Concurrent Investment Advisors, LLC Purchases in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JLL
Jones Lang Lasalle Inc

Real Estate
204
+ 0.8%
$238.0 - $284.76 $48.6K - $58.1K
25.7K $6.36B
MAR
Marriott International Inc

Consumer Cyclical
796
+ 11.9%
$237.01 - $304.45 $189K - $242K
7.49K $1.78B
HUMA
Humacyte, Inc.

Healthcare
11.2K
+ 34.67%
$1.71 - $5.18 $19.2K - $58K
43.5K $74.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
137
+ 0.36%
$23.16 - $27.04 $3.17K - $3.7K
38.1K $893M
CADE
Cadence Bank

Financial Services
1.06K
+ 3.35%
$29.1 - $35.93 $30.7K - $37.9K
32.6K $989M
IWF
Ishares Russell 1000 Gr ETF

ETFs
351
+ 6.25%
$360.07 - $417.26 $126K - $146K
5.97K $2.16B
PSTG
Pure Storage, Inc.

Technology
429
+ 6.16%
$44.27 - $72.37 $19K - $31K
7.39K $327M
ADBE
Adobe Inc.

Technology
413
+ 9.73%
$377.84 - $464.11 $156K - $192K
4.66K $1.79B
MSI
Motorola Solutions, Inc.

Technology
145
+ 2.13%
$411.73 - $482.1 $59.7K - $69.9K
6.95K $3.04B
NOW
Service Now, Inc.

Technology
845
+ 28.53%
$783.83 - $1170.39 $662K - $989K
3.81K $3.03B
AI
C3.Ai, Inc.

Technology
1.73K
+ 13.53%
$20.92 - $36.93 $36.1K - $63.7K
14.5K $305M
IONQ
Ion Q, Inc.

Technology
1.32K
+ 13.9%
$18.27 - $51.07 $24.1K - $67.4K
10.8K $238M
POOL
Pool Corp

Industrials
94
+ 1.11%
$314.92 - $364.31 $29.6K - $34.2K
8.57K $2.73B
IJS
Ishares S&P Smallcap 600 Value

ETFs
4.14K
+ 8.07%
$96.3 - $112.23 $398K - $464K
55.4K $5.4B
HPE
Hewlett Packard Enterprise CO

Technology
20K
+ 24.49%
$14.77 - $24.42 $295K - $487K
101K $1.56B
Reddit Inc
423
+ 10.96%
N/A
4.28K $449M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7.56K
+ 8.02%
$126.86 - $146.45 $959K - $1.11M
102K $12.9B
DAL
Delta Air Lines, Inc.

Industrials
255
+ 2.04%
$43.6 - $69.06 $11.1K - $17.6K
12.8K $556M
ENVX
Enovix Corp

Industrials
3.12K
+ 4.92%
$7.21 - $14.33 $22.5K - $44.8K
66.6K $489M
CMI
Cummins Inc

Industrials
680
+ 5.74%
$312.92 - $386.07 $213K - $263K
12.5K $3.92B
Tidal ETF Tr
264
+ 0.78%
N/A
34.2K $3.48B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
79
+ 0.09%
$32.49 - $37.99 $2.57K - $3K
91.6K $3.07B
DIS
Walt Disney CO

Communication Services
5.77K
+ 9.02%
$96.87 - $114.0 $559K - $657K
69.7K $6.88B
MTDR
Matador Resources CO

Energy
244
+ 0.44%
$44.79 - $63.77 $10.9K - $15.6K
55.5K $2.83B
AXP
American Express CO

Financial Services
1.07K
+ 5.23%
$255.39 - $325.87 $274K - $350K
21.6K $5.81B
BAC
Bank Of America Corp

Financial Services
7.25K
+ 2.73%
$39.61 - $47.74 $287K - $346K
273K $11.4B
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
12.5K
+ 6.46%
$21.0 - $24.67 $262K - $307K
205K $4.33B
MRVL
Marvell Technology, Inc.

Technology
1.89K
+ 22.79%
$61.57 - $126.06 $116K - $238K
10.2K $627M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.98K
+ 13.82%
$65.15 - $91.81 $259K - $365K
32.8K $2.14B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.46K
+ 4.18%
$94.32 - $110.46 $232K - $272K
61.3K $5.91B
Arista Networks Inc
1.37K
+ 8.86%
N/A
16.9K $1.31B
MCHP
Microchip Technology Inc

Technology
3.64K
+ 5.55%
$48.41 - $64.3 $176K - $234K
69.3K $3.35B
APO
Apollo Global Management, Inc.

Financial Services
766
+ 4.17%
$126.01 - $172.06 $96.5K - $132K
19.1K $2.62B
EMR
Emerson Electric CO

Industrials
2.12K
+ 4.4%
$108.64 - $131.17 $230K - $277K
50.1K $5.5B
TGT
Target Corp

Consumer Defensive
5.34K
+ 15.82%
$103.65 - $142.5 $553K - $761K
39.1K $4.08B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
124
+ 0.27%
$121.0 - $142.28 $15K - $17.6K
46.1K $5.74B
TTD
Trade Desk, Inc.

Technology
688
+ 7.01%
$53.59 - $126.58 $36.9K - $87.1K
10.5K $575M
GOOGL
Alphabet Inc.

Communication Services
35.1K
+ 20.14%
$154.33 - $206.19 $5.42M - $7.25M
210K $32.4B
ORCL
Oracle Corp

Technology
14.6K
+ 14.57%
$139.81 - $186.47 $2.04M - $2.72M
115K $16B
UPS
United Parcel Service Inc

Industrials
825
+ 1.79%
$109.66 - $136.26 $90.5K - $112K
46.8K $5.15B
IWM
Ishares Russell 2000 ETF

ETFs
2.6K
+ 4.5%
$198.1 - $229.79 $514K - $597K
60.4K $12B
EME
Emcor Group, Inc.

Industrials
545
+ 3.98%
$361.16 - $535.99 $197K - $292K
14.2K $5.26B
BSY
Bentley Systems Inc

Technology
628
+ 0.45%
$39.34 - $47.7 $24.7K - $30K
141K $5.53B
FV
First Trust Dorsey Wright Focu

ETFs
7.62K
+ 1.34%
$53.91 - $63.03 $411K - $481K
575K $31.5B
AVGO
Broadcom Inc.

Technology
9.96K
+ 6.9%
$167.43 - $244.7 $1.67M - $2.44M
154K $25.8B
NVDA
Nvidia Corp

Technology
61.9K
+ 10.25%
$106.98 - $149.43 $6.62M - $9.25M
665K $72.1B
Activity Summary
Buys All Purchases 897 New Holdings 214 Increased Positions 683 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 22 Puts 11
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