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
$2.47 Billion 0.04% of portfolio
57,782
Q3 2025 Reduced 10.19%
$0
$2.32 Billion 0.04% of portfolio
7,782
Q3 2025 Reduced 6.62%
$0
$2.16 Billion 0.04% of portfolio
30,270
Q3 2025 Added 8.83%
$0
$2.46 Billion 0.04% of portfolio
10,514
Q3 2025 Reduced 11.94%
$0
$2.26 Billion 0.04% of portfolio
9,264
Q3 2025 Added 8.31%
$0
$2.12 Billion 0.04% of portfolio
7,166
Q3 2025 Reduced 0.89%
$0
$2.42 Billion 0.04% of portfolio
18,899
Q3 2025 Reduced 15.07%
$0
$1.9 Billion 0.03% of portfolio
396,410
Q3 2025 Added 61.87%
$0
$1.9 Billion 0.03% of portfolio
34,062
Q3 2025 Reduced 6.56%
$0
$2.03 Billion 0.03% of portfolio
98,440
Q3 2025 Added 25.09%
$0
$1.84 Billion 0.03% of portfolio
8,032
Q3 2025 Reduced 2.65%
$0
$1.79 Billion 0.03% of portfolio
38,536
Q3 2025 Reduced 47.29%
$0
$1.57 Billion 0.03% of portfolio
67,831
Q3 2025 Added 13.36%
$0
$1.98 Billion 0.03% of portfolio
16,381
Q3 2025 Reduced 1.45%
$0
$1.93 Billion 0.03% of portfolio
29,980
Q3 2025 Added 6.55%
$0
$1.72 Billion 0.03% of portfolio
17,811
Q3 2025 Added 2.71%
$0
$1.97 Billion 0.03% of portfolio
37,069
Q3 2025 Added 34.91%
$0
$1.8 Billion 0.03% of portfolio
12,634
Q3 2025 Added 9.07%
$0
$1.71 Billion 0.03% of portfolio
53,080
Q3 2025 Added 3.61%
$0
$1.71 Billion 0.03% of portfolio
16,544
Q3 2025 Reduced 22.06%
$0
$1.52 Billion 0.03% of portfolio
54,409
Q3 2025 Added 29.18%
$0
$1.56 Billion 0.03% of portfolio
32,264
Q3 2025 Added 78.18%
$0
$1.53 Billion 0.03% of portfolio
34,760
Q3 2025 Added 9.97%
$0
$1.46 Billion 0.03% of portfolio
54,263
Q3 2025 Added 336.2%
$0
$1.55 Billion 0.03% of portfolio
15,854
Q3 2025 Reduced 17.12%
$0
$1.78 Billion 0.03% of portfolio
4,081
Q3 2025 Added 0.82%
$0
$1.97 Billion 0.03% of portfolio
37,656
Q3 2025 Added 2.13%
$0
$1.55 Billion 0.03% of portfolio
37,019
Q3 2025 Added 11.54%
$0
$2.04 Billion 0.03% of portfolio
53,759
Q3 2025 Reduced 12.73%
$0
$1.67 Billion 0.03% of portfolio
32,001
Q3 2025 Added 3.9%
$0
$1.94 Billion 0.03% of portfolio
43,751
Q3 2025 Reduced 13.38%
$2.25B
$1.12 Billion 0.02% of portfolio
25,171
Q3 2025 Added 30.82%
$0
$1.32 Billion 0.02% of portfolio
44,198
Q3 2025 New
$0
$1.27 Billion 0.02% of portfolio
32,902
Q3 2025 Added 3.15%
$0
$1.2 Billion 0.02% of portfolio
23,679
Q3 2025 Added 6.09%
$0
$1.12 Billion 0.02% of portfolio
56,950
Q3 2025 Added 44.4%
$0
$1.16 Billion 0.02% of portfolio
25,606
Q3 2025 Reduced 6.84%
$0
$1.06 Billion 0.02% of portfolio
36,868
Q3 2025 Added 3.17%
$0
$1.38 Billion 0.02% of portfolio
34,331
Q3 2025 Added 139.57%
$0
$1.03 Billion 0.02% of portfolio
6,219
Q3 2025 Added 9.47%
$0
$914 Million 0.02% of portfolio
19,938
Q3 2025 Reduced 67.72%
$0
$1.09 Billion 0.02% of portfolio
18,206
Q3 2025 Reduced 15.95%
$0
$1.2 Billion 0.02% of portfolio
31,357
Q3 2025 Reduced 6.23%
$0
$1.04 Billion 0.02% of portfolio
47,668
Q3 2025 Added 2.81%
$0
$1.28 Billion 0.02% of portfolio
23,335
Q3 2025 Added 439.29%
$0
$1 Billion 0.02% of portfolio
22,950
Q3 2025 Reduced -0.0%
$0
$1.34 Billion 0.02% of portfolio
23,822
Q3 2025 New
$0
$1.02 Billion 0.02% of portfolio
28,648
Q3 2025 Reduced 4.4%
$0
$929 Million 0.02% of portfolio
19,511
Q3 2025 Added 12.68%

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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