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
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.4K
+ 10.99%
$51.78 - $57.89 $800K - $894K
156K $8.97B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.13K
+ 1.26%
N/A
251K $24.9B
TJX
Tjx Companies Inc

Consumer Cyclical
965
+ 1.38%
$121.35 - $144.54 $117K - $139K
70.8K $10.2B
LOW
Lowes Companies Inc

Consumer Cyclical
1.3K
+ 3.02%
$215.01 - $273.02 $280K - $355K
44.5K $11.2B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.41K
+ 2.52%
$110.74 - $122.12 $377K - $416K
139K $16.8B
Tidal Trust Ii
112K
New
N/A
112K $1.56B
Fidelity Covington Trust
41K
+ 334.51%
N/A
53.3K $1.95B
Fidelity Wise Origin Bitcoin
14.8K
+ 114.09%
N/A
27.7K $2.77B
ZS
Zscaler, Inc.

Technology
5.14K
New
$267.68 - $316.5 $1.38M - $1.63M
5.14K $1.54B
C
Citigroup Inc

Financial Services
7.8K
+ 17.21%
$85.57 - $103.49 $668K - $808K
53.2K $5.4B
XOM
Exxon Mobil Corp

Energy
3.5K
+ 1.56%
$105.83 - $117.22 $371K - $411K
228K $25.7B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
16.7K
+ 7.52%
$55.15 - $58.11 $923K - $973K
239K $13.7B
XLF
Financial Sector Spdr

ETFs
19.4K
+ 6.96%
$51.37 - $54.25 $999K - $1.05M
299K $16.1B
Coreweave Inc
10.7K
+ 903.63%
N/A
11.9K $1.63B
MU
Micron Technology Inc

Technology
3.78K
+ 21.03%
$104.88 - $168.89 $396K - $638K
21.7K $3.64B
Pimco ETF Tr
51.3K
+ 362.79%
N/A
65.5K $1.76B
CGMS
Capital Grp Core Plus Income E
48.4K
+ 25.68%
N/A
237K $6.58B
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
29.3K
+ 23.25%
$44.84 - $45.49 $1.32M - $1.33M
155K $7.06B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
23.8K
New
$53.93 - $57.58 $1.28M - $1.37M
23.8K $1.34B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17.2K
+ 43.94%
$70.77 - $73.59 $1.22M - $1.26M
56.3K $4.12B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 4.35%
$692600.0 - $759798.0 $693K - $760K
24 $18.1B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
12.6K
+ 62.11%
$98.52 - $103.93 $1.24M - $1.31M
33K $3.39B
DMCY
Advisors Inner Circle Fd Iii D

ETFs
44.2K
New
$27.91 - $30.07 $1.23M - $1.33M
44.2K $1.32B
SOXX
Ishares Semiconductor ETF

ETFs
3.62K
+ 34.27%
$236.93 - $271.12 $857K - $980K
14.2K $3.84B
MSOS
Advisorshares Tr Pure Us Canna

ETFs
152K
+ 61.87%
$2.4 - $5.57 $364K - $844K
396K $1.9B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
33.5K
+ 41.9%
$37.14 - $37.85 $1.25M - $1.27M
114K $4.29B
CGUS
Capital Group Core Equity ETF
26.4K
+ 28.6%
$36.89 - $39.72 $974K - $1.05M
119K $4.69B
DFAU
Dimensional ETF Tr

ETFs
26.4K
+ 124.16%
$42.42 - $45.96 $1.12M - $1.22M
47.7K $2.18B
TRN
Trinity Industries Inc

Industrials
44.6K
+ 147.39%
$23.3 - $29.03 $1.04M - $1.29M
74.8K $2.1B
Capital Grp Fixed Incm ETF T
45.3K
+ 34.7%
N/A
176K $4.67B
Ge Vernova Inc
980
+ 13.27%
N/A
8.36K $5.14B
FYX
First Tr Small Cap Core Alphad

ETFs
3.67K
+ 5.23%
$96.35 - $111.0 $353K - $407K
73.7K $8.03B
IP
International Paper CO

Consumer Cyclical
25.5K
+ 155.81%
$45.32 - $55.68 $1.16M - $1.42M
41.9K $1.95B
Northern Lts Fd Tr Iii
27.1K
+ 59.36%
N/A
72.8K $2.88B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23K
+ 8.07%
$50.53 - $50.82 $1.16M - $1.17M
308K $15.6B
FLGV
Franklin Templeton ETF Trfrank

ETFs
55.3K
+ 16.32%
$20.24 - $20.75 $1.12M - $1.15M
394K $8.14B
AFLG
First Tr Exchange Traded Fd Vi
29.4K
+ 404.82%
N/A
36.6K $1.42B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.9K
+ 21.58%
$48.5 - $50.19 $1.02M - $1.05M
118K $5.91B
SNA
Snap On Inc

Industrials
1.8K
+ 12.18%
$313.01 - $346.53 $564K - $624K
16.6K $5.75B
CB
Chubb LTD

Financial Services
4.56K
+ 23.62%
$265.99 - $289.59 $1.21M - $1.32M
23.9K $6.74B
SPTL
Spdr Portfolio Long Term Treas

ETFs
41.8K
+ 336.2%
$25.67 - $27.21 $1.07M - $1.14M
54.3K $1.46B
HAL
Halliburton CO

Energy
18.3K
+ 11.78%
$20.5 - $25.11 $374K - $458K
173K $4.26B
VOE
Vanguard Mid Cap Value Index F

ETFs
4.46K
+ 13.98%
$164.63 - $174.58 $735K - $779K
36.4K $6.35B
LVHI
Franklin International Low Vol

ETFs
27.9K
+ 48.31%
$32.69 - $35.19 $911K - $981K
85.5K $2.97B
UNH
Unitedhealth Group Inc

Healthcare
757
+ 3.04%
$237.77 - $353.61 $180K - $268K
25.7K $8.86B
Neos ETF Trust
19.5K
+ 150.27%
N/A
32.5K $1.76B
Viper Energy Inc
28.4K
New
N/A
28.4K $1.08B
IBM
International Business Machines Corp

Technology
5.99K
+ 12.06%
$234.77 - $292.47 $1.41M - $1.75M
55.6K $15.7B
FCX
Freeport Mcmoran Inc

Basic Materials
32.2K
+ 66.86%
$35.34 - $47.21 $1.14M - $1.52M
80.2K $3.15B
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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