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
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.81K
+ 2.98%
$35.42 - $38.65 $135K - $147K
131K $5B
Listed Fds Tr
4.56K
+ 21.63%
N/A
25.7K $1.66B
VGSH
Vanguard

ETFs
8.04K
+ 2.76%
$58.43 - $58.88 $470K - $474K
299K $17.6B
PLD
Prologis, Inc.

Real Estate
1.12K
+ 2.9%
$104.08 - $115.35 $117K - $130K
39.9K $4.57B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.99K
+ 17.54%
$78.96 - $80.04 $473K - $479K
40.1K $3.21B
PFF
Ishares Trust Ishares Pfd And

ETFs
12.6K
+ 13.11%
$30.67 - $32.13 $387K - $406K
109K $3.44B
FTQI
First Trust ETF Vi First Trust

ETFs
19.7K
+ 25.09%
$19.5 - $20.79 $385K - $410K
98.4K $2.03B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.2K
+ 18.07%
$21.69 - $23.34 $352K - $379K
106K $2.47B
Proshares Tr
10.3K
+ 179.79%
N/A
16K $723M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5.75K
New
$78.88 - $85.2 $454K - $490K
5.75K $480M
SNOW
Snowflake Inc.

Technology
2.08K
+ 53.27%
$191.73 - $241.0 $398K - $501K
5.98K $1.35B
POWL
Powell Industries Inc

Industrials
1.56K
New
$205.47 - $304.3 $320K - $474K
1.56K $475M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.9K
+ 8.99%
$46.37 - $47.77 $413K - $425K
108K $5.13B
NTRA
Natera, Inc.

Healthcare
2.91K
New
$133.66 - $181.11 $389K - $527K
2.91K $469M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
9.72K
New
N/A
9.72K $468M
CSL
Carlisle Companies Inc

Industrials
1.42K
New
$327.52 - $435.11 $464K - $617K
1.42K $466M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
14.6K
+ 4.57%
$17.13 - $17.98 $250K - $262K
333K $5.92B
QCOM
Qualcomm Inc

Technology
529
+ 1.01%
$145.84 - $173.55 $77.1K - $91.8K
53.1K $8.83B
HIG
Hartford Financial Services Group, Inc.

Financial Services
3.32K
+ 124.13%
$119.73 - $134.7 $397K - $447K
5.99K $799M
SNEX
Stone X Group Inc.

Financial Services
4.03K
+ 73.59%
$81.94 - $104.56 $330K - $421K
9.5K $958M
TUSI
Touchstone ETF Tr Ultra Short
18K
+ 27.54%
N/A
83.4K $2.11B
SIVR
Abrdn Silver ETF Trust

ETFs
5.93K
+ 30.82%
$34.34 - $44.62 $204K - $265K
25.2K $1.12B
MDT
Medtronic PLC

Healthcare
274
+ 0.52%
$87.67 - $95.74 $24K - $26.2K
53.2K $5.07B
PH
Parker Hannifin Corp

Industrials
2
+ 0.03%
$697.13 - $769.67 $1.39K - $1.54K
7.56K $5.73B
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.3K
+ 29.18%
$25.29 - $28.33 $311K - $348K
54.4K $1.52B
SPYI
Shp ETF Tr Neos S&P 500 High I
8.18K
+ 87.91%
N/A
17.5K $915M
META
Meta Platforms, Inc.

Communication Services
903
+ 1.52%
$695.21 - $791.73 $628K - $715K
60.4K $44.4B
VV
Vanguard Large Cap ETF

ETFs
807
+ 9.46%
$285.05 - $309.14 $230K - $249K
9.34K $2.88B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.98K
+ 16.88%
$138.08 - $151.2 $273K - $299K
13.7K $2.07B
EPR
Epr Properties

Real Estate
7.56K
New
$52.58 - $61.21 $398K - $463K
7.56K $439M
PSEP
Innovator U.S. Equity Power Bu
9.36K
+ 53.26%
N/A
26.9K $1.16B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.53K
+ 7.9%
$135.0 - $146.02 $206K - $223K
20.9K $3.04B
Tidal Trust I
74
+ 0.2%
N/A
37.7K $4.87B
AIQ
Global X Funds Global X Artifi

ETFs
6.22K
+ 31.11%
$43.2 - $49.66 $269K - $309K
26.2K $1.29B
AFL
Aflac Inc

Financial Services
1.52K
+ 3.81%
$98.09 - $111.7 $149K - $170K
41.4K $4.62B
KLAC
Kla Corp

Technology
63
+ 3.3%
$843.9 - $1078.6 $53.2K - $68K
1.97K $2.13B
GREK
Global X Msci Greece ETF

ETFs
6.45K
New
$58.63 - $66.89 $378K - $431K
6.45K $415M
VNM
Vaneck Vietnam ETF

ETFs
23.1K
New
$13.72 - $18.43 $317K - $426K
23.1K $413M
IREN
Iris Energy LTD

Financial Services
8.71K
New
$15.1 - $47.14 $131K - $410K
8.71K $409M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
5.12K
New
$54.83 - $84.09 $281K - $430K
5.12K $408M
AZN
Astrazeneca PLC

Healthcare
2.06K
+ 5.64%
$68.72 - $82.11 $141K - $169K
38.5K $2.95B
VKQ
Invesco Municipal Trust

Financial Services
42K
New
$8.95 - $9.65 $376K - $405K
42K $405M
UTG
Reaves Utility Income Fund

Financial Services
10.2K
New
$35.81 - $39.62 $366K - $405K
10.2K $405M
ARES
Ares Management Corp

Financial Services
2.96K
+ 55.51%
$159.89 - $192.76 $473K - $570K
8.28K $1.32B
Reddit Inc
233
+ 5.32%
N/A
4.61K $1.06B
VUSB
Vanguard Bd Index Fds
7.87K
New
N/A
7.87K $393M
VDE
Vanguard Energy ETF

ETFs
1.87K
+ 8.13%
$118.37 - $129.65 $221K - $242K
24.8K $3.13B
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.96K
+ 12.14%
$59.19 - $64.47 $234K - $255K
36.6K $2.32B
AMGN
Amgen Inc

Healthcare
1.1K
+ 4.33%
$271.18 - $309.22 $299K - $341K
26.6K $7.5B
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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