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
$3.25 Billion 0.06% of portfolio
77,265
Q3 2025 Reduced 1.82%
$0
$3.21 Billion 0.06% of portfolio
67,590
Q3 2025 Added 25.32%
$0
$3.49 Billion 0.06% of portfolio
166,745
Q3 2025 Added 6.94%
$0
$3.41 Billion 0.06% of portfolio
76,480
Q3 2025 Reduced 4.44%
$0
$3.47 Billion 0.06% of portfolio
7,398
Q3 2025 Added 10.9%
$0
$3.44 Billion 0.06% of portfolio
108,884
Q3 2025 Added 13.11%
$0
$3.39 Billion 0.06% of portfolio
32,962
Q3 2025 Added 62.11%
$0
$3.24 Billion 0.06% of portfolio
34,093
Q3 2025 Added 10.75%
$0
$3.23 Billion 0.06% of portfolio
47,481
Q3 2025 Added 28.31%
$0
$3.38 Billion 0.06% of portfolio
24,170
Q3 2025 Added 2.25%
$0
$3.32 Billion 0.06% of portfolio
46,866
Q3 2025 Reduced 3.36%
$0
$3.69 Billion 0.06% of portfolio
17,614
Q3 2025 Reduced 1.09%
$0
$3.15 Billion 0.05% of portfolio
92,303
Q3 2025 Added 29.1%
$0
$3.18 Billion 0.05% of portfolio
87,373
Q3 2025 Added 20.93%
$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
$2.93 Billion 0.05% of portfolio
74,614
Q3 2025 Reduced 8.78%
$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%
$0
$3 Billion 0.05% of portfolio
68,609
Q3 2025 Reduced 3.98%
$0
$2.84 Billion 0.05% of portfolio
29,670
Q3 2025 Added 6.17%
$0
$3.01 Billion 0.05% of portfolio
125,699
Q3 2025 Added 378.56%
$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%
$0
$2.14 Billion 0.04% of portfolio
45,572
Q3 2025 Added 2.99%
$0
$2.18 Billion 0.04% of portfolio
47,739
Q3 2025 Added 124.16%
$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%
$0
$2.21 Billion 0.04% of portfolio
19,985
Q3 2025 Added 6.12%
$22.8B
$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%
$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%
$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%
$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%

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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