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Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC is a registered investment advisory firm headquartered in Tampa, Florida. Founded in November 2022, it operates as a wholly owned subsidiary of Concurrent Partnership Holdings, LLC. The firm serves individual investors, including high net worth individuals as its primary client base, offering wealth management, personalized investment advisory, and related services. As of 2025, Concurrent employs approximately 173 people and supports clients nationally by empowering financial advisors with innovative solutions, curated resources, and advanced technology.
Investment Strategy
Concurrent develops investment strategies tailored to clients’ unique goals, objectives, risk tolerance, and financial situations. The firm emphasizes strategic asset allocation and portfolio construction designed to meet the stated investment objectives of each client. Concurrent also manages portfolios within wrap fee programs that aggregate management, transaction, and administrative fees. The firm may utilize Independent Managers as part of its investment approach, ensuring all decisions align with clients’ best interests. Ongoing supervision and wealth management are core aspects of its service, and the firm maintains a fiduciary duty to deliver unbiased, client-focused advice.
Latest 13F Filing Activity
Concurrent Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,325 equity positions and 62 options positions with a total 13F market value of $5B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, SPDR S&P 500 Etf TR among other positions. Concurrent Investment Advisors, LLC reduced exposure to SPDR Series Trust, Pgim Etf TR, First TR Exchng Traded FD VI among others.
Top Holdings
Equity Positions (1,325)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.97% | $205.6M | 413,243 | $442.16 | $497.41 | +$122.5M |
V VOO | VANGUARD INDEX FDS | 2.81% | $145.6M | 256,362 | $487.06 | $568.03 | +$26.2M |
A AAPL | APPLE INC | 2.57% | $133.1M | 664,788 | $203.57 | $205.17 | -$4.0M |
S SPY | SPDR S&P 500 ETF TR | 2.43% | $125.8M | 203,550 | $513.24 | $617.85 | +$37.4M |
N NVDA | NVIDIA CORPORATION | 2.18% | $112.6M | 713,017 | $82.36 | $157.99 | +$40.5M |
Options Positions (62)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $8.5M | 137 | $617.85 | $574.68 | +24 | +$2.1M |
P PEP | PEPSICO INC | — | Put | $3.4M | 256 | $132.04 | $162.81 | 0 | -$458.2K |
A ABBV | ABBVIE INC | New | Call | $1.9M | 103 | $185.62 | $185.62 | +103 | +$1.9M |
N NVDA | NVIDIA CORPORATION | Sold | Put | $1.1M | 70 | $157.99 | $126.72 | -50 | -$194.6K |
R RDDT | REDDIT INC | Sold | Put | $527.0K | 35 | $150.57 | $158.82 | -3 | +$128.4K |
Industry Allocation
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