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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$245 Million 0.0% of portfolio
-
Q3 2025 Added 10.46%
$0
$246 Million 0.0% of portfolio
3,531
Q3 2025 Added 5.34%
$273M
$266 Million 0.0% of portfolio
85,133
Q3 2025 Added 127.66%
$0
$78 Million 0.0% of portfolio
12,092
Q2 2025 Added 18.64%
$30.9B
$121 Million 0.0% of portfolio
10,430
Q3 2025 New
$12.8B
$230 Million 0.0% of portfolio
1,087
Q3 2025 New
$21.2B
$208 Million 0.0% of portfolio
791
Q3 2025 New
$0
$208 Million 0.0% of portfolio
20,123
Q3 2025 Reduced 15.08%
$0
$188 Million 0.0% of portfolio
48,941
Q3 2025 Added 0.17%
$0
$211 Million 0.0% of portfolio
20,408
Q3 2025 Reduced 4.67%
$48.3B
$237 Million 0.0% of portfolio
1,971
Q3 2025 New
$14.4B
$246 Million 0.0% of portfolio
6,250
Q3 2025 Added 1.63%
Wheels Up Experience Inc
-
$37,000 0.0% of portfolio
-
Q3 2025 New
$34.9B
$201 Million 0.0% of portfolio
581
Q3 2025 New
$0
$254 Million 0.0% of portfolio
2,521
Q3 2025 New
$0
$206 Million 0.0% of portfolio
6,178
Q3 2025 New
Yd Bio LTD
-
$37.6 Million 0.0% of portfolio
-
Q3 2025 New
$18.8B
$213 Million 0.0% of portfolio
4,971
Q3 2025 Reduced 2.64%

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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