Concurrent Investment Advisors, LLC Options Holdings

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NRG
Nrg Energy, Inc.

Utilities
CALL
$32.1 Million
200
Q2 2025
New holding
MS
Morgan Stanley

Financial Services
CALL
$14.1 Million
100
Q4 2024
New holding
MSTR
Microstrategy Inc

Technology
CALL
$162 Million
400
Q2 2025
New holding
MRK
Merck & Co., Inc.

Healthcare
PUT
$7.92 Million
100
Q1 2025
New holding
IONQ
Ion Q, Inc.

Technology
CALL
$25.8 Million
600
Q2 2025
New holding
IBM
International Business Machines Corp

Technology
PUT
$29.5 Million
100
Q2 2025
New holding
Ge Vernova Inc
CALL
$106 Million
200
Q2 2025
New holding
GE
General Electric CO

Industrials
PUT
$25.7 Million
100
Q2 2025
New holding
FTNT
Fortinet, Inc.

Technology
PUT
$10.6 Million
100
Q2 2025
New holding
EQT
Eqt Corp

Energy
CALL
$23.3 Million
400
Q2 2025
New holding
AMD
Advanced Micro Devices Inc

Technology
CALL
$28.4 Million
200
Q1 2025
Reduced 92.31%

Summary

  • Portfolio
  • No. of Stocks 1,404
  • Current Value $5.17 Trillion
  • Prior Value $4.12 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 202 stocks
  • Additional Purchases 792 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 287 stocks
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