Concurrent Investment Advisors, LLC
Top Portfolio Positions
926 positions ·
$4,570,589,454 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,075,188 | $292,300,609 | 6.40% |
| MSFT |
Microsoft Corp
Technology
|
571,125 | $276,207,471 | 6.04% |
| NVDA |
Nvidia Corp
Technology
|
1,378,691 | $257,125,871 | 5.63% |
| IAU |
Ishares Gold Trust
|
2,534,729 | $205,743,952 | 4.50% |
| SPY |
Spdr S&P 500 Etf Trust
|
247,311 | $168,646,316 | 3.69% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
645,885 | $149,083,175 | 3.26% |
| GOOGL |
Alphabet Inc.
Communication Services
|
385,057 | $120,522,841 | 2.64% |
| QQQ |
Invesco Qqq Trust, Series 1
|
189,755 | $116,568,393 | 2.55% |
| AVGO |
Broadcom Inc.
Technology
|
258,357 | $89,417,357 | 1.96% |
| META |
Meta Platforms, Inc.
Communication Services
|
133,678 | $88,239,510 | 1.93% |
Portfolio Trend
Holdings in DSU
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $168,153 | 16,518 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $162,932 | 15,342 | Shares | Sole | 2025-10-27 | |
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