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
HOMZ
ETF Ser Solutions Hoya Cap Hsg

ETFs
23.3K
New
$39.48 - $45.36 $918K - $1.05M
23.3K $1.01B
QUBT
Quantum Computing Inc.

Technology
52.3K
New
$5.87 - $21.22 $307K - $1.11M
52.3K $1B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
12.5K
+ 324.8%
$62.73 - $78.42 $781K - $977K
16.3K $1.26B
ILMN
Illumina, Inc.

Healthcare
10.3K
New
$70.3 - $95.41 $722K - $981K
10.3K $981M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.16K
+ 12.36%
$483.48 - $539.8 $4.43M - $4.95M
83.3K $40.5B
CGMS
Capital Grp Core Plus Income E
33.5K
+ 21.57%
N/A
189K $5.21B
WAL
Western Alliance Bancorporation

Financial Services
12.5K
New
$61.0 - $79.94 $761K - $997K
12.5K $972M
Tidal Trust I
3.47K
+ 10.16%
N/A
37.6K $4.45B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
8.29K
+ 14.35%
$72.32 - $86.4 $600K - $716K
66K $5.71B
VMC
Vulcan Materials CO

Basic Materials
3.08K
+ 58.37%
$226.49 - $276.01 $698K - $851K
8.36K $2.18B
AOA
Ishares Tr Core Aggressive All

ETFs
11.3K
New
$69.46 - $83.4 $787K - $946K
11.3K $946M
First Tr Exchng Traded Fd Vi
28.4K
New
N/A
28.4K $944M
TXN
Texas Instruments Inc

Technology
1.8K
+ 8.94%
N/A
21.9K $4.55B
MRVL
Marvell Technology, Inc.

Technology
9.86K
+ 96.86%
$49.38 - $79.97 $487K - $789K
20K $1.55B
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
18.4K
+ 17.09%
$42.73 - $45.32 $787K - $835K
126K $5.72B
AVUV
American Centy ETF Tr Avantis

ETFs
6.72K
+ 9.08%
$75.17 - $91.21 $505K - $613K
80.7K $7.35B
DFAU
Dimensional ETF Tr

ETFs
21.3K
New
$34.04 - $42.36 $725K - $902K
21.3K $902M
WFC
Wells Fargo & Company

Financial Services
2.7K
+ 3.3%
$60.98 - $80.12 $165K - $217K
84.8K $6.79B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
35.2K
New
$24.96 - $25.5 $879K - $898K
35.2K $898M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
19.2K
+ 24.73%
$48.13 - $49.85 $926K - $959K
97K $4.76B
CTAS
Cintas Corp

Industrials
2.99K
+ 22.69%
$190.11 - $227.66 $569K - $682K
16.2K $3.61B
MLPX
Global X Mlp & Energy Infrastr

ETFs
14.2K
New
$55.32 - $65.02 $787K - $925K
14.2K $892M
SLV
I Shares Silver Trust

ETFs
23.9K
+ 52.48%
$27.08 - $33.74 $647K - $806K
69.4K $2.28B
ET
Energy Transfer LP

Energy
51.7K
+ 30.95%
$15.65 - $18.93 $809K - $978K
219K $3.96B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
39.8K
+ 34.27%
$20.12 - $21.0 $801K - $836K
156K $3.26B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.19K
+ 35.46%
$121.58 - $136.74 $752K - $846K
23.6K $3.21B
SDOG
Alps Sector Dividend Dogs ETF

ETFs
14.5K
New
$50.46 - $58.08 $732K - $842K
14.5K $834M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.2K
+ 19.3%
$75.05 - $77.34 $765K - $788K
63K $4.87B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.4K
+ 234.36%
$29.12 - $35.84 $651K - $801K
31.9K $1.14B
Grail Inc
16K
New
N/A
16K $824M
Blackrock ETF Trust
23K
New
N/A
23K $820M
TRN
Trinity Industries Inc

Industrials
30.2K
New
$24.11 - $28.86 $729K - $872K
30.2K $817M
FCX
Freeport Mcmoran Inc

Basic Materials
14K
+ 41.21%
$29.15 - $44.46 $409K - $624K
48.1K $2.08B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.65K
+ 2.33%
$43.53 - $54.46 $115K - $144K
116K $6.34B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
8K
+ 18.46%
$99.1 - $99.49 $793K - $796K
51.3K $5.11B
Arm Holdings PLC
4.89K
New
N/A
4.89K $790M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.61K
+ 20.16%
$57.41 - $74.81 $379K - $494K
39.4K $2.93B
Capital Group Dividend Growe
9.61K
+ 5.67%
N/A
179K $6.02B
JMEE
J P Morgan Exchange Traded Fd

ETFs
12.1K
+ 59.29%
$49.07 - $59.23 $596K - $719K
32.6K $1.93B
FLGV
Franklin Templeton ETF Trfrank

ETFs
38.3K
+ 12.73%
$20.16 - $20.7 $772K - $792K
339K $6.97B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.9K
+ 37.86%
$44.68 - $45.96 $753K - $774K
61.4K $2.81B
PLD
Prologis, Inc.

Real Estate
9.24K
+ 31.26%
$89.76 - $112.34 $830K - $1.04M
38.8K $4.08B
VEU
Vanguard Ftse All World Ex Us

ETFs
9.67K
+ 53.33%
$54.19 - $67.22 $524K - $650K
27.8K $1.87B
IP
International Paper CO

Consumer Cyclical
16.4K
New
$43.89 - $54.46 $719K - $893K
16.4K $768M
BKNG
Booking Holdings Inc.

Consumer Cyclical
82
+ 33.47%
$4164.15 - $5789.24 $341K - $475K
327 $1.89B
IGV
Ishares Expanded Tech Software

ETFs
685
+ 2.04%
$80.15 - $109.5 $54.9K - $75K
34.3K $3.76B
OWL
Blue Owl Capital Inc.

Financial Services
42.1K
+ 73.99%
$15.9 - $21.16 $669K - $891K
99K $1.9B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
27.9K
+ 45.03%
$17.76 - $22.1 $495K - $617K
89.8K $1.99B
PSA
Public Storage

Real Estate
2.6K
+ 61.52%
$266.31 - $309.77 $691K - $804K
6.81K $2B
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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