Concurrent Investment Advisors, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location tampa, FLCIK 0002001015All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,778 | $8.78B | AAPL, MSFT, NVDA, IAU | 13F-HR | Jan 29, 2026 | 000208585326000143 | ||
1,497 | $5.83B | MSFT, AAPL, VOO, NVDA | 13F-HR | Oct 27, 2025 | 000208585325000174 | ||
1,404 | $5.17B | MSFT, VOO, AAPL, SPY | 13F-HR | Jul 25, 2025 | 000166773125000961 | ||
1,236 | $4.12B | AAPL, VOO, KRE, SPY | 13F-HR | Apr 29, 2025 | 000166773125000551 | ||
1,120 | $3.71B | AAPL, SPY, VOO, NVDA | 13F-HR | Feb 3, 2025 | 000166773125000197 | ||
1,092 | $3.39B | AAPL, VOO, SPY, MSFT | 13F-HR | Oct 30, 2024 | 000200101524000007 | ||
988 | $3.04B | AAPL, VOO, SPY, MSFT | 13F-HR | Jul 30, 2024 | 000200101524000005 | ||
922 | $2.48B | SPY, AAPL, VOO, MSFT | 13F-HR | May 7, 2024 | 000200101524000003 | ||
846 | $2.12B | SPY, AAPL, MSFT, VOO | 13F-HR | Apr 15, 2024 | 000200101524000001 |