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
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
5.28K
+ 17.33%
$21.8 - $27.71 $115K - $146K
35.7K $984M
SHW
Sherwin Williams CO

Basic Materials
952
+ 6.91%
$313.51 - $363.51 $298K - $346K
14.7K $5.06B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.76K
New
N/A
3.76K $246M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.47K
+ 19.41%
$51.68 - $52.76 $231K - $236K
27.5K $1.45B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.67K
New
$53.75 - $67.21 $197K - $247K
3.67K $243M
TDG
Trans Digm Group Inc

Industrials
101
+ 15.61%
$1231.75 - $1520.64 $124K - $154K
748 $1.14B
SAR
Saratoga Investment Corp.

Financial Services
9.77K
New
$21.46 - $25.35 $210K - $248K
9.77K $242M
MUST
Columbia ETF Tr I Multi Sector

ETFs
12K
New
$19.47 - $20.4 $233K - $244K
12K $241M
THC
Tenet Healthcare Corp

Healthcare
224
+ 4.64%
$110.41 - $176.0 $24.7K - $39.4K
5.05K $888M
VNQ
Vanguard Specialized Funds Van

ETFs
2.89K
+ 23.03%
$79.79 - $91.42 $231K - $264K
15.4K $1.38B
SJNK
Spdr Bloomberg Short Term High

ETFs
9.35K
New
$24.12 - $25.48 $226K - $238K
9.35K $238M
Circle Internet Group Inc
1.31K
New
N/A
1.31K $238M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
28.1K
New
$7.2 - $8.64 $202K - $243K
28.1K $238M
GWW
W.W. Grainger, Inc.

Industrials
209
+ 54.86%
$919.93 - $1101.66 $192K - $230K
590 $613M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.26K
New
$24.98 - $25.66 $231K - $238K
9.26K $237M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
11.4K
New
$19.55 - $21.78 $223K - $248K
11.4K $236M
NNI
Nelnet Inc

Financial Services
1.95K
New
$101.27 - $121.3 $198K - $237K
1.95K $236M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
9.32K
New
$23.19 - $25.35 $216K - $236K
9.32K $236M
DNP
Dnp Select Income Fund Inc

Financial Services
24.5K
+ 63.47%
$8.89 - $9.88 $218K - $242K
63.1K $618M
RING
Ishares Inc Msci Global Gold M

ETFs
5.39K
New
$34.72 - $45.62 $187K - $246K
5.39K $236M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
15.3K
New
$11.9 - $15.57 $182K - $238K
15.3K $235M
CFG
Citizens Financial Group Inc

Financial Services
5.22K
New
$34.27 - $44.75 $179K - $234K
5.22K $234M
NRIM
Northrim Bancorp Inc

Financial Services
2.5K
New
$67.87 - $93.82 $170K - $235K
2.5K $233M
USB
Us Bancorp \De\

Financial Services
1K
+ 1.62%
$36.4 - $45.76 $36.4K - $45.8K
62.9K $2.85B
STE
Steris PLC

Healthcare
466
+ 5.24%
$208.55 - $252.55 $97.2K - $118K
9.37K $2.25B
CIEN
Ciena Corp

Technology
2.86K
New
$53.5 - $83.89 $153K - $240K
2.86K $232M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
9.54K
New
$23.96 - $24.41 $229K - $233K
9.54K $231M
NUE
Nucor Corp

Basic Materials
1.49K
+ 35.45%
$103.22 - $131.43 $153K - $195K
5.68K $735M
Tko Group Holdings Inc
1.27K
New
N/A
1.27K $231M
Airo Group Hldgs Inc
9.5K
New
N/A
9.5K $229M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.35K
+ 40.48%
$65.84 - $80.81 $155K - $190K
8.17K $654M
SNPS
Synopsys Inc

Technology
196
+ 13.11%
$380.9 - $517.66 $74.7K - $101K
1.69K $867M
Fidelity Covington Trust
5.63K
+ 58.79%
N/A
15.2K $525M
RNST
Renasant Corp

Financial Services
6.27K
New
$27.68 - $36.52 $174K - $229K
6.27K $225M
XYL
Xylem Inc.

Industrials
1.74K
New
$102.86 - $129.5 $179K - $225K
1.74K $225M
Labcorp Holdings Inc
646
+ 34.68%
N/A
2.51K $659M
GBDC
Golub Capital Bdc, Inc.

Financial Services
15.3K
New
$13.03 - $15.28 $200K - $234K
15.3K $225M
OBNK
Origin Bancorp, Inc.

Financial Services
6.26K
New
N/A
6.26K $224M
GM
General Motors CO

Consumer Cyclical
3.98K
+ 31.28%
$42.48 - $50.46 $169K - $201K
16.7K $822M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.8K
New
$67.03 - $80.35 $188K - $225K
2.8K $224M
IDXX
Idexx Laboratories Inc

Healthcare
119
+ 8.69%
$361.04 - $536.34 $43K - $63.8K
1.49K $799M
Canadian Pacific Kansas City
2.13K
+ 35.61%
N/A
8.12K $644M
PAPR
Innovator U.S. Equity Power Bu

ETFs
5.99K
New
$33.22 - $37.29 $199K - $223K
5.99K $223M
CLF
Cleveland Cliffs Inc.

Basic Materials
29.3K
New
$5.83 - $8.88 $171K - $260K
29.3K $222M
DXJS
Wisdomtree Tr Japan Smallcap H
6.08K
New
N/A
6.08K $222M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.9K
+ 18.47%
$45.07 - $52.57 $311K - $363K
44.3K $2.16B
RFV
Invesco Exchange Traded Fd Tr

ETFs
1.81K
New
$97.97 - $121.24 $178K - $220K
1.81K $219M
IXN
Ishares Global Information Tec

ETFs
1.03K
+ 13.74%
$65.81 - $92.34 $67.5K - $94.6K
8.48K $783M
DHIL
Diamond Hill Investment Group Inc

Financial Services
1.1K
+ 4.64%
$125.49 - $145.8 $138K - $160K
24.8K $3.61B
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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