Concurrent Investment Advisors, LLC Purchases in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
1.82K
+ 1.72%
$37.66 - $42.06 $68.4K - $76.4K
107K $4.5B
Ftai Aviation LTD
3.74K
New
N/A
3.74K $498M
ROL
Rollins Inc

Consumer Cyclical
9.26K
+ 75.38%
$45.93 - $51.4 $425K - $476K
21.5K $1.09B
MO
Altria Group, Inc.

Consumer Defensive
532
+ 0.64%
$45.95 - $54.71 $24.4K - $29.1K
83.9K $4.28B
AEP
American Electric Power CO Inc

Utilities
1.79K
+ 8.84%
$87.11 - $104.95 $156K - $188K
22K $2.26B
ITB
Ishares Tr

ETFs
3.73K
New
$97.52 - $128.64 $363K - $479K
3.73K $474M
LNT
Alliant Energy Corp

Utilities
4.57K
+ 24.74%
$50.74 - $60.74 $232K - $277K
23K $1.4B
CBRE
Cbre Group, Inc.

Real Estate
2.87K
+ 101.66%
$85.97 - $124.48 $247K - $358K
5.7K $709M
PWR
Quanta Services, Inc.

Industrials
1.19K
+ 52.0%
$239.58 - $298.23 $284K - $353K
3.46K $1.03B
AVUV
American Centy ETF Tr Avantis

ETFs
1.24K
+ 2.3%
$88.24 - $99.7 $109K - $123K
54.9K $5.27B
MET
Metlife Inc

Financial Services
1.37K
+ 5.1%
$67.96 - $82.48 $93.1K - $113K
28.2K $2.33B
VOX
Vanguard Communication Service

ETFs
3.03K
New
$129.82 - $145.39 $393K - $440K
3.03K $440M
SNY
Sanofi

Healthcare
1.88K
+ 5.37%
$48.54 - $58.53 $91.4K - $110K
37K $2.13B
AMAT
Applied Materials Inc

Technology
3.33K
+ 45.92%
$174.88 - $254.97 $582K - $849K
10.6K $2.14B
HON
Honeywell International Inc

Industrials
2.61K
+ 14.85%
$196.73 - $220.21 $512K - $574K
20.1K $4.16B
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.75K
+ 2.26%
$28.02 - $32.68 $77.1K - $89.9K
124K $4.01B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.9K
+ 15.69%
$36.06 - $37.66 $321K - $335K
65.7K $2.47B
CTAS
Cintas Corp

Industrials
5.17K
+ 391.23%
$201.38 - $819.83 $1.04M - $4.24M
6.49K $1.34B
HCA
Hca Healthcare, Inc.

Healthcare
561
+ 26.19%
$315.12 - $406.43 $177K - $228K
2.7K $1.1B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.46K
+ 27.34%
$50.85 - $53.88 $328K - $348K
30.1K $1.62B
GS
Goldman Sachs Group Inc

Financial Services
432
+ 10.0%
$459.02 - $510.25 $198K - $220K
4.75K $2.35B
ITA
Ishares Tr

ETFs
1.71K
+ 21.7%
$131.58 - $149.64 $226K - $256K
9.61K $1.44B
SJM
J M Smucker CO

Consumer Defensive
2.1K
+ 18.47%
$109.12 - $122.4 $229K - $257K
13.5K $1.63B
AMD
Advanced Micro Devices Inc

Technology
2.22K
+ 15.68%
$128.67 - $183.96 $286K - $409K
16.4K $2.69B
VT
Vanguard Total World Stk Index

ETFs
854
+ 2.14%
$107.72 - $119.96 $92K - $102K
40.7K $4.87B
BMY
Bristol Myers Squibb CO

Healthcare
2.26K
+ 8.7%
$39.66 - $51.75 $89.4K - $117K
28.2K $1.46B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.94K
+ 7.81%
$49.93 - $51.15 $296K - $304K
81.9K $4.19B
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.9K
+ 20.61%
$92.56 - $99.46 $361K - $388K
22.8K $2.19B
J P Morgan Exchange Traded F
5.43K
+ 30.51%
N/A
23.2K $1.42B
PFF
Ishares Trust Ishares Pfd And

ETFs
8.04K
+ 12.34%
$31.18 - $33.5 $251K - $269K
73.2K $2.43B
XLB
Select Sector Spdr Fd Material

ETFs
3K
+ 27.94%
$86.95 - $97.09 $261K - $291K
13.7K $1.32B
KHC
Kraft Heinz CO

Consumer Defensive
7.08K
+ 16.2%
$31.86 - $36.13 $225K - $256K
50.7K $1.78B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.44K
+ 8.33%
$56.04 - $62.99 $249K - $279K
57.7K $3.53B
Reddit Inc
5.64K
New
N/A
5.64K $372M
PGR
Progressive Corp

Financial Services
562
+ 11.32%
$209.46 - $259.24 $118K - $146K
5.53K $1.4B
UBER
Uber Technologies, Inc

Technology
2.81K
+ 4.41%
$58.48 - $77.47 $165K - $218K
66.7K $5.01B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.26K
+ 12.78%
$42.22 - $48.62 $222K - $256K
46.4K $2.16B
EIM
Eaton Vance Municipal Bond Fund

Financial Services
33.3K
New
$10.21 - $10.93 $340K - $363K
33.3K $358M
KMI
Kinder Morgan, Inc.

Energy
5.24K
+ 4.87%
$19.72 - $22.22 $103K - $116K
113K $2.49B
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.81K
New
$51.0 - $52.05 $347K - $354K
6.81K $354M
IAK
Ishares Tr

ETFs
2.73K
New
$112.0 - $130.47 $306K - $356K
2.73K $352M
IGLB
Ishares 10+ Year Investment Gr

ETFs
6.57K
New
$49.38 - $54.19 $325K - $356K
6.57K $352M
AGNC
Agnc Investment Corp.

Real Estate
33.6K
New
$9.48 - $10.66 $318K - $358K
33.6K $351M
BEP
Brookfield Renewable Partners L.P.

Utilities
12.4K
New
$23.3 - $28.3 $288K - $350K
12.4K $348M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
10.4K
New
$29.79 - $33.25 $311K - $347K
10.4K $344M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10.9K
+ 5.67%
$19.92 - $20.67 $217K - $225K
203K $4.17B
D
Dominion Energy, Inc

Utilities
603
+ 1.73%
$48.01 - $58.53 $29K - $35.3K
35.4K $2.04B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7.98K
+ 79.19%
$31.95 - $38.02 $255K - $303K
18.1K $677M
ICE
Intercontinental Exchange, Inc.

Financial Services
131
+ 0.98%
$136.93 - $162.81 $17.9K - $21.3K
13.6K $2.18B
Activity Summary
Buys All Purchases 673 New Holdings 122 Increased Positions 551 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 45 Puts 11
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email