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
CORP
Pimco Investment Grade Corp Bd

ETFs
933
+ 22.7%
$94.14 - $97.31 $87.8K - $90.8K
5.04K $491M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
1.84K
+ 20.42%
N/A
10.8K $528M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.09K
+ 12.89%
$25.27 - $27.14 $78.1K - $83.9K
27.1K $735M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
5.29K
+ 35.32%
$10.8 - $16.92 $57.1K - $89.5K
20.3K $278M
WPM
Wheaton Precious Metals Corp.

Basic Materials
528
+ 14.69%
$70.56 - $92.75 $37.3K - $49K
4.12K $370M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
8.84K
+ 12.27%
$12.24 - $13.88 $108K - $123K
80.9K $1.09B
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
379
+ 5.18%
$49.85 - $64.51 $18.9K - $24.4K
7.7K $497M
RMD
Resmed Inc

Healthcare
59
+ 2.72%
$204.54 - $258.0 $12.1K - $15.2K
2.23K $574M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
978
+ 29.4%
$53.69 - $67.27 $52.5K - $65.8K
4.31K $290M
URI
United Rentals, Inc.

Industrials
31
+ 6.16%
$551.94 - $753.4 $17.1K - $23.4K
534 $402M
SF
Stifel Financial Corp

Financial Services
162
+ 2.21%
$76.49 - $103.78 $12.4K - $16.8K
7.48K $777M
Weride Inc
21.5K
+ 145.5%
N/A
36.3K $286M
KSS
Kohls Corp

Consumer Cyclical
10K
New
$6.13 - $9.4 $61.4K - $94.2K
10K $85M
SEIC
Sei Investments CO

Financial Services
179
+ 3.2%
$66.45 - $89.86 $11.9K - $16.1K
5.78K $519M
ALL
Allstate Corp

Financial Services
787
+ 6.05%
$180.53 - $212.64 $142K - $167K
13.8K $2.78B
VIRT
Virtu Financial, Inc.

Financial Services
503
+ 5.52%
$32.82 - $44.79 $16.5K - $22.5K
9.62K $431M
MDIV
First Trust Multi Asset Divers

ETFs
6.34K
+ 19.46%
$14.96 - $16.41 $94.9K - $104K
38.9K $616M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1.46K
+ 42.23%
$62.08 - $73.58 $90.6K - $107K
4.92K $330M
EWJ
Ishares Msci Japan ETF

ETFs
777
+ 20.9%
$61.32 - $75.28 $47.6K - $58.5K
4.49K $337M
AX
Axos Financial, Inc.

Financial Services
293
+ 5.73%
$56.36 - $76.85 $16.5K - $22.5K
5.41K $411M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
1.63K
+ 19.82%
$37.32 - $42.19 $60.8K - $68.8K
9.85K $416M
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.58K
+ 11.1%
$16.69 - $23.43 $26.3K - $36.9K
15.8K $339M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.65K
+ 14.82%
$212.1 - $244.27 $350K - $403K
12.8K $2.8B
FHN
First Horizon Corp

Financial Services
1.85K
+ 8.64%
$16.21 - $21.2 $30K - $39.2K
23.3K $493M
Capital Grp Fixed Incm ETF T
2.79K
+ 2.18%
N/A
130K $3.43B
CHY
Calamos Convertible & High Income Fund

Financial Services
4.8K
+ 18.82%
$9.18 - $10.99 $44K - $52.7K
30.3K $333M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
3.37K
+ 15.92%
$18.96 - $20.43 $64K - $68.9K
24.6K $502M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
13.7K
New
$4.43 - $5.39 $60.7K - $73.9K
13.7K $73.9M
GBIL
Goldman Sachs Access Treasury

ETFs
736
+ 11.32%
$99.83 - $100.19 $73.5K - $73.7K
7.24K $725M
Teekay Corporation LTD
1.41K
+ 3.86%
N/A
38K $314M
GPC
Genuine Parts CO

Consumer Cyclical
349
+ 2.5%
$105.54 - $129.09 $36.8K - $45.1K
14.3K $1.74B
ARW
Arrow Electronics Inc

Technology
52
+ 1.86%
$90.32 - $128.28 $4.7K - $6.67K
2.84K $362M
SONY
Sony Group Corp

Technology
2.58K
+ 32.02%
$21.24 - $26.88 $54.9K - $69.4K
10.7K $277M
AMT
American Tower Corp

Real Estate
273
+ 7.97%
$203.96 - $228.19 $55.7K - $62.3K
3.7K $817M
MTG
Mgic Investment Corp

Financial Services
786
+ 4.84%
$22.43 - $28.1 $17.6K - $22.1K
17K $474M
WDAY
Workday, Inc.

Technology
226
+ 8.48%
$210.47 - $274.71 $47.6K - $62.1K
2.89K $694M
CBRE
Cbre Group, Inc.

Real Estate
204
+ 4.51%
$113.94 - $140.12 $23.2K - $28.6K
4.73K $663M
PPG
Ppg Industries Inc

Basic Materials
427
+ 8.89%
$91.66 - $115.04 $39.1K - $49.1K
5.23K $595M
FIW
First Trust Water ETF

ETFs
434
+ 14.21%
$90.26 - $108.05 $39.2K - $46.9K
3.49K $377M
LEN
Lennar Corp

Consumer Cyclical
823
+ 15.44%
$102.76 - $115.66 $84.6K - $95.2K
6.15K $681M
VRSN
Verisign Inc

Technology
64
+ 4.57%
$234.49 - $288.8 $15K - $18.5K
1.46K $423M
JD
Jd.Com, Inc.

Consumer Cyclical
3.36K
+ 66.36%
$31.44 - $41.32 $106K - $139K
8.43K $275M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
1.29K
+ 20.28%
N/A
7.66K $353M
IFRX
Infla Rx N.V.

Healthcare
82.7K
New
$0.73 - $1.85 $60.3K - $153K
82.7K $65.3M
EQT
Eqt Corp

Energy
726
+ 16.66%
$46.11 - $60.44 $33.5K - $43.9K
5.08K $296M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
211
+ 3.21%
$86.58 - $104.98 $18.3K - $22.2K
6.77K $711M
EA
Electronic Arts Inc.

Communication Services
178
+ 7.82%
$132.53 - $159.7 $23.6K - $28.4K
2.46K $392M
BR
Broadridge Financial Solutions, Inc.

Technology
231
+ 1.98%
$217.22 - $246.25 $50.2K - $56.9K
11.9K $2.89B
UBS
Ubs Group Ag

Financial Services
985
+ 10.77%
$26.12 - $33.82 $25.7K - $33.3K
10.1K $343M
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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