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 Market Cap. of $300 Millions to $2 Billions
