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
Capital Group Global Equity
6.52K
+ 4.05%
N/A
167K $4.88B
VZ
Verizon Communications Inc

Communication Services
27.5K
+ 12.36%
$41.67 - $45.62 $1.15M - $1.26M
250K $10.8B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.33K
New
$104.23 - $134.39 $555K - $716K
5.33K $716M
LEU
Centrus Energy Corp

Energy
3.89K
New
$54.43 - $208.81 $212K - $812K
3.89K $713M
DTE
Dte Energy CO

Utilities
5.38K
New
$127.39 - $139.49 $685K - $750K
5.38K $712M
WEN
Wendy'S CO

Consumer Cyclical
69.7K
+ 255.79%
$11.11 - $14.72 $774K - $1.03M
96.9K $1.11B
NEAR
Blackrock Short Maturity Bond

ETFs
13.7K
+ 99.2%
$50.41 - $51.17 $689K - $699K
27.4K $1.4B
ICSH
Blackrock Ultra Short Term Bon

ETFs
13.8K
+ 46.21%
$50.48 - $50.71 $695K - $698K
43.5K $2.21B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7.13K
+ 50.62%
$90.85 - $102.31 $648K - $730K
21.2K $2.14B
RDIV
Invesco Exchange Traded Fd Tr

ETFs
14.5K
New
$42.44 - $49.08 $616K - $712K
14.5K $695M
APP
App Lovin Corp

Technology
1.11K
+ 31.54%
$219.37 - $417.89 $244K - $466K
4.65K $1.63B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.7K
New
$49.57 - $50.27 $679K - $688K
13.7K $688M
APH
Amphenol Corp

Technology
1.01K
+ 5.77%
$59.09 - $98.75 $59.7K - $99.8K
18.5K $1.83B
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
3.41K
+ 1.21%
$16.45 - $20.92 $56K - $71.3K
285K $5.96B
IWF
Ishares Russell 1000 Gr ETF

ETFs
703
+ 11.78%
$320.42 - $424.58 $225K - $298K
6.67K $2.83B
EEM
Ishares Msci Emerging Markets

ETFs
8.91K
+ 16.51%
$38.52 - $48.28 $343K - $430K
62.9K $3.04B
PNOV
Innovator U.S. Equity Power Bu
8.19K
+ 5.57%
N/A
155K $6.14B
XHYF
Bondbloxx ETF Tr Usd High Yiel

ETFs
17.1K
New
$36.03 - $38.03 $618K - $652K
17.1K $652M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.7K
+ 49.17%
$97.29 - $105.63 $652K - $708K
20.3K $2.07B
XHYI
Bondbloxx ETF Tr Usd High Yiel

ETFs
17K
New
$36.15 - $38.35 $614K - $651K
17K $651M
RSG
Republic Services, Inc.

Industrials
2.39K
+ 18.18%
$227.2 - $258.07 $543K - $617K
15.6K $3.83B
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.77K
+ 41.58%
$105.23 - $109.61 $607K - $633K
19.7K $2.15B
SYK
Stryker Corp

Healthcare
750
+ 5.04%
$337.37 - $395.63 $253K - $297K
15.6K $6.18B
NVS
Novartis Ag

Healthcare
4.87K
+ 84.0%
$101.96 - $121.01 $496K - $589K
10.7K $1.29B
QCOM
Qualcomm Inc

Technology
2.22K
+ 4.41%
$124.66 - $159.48 $277K - $354K
52.6K $8.37B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
7.07K
+ 3.28%
$24.57 - $29.72 $174K - $210K
222K $6.56B
DOV
Dover Corp

Industrials
3.33K
+ 186.59%
$151.14 - $186.7 $503K - $621K
5.11K $936M
TGT
Target Corp

Consumer Defensive
8.56K
+ 21.88%
$88.76 - $105.77 $760K - $905K
47.7K $4.7B
VV
Vanguard Large Cap ETF

ETFs
1.47K
+ 20.87%
$228.25 - $285.3 $336K - $420K
8.53K $2.43B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.46K
+ 2.78%
$81.46 - $94.63 $282K - $327K
128K $12.1B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.1K
+ 13.76%
$50.36 - $50.68 $607K - $611K
99.6K $5.05B
CEG
Constellation Energy Corp

Utilities
516
+ 14.01%
$170.96 - $322.76 $88.2K - $167K
4.2K $1.36B
VXF
Vanguard Extended Market ETF

ETFs
1.44K
+ 8.81%
$150.43 - $192.71 $217K - $278K
17.8K $3.43B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
5.16K
New
$107.61 - $119.09 $556K - $615K
5.16K $612M
MO
Altria Group, Inc.

Consumer Defensive
12.9K
+ 11.29%
$55.56 - $60.91 $716K - $785K
127K $7.45B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
12.6K
New
$41.3 - $47.0 $520K - $592K
12.6K $592M
SCHO
Schwab Short Term Us Treasury

ETFs
24.2K
+ 128.68%
$24.19 - $24.45 $586K - $592K
43K $1.05B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
11.4K
New
$49.73 - $51.44 $569K - $588K
11.4K $588M
SO
Southern CO

Utilities
6.49K
+ 8.61%
$84.91 - $92.56 $551K - $600K
81.8K $7.52B
HDV
Ishares Core High Dividend ETF

ETFs
5.18K
+ 94.89%
$108.41 - $120.51 $562K - $624K
10.6K $1.25B
EQIX
Equinix Inc

Real Estate
767
+ 54.32%
$740.07 - $914.43 $568K - $701K
2.18K $1.73B
CTVA
Corteva, Inc.

Basic Materials
4.57K
+ 22.02%
$55.52 - $74.53 $254K - $340K
25.3K $1.89B
JHMM
John Hancock Multifactor Mid C

ETFs
7.78K
+ 30.03%
$50.32 - $61.13 $391K - $476K
33.7K $2.06B
OKTA
Okta, Inc.

Technology
5.73K
New
$91.24 - $127.3 $523K - $729K
5.73K $573M
WMB
Williams Companies, Inc.

Energy
7.46K
+ 22.77%
$54.33 - $62.87 $406K - $469K
40.2K $2.53B
GTO
Invesco Actively Managed ETF T

ETFs
12.2K
+ 29.13%
$45.73 - $47.2 $556K - $574K
53.9K $2.53B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
11.1K
New
$50.09 - $51.09 $556K - $567K
11.1K $567M
Linde PLC
1.14K
+ 12.87%
N/A
10K $4.69B
VBR
Vanguard Small Cap Value ETF

ETFs
662
+ 1.32%
$162.76 - $195.77 $108K - $130K
50.7K $9.89B
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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