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
PFEB
Innovator U.S. Equity Power Bu

ETFs
18.9K
New
$37.99 - $39.69 $718K - $750K
18.9K $750M
QBTS
D Wave Quantum Inc.

Technology
30.2K
New
$14.81 - $27.72 $448K - $838K
30.2K $747M
CIVI
Civitas Resources, Inc.

Energy
22.9K
New
$27.85 - $37.37 $638K - $856K
22.9K $745M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
20.4K
New
N/A
20.4K $736M
KWEB
Kraneshares Tr Csi China Inter

ETFs
17.5K
New
$33.63 - $42.59 $588K - $745K
17.5K $735M
BNDX
Vanguard Total International B

ETFs
15K
+ 9.88%
$49.0 - $49.51 $734K - $741K
166K $8.23B
USFR
Wisdomtree Floating Rate Treas

ETFs
14.8K
+ 4.75%
$50.23 - $50.48 $745K - $749K
327K $16.4B
First Tr Exchng Traded Fd Vi
14.2K
+ 7.96%
N/A
193K $7.57B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.8K
+ 8.93%
$282.75 - $294.19 $508K - $529K
21.9K $6.44B
Managed Portfolio Series
27.8K
+ 183.4%
N/A
43K $1.1B
TDIV
First Trust Nasdaq Technology

ETFs
5.76K
+ 33.48%
$89.27 - $100.33 $514K - $578K
23K $2.26B
PMAR
Innovator U.S. Equity Power Bu

ETFs
16K
New
$42.21 - $43.91 $675K - $702K
16K $702M
FMF
First Trust Managed Futures St

ETFs
14.3K
New
$45.19 - $48.75 $646K - $697K
14.3K $697M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
14.2K
+ 78.18%
$47.76 - $48.46 $676K - $686K
32.3K $1.56B
GTO
Invesco Actively Managed ETF T

ETFs
13.7K
+ 25.32%
$46.43 - $47.91 $634K - $654K
67.6K $3.21B
DFAI
Dimensional ETF Tr

ETFs
15.1K
+ 20.93%
$34.05 - $36.55 $515K - $553K
87.4K $3.18B
LEN
Lennar Corp

Consumer Cyclical
4.55K
+ 73.9%
$107.73 - $142.4 $490K - $648K
10.7K $1.35B
SO
Southern CO

Utilities
4.51K
+ 5.51%
$90.83 - $96.0 $410K - $433K
86.4K $8.18B
JPIE
J P Morgan Exchange Traded Fd
13.7K
New
$46.01 - $46.55 $629K - $637K
13.7K $635M
IWF
Ishares Russell 1000 Gr ETF

ETFs
727
+ 10.9%
$420.11 - $472.68 $305K - $344K
7.4K $3.47B
PR
Permian Resources Corporation

Energy
49.2K
New
$12.8 - $14.51 $630K - $714K
49.2K $630M
EUFN
Ishares Msci Europe Financials

ETFs
18.3K
New
$31.4 - $34.74 $575K - $637K
18.3K $629M
BBY
Best Buy CO Inc

Consumer Cyclical
7.8K
+ 28.63%
$64.12 - $78.46 $500K - $612K
35K $859M
Bitmine Immersion Tecnologie
11.6K
New
N/A
11.6K $601M
PKG
Packaging Corp Of America

Consumer Cyclical
2.33K
+ 74.18%
$191.41 - $220.25 $447K - $514K
5.48K $1.19B
FTHI
First Trust Exchange Traded Fd

ETFs
21.7K
+ 23.26%
$22.76 - $23.92 $494K - $520K
115K $2.73B
VCR
Vanguard Consumer Discretionar

ETFs
272
+ 1.93%
$359.61 - $401.35 $97.8K - $109K
14.4K $5.69B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
13.3K
New
$42.75 - $43.37 $570K - $578K
13.3K $578M
DAL
Delta Air Lines, Inc.

Industrials
4.28K
+ 9.9%
$49.0 - $61.97 $210K - $265K
47.5K $2.7B
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.28K
+ 6.14%
$55.61 - $57.37 $516K - $532K
160K $9.15B
Rocket Lab Corp
9.59K
+ 111.56%
N/A
18.2K $871M
IXN
Ishares Global Information Tec

ETFs
4.48K
+ 52.76%
$91.28 - $103.32 $409K - $462K
13K $1.34B
F
Ford Motor CO

Consumer Cyclical
29.6K
+ 13.45%
$10.82 - $12.09 $320K - $358K
250K $2.53B
T Rowe Price ETF Inc
10.7K
+ 17.39%
N/A
72.1K $2.72B
MP
Mp Materials Corp.

Basic Materials
8.21K
New
$30.03 - $77.13 $246K - $633K
8.21K $550M
Invesco Actively Managed Exc
21.4K
+ 91.61%
N/A
44.7K $1.15B
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
9.8K
New
$46.93 - $58.5 $460K - $573K
9.8K $548M
APH
Amphenol Corp

Technology
631
+ 3.4%
$97.39 - $125.4 $61.5K - $79.1K
19.2K $2.37B
Vanguard Wellington Fd
5.27K
+ 193.47%
N/A
8K $815M
PFE
Pfizer Inc

Healthcare
11.3K
+ 5.63%
$23.29 - $25.88 $263K - $292K
212K $5.4B
MCD
Mcdonalds Corp

Consumer Cyclical
187
+ 0.46%
$291.67 - $316.99 $54.5K - $59.3K
40.7K $12.4B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.59K
+ 34.91%
$52.39 - $53.11 $503K - $509K
37.1K $1.97B
First Tr Exchange Traded Fd
26.1K
+ 33.18%
N/A
105K $1.77B
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
13.2K
New
$37.73 - $38.9 $500K - $515K
13.2K $515M
Victory Portfolios Ii
64
+ 0.03%
N/A
238K $8.94B
CTRE
Care Trust Reit, Inc.

Real Estate
14.7K
New
$30.29 - $34.8 $447K - $513K
14.7K $511M
COIN
Coinbase Global, Inc.

Technology
1.64K
+ 45.21%
$297.99 - $419.78 $490K - $690K
5.28K $1.78B
Astera Labs Inc
667
+ 18.68%
N/A
4.24K $830M
PAPR
Innovator U.S. Equity Power Bu

ETFs
12.9K
+ 216.15%
$37.32 - $38.38 $483K - $497K
18.9K $726M
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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