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CIK: 0002001015
Total reported value
$14.5B
$14.5B
1419 檔
5.9%
In Q3 2025, Concurrent Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $14.5B, distributed across 1419 disclosed stock positions.
In Q3 2025, Concurrent Investment Advisors, LLC displayed an active expansion posture, initiating 23 new positions and adding to 151 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1419 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.81% | +0.63% | +3.68% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.45% | +7.93% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.62% | -0.02% | +5.41% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | -0.25% | -3.73% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.47% | +0.61% | +7.14% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.60% | -0.25% | -0.62% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.21% | -4.80% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.76% | +10.28% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | -0.07% | +2.83% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 0.95% | -0.05% | +5.34% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | -0.08% | +7.29% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.08% | +0.76% | |
| 13 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.81% | -0.25% | +2.99% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | -0.12% | +1.03% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 0.79% | -0.05% | -3.32% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.77% | -0.29% | -4.00% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | +0.14% | +1.69% | |
| 18 | FTCS | First Trust Capital Strength | ETF-Other | 0.73% | -0.06% | +3.06% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.01% | -0.65% | |
| 20 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.70% | -0.11% | +6.36% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.69% | -0.14% | -1.81% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.05% | -4.70% | |
| 23 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.67% | +0.01% | NEW | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.14% | -3.54% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.66% | +0.01% | +447.43% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.02% | +0.40% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | +0.15% | +5.98% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.03% | +6.30% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.62% | +0.21% | +6.30% | |
| 30 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.61% | -0.07% | -0.01% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.60% | -0.01% | +16.54% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.04% | +2.21% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.56% | -0.03% | -2.95% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.56% | -0.03% | +0.13% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | +6.01% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.08% | +21.03% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.08% | +3.02% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.06% | +0.63% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.52% | -0.04% | +13.23% | |
| 40 | CGDV | Cap Group Dividend Value | ETF-Other | 0.50% | -0.06% | +9.22% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.50% | +0.15% | +58.54% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.09% | +2.08% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | +0.03% | -0.72% | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.45% | — | -5.30% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.11% | +8.49% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.04% | -1.28% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | — | +1.56% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.43% | -0.02% | +1.26% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-Other | 0.43% | -0.08% | +41.77% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.42% | -0.19% | -0.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.8% | +3.68% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +7.14% | Add |
| 3 | IAU | Ishares Gold Trust | +0.6% | +447.43% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.5% | +16.54% | Add |
| 5 | IWV | Ishares Russell 3000 ETF | +0.4% | -7.88% | Add |
| 6 | MOAT | Vaneck Morningstar Wide Moat | +0.4% | +1.26% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +5.41% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +6.30% | Add |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +0.40% | Add |
| 10 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +6.30% | Add |
| 11 | VGSH | Vanguard Short-term Treasury | +0.3% | +2.76% | Add |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | -2.61% | Add |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.62% | Add |
| 14 | IYW | Ishares Ustechnology ETF | +0.2% | -16.57% | Add |
| 15 | EFA | Ishares Msci Eafe ETF | +0.2% | +13.23% | Add |
| 16 | CGGR | Cap Group Growth Equity | +0.2% | +41.77% | Add |
| 17 | FENI | Fidelity Enhanced Intl ETF | +0.2% | +18.50% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.83% | Add |
| 19 | ARKK | Ark Innovation ETF | +0.2% | +10.92% | Add |
| 20 | AVGO | Broadcom Inc | +0.2% | +1.03% | Trim |
| 21 | TSLA | Tesla Inc | +0.2% | +0.63% | Add |
| 22 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +41.11% | Add |
| 23 | CGBL | Cap Group Core Balanced | +0.1% | +37.46% | Add |
| 24 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +147.33% | Add |
| 25 | GLD | Spdr Gold Shares | +0.1% | -3.32% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | +3.02% | Trim |
| 27 | IEF | Ishares 7-10 Year Treasury B | +0.1% | -2.58% | Add |
| 28 | CGMM | Cap Group Small And Mid Cap | +0.1% | +218.63% | Add |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +70.18% | Add |
| 30 | VUG | Vanguard Growth ETF | +0.1% | +7.29% | Add |
| 31 | GOOG | Alphabet Inc-cl C | +0.1% | +2.21% | Add |
| 32 | FIIG | Ft Intermed Dur Ig CORP ETF | +0.1% | -37.59% | Add |
| 33 | FVD | First Trust Value Line Dvd | +0.1% | -3.54% | Add |
| 34 | BVE | Diamond Hill Investment Grp | +0.1% | +172.49% | Add |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +5.37% | Add |
| 36 | ETN | Eaton Corporation plc | +0.1% | +42.57% | Add |
| 37 | OEF | Ishares S&p 100 ETF | +0.1% | +68.49% | Add |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +110.65% | Add |
| 39 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -6.13% | Add |
| 40 | ICSH | Ishares Ultra Short Duration | +0.1% | +180.77% | Add |
| 41 | IGM | Ishares Expanded Tech Sector | +0.1% | +684.01% | Add |
| 42 | JAVA | Jpmorgan Active Value ETF | +0.1% | +92.60% | Add |
| 43 | ABBV | Abbvie Inc | +0.1% | +21.03% | Add |
| 44 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +10.99% | Add |
| 45 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.56% | Add |
| 46 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +32.09% | Add |
| 47 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +65.05% | Add |
| 48 | VRIG | Invesco Variable Rate Invest | +0.1% | -21.89% | Add |
| 49 | BAC | Bank Of America CORP | +0.1% | +7.58% | Add |
| 50 | VGT | Vanguard Info Tech ETF | +0.1% | +1.60% | Add |
According to official SEC Form 13F filings, Concurrent Investment Advisors, LLC reported a total U.S. public equity portfolio value of $14.5B across 1419 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SPY) accounted for 5.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
BLOK
市值: $39.2M
Top Position Liquidated / Trimmed
RPAR
前期市值: $2.7M
During Q3 2025, Concurrent Investment Advisors, LLC's top holdings by market value included MSFT (3.8%)、AAPL (3.1%)、SPY (2.6%). The largest single position, MSFT, represented 3.8% of total portfolio value.
In Q3 2025, Concurrent Investment Advisors, LLC made 200 total portfolio adjustments, initiating 23 new buys, adding to 151 positions, trimming 23 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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