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
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
17.1K
New
$21.84 - $22.63 $373K - $387K
17.1K $384M
Global X Fds
3.81K
+ 25.45%
N/A
18.8K $1.89B
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
11.1K
New
N/A
11.1K $381M
YEAR
Ab Active Etfs Inc Ultra Short
7.52K
+ 65.58%
N/A
19K $962M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.37K
+ 44.45%
$133.48 - $144.38 $316K - $342K
7.69K $1.1B
JHMM
John Hancock Multifactor Mid C

ETFs
4.03K
+ 11.97%
$61.22 - $65.26 $247K - $263K
37.7K $2.44B
AEP
American Electric Power CO Inc

Utilities
504
+ 1.36%
$103.26 - $115.0 $52K - $58K
37.4K $4.21B
Ab Active Etfs Inc
13.8K
+ 26.94%
N/A
65.1K $1.65B
JBL
Jabil Inc

Technology
1.73K
+ 94.06%
$202.08 - $234.45 $349K - $405K
3.56K $773M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.92K
New
$59.61 - $63.09 $353K - $374K
5.92K $373M
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 0.28%
$404.94 - $499.99 $5.26K - $6.5K
4.58K $2.22B
WEC
Wec Energy Group, Inc.

Utilities
658
+ 2.33%
$103.66 - $114.59 $68.2K - $75.4K
29K $3.32B
VRT
Vertiv Holdings CO

Industrials
1.36K
+ 18.99%
N/A
8.53K $1.29B
FID
First Tr Exchange Trded Fd Vi

ETFs
17.5K
+ 44.4%
$19.17 - $20.16 $336K - $353K
57K $1.12B
ARRY
Array Technologies, Inc.

Technology
44.6K
New
$5.48 - $9.56 $245K - $427K
44.6K $364M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
12.1K
+ 59.53%
$25.43 - $27.31 $309K - $331K
32.5K $888M
RGTI
Rigetti Computing, Inc.

Technology
12.1K
New
$11.33 - $32.1 $137K - $389K
12.1K $361M
TTWO
Take Two Interactive Software Inc

Communication Services
1.05K
+ 19.15%
$217.37 - $259.96 $228K - $273K
6.53K $1.69B
RF
Regions Financial Corp

Financial Services
389
+ 0.32%
$24.03 - $27.41 $9.35K - $10.7K
121K $3.19B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.86K
New
$87.07 - $93.06 $336K - $359K
3.86K $354M
MBB
Ishares Tr

ETFs
3.31K
+ 10.75%
$92.46 - $95.73 $306K - $317K
34.1K $3.24B
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
7.36K
+ 94.54%
$44.81 - $46.39 $330K - $341K
15.1K $703M
PJUN
Innovator U.S. Equity Power Bu

ETFs
8.55K
New
$39.79 - $41.15 $340K - $352K
8.55K $352M
POCT
Innovator U.S. Equity Power Bu

ETFs
8.16K
New
$41.27 - $43.1 $337K - $351K
8.16K $351M
DELL
Dell Technologies Inc.

Technology
390
+ 2.52%
$120.96 - $141.77 $47.2K - $55.3K
15.8K $2.25B
NEM
Newmont Corp

Basic Materials
334
+ 2.7%
$57.35 - $85.25 $19.2K - $28.5K
12.7K $1.07B
HCI
Hci Group, Inc.

Financial Services
1.82K
New
$137.88 - $191.93 $251K - $349K
1.82K $349M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
34.7K
New
$7.82 - $10.09 $271K - $350K
34.7K $347M
Vanguard Malvern Fds
4.35K
+ 82.17%
N/A
9.65K $757M
EQIX
Equinix Inc

Real Estate
470
+ 21.57%
$756.7 - $811.13 $356K - $381K
2.65K $2.08B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
13.5K
New
$24.65 - $24.98 $334K - $338K
13.5K $338M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.65K
+ 5.37%
$117.65 - $120.08 $312K - $318K
52.1K $6.22B
MGC
Vanguard Mega Cap ETF

ETFs
711
+ 8.31%
$224.2 - $245.55 $159K - $175K
9.26K $2.26B
Sharkninja Inc
3.25K
New
N/A
3.25K $336M
URBN
Urban Outfitters Inc

Consumer Cyclical
4.67K
New
$66.84 - $79.79 $312K - $373K
4.67K $334M
FISV
Fiserv Inc

Technology
6.95K
+ 53.65%
N/A
19.9K $2.57B
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
6.5K
New
$50.37 - $50.7 $327K - $330K
6.5K $330M
Celestica Inc
1.33K
New
N/A
1.33K $328M
TGT
Target Corp

Consumer Defensive
8.41K
+ 17.64%
$86.56 - $107.43 $728K - $903K
56.1K $5.03B
ENVX
Enovix Corp

Industrials
34.4K
+ 77.38%
$8.0 - $15.93 $275K - $548K
78.9K $786M
INSM
Insmed Inc

Healthcare
2.26K
New
$96.14 - $147.2 $218K - $333K
2.26K $326M
WTMF
Wisdomtree Tr Managed Futures

ETFs
8.6K
New
$35.27 - $37.96 $303K - $326K
8.6K $326M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.14K
+ 9.99%
$89.32 - $107.82 $102K - $123K
12.6K $1.36B
USB
Us Bancorp \De\

Financial Services
2.65K
+ 4.21%
$43.94 - $50.41 $116K - $133K
65.6K $3.17B
APLD
Applied Blockchain, Inc.

Financial Services
4.91K
+ 30.45%
$9.18 - $24.67 $45K - $121K
21K $482M
EAT
Brinker International, Inc

Consumer Cyclical
2.52K
New
$126.68 - $184.02 $319K - $463K
2.52K $319M
J P Morgan Exchange Traded F
3.76K
+ 12.41%
N/A
34.1K $2.21B
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.45K
New
$43.07 - $91.37 $148K - $315K
3.45K $315M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
372
+ 27.95%
$473.44 - $553.71 $176K - $206K
1.7K $931M
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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