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
TOWN
Towne Bank (Va)

Financial Services
17.3K
New
$32.13 - $37.51 $554K - $647K
17.3K $590M
SOFI
So Fi Technologies, Inc.

Financial Services
80.8K
+ 86.85%
$11.18 - $18.03 $903K - $1.46M
174K $2.02B
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.3K
+ 167.62%
$58.81 - $68.2 $603K - $700K
16.4K $979M
FXU
First Tr Exchange Traded Fd Ut

ETFs
12.3K
+ 52.0%
$37.42 - $41.14 $459K - $504K
35.8K $1.47B
WELL
Welltower Inc.

Real Estate
373
+ 1.95%
$124.05 - $156.86 $46.3K - $58.5K
19.5K $2.99B
FNDE
Schwab Fundamental Emerging Mk

ETFs
11.4K
+ 8.95%
$28.11 - $32.0 $321K - $365K
139K $4.28B
CI
Cigna Corp

Healthcare
1.13K
+ 29.13%
$274.49 - $329.0 $309K - $370K
4.99K $1.64B
BR
Broadridge Financial Solutions, Inc.

Technology
1.68K
+ 16.79%
$221.46 - $244.83 $372K - $411K
11.7K $2.83B
RYLD
Global X Fds Russell 2000 Cove

ETFs
37.6K
New
$14.93 - $16.85 $561K - $634K
37.6K $568M
BA
Boeing CO

Industrials
4.17K
+ 18.41%
$148.15 - $186.25 $618K - $777K
26.8K $4.58B
ET
Energy Transfer LP

Energy
37.2K
+ 28.62%
$17.26 - $21.08 $641K - $783K
167K $3.1B
FPX
First Trust Us Equity Opportun

ETFs
4.99K
New
$106.21 - $143.53 $530K - $716K
4.99K $557M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
15.6K
New
N/A
15.6K $556M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
11.3K
New
$48.37 - $55.84 $546K - $631K
11.3K $552M
SLV
I Shares Silver Trust

ETFs
12.7K
+ 38.62%
$26.93 - $31.32 $341K - $397K
45.5K $1.41B
RSG
Republic Services, Inc.

Industrials
20
+ 0.15%
$200.09 - $242.16 $4K - $4.84K
13.2K $3.19B
TRV
Travelers Companies, Inc.

Financial Services
1.7K
+ 47.28%
$232.43 - $265.13 $396K - $452K
5.31K $1.4B
MDIV
First Trust Multi Asset Divers

ETFs
32.6K
New
$16.02 - $16.68 $522K - $544K
32.6K $533M
EOG
Eog Resources Inc

Energy
3.79K
+ 49.25%
$120.54 - $138.05 $457K - $524K
11.5K $1.47B
VIG
Vanguard Dividend Appreciation

ETFs
3.39K
+ 4.77%
N/A
74.4K $14.4B
ZTS
Zoetis Inc.

Healthcare
3.04K
+ 20.6%
$156.48 - $175.67 $476K - $534K
17.8K $2.93B
SPG
Simon Property Group Inc

Real Estate
4.87K
+ 10.53%
$159.48 - $187.78 $776K - $914K
51.1K $8.48B
IOO
Ishares Tr Global 100 ETF

ETFs
5.37K
New
$96.2 - $105.12 $517K - $565K
5.37K $517M
SAP
Sap Se

Technology
1.8K
+ 124.76%
$241.4 - $293.69 $434K - $528K
3.24K $870M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.4K
+ 12.96%
$156.61 - $168.02 $533K - $572K
29.7K $4.76B
PTON
Peloton Interactive, Inc.

Consumer Cyclical
80.6K
New
$5.62 - $10.15 $453K - $818K
80.6K $510M
AXON
Axon Enterprise, Inc.

Industrials
1.08K
+ 123.26%
$496.65 - $710.01 $537K - $768K
1.96K $1.03B
ICSH
Blackrock Ultra Short Term Bon

ETFs
9.92K
+ 49.95%
$50.44 - $50.7 $500K - $503K
29.8K $1.51B
BE
Bloom Energy Corp

Industrials
27.4K
+ 218.79%
$19.66 - $29.81 $539K - $817K
39.9K $785M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.75K
+ 21.33%
$49.22 - $51.73 $480K - $504K
55.5K $2.8B
VRSK
Verisk Analytics, Inc.

Industrials
1.59K
+ 115.71%
$268.63 - $301.33 $427K - $479K
2.97K $883M
RACE
Ferrari N.V.

Consumer Cyclical
1.17K
New
$413.73 - $508.15 $485K - $596K
1.17K $501M
DSL
Double Line Income Solutions Fund

Financial Services
39.3K
+ 56.37%
$12.53 - $12.88 $493K - $506K
109K $1.38B
RELX
Relx PLC

Communication Services
9.88K
New
$45.34 - $51.91 $448K - $513K
9.88K $498M
EW
Edwards Lifesciences Corp

Healthcare
7.28K
+ 37.11%
$67.95 - $76.19 $495K - $555K
26.9K $1.95B
IMFL
Invesco Ex Tr Self Indx Fd Tr
20.2K
New
$23.3 - $25.76 $470K - $520K
20.2K $496M
DOW
Dow Inc.

Basic Materials
16.9K
+ 90.78%
$34.36 - $41.92 $582K - $710K
35.6K $1.24B
CGCP
Capital Group Core Plus Income

ETFs
18.2K
+ 5.32%
$21.94 - $22.64 $399K - $412K
360K $8.09B
NDAQ
Nasdaq, Inc.

Financial Services
6.71K
+ 58.21%
$72.17 - $83.76 $484K - $562K
18.2K $1.38B
EPD
Enterprise Products Partners L.P.

Energy
3.4K
+ 2.55%
$31.75 - $34.14 $108K - $116K
137K $4.68B
DVN
Devon Energy Corp

Energy
4.77K
+ 7.22%
$33.15 - $38.55 $158K - $184K
70.9K $2.65B
VPU
Vanguard Utilities ETF

ETFs
2.79K
+ 201.01%
$161.24 - $173.33 $450K - $484K
4.18K $714M
UAL
United Airlines Holdings, Inc.

Industrials
8.14K
+ 289.82%
$69.05 - $110.52 $562K - $900K
11K $756M
ROP
Roper Technologies Inc

Industrials
340
+ 8.53%
$502.71 - $593.81 $171K - $202K
4.33K $2.55B
WEC
Wec Energy Group, Inc.

Utilities
1.38K
+ 6.47%
$92.12 - $108.98 $127K - $150K
22.7K $2.47B
BSX
Boston Scientific Corp

Healthcare
3.51K
+ 36.04%
$89.38 - $106.18 $314K - $373K
13.2K $1.34B
IWR
Ishares Russell Mid Cap ETF

ETFs
5.85K
+ 53.81%
$82.81 - $92.93 $485K - $544K
16.7K $1.42B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
41.5K
+ 304.35%
$11.22 - $11.8 $465K - $489K
55.1K $618M
MU
Micron Technology Inc

Technology
5.02K
+ 63.74%
$86.89 - $109.38 $436K - $549K
12.9K $1.12B
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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