13F Filings History of Concurrent Investment Advisors, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$8,739,159,223
Signature - Title
Courtney Haddad - Chief Compliance Officer
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by Concurrent Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Concurrent Investment Advisors, LLC reported 1713 stock holdings with total value $8,739,159,223 as of Q4 2025. Top holdings included AAPL, MSFT, NVDA, IAU, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,713 $8,739,159,223 +$3,061,178,959 -$147,228,592 +$2,913,950,367 AAPL, MSFT, NVDA, IAU, VOO 13F-HR 29 Jan 2026, 08:45
Q3 2025 1,419 $5,794,317,540 +$508,716,371 -$219,944,188 +$288,772,183 MSFT, AAPL, VOO, NVDA, SPY 13F-HR 27 Oct 2025, 13:00
Q2 2025 1,342 $5,154,570,790 +$967,274,357 -$238,006,341 +$729,268,016 MSFT, VOO, AAPL, SPY, NVDA 13F-HR 25 Jul 2025, 09:20
Q1 2025 1,197 $4,105,327,026 +$806,969,435 -$305,224,923 +$501,744,512 AAPL, VOO, BIL, SPY, MSFT 13F-HR 29 Apr 2025, 08:49
Q4 2024 1,041 $3,681,963,591 +$490,257,402 -$163,885,890 +$326,371,512 AAPL, SPY, VOO, NVDA, MSFT 13F-HR 03 Feb 2025, 11:10
Q3 2024 1,011 $3,361,591,129 +$390,013,995 -$191,587,984 +$198,426,011 AAPL, VOO, SPY, MSFT, NVDA 13F-HR 30 Oct 2024, 14:05
Q2 2024 933 $3,017,953,989 +$677,122,663 -$126,890,281 +$550,232,382 AAPL, VOO, SPY, MSFT, NVDA 13F-HR 30 Jul 2024, 16:20
Q1 2024 867 $2,445,845,304 +$350,239,651 -$134,918,687 +$215,320,964 SPY, AAPL, VOO, MSFT, QQQ 13F-HR 07 May 2024, 15:38
Q4 2023 828 $2,098,967,288 $0 $0 $0 SPY, AAPL, MSFT, VOO, QQQ 13F-HR 15 Apr 2024, 10:59