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
Grayscale Bitcoin Mini Tr Et
6.06K
New
N/A
6.06K $307M
Aim ETF Products Trust
9.77K
New
N/A
9.77K $307M
CPNG
Coupang, Inc.

Consumer Cyclical
9.45K
New
$27.67 - $33.53 $261K - $317K
9.45K $304M
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
11K
+ 10.22%
N/A
119K $1.78B
BA
Boeing CO

Industrials
393
+ 1.14%
$209.79 - $237.38 $82.4K - $93.3K
34.8K $7.5B
EMB
Ishares Tr

ETFs
2.82K
+ 22.21%
$91.52 - $95.59 $258K - $270K
15.5K $1.48B
MELI
Mercadolibre Inc

Consumer Cyclical
189
+ 36.42%
$2292.04 - $2514.05 $433K - $475K
708 $1.66B
CNXC
Concentrix Corp

Technology
6.49K
New
$45.94 - $62.0 $298K - $402K
6.49K $300M
KTF
Dws Municipal Income Trust

Financial Services
32.2K
New
$8.51 - $9.29 $274K - $299K
32.2K $295M
RJF
Raymond James Financial Inc

Financial Services
93
+ 0.64%
$154.64 - $176.43 $14.4K - $16.4K
14.6K $2.51B
Aim ETF Products Trust
8.78K
New
N/A
8.78K $291M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.46K
+ 8.83%
$66.38 - $71.68 $163K - $176K
30.3K $2.16B
DDOG
Datadog, Inc.

Technology
2.03K
New
$124.52 - $155.15 $253K - $315K
2.03K $289M
EXPE
Expedia Group, Inc.

Consumer Cyclical
950
+ 51.3%
$171.01 - $228.24 $162K - $217K
2.8K $599M
MET
Metlife Inc

Financial Services
2.5K
+ 6.1%
$73.82 - $82.37 $185K - $206K
43.5K $3.58B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.95K
+ 54.45%
$95.22 - $96.21 $281K - $284K
8.38K $805M
GILD
Gilead Sciences, Inc.

Healthcare
2.5K
+ 4.73%
$108.22 - $120.47 $270K - $301K
55.3K $6.14B
KKR
Kkr & Co. Inc.

Financial Services
2.33K
+ 36.36%
$129.95 - $152.16 $303K - $355K
8.75K $1.14B
VONG
Vanguard Russell 1000 Growth E

ETFs
1.49K
+ 16.24%
$108.08 - $121.73 $161K - $181K
10.6K $1.28B
TSLL
Direxion Shs ETF Tr Daily Tsla
13.2K
New
N/A
13.2K $279M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
7.01K
New
$37.4 - $39.31 $262K - $276K
7.01K $276M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.24K
New
$28.15 - $30.13 $260K - $278K
9.24K $274M
ONTO
Onto Innovation Inc.

Technology
2.1K
New
$90.0 - $136.73 $189K - $288K
2.1K $272M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.61K
New
$116.14 - $168.56 $187K - $271K
1.61K $271M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
5.17K
New
$49.0 - $51.91 $253K - $268K
5.17K $268M
CTSH
Cognizant Technology Solutions Corp

Technology
3.99K
New
$66.67 - $80.98 $266K - $323K
3.99K $267M
KD
Kyndryl Holdings, Inc.

Technology
8.81K
New
$28.94 - $43.41 $255K - $382K
8.81K $264M
OSTK
Overstock.Com, Inc

Consumer Cyclical
26.9K
New
N/A
26.9K $263M
VLO
Valero Energy Corp

Energy
120
+ 1.77%
$131.77 - $175.63 $15.8K - $21.1K
6.89K $1.17B
PJAN
Innovator U.S. Equity Power Bu

ETFs
5.74K
New
$43.95 - $45.8 $252K - $263K
5.74K $263M
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.26K
New
$49.57 - $52.57 $261K - $277K
5.26K $262M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
4.77K
+ 14.39%
$34.83 - $37.81 $166K - $181K
38K $1.44B
OHI
Omega Healthcare Investors Inc

Real Estate
2.09K
+ 6.79%
$36.29 - $43.34 $76K - $90.8K
32.9K $1.39B
STWD
Starwood Property Trust, Inc.

Real Estate
19.5K
+ 11.68%
$19.37 - $20.97 $377K - $408K
186K $3.6B
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
10.4K
New
$23.55 - $24.8 $245K - $258K
10.4K $258M
Galaxy Digital Inc.
2.8K
+ 20.46%
N/A
16.5K $557M
Spinnaker ETF Series
5.48K
New
N/A
5.48K $257M
RL
Ralph Lauren Corp

Consumer Cyclical
819
New
$272.1 - $320.75 $223K - $263K
819 $257M
SOUN
Soundhound Ai, Inc.

Technology
10.9K
+ 72.41%
$10.11 - $18.05 $110K - $196K
25.9K $416M
DHS
Wisdomtree Tr U.S

ETFs
2.52K
New
$96.42 - $101.82 $243K - $257K
2.52K $254M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.47K
New
$52.31 - $56.47 $234K - $252K
4.47K $252M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.13K
New
$109.47 - $119.06 $233K - $254K
2.13K $252M
Innovator Etfs Trust
7.29K
New
N/A
7.29K $252M
FJAN
First Exc Trd Viii Cboe Vest U
5.01K
New
N/A
5.01K $251M
Rbb Fd Inc
88
+ 0.09%
N/A
97.1K $3.1B
TER
Teradyne, Inc

Technology
1.82K
New
$90.15 - $137.64 $164K - $251K
1.82K $251M
OKE
Oneok Inc

Energy
11.6K
+ 16.89%
$71.36 - $83.47 $825K - $965K
80K $5.84B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
7.08K
New
$28.71 - $37.46 $203K - $265K
7.08K $251M
ASTS
Ast Space Mobile, Inc.

Communication Services
5.08K
New
$36.91 - $60.06 $188K - $305K
5.08K $249M
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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