Concurrent Investment Advisors, LLC - Q42025 Holdings

Concurrent Investment Advisors, LLC holds 1713 stocks with a total portfolio value of $ 8.78B as of Q42025. In Q42025, Concurrent Investment Advisors, LLC added 344 new positions, increased stakes in 1107 stocks, reduced 208 holdings, and fully exited 50 positions. The largest holding is Apple Inc (AAPL), representing 3.28% of the total portfolio.