Concurrent Investment Advisors, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $8.78 Trillion distributed in 3051 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $279B, Microsoft Corp with a value of $271B, Nvidia Corp with a value of $257B, Ishares Gold Trust with a value of $206B, and Vanguard Index Fds S&P 500 ETF with a value of $180B.
Examining the 13F form we can see an increase of $2.95T in the current position value, from $5.83T to 8.78T.
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
$8.78 Trillion
Technology: $1.42 Trillion
Financial Services: $638 Billion
Consumer Cyclical: $416 Billion
Industrials: $390 Billion
Communication Services: $388 Billion
Healthcare: $356 Billion
Consumer Defensive: $220 Billion
Energy: $162 Billion
Other: $266 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
