,395
Q3 2025 Added 3.99%
$0
$5.17 Billion 0.09% of portfolio
56,789
Q3 2025 Reduced 14.02%
$0
$4.96 Billion 0.09% of portfolio
56,966
Q3 2025 Reduced 4.85%
$0
$4.69 Billion 0.08% of portfolio
118,724
Q3 2025 Added 28.6%
$0
$4.79 Billion 0.08% of portfolio
110,355
Q3 2025 Reduced 4.17%
$0
$4.63 Billion 0.08% of portfolio
166,838
Q3 2025 Reduced 10.6%
$0
$4.9 Billion 0.08% of portfolio
38,879
Q3 2025 Added 684.01%
$0
$4.79 Billion 0.08% of portfolio
83,260
Q3 2025 Added 12.95%
$0
$4.71 Billion 0.08% of portfolio
68,363
Q3 2025 Added 92.6%
$0
$4.91 Billion 0.08% of portfolio
96,781
Q3 2025 Reduced 2.85%
$0
$4.7 Billion 0.08% of portfolio
52,602
Q3 2025 Reduced 8.87%
$0
$4.89 Billion 0.08% of portfolio
62,632
Q3 2025 Reduced 0.59%
$0
$4.73 Billion 0.08% of portfolio
36,056
Q3 2025 Reduced 9.33%
$0
$3.89 Billion 0.07% of portfolio
40,283
Q3 2025 Added 106.26%
$0
$3.79 Billion 0.07% of portfolio
85,358
Q3 2025 Added 33.9%
$0
$3.83 Billion 0.07% of portfolio
225,372
Q3 2025 Reduced 4.4%
$0
$4.09 Billion 0.07% of portfolio
162,758
Q3 2025 Reduced 21.89%
$0
$4.12 Billion 0.07% of portfolio
56,276
Q3 2025 Added 43.94%
$0
$4.29 Billion 0.07% of portfolio
113,593
Q3 2025 Added 41.9%
$0
$3.84 Billion 0.07% of portfolio
71,957
Q3 2025 Added 14.36%
$0
$3.88 Billion 0.07% of portfolio
36,412
Q3 2025 Reduced 3.74%
$0
$4.05 Billion 0.07% of portfolio
36,590
Q3 2025 Reduced 7.82%
$0
$3.84 Billion 0.07% of portfolio
14,167
Q3 2025 Added 34.27%
$0
$4.05 Billion 0.07% of portfolio
78,927
Q3 2025 Added 187.66%
$0
$4.05 Billion 0.07% of portfolio
29,881
Q3 2025 Reduced 4.03%
$0
$4.05 Billion 0.07% of portfolio
29,387
Q3 2025 Reduced 1.21%
$0
$4.26 Billion 0.07% of portfolio
16,414
Q3 2025 Reduced 6.03%
$0
$3.67 Billion 0.06% of portfolio
53,681
Q3 2025 Added 70.87%
$0
$3.77 Billion 0.06% of portfolio
49,607
Q3 2025 Added 28.04%

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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