Concurrent Investment Advisors, LLC Options Holdings

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$13.3 Billion
20K
Q3 2025
Added 45.99%
ABBV
Abb Vie Inc.

Healthcare
CALL
$5.49 Billion
23.7K
Q3 2025
Added 130.1%
PEP
Pepsico Inc

Consumer Defensive
PUT
$3.6 Billion
25.6K
Q4 2024
Added 0.79%
AAPL
Apple Inc.

Technology
CALL
$2.39 Billion
9.5K
Q3 2025
New holding
AAPL
Apple Inc.

Technology
PUT
$1.48 Billion
5.8K
Q3 2025
New holding
QQQM
Invesco Exchange Traded Fd Tr

ETFs
CALL
$1.06 Billion
4.3K
Q3 2025
New holding
NVDA
Nvidia Corp

Technology
PUT
$821 Million
4.4K
Q3 2025
Reduced 37.14%
HD
Home Depot, Inc.

Consumer Cyclical
CALL
$567 Million
1.4K
Q3 2025
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$387 Million
1.6K
Q3 2025
Added 33.33%
JNJ
Johnson & Johnson

Healthcare
PUT
$371 Million
2K
Q3 2025
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$710 Million
1.6K
Q3 2025
New holding
WDC
Western Digital Corp

Technology
PUT
$300 Million
2.5K
Q3 2025
New holding
VFC
V F Corp

Consumer Cyclical
PUT
$10.1 Million
700
Q3 2025
New holding
VFC
V F Corp

Consumer Cyclical
CALL
$35.5 Million
20.5K
Q3 2025
New holding
OKTA
Okta, Inc.

Technology
PUT
$9.17 Million
100
Q3 2025
New holding
OXY
Occidental Petroleum Corp

Energy
CALL
$236 Million
5K
Q3 2025
New holding
VST
Vistra Corp.

Utilities
PUT
$19.6 Million
100
Q3 2025
New holding
Nebius Group N.V.
PUT
$44.9 Million
400
Q3 2025
New holding
NTRA
Natera, Inc.

Healthcare
CALL
$32.2 Million
200
Q3 2025
New holding
NDAQ
Nasdaq, Inc.

Financial Services
PUT
$8.85 Million
100
Q3 2025
New holding
PFE
Pfizer Inc

Healthcare
PUT
$76.4 Million
3K
Q3 2025
New holding
META
Meta Platforms, Inc.

Communication Services
PUT
$73.4 Million
100
Q3 2025
New holding
MRK
Merck & Co., Inc.

Healthcare
PUT
$109 Million
1.3K
Q3 2025
Added 1200.0%
JPM
Jpmorgan Chase & CO

Financial Services
CALL
$126 Million
400
Q3 2025
New holding
Wheels Up Experience Inc
CALL
$18.4 Million
10K
Q3 2025
New holding
ONDS
Ondas Holdings Inc.

Technology
CALL
$38.6 Million
5K
Q3 2025
New holding
ORCL
Oracle Corp

Technology
PUT
$28.1 Million
100
Q2 2025
New holding
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$132 Million
5K
Q2 2025
Added 100.0%
S
Sentinel One, Inc.

Technology
PUT
$3.52 Million
200
Q2 2025
New holding
XLE
Energy Sector Spdr

ETFs
CALL
$223 Million
2.5K
Q3 2025
New holding
STX
Seagate Technology Holdings PLC

Technology
PUT
$236 Million
1K
Q3 2025
New holding
RTX
Raytheon Technologies Corp

Industrials
CALL
$16.7 Million
100
Q3 2025
New holding
RBLX
Roblox Corp

Communication Services
PUT
$13.9 Million
100
Q3 2025
New holding
RBLX
Roblox Corp

Communication Services
CALL
$55.4 Million
400
Q3 2025
New holding
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
CALL
$103 Million
7K
Q3 2025
Added 75.0%
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$222 Million
500
Q3 2025
New holding
UNH
Unitedhealth Group Inc

Healthcare
CALL
$173 Million
500
Q3 2025
Added 25.0%
PYPL
Pay Pal Holdings, Inc.

Financial Services
PUT
$6.71 Million
100
Q2 2025
New holding
PANW
Palo Alto Networks Inc

Technology
CALL
$20.4 Million
100
Q2 2025
New holding
PLTR
Palantir Technologies Inc.

Technology
CALL
$73 Million
400
Q3 2025
New holding
NVDA
Nvidia Corp

Technology
CALL
$18.7 Million
100
Q3 2025
Reduced 37.14%
JOBY
Joby Aviation, Inc.

Industrials
CALL
$121 Million
7.5K
Q3 2025
New holding
DE
Deere & CO

Industrials
CALL
$45.7 Million
100
Q3 2025
New holding
DDOG
Datadog, Inc.

Technology
CALL
$14.2 Million
100
Q3 2025
New holding
Circle Internet Group Inc
PUT
$13.3 Million
100
Q3 2025
New holding
BSX
Boston Scientific Corp

Healthcare
PUT
$9.76 Million
100
Q2 2025
New holding
SQ
Block, Inc.

Technology
CALL
$123 Million
1.7K
Q3 2025
New holding
Bitmine Immersion Tecnologie
CALL
$20.8 Million
400
Q3 2025
New holding
OSTK
Overstock.Com, Inc

Consumer Cyclical
CALL
$127 Million
13K
Q3 2025
New holding

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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