13F Filings History of Concurrent Investment Advisors, LLC

Latest 13F report
Q3 2025 - Oct 27, 2025
Value $
$5.79B
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 1419 stock holdings with total value $5.79B as of Q3 2025. Top holdings included MSFT, AAPL, VOO, NVDA, and SPY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 1,419 $5.79B +$509M -$220M +$289M MSFT, AAPL, VOO, NVDA, SPY 13F-HR 10/27/2025, 01:00 PM
Q2 2025 1,342 $5.15B +$967M -$238M +$729M MSFT, VOO, AAPL, SPY, NVDA 13F-HR 7/25/2025, 09:20 AM
Q1 2025 1,197 $4.11B +$807M -$305M +$502M AAPL, VOO, BIL, SPY, MSFT 13F-HR 4/29/2025, 08:49 AM
Q4 2024 1,041 $3.68B +$490M -$164M +$326M AAPL, SPY, VOO, NVDA, MSFT 13F-HR 2/3/2025, 11:10 AM
Q3 2024 1,011 $3.36B +$390M -$192M +$198M AAPL, VOO, SPY, MSFT, NVDA 13F-HR 10/30/2024, 02:05 PM
Q2 2024 933 $3.02B +$677M -$127M +$550M AAPL, VOO, SPY, MSFT, NVDA 13F-HR 7/30/2024, 04:20 PM
Q1 2024 867 $2.45B +$350M -$135M +$215M SPY, AAPL, VOO, MSFT, QQQ 13F-HR 5/7/2024, 03:38 PM
Q4 2023 828 $2.1B $0 $0 SPY, AAPL, MSFT, VOO, QQQ 13F-HR 4/15/2024, 10:59 AM