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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$222 Billion 3.81% of portfolio
428,452
Q3 2025 Added 3.68%
$4.3T
$175 Billion 3.0% of portfolio
702,230
Q3 2025 Added 5.63%
$465B
$143 Billion 2.46% of portfolio
767,253
Q3 2025 Added 7.61%
$2.39T
$91.6 Billion 1.57% of portfolio
417,070
Q3 2025 Reduced 4.78%
$1.65T
$56.6 Billion 0.97% of portfolio
232,995
Q3 2025 Added 2.78%
$139B
$46.3 Billion 0.79% of portfolio
140,449
Q3 2025 Added 1.18%
$1.37T
$44.4 Billion 0.76% of portfolio
60,411
Q3 2025 Added 1.52%
$881B
$41.8 Billion 0.72% of portfolio
132,412
Q3 2025 Reduced 0.95%
$662B
$40 Billion 0.69% of portfolio
79,513
Q3 2025 Reduced 4.59%
$279B
$39.2 Billion 0.67% of portfolio
380,790
Q3 2025 Reduced 3.54%
$342B
$36 Billion 0.62% of portfolio
197,615
Q3 2025 Added 6.08%
$1.74T
$34.9 Billion 0.6% of portfolio
143,414
Q3 2025 Added 2.2%
$593B
$30.5 Billion 0.52% of portfolio
108,340
Q3 2025 Added 4.01%
$1.29T
$29.4 Billion 0.5% of portfolio
66,747
Q3 2025 Reduced 0.4%
$367B
$28.1 Billion 0.48% of portfolio
69,278
Q3 2025 Added 0.06%
$414B
$26 Billion 0.45% of portfolio
112,109
Q3 2025 Added 10.01%
$533B
$25.9 Billion 0.44% of portfolio
75,798
Q3 2025 Reduced 1.28%
$971B
$22.1 Billion 0.38% of portfolio
28,952
Q3 2025 Reduced 1.49%
$522B
$22.3 Billion 0.38% of portfolio
120,417
Q3 2025 Reduced 1.4%
$49.1B
$20.7 Billion 0.35% of portfolio
17,238
Q3 2025 Reduced 2.64%
$413B
$19.4 Billion 0.33% of portfolio
376,374
Q3 2025 Added 7.58%
$303B
$18.8 Billion 0.32% of portfolio
121,067
Q3 2025 Reduced 0.59%
$346B
$18.9 Billion 0.32% of portfolio
122,780
Q3 2025 Reduced 2.1%
$453B
$18.1 Billion 0.31% of portfolio
24
Q3 2025 Added 4.35%
$404B
$17 Billion 0.29% of portfolio
18,320
Q3 2025 Reduced 5.04%
$266B
$15.7 Billion 0.27% of portfolio
55,623
Q3 2025 Added 12.06%
$319B
$15 Billion 0.26% of portfolio
218,640
Q3 2025 Added 1.93%
$306B
$15.1 Billion 0.26% of portfolio
228,389
Q3 2025 Added 1.83%
$512B
$13.7 Billion 0.23% of portfolio
24,028
Q3 2025 Added 0.37%
$204B
$13.2 Billion 0.23% of portfolio
94,209
Q3 2025 Reduced 2.37%
$224B
$12.4 Billion 0.21% of portfolio
40,675
Q3 2025 Added 0.46%
$168B
$12.5 Billion 0.21% of portfolio
165,825
Q3 2025 Added 11.28%
$258B
$12.2 Billion 0.21% of portfolio
73,085
Q3 2025 Added 5.28%
$328B
$11.7 Billion 0.2% of portfolio
39,659
Q3 2025 Added 1.15%
$181B
$11.5 Billion 0.2% of portfolio
117,203
Q3 2025 Added 4.11%
$104B
$10.9 Billion 0.19% of portfolio
37,242
Q3 2025 Reduced 1.77%
$291B
$11.1 Billion 0.19% of portfolio
23,305
Q3 2025 Added 1.16%
$140B
$11.2 Billion 0.19% of portfolio
44,472
Q3 2025 Added 3.02%
$61.4B
$11.1 Billion 0.19% of portfolio
54,528
Q3 2025 Added 23.18%
$172B
$11 Billion 0.19% of portfolio
251,177
Q3 2025 Added 0.37%
$140B
$10.3 Billion 0.18% of portfolio
27,486
Q3 2025 Added 42.57%
$265B
$10.6 Billion 0.18% of portfolio
13,367
Q3 2025 Reduced 1.18%
$170B
$10.2 Billion 0.18% of portfolio
70,778
Q3 2025 Added 1.38%
$181B
$10.1 Billion 0.17% of portfolio
358,652
Q3 2025 Reduced 10.67%
$228B
$9.6 Billion 0.16% of portfolio
71,647
Q3 2025 Added 1.78%
$393M
$9.47 Billion 0.16% of portfolio
67,613
Q3 2025 Added 172.49%
$29.5B
$9.07 Billion 0.16% of portfolio
13,966
Q3 2025 Added 1.05%
$55.4B
$9.19 Billion 0.16% of portfolio
30,103
Q3 2025 Added 5.01%
$2.12B
$8.97 Billion 0.15% of portfolio
171,369
Q3 2025 Added 0.27%

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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