Concurrent Investment Advisors, LLC Options Holdings

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

Options Holdings Table

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

ETFs
PUT
$8.79 Billion
15K
Q4 2024
Added 30.43%
PEP
Pepsico Inc

Consumer Defensive
PUT
$3.89 Billion
25.6K
Q4 2024
Added 0.79%
NVDA
Nvidia Corp

Technology
PUT
$1.48 Billion
11K
Q4 2024
Added 69.23%
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$971 Million
1.9K
Q4 2024
Reduced 13.64%
TLT
Ishares Barclays 20+ Year Trea

ETFs
CALL
$961 Million
11K
Q3 2024
Reduced 10.57%
Reddit Inc
PUT
$572 Million
3.5K
Q4 2024
New holding
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
PUT
$816 Million
1.8K
Q4 2024
New holding
GOOGL
Alphabet Inc.

Communication Services
PUT
$719 Million
3.8K
Q4 2024
New holding
MSOS
Advisorshares Tr Pure Us Canna

ETFs
CALL
$199 Million
52.3K
Q4 2024
Reduced 36.84%
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$242 Million
600
Q4 2024
Reduced 40.0%
BMY
Bristol Myers Squibb CO

Healthcare
CALL
$283 Million
5K
Q4 2024
New holding
SQ
Block, Inc.

Technology
CALL
$187 Million
2.2K
Q4 2024
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$241 Million
1.1K
Q4 2024
Added 1000.0%
AMD
Advanced Micro Devices Inc

Technology
CALL
$314 Million
2.6K
Q4 2024
Added 1200.0%
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
CALL
$450 Million
5K
Q4 2024
New holding
PYPL
Pay Pal Holdings, Inc.

Financial Services
CALL
$85.4 Million
1K
Q3 2024
New holding
MNST
Monster Beverage Corp

Consumer Defensive
CALL
$5.26 Million
100
Q1 2024
New holding
PLTR
Palantir Technologies Inc.

Technology
CALL
$15.1 Million
200
Q4 2024
Added 100.0%
ORCL
Oracle Corp

Technology
CALL
$16.7 Million
100
Q3 2024
New holding
MSFT
Microsoft Corp

Technology
PUT
$126 Million
300
Q3 2024
New holding
MS
Morgan Stanley

Financial Services
CALL
$12.6 Million
100
Q4 2024
New holding
SMR
Nuscale Power Corp

Industrials
CALL
$44.8 Million
2.5K
Q4 2024
New holding
NTAP
Net App, Inc.

Technology
CALL
$11.6 Million
100
Q4 2024
New holding
NUE
Nucor Corp

Basic Materials
CALL
$115 Million
10.1K
Q4 2024
Added 10000.0%
NKE
Nike, Inc.

Consumer Cyclical
CALL
$7.57 Million
100
Q3 2024
New holding
MSTR
Microstrategy Inc

Technology
CALL
$57.9 Million
200
Q4 2024
New holding
PR
Permian Resources Corporation

Energy
CALL
$1.44 Million
100
Q2 2024
New holding
Reddit Inc
CALL
$16.3 Million
100
Q4 2024
New holding
Super Micro Computer Inc
CALL
$3.05 Million
100
Q4 2024
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$117 Million
200
Q4 2024
Added 30.43%
V
Visa Inc.

Financial Services
CALL
$31.6 Million
100
Q1 2024
New holding
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$108 Million
7K
Q4 2024
New holding
SNOW
Snowflake Inc.

Technology
CALL
$15.4 Million
100
Q4 2024
Reduced 80.0%
SHOP
Shopify Inc.

Technology
CALL
$63.8 Million
600
Q4 2024
Added 200.0%
XLI
Industrial Sector Spdr

ETFs
CALL
$26.4 Million
200
Q1 2024
New holding
XLK
Technology Sector Spdr

ETFs
CALL
$140 Million
600
Q4 2024
New holding
SCHW
Schwab Charles Corp

Financial Services
CALL
$22.2 Million
300
Q3 2024
Added 200.0%
CRM
Salesforce, Inc.

Technology
CALL
$134 Million
400
Q4 2024
New holding
RKLB
Rocket Lab Usa, Inc.

Industrials
CALL
$143 Million
5.6K
Q4 2024
New holding
RBLX
Roblox Corp

Communication Services
CALL
$28.9 Million
500
Q4 2024
Added 400.0%
HOOD
Robinhood Markets, Inc.

Technology
CALL
$22.4 Million
600
Q4 2024
New holding
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
CALL
$27.9 Million
2.1K
Q4 2024
Reduced 19.23%
WULF
Terawulf Inc.

Financial Services
CALL
$28.3 Million
5K
Q4 2024
New holding
MDT
Medtronic PLC

Healthcare
CALL
$7.99 Million
100
Q2 2024
New holding
DE
Deere & CO

Industrials
CALL
$42.4 Million
100
Q1 2024
New holding
CRDO
Credo Technology Group Holding LTD

Technology
CALL
$13.4 Million
200
Q4 2024
New holding
COIN
Coinbase Global, Inc.

Technology
CALL
$49.7 Million
200
Q4 2024
Added 100.0%
CBRE
Cbre Group, Inc.

Real Estate
PUT
$13.1 Million
100
Q4 2024
New holding
AVGO
Broadcom Inc.

Technology
CALL
$162 Million
700
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 1,120
  • Current Value $3.71 Trillion
  • Prior Value $3.39 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 100 stocks
  • Additional Purchases 526 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 356 stocks
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