Concurrent Investment Advisors, LLC Purchases in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.7K
+ 12.41%
$475.2 - $527.7 $10.8M - $12M
205K $108B
EFA
Ishares Tr Msci Eafe ETF

ETFs
194K
+ 1056.98%
$75.32 - $84.37 $14.6M - $16.4M
213K $17.8B
TLT
Ishares Barclays 20+ Year Trea

ETFs
126K
+ 46.65%
$89.91 - $101.33 $11.3M - $12.7M
395K $38.8B
VCIT
Vanguard Intermediate Term Cor

ETFs
147K
+ 177.45%
$79.29 - $84.02 $11.7M - $12.3M
230K $19.2B
AAPL
Apple Inc.

Technology
22.2K
+ 4.6%
$207.23 - $234.82 $4.6M - $5.21M
505K $114B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.98K
+ 4.28%
$517.38 - $573.86 $3.61M - $4.01M
170K $97.6B
VTV
Vanguard Value ETF

ETFs
28.7K
+ 15.0%
$159.75 - $174.57 $4.59M - $5.02M
220K $38.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
13.7K
+ 13.33%
$434.77 - $502.96 $5.96M - $6.9M
117K $56.9B
VUG
Vanguard Growth ETF

ETFs
18K
+ 31.98%
$341.08 - $391.94 $6.14M - $7.05M
74.3K $28.5B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
77.8K
+ 106.09%
$91.42 - $91.82 $7.11M - $7.14M
151K $13.9B
ACN
Accenture PLC

Technology
14.7K
+ 70.56%
$295.44 - $355.81 $4.35M - $5.24M
35.6K $12.6B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
110K
+ 216.46%
$49.9 - $50.37 $5.48M - $5.53M
161K $8.06B
NVDA
Nvidia Corp

Technology
50.4K
+ 9.69%
$98.91 - $134.91 $4.99M - $6.8M
571K $69.3B
WMT
Walmart Inc.

Consumer Defensive
14.6K
+ 5.18%
$66.91 - $81.4 $977K - $1.19M
296K $23.9B
META
Meta Platforms, Inc.

Communication Services
4.34K
+ 12.53%
$453.41 - $572.44 $1.97M - $2.48M
38.9K $22.3B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
79.9K
+ 107.78%
$48.51 - $52.86 $3.88M - $4.22M
154K $8.14B
IYR
Ishares Tr

ETFs
43.8K
New
$86.93 - $103.61 $3.81M - $4.54M
43.8K $4.47B
USFR
Wisdomtree Floating Rate Treas

ETFs
87.3K
+ 45.82%
$50.2 - $50.48 $4.38M - $4.41M
278K $14B
JLL
Jones Lang Lasalle Inc

Real Estate
11.8K
+ 69.86%
$198.7 - $272.0 $2.35M - $3.21M
28.7K $7.75B
AMZN
Amazon Com Inc

Consumer Cyclical
31.9K
+ 13.06%
$161.02 - $200.0 $5.14M - $6.39M
277K $51.5B
IEFA
Ishares Tr

ETFs
24K
+ 5.63%
$70.09 - $78.74 $1.68M - $1.89M
450K $35.1B
VB
Vanguard Small Cap ETF

ETFs
15.5K
+ 74.5%
$214.77 - $237.72 $3.32M - $3.68M
36.2K $8.6B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
91.9K
New
$39.85 - $42.56 $3.66M - $3.91M
91.9K $3.91B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21.4K
+ 16.19%
$105.53 - $118.34 $2.25M - $2.53M
153K $17.9B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
32.3K
+ 150.49%
$97.19 - $109.09 $3.14M - $3.52M
53.7K $5.81B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
72.8K
+ 203.32%
$50.52 - $50.95 $3.68M - $3.71M
109K $5.52B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
71.2K
+ 211.28%
$44.24 - $49.47 $3.15M - $3.52M
105K $5.19B
HD
Home Depot, Inc.

Consumer Cyclical
1.17K
+ 2.3%
$333.64 - $405.2 $391K - $475K
52.2K $21.1B
VO
Vanguard Mid Cap ETF

ETFs
10.8K
+ 33.52%
$237.84 - $263.83 $2.56M - $2.84M
42.9K $11.3B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
48.9K
+ 6.95%
$47.95 - $49.61 $2.35M - $2.43M
753K $37.2B
ORCL
Oracle Corp

Technology
5.1K
+ 6.12%
$125.9 - $170.35 $642K - $869K
88.5K $15.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
46K
+ 17.33%
$41.9 - $48.26 $1.93M - $2.22M
311K $14.9B
Pgim Rock ETF Tr
122K
New
N/A
122K $3.25B
FEMB
First Tr ETF Emerging Markets

ETFs
109K
New
$26.93 - $29.14 $2.95M - $3.19M
109K $3.17B
VIG
Vanguard Dividend Appreciation

ETFs
11K
+ 17.46%
$182.15 - $182.15 $2.01M - $2.01M
74.3K $14.7B
IJK
Ishares S&P Midcap 400 Growth

ETFs
28.9K
+ 21.82%
$84.81 - $93.54 $2.45M - $2.7M
161K $14.8B
XLF
Financial Sector Spdr

ETFs
49.4K
+ 26.51%
$40.84 - $45.74 $2.02M - $2.26M
236K $10.7B
EEM
Ishares Msci Emerging Markets

ETFs
63.6K
+ 729.05%
$40.42 - $46.7 $2.57M - $2.97M
72.3K $3.32B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
14K
+ 38.34%
$211.47 - $281.27 $2.97M - $3.95M
50.6K $12.4B
XLU
Utilities Sector Spdr

ETFs
10.8K
+ 6.84%
$67.67 - $80.78 $730K - $872K
169K $13.6B
JNJ
Johnson & Johnson

Healthcare
8.35K
+ 8.94%
$145.48 - $167.38 $1.22M - $1.4M
102K $16.5B
BOND
Pimco Active Bond Exchange Tra

ETFs
18.3K
+ 5.91%
$90.01 - $95.32 $1.65M - $1.75M
328K $31.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.3K
+ 4.43%
$96.25 - $101.98 $1.37M - $1.46M
337K $34.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.5K
+ 4.06%
$57.32 - $62.65 $1.01M - $1.1M
450K $28.1B
GOOGL
Alphabet Inc.

Communication Services
21.4K
+ 14.67%
$148.65 - $191.18 $3.19M - $4.1M
168K $27.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.2K
+ 217.34%
$92.63 - $105.69 $2.33M - $2.66M
36.8K $3.83B
ISRG
Intuitive Surgical Inc

Healthcare
4.91K
+ 98.73%
$416.14 - $494.01 $2.04M - $2.42M
9.87K $4.85B
KO
Coca Cola CO

Consumer Defensive
17.4K
+ 11.18%
$62.69 - $73.01 $1.09M - $1.27M
173K $12.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.1K
+ 114.16%
$77.02 - $85.06 $2.09M - $2.31M
50.9K $4.3B
Activity Summary
Buys All Purchases 673 New Holdings 122 Increased Positions 551 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 45 Puts 11
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