Concurrent Investment Advisors, LLC

RIA/Wealth

Concurrent Investment Advisors, LLC is a RIA/Wealth based in Tampa, FL led by Scott Alexander Steele, reporting $9.9B in AUM as of Q3 2025 with 52% ETF concentration.

FounderScott Alexander Steele

Portfolio Value: $5.8B
Positions: 1,409
Top Holding: MSFT at 3.85%
Last Reported: Q3 2025

Address100 S. Ashley Drive, Suite 830, Tampa, FL, 33602, United States

Top Holdings

Largest long holdings in Concurrent Investment Advisors, LLC's portfolio (20.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$221.9M	3.85%	+$7.9M Bought	0.01% 428.5K shares	Q4 2023 Held for 1y 11m
2 Apple AAPL	Consumer Electronics Technology	$174.8M	3.03%	+$9.3M Bought	0.00% 702.2K shares	Q4 2023 Held for 1y 11m
3 Vanguard S&P 500 ETF VOO	ETF ETF	$151.1M	2.62%	-$5.9M Sold	— 246.8K shares	Q4 2023 Held for 1y 11m
4 Nvidia NVDA	Semiconductors Technology	$143.2M	2.48%	+$10.1M Bought	0.00% 767.3K shares	Q4 2023 Held for 1y 11m
5 SPDR S&P 500 ETF Trust SPY	ETF ETF	$139.2M	2.41%	+$3.6M Bought	— 209.0K shares	Q4 2023 Held for 1y 11m
6 Invesco QQQ Trust QQQ	ETF ETF	$93.3M	1.62%	-$577.6K Sold	— 155.4K shares	Q4 2023 Held for 1y 11m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$91.6M	1.59%	-$4.6M Sold	0.00% 417.1K shares	Q4 2023 Held for 1y 11m
8 iShares Core S&P 500 ETF IVV	ETF ETF	$65.6M	1.14%	+$6.1M Bought	— 98.0K shares	Q4 2023 Held for 1y 11m
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$56.6M	0.98%	+$1.5M Bought	0.00% 233.0K shares	Q4 2023 Held for 1y 11m
10 Vanguard Value VTV	ETF ETF	$55.7M	0.96%	+$2.8M Bought	— 298.5K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Concurrent Investment Advisors, LLC's latest filing

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Market Value

$5.8B

Prior: $5.1B

Q/Q Change

+12.12%

+$623.7M

Net Flows % of MV

+4.59%

Turnover Ratio

6.14%

New Purchases

135 stocks

$67.6M

Added To

700 stocks

+$415.3M

Sold Out Of

87 stocks

$29.6M

Reduced Holdings

500 stocks

-$188.4M

Increased Positions

Position	Shares Δ	Change
1 Tejon Ranch TRC	New	0 → 445.4K +$7.1M
2 Innovator U.S. Equity Power Buffer ETF PAUG	New	0 → 151.2K +$6.4M
3 Wayfair W	New	0 → 37.3K +$3.3M
4 Global X Defense Tech SHLD	New	0 → 41.0K +$2.9M
5 SCUS Schwab Ultra-Short Income SCUS	New	0 → 83.3K +$2.1M

Decreased Positions

Position	Shares Δ	Change
1 Palomar Holdings, Inc. PLMR	Sold	18.4K → 0 −$2.8M
2 Kenvue KVUE	Sold	75.9K → 0 −$1.6M
3 AES AES	Sold	107.6K → 0 −$1.1M
4 Domino's Pizza DPZ	Sold	2.4K → 0 −$1.1M
5 Brookfield Infrastructure Corporation BIPC	Sold	24.4K → 0 −$1.0M

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Analytics

Portfolio insights and performance metrics for Concurrent Investment Advisors, LLC

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Sector Allocation

ETF

51.50%

Technology

15.40%

Financial Services

6.10%

Consumer Cyclical

4.60%

Industrials

4.00%

Communication Services

3.40%

Healthcare

3.10%

Consumer Defensive

2.50%

Energy

2.00%

Utilities

1.10%

Real Estate

0.90%

Basic Materials

0.60%

Market Cap Distribution

Mega Cap (> $200B)

26.34%

Large Cap ($10B - $200B)

14.94%

Mid Cap ($2B - $10B)

1.58%

Small Cap ($300M - $2B)

0.59%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.26%

N/A (ETF or Unknown)

56.26%

Portfolio Concentration

Top 10 Holdings %

20.68%

Top 20 Holdings %

28.55%

Top 50 Holdings %

45.12%

Top 100 Holdings %

59.34%