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
HPQ
Hp Inc

Technology
10.4K
+ 95.15%
$21.88 - $29.32 $227K - $304K
21.3K $520M
DFAX
Dimensional ETF Tr
7.42K
New
$23.37 - $29.39 $173K - $218K
7.42K $218M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
3.2K
New
N/A
3.2K $218M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
11.1K
+ 22.84%
$22.18 - $23.36 $247K - $260K
59.8K $1.34B
HEI
Heico Corp

Industrials
655
New
$236.44 - $328.0 $155K - $215K
655 $215M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
8.49K
+ 45.09%
$24.48 - $24.9 $208K - $211K
27.3K $680M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
4.25K
New
$42.44 - $50.03 $181K - $213K
4.25K $213M
URA
Global X Uranium ETF

ETFs
5.48K
New
$20.26 - $38.81 $111K - $213K
5.48K $213M
LKQ
Lkq Corp

Consumer Cyclical
5.72K
New
$36.86 - $43.38 $211K - $248K
5.72K $212M
ADSK
Autodesk, Inc.

Technology
249
+ 8.86%
N/A
3.06K $947M
ES
Eversource Energy

Utilities
3.3K
New
$54.25 - $65.89 $179K - $218K
3.3K $210M
Reddit Inc
96
+ 2.24%
N/A
4.38K $659M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.87K
+ 10.59%
$45.3 - $50.64 $266K - $297K
61.3K $3.01B
LNG
Cheniere Energy, Inc.

Energy
592
+ 10.96%
$197.25 - $244.33 $117K - $145K
5.99K $1.46B
APO
Apollo Global Management, Inc.

Financial Services
810
+ 4.24%
$108.68 - $145.07 $88K - $118K
19.9K $2.83B
RACE
Ferrari N.V.

Consumer Cyclical
276
+ 23.55%
$397.86 - $499.02 $110K - $138K
1.45K $711M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.89K
New
$34.72 - $42.74 $170K - $209K
4.89K $209M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.82K
New
$94.92 - $114.85 $172K - $208K
1.82K $208M
CVS
Cvs Health Corp

Healthcare
2.77K
+ 20.65%
$60.04 - $70.18 $166K - $194K
16.2K $1.12B
PAYX
Paychex Inc

Industrials
2.8K
+ 12.38%
$137.01 - $159.78 $383K - $447K
25.4K $3.69B
HYLB
Xtrackers Usd High Yield Corp

ETFs
5.62K
New
$34.72 - $36.92 $195K - $207K
5.62K $207M
CYBR
Cyber Ark Software Ltd.

Technology
510
New
$305.98 - $406.88 $156K - $208K
510 $207M
MODL
Victory Portfolios Ii Victorys
4.8K
New
N/A
4.8K $207M
CHKP
Check Point Software Technologies LTD

Technology
928
New
$204.26 - $233.47 $190K - $217K
928 $205M
KEX
Kirby Corp

Industrials
1.81K
New
$87.32 - $114.99 $158K - $208K
1.81K $205M
Proshares Tr
5K
New
N/A
5K $205M
DHR
Danaher Corp

Healthcare
1.41K
+ 14.04%
$174.64 - $205.16 $246K - $289K
11.5K $2.26B
AN
Autonation, Inc.

Consumer Cyclical
16
+ 0.29%
$155.71 - $201.03 $2.49K - $3.22K
5.46K $1.09B
UL
Unilever PLC

Consumer Defensive
1.96K
+ 3.83%
$57.9 - $65.43 $113K - $128K
53.1K $3.25B
ZM
Zoom Video Communications, Inc.

Technology
2.59K
New
$66.7 - $84.62 $173K - $219K
2.59K $202M
BKH
Black Hills Corp

Utilities
3.58K
New
$55.66 - $61.75 $199K - $221K
3.58K $201M
T Rowe Price ETF Inc
8.14K
New
N/A
8.14K $201M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.13K
New
$30.87 - $39.17 $158K - $201K
5.13K $201M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.27K
+ 83.54%
$24.14 - $25.43 $200K - $210K
18.2K $450M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
3.17K
New
$50.1 - $63.16 $159K - $200K
3.17K $200M
NGG
National Grid PLC

Utilities
2.23K
+ 58.12%
$62.74 - $74.79 $140K - $167K
6.08K $452M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.17K
+ 94.43%
$46.41 - $47.7 $193K - $199K
8.58K $408M
APA
Apa Corp

Energy
10.7K
New
$14.03 - $21.24 $150K - $227K
10.7K $195M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
48.9K
New
$3.55 - $4.0 $173K - $195K
48.9K $194M
Kenvue Inc
17.7K
+ 30.53%
N/A
75.9K $1.59B
Coreweave Inc
1.18K
New
N/A
1.18K $193M
CSX
Csx Corp

Industrials
698
+ 1.31%
$26.69 - $32.91 $18.6K - $23K
53.9K $1.76B
ECL
Ecolab Inc.

Basic Materials
447
+ 9.9%
$225.65 - $270.95 $101K - $121K
4.96K $1.34B
TMC
Tmc The Metals CO Inc.

Basic Materials
4.02K
+ 11.89%
$1.62 - $7.49 $6.52K - $30.1K
37.9K $250M
Intuitive Machines Inc
10.3K
+ 44.4%
N/A
33.5K $364M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.01K
+ 45.32%
$122.36 - $153.12 $123K - $154K
3.23K $494M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.47K
+ 71.51%
$91.57 - $110.76 $226K - $273K
5.91K $568M
FID
First Tr Exchange Trded Fd Vi

ETFs
6.36K
+ 19.23%
$15.86 - $19.39 $101K - $123K
39.4K $758M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
3.7K
+ 12.54%
$29.8 - $35.39 $110K - $131K
33.2K $1.17B
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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