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
VFH
Vanguard Financial ETF

ETFs
8.91K
+ 28.83%
$114.07 - $127.34 $1.02M - $1.13M
39.8K $4.76B
MGV
Vanguard Mega Cap Value

ETFs
7.94K
+ 36.75%
$123.61 - $133.01 $981K - $1.06M
29.5K $3.81B
UNM
Unum Group

Financial Services
11.5K
+ 57.98%
$71.8 - $83.34 $827K - $960K
31.4K $2.56B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17.2K
+ 31.36%
$65.27 - $71.18 $1.12M - $1.22M
71.9K $4.77B
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
25.1K
New
$42.64 - $44.05 $1.07M - $1.11M
25.1K $1.1B
CBSH
Commerce Bancshares Inc

Financial Services
17.7K
+ 57.87%
$58.85 - $68.59 $1.04M - $1.21M
48.3K $3.01B
AMD
Advanced Micro Devices Inc

Technology
13.7K
+ 79.47%
$96.63 - $129.55 $1.33M - $1.78M
31K $3.19B
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
24.8K
+ 29.87%
$44.41 - $45.43 $1.1M - $1.13M
108K $4.81B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
30.4K
New
$34.14 - $37.91 $1.04M - $1.15M
30.4K $1.08B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
9.52K
New
$113.13 - $127.79 $1.08M - $1.22M
9.52K $1.08B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.39K
+ 140.79%
$196.12 - $229.48 $1.06M - $1.24M
9.22K $1.86B
JCPB
J P Morgan Exchange Traded Fd

ETFs
20.9K
+ 24.08%
$45.56 - $47.23 $952K - $987K
108K $5.07B
VNLA
Janus Henderson Short Duration

ETFs
21.5K
+ 144.89%
$48.89 - $49.21 $1.05M - $1.06M
36.3K $1.78B
DD
Du Pont De Nemours, Inc.

Basic Materials
14.3K
+ 85.32%
$72.7 - $84.32 $1.04M - $1.21M
31.2K $2.33B
FTHI
First Trust Exchange Traded Fd

ETFs
49.6K
+ 165.91%
$21.62 - $23.74 $1.07M - $1.18M
79.5K $1.74B
Kenvue Inc
41.5K
+ 250.04%
N/A
58.1K $1.39B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
13.8K
+ 45.93%
$66.9 - $71.57 $926K - $991K
44K $3.1B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.21K
+ 40.45%
$208.48 - $244.03 $669K - $783K
11.1K $2.72B
TRGP
Targa Resources Corp.

Energy
5.14K
New
$178.44 - $217.22 $916K - $1.12M
5.14K $1.03B
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
72.1K
New
$13.33 - $14.08 $960K - $1.01M
72.1K $1B
MUB
Ishares National Muni Bond ETF

ETFs
9.7K
+ 42.61%
$104.71 - $107.69 $1.02M - $1.04M
32.5K $3.42B
CTVA
Corteva, Inc.

Basic Materials
15K
+ 262.29%
$55.94 - $66.15 $840K - $993K
20.7K $1.31B
CMCSA
Comcast Corp

Communication Services
27.4K
+ 49.82%
$33.19 - $38.23 $909K - $1.05M
82.4K $3.04B
CRS
Carpenter Technology Corp

Industrials
5.37K
New
$172.39 - $212.53 $926K - $1.14M
5.37K $974M
Capital Group Equity ETF Tr
40.6K
New
N/A
40.6K $969M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
18.9K
+ 391.0%
$47.08 - $50.67 $890K - $958K
23.7K $1.19B
DUK
Duke Energy Corp

Utilities
2.91K
+ 6.85%
$105.87 - $121.97 $308K - $354K
45.3K $5.53B
HWM
Howmet Aerospace Inc.

Industrials
6.61K
+ 136.4%
$110.79 - $139.39 $732K - $921K
11.5K $1.49B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
18.9K
+ 43.15%
N/A
62.7K $3.14B
ADI
Analog Devices Inc

Technology
5.71K
+ 29.88%
$201.56 - $243.82 $1.15M - $1.39M
24.8K $5.01B
PH
Parker Hannifin Corp

Industrials
1.68K
+ 51.41%
$591.65 - $707.05 $992K - $1.19M
4.94K $3B
TUSI
Touchstone ETF Tr Ultra Short
36.5K
+ 121.94%
N/A
66.5K $1.68B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
19.8K
+ 41.15%
$50.25 - $55.9 $995K - $1.11M
67.9K $3.5B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
14.6K
+ 170.98%
$62.72 - $71.92 $918K - $1.05M
23.2K $1.46B
DE
Deere & CO

Industrials
1.52K
+ 38.02%
$408.57 - $509.27 $621K - $775K
5.52K $2.59B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
19.3K
+ 83.04%
$51.45 - $58.51 $991K - $1.13M
42.5K $2.2B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
21.7K
+ 32.34%
$67.24 - $84.27 $1.46M - $1.83M
89K $6.07B
RDVY
First Trust Rising Dividend Ac

ETFs
17.2K
+ 8.63%
$57.22 - $63.39 $984K - $1.09M
216K $12.7B
PSA
Public Storage

Real Estate
2.94K
+ 228.76%
$288.99 - $313.98 $848K - $922K
4.22K $1.26B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
43.5K
+ 59.97%
$20.7 - $21.15 $901K - $921K
116K $2.4B
FTGC
First Trust Global Tactical CO

ETFs
27.5K
+ 25.33%
$23.95 - $25.86 $658K - $711K
136K $3.47B
NGVT
Ingevity Corp

Basic Materials
21.6K
New
$37.74 - $48.87 $814K - $1.05M
21.6K $854M
FTNT
Fortinet, Inc.

Technology
8.8K
+ 329.55%
$92.49 - $114.57 $814K - $1.01M
11.5K $1.1B
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
40.3K
New
$17.67 - $20.85 $711K - $839K
40.3K $839M
CRNC
Cerence Inc.

Technology
106K
New
$7.9 - $20.18 $838K - $2.14M
106K $838M
VICI
Vici Properties Inc.

Real Estate
20.9K
+ 49.77%
$28.21 - $32.68 $588K - $682K
62.8K $2.05B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.7K
+ 21.81%
$50.39 - $50.66 $790K - $794K
87.6K $4.43B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
65.8K
+ 37.1%
$16.57 - $18.85 $1.09M - $1.24M
243K $4.04B
Ge Vernova Inc
2.87K
+ 91.49%
N/A
6.01K $1.83B
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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