Concurrent Investment Advisors, LLC Purchases in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
89
+ 0.37%
$550.18 - $598.96 $49K - $53.3K
24K $13.7B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.16K
New
$22.9 - $23.58 $210K - $216K
9.16K $215M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
4.26K
+ 64.22%
$41.64 - $45.4 $177K - $193K
10.9K $494M
SBUX
Starbucks Corp

Consumer Cyclical
10.5K
+ 10.95%
$81.9 - $96.86 $862K - $1.02M
107K $9.02B
TRGP
Targa Resources Corp.

Energy
1.28K
New
$160.52 - $174.4 $205K - $223K
1.28K $214M
SUN
Sunoco LP

Energy
4.25K
New
$48.42 - $55.31 $206K - $235K
4.25K $213M
Morgan Stanley ETF Trust
6.63K
New
N/A
6.63K $212M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4K
New
$47.99 - $54.16 $192K - $217K
4K $212M
DVYE
Ishares Emerging Markets Divid

ETFs
6.6K
+ 43.71%
$28.5 - $30.64 $188K - $202K
21.7K $644M
VZ
Verizon Communications Inc

Communication Services
931
+ 0.37%
$40.84 - $45.06 $38K - $42K
251K $11B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
658
New
$256.21 - $323.54 $169K - $213K
658 $210M
IYF
Ishares Tr

ETFs
1.65K
New
$119.89 - $127.16 $198K - $210K
1.65K $209M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
4.74K
+ 61.56%
$35.41 - $38.93 $168K - $184K
12.4K $483M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.28K
New
$143.56 - $174.06 $183K - $222K
1.28K $209M
DASH
Door Dash, Inc.

Communication Services
542
+ 22.57%
$234.5 - $272.5 $127K - $148K
2.94K $800M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.05K
+ 3.99%
$99.12 - $99.52 $203K - $204K
53.4K $5.31B
WST
West Pharmaceutical Services Inc

Healthcare
791
New
$210.08 - $279.1 $166K - $221K
791 $208M
TLRY
Tilray Brands, Inc.

Healthcare
107K
+ 631.36%
$0.42 - $1.85 $44.9K - $198K
124K $214M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
8.08K
+ 18.53%
$21.15 - $22.45 $171K - $181K
51.7K $1.15B
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
6.18K
New
N/A
6.18K $206M
ALB
Albemarle Corp

Basic Materials
1.45K
+ 30.61%
$62.9 - $88.1 $91K - $127K
6.17K $500M
Hinge Health Inc
4.16K
New
N/A
4.16K $204M
Barrick Mng Corp
306
+ 1.89%
N/A
16.5K $540M
EXAS
Exact Sciences Corp

Healthcare
3.72K
New
$40.91 - $56.0 $152K - $208K
3.72K $203M
Onestream Inc
11K
New
N/A
11K $203M
Uy Scuti Acquisition Corp.
20K
New
N/A
20K $203M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
3.83K
New
$50.18 - $52.89 $192K - $203K
3.83K $203M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
9.77K
New
$20.66 - $20.74 $202K - $203K
9.77K $202M
First Tr Exchange Traded Fd
7.05K
New
N/A
7.05K $202M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
9.24K
+ 61.86%
$20.71 - $22.29 $191K - $206K
24.2K $520M
WTW
Willis Towers Watson PLC

Financial Services
581
New
$301.83 - $345.45 $175K - $201K
581 $201M
HYLB
Xtrackers Usd High Yield Corp

ETFs
5.36K
+ 95.32%
$36.55 - $37.16 $196K - $199K
11K $407M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.84K
+ 6.55%
$60.99 - $64.39 $112K - $119K
30K $1.93B
Qxo Inc
10.2K
New
N/A
10.2K $194M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.05K
+ 9.07%
$137.51 - $145.26 $145K - $153K
12.6K $1.8B
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
3.49K
+ 82.09%
$49.98 - $52.24 $175K - $182K
7.75K $405M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.91K
+ 7.26%
$52.55 - $54.37 $153K - $158K
43K $2.33B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.15K
+ 9.97%
$42.43 - $45.05 $134K - $142K
34.8K $1.53B
IYZ
Ishares Tr Us Telecommunicatio

ETFs
1.85K
+ 3.61%
$29.27 - $32.3 $54.1K - $59.7K
53.1K $1.71B
Mntn Inc
14K
+ 62.22%
N/A
36.5K $677M
BLBD
Blue Bird Corp

Consumer Cyclical
959
+ 10.66%
$42.75 - $60.86 $41K - $58.4K
9.95K $573M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
12.8K
New
$13.87 - $14.46 $177K - $185K
12.8K $184M
THC
Tenet Healthcare Corp

Healthcare
234
+ 4.64%
$148.38 - $203.04 $34.7K - $47.5K
5.28K $1.07B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.73K
+ 6.17%
$94.11 - $95.78 $162K - $165K
29.7K $2.84B
TY
Tri Continental Corp

Financial Services
2.96K
+ 8.35%
$31.7 - $34.11 $93.8K - $101K
38.4K $1.31B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.72K
+ 70.25%
$102.4 - $103.88 $176K - $178K
4.16K $430M
CEG
Constellation Energy Corp

Utilities
458
+ 10.91%
$298.82 - $354.89 $137K - $163K
4.66K $1.53B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
533
+ 2.25%
$136.48 - $142.97 $72.7K - $76.2K
24.2K $3.38B
IDV
Ishares Tr

ETFs
4.14K
+ 34.12%
$34.54 - $37.28 $143K - $154K
16.3K $595M
Activity Summary
Buys All Purchases 874 New Holdings 166 Increased Positions 708 Sells All Sells 498 Reductions 498 Sold out 0 Options Calls 42 Puts 24
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