Concurrent Investment Advisors, LLC Purchases in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
870
+ 30.06%
$66.54 - $144.33 $57.9K - $126K
3.76K $543M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
3.34K
New
$75.06 - $87.96 $251K - $294K
3.34K $294M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
502
+ 3.79%
$25.35 - $64.65 $12.7K - $32.5K
13.7K $685M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.13K
New
$56.88 - $70.77 $235K - $292K
4.13K $291M
PHG
Koninklijke Philips Nv

Healthcare
12.9K
+ 100.6%
$21.67 - $25.64 $279K - $330K
25.7K $615M
HSBC
Hsbc Holdings PLC

Financial Services
4.77K
New
$46.68 - $61.09 $223K - $291K
4.77K $290M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.52K
New
$162.65 - $188.71 $248K - $288K
1.52K $288M
FTNT
Fortinet, Inc.

Technology
1.69K
+ 14.72%
$84.71 - $108.69 $143K - $183K
13.2K $1.39B
NFRA
Flexshares Stoxx Global Broad

ETFs
4.19K
+ 66.46%
$53.49 - $61.88 $224K - $259K
10.5K $649M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.6K
+ 40.97%
$50.34 - $51.86 $282K - $290K
19.3K $989M
BSX
Boston Scientific Corp

Healthcare
1.84K
+ 13.88%
$89.7 - $107.41 $165K - $198K
15.1K $1.62B
CMCSA
Comcast Corp

Communication Services
10.7K
+ 12.97%
$32.84 - $36.72 $351K - $392K
93K $3.32B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10.9K
+ 2085.66%
$87.84 - $1441.89 $958K - $15.7M
11.4K $1.03B
TFC
Truist Financial Corp

Financial Services
336
+ 0.23%
$34.79 - $42.99 $11.7K - $14.4K
144K $6.21B
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
6.63K
New
$32.02 - $42.16 $212K - $280K
6.63K $280M
F
Ford Motor CO

Consumer Cyclical
13.1K
+ 6.32%
$8.69 - $10.85 $114K - $142K
220K $1.97B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.12K
New
$187.5 - $246.51 $210K - $277K
1.12K $277M
EBAY
Ebay Inc

Consumer Cyclical
3.7K
New
$59.52 - $79.36 $220K - $294K
3.7K $275M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.52K
+ 10.27%
$66.5 - $71.25 $300K - $322K
48.5K $3.37B
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
7.69K
New
$28.53 - $35.69 $219K - $275K
7.69K $275M
SQ
Block, Inc.

Technology
2.17K
+ 23.41%
N/A
11.4K $777M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.31K
+ 5.93%
$31.67 - $42.89 $41.6K - $56.3K
23.5K $1.01B
BXC
Blue Linx Holdings Inc.

Industrials
3.63K
New
$63.76 - $78.03 $232K - $283K
3.63K $270M
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.8K
New
$24.54 - $25.07 $264K - $270K
10.8K $269M
Tcw ETF Trust
6.81K
New
N/A
6.81K $269M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.01K
New
$73.02 - $90.22 $219K - $271K
3.01K $268M
APG
A Pi Group Corp

Industrials
5.25K
New
$32.2 - $51.23 $169K - $269K
5.25K $268M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.01K
+ 76.24%
$73.19 - $85.21 $220K - $256K
6.96K $593M
A
Agilent Technologies, Inc.

Healthcare
2.26K
New
$99.29 - $120.52 $224K - $272K
2.26K $267M
FPX
First Trust Us Equity Opportun

ETFs
692
+ 13.87%
$99.2 - $144.91 $68.6K - $100K
5.68K $823M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
7.21K
New
$31.44 - $36.79 $227K - $265K
7.21K $265M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
11.1K
New
$19.16 - $23.81 $213K - $265K
11.1K $265M
NEM
Newmont Corp

Basic Materials
2.88K
+ 30.29%
$44.18 - $59.46 $127K - $171K
12.4K $722M
Nano Nuclear Energy Inc
7.58K
New
N/A
7.58K $262M
PEAK
Healthpeak Properties, Inc.

Real Estate
16.7K
+ 148.52%
N/A
27.9K $488M
MCK
Mckesson Corp

Healthcare
211
+ 11.88%
$652.83 - $732.78 $138K - $155K
1.99K $1.46B
MSI
Motorola Solutions, Inc.

Technology
903
+ 12.99%
$394.72 - $440.39 $356K - $398K
7.86K $3.3B
SKYY
First Trust Cloud Computing Et

ETFs
2.12K
New
$89.46 - $121.64 $190K - $258K
2.12K $258M
MUR
Murphy Oil Corp

Energy
11.4K
New
$19.62 - $29.21 $224K - $334K
11.4K $257M
MRNA
Moderna, Inc.

Healthcare
9.28K
New
$23.65 - $28.54 $220K - $265K
9.28K $256M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
3.07K
New
$66.94 - $88.47 $206K - $272K
3.07K $254M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.72K
New
$55.15 - $68.11 $205K - $253K
3.72K $253M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.2K
New
$144.94 - $210.94 $174K - $253K
1.2K $253M
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
11.4K
+ 11.83%
N/A
108K $1.48B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.44K
New
$102.02 - $103.5 $249K - $253K
2.44K $252M
LXP
Lxp Industrial Trust

Real Estate
30.4K
New
$7.22 - $8.85 $220K - $269K
30.4K $251M
FLEX
Flex Ltd.

Technology
5.04K
New
$26.68 - $50.09 $134K - $252K
5.04K $251M
TMUS
T Mobile Us, Inc.

Communication Services
2.49K
+ 20.62%
$220.99 - $268.54 $550K - $668K
14.6K $3.47B
FDD
First Trust Stoxx European Sel

ETFs
14.1K
+ 97.62%
$12.08 - $15.54 $170K - $219K
28.5K $443M
Activity Summary
Buys All Purchases 994 New Holdings 202 Increased Positions 792 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 40 Puts 11
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