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
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.65K
New
$106.81 - $136.49 $283K - $362K
2.65K $361M
Neos ETF Trust
6.35K
+ 95.43%
N/A
13K $676M
NTAP
Net App, Inc.

Technology
3.38K
New
$76.1 - $106.55 $257K - $360K
3.38K $360M
First Tr Exchng Traded Fd Vi
18.2K
New
N/A
18.2K $359M
SHOP
Shopify Inc.

Technology
717
+ 5.19%
$76.89 - $115.35 $55.1K - $82.7K
14.5K $1.67B
ITOT
Ishares Core S&P Total U.S. St

ETFs
857
+ 4.64%
$108.12 - $135.04 $92.7K - $116K
19.3K $2.61B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.94K
+ 27.77%
$108.06 - $135.3 $209K - $262K
8.91K $1.21B
FNDF
Schwab Fundamental Intl Large

ETFs
8.86K
New
$32.25 - $40.02 $286K - $354K
8.86K $354M
GLDM
World Gold Trust

ETFs
5.41K
New
$58.96 - $67.97 $319K - $368K
5.41K $354M
SUB
Ishares Short Term National Mu

ETFs
3.3K
+ 118.95%
$104.77 - $106.34 $345K - $350K
6.07K $645M
WM
Waste Management Inc

Industrials
1.85K
+ 6.97%
$216.47 - $242.1 $400K - $448K
28.4K $6.5B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.26K
New
$107.83 - $119.94 $351K - $391K
3.26K $351M
MDT
Medtronic PLC

Healthcare
5.41K
+ 11.38%
$80.68 - $88.86 $436K - $481K
52.9K $4.62B
NSC
Norfolk Southern Corp

Industrials
453
+ 3.81%
$206.34 - $257.46 $93.5K - $117K
12.4K $3.16B
INDA
Ishares Msci India Index Fund

ETFs
6.16K
New
$49.13 - $55.86 $303K - $344K
6.16K $343M
VICI
Vici Properties Inc.

Real Estate
10.6K
+ 16.81%
$29.41 - $32.97 $310K - $348K
73.3K $2.39B
ZTS
Zoetis Inc.

Healthcare
3.19K
+ 17.92%
$144.41 - $170.3 $461K - $543K
21K $3.27B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
7.03K
+ 45.12%
N/A
22.6K $897M
DASH
Door Dash, Inc.

Communication Services
1.03K
+ 74.87%
$163.16 - $246.51 $168K - $253K
2.4K $592M
BUG
Global X Fds Cybersecurity ETF

ETFs
9.16K
New
$29.9 - $37.1 $274K - $340K
9.16K $340M
Barrick Mng Corp
16.2K
New
N/A
16.2K $337M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
21.8K
New
$12.25 - $15.47 $267K - $337K
21.8K $337M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.7K
New
$49.95 - $128.54 $135K - $347K
2.7K $336M
CAH
Cardinal Health Inc

Healthcare
483
+ 5.75%
$125.0 - $168.0 $60.4K - $81.1K
8.89K $1.49B
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
11.7K
New
$23.18 - $30.7 $271K - $358K
11.7K $331M
EL
Estee Lauder Companies Inc

Consumer Defensive
4.1K
New
$50.06 - $80.8 $205K - $331K
4.1K $331M
SPTL
Spdr Portfolio Long Term Treas

ETFs
12.4K
New
$25.48 - $27.78 $317K - $346K
12.4K $331M
DISV
Dimensional ETF Tr Dimensional

ETFs
10K
New
$25.93 - $32.91 $259K - $329K
10K $329M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.16K
+ 7.36%
$94.74 - $118.43 $110K - $137K
16.9K $2B
IGF
Ishares Global Infrastructure

ETFs
5.24K
+ 130.88%
$50.55 - $59.83 $265K - $313K
9.24K $547M
Brookfield Infrastructure CO
5.41K
+ 28.48%
N/A
24.4K $1.02B
CMI
Cummins Inc

Industrials
450
+ 3.59%
$267.12 - $336.65 $120K - $151K
13K $4.25B
SGOL
Abrdn Gold ETF Trust

ETFs
9.6K
+ 80.32%
$28.39 - $32.75 $273K - $314K
21.6K $680M
Astera Labs Inc
3.57K
New
N/A
3.57K $323M
IWB
Ishares Tr Russell 1000 ETF

ETFs
934
New
$272.36 - $339.57 $254K - $317K
934 $317M
KEYS
Keysight Technologies, Inc.

Technology
1.01K
+ 9.47%
$127.02 - $165.4 $129K - $168K
11.7K $1.92B
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
6.73K
+ 26.81%
$43.06 - $44.41 $290K - $299K
31.8K $1.41B
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.85K
New
$136.63 - $176.62 $253K - $327K
1.85K $312M
IMFL
Invesco Ex Tr Self Indx Fd Tr
8.96K
+ 44.43%
$22.43 - $27.68 $201K - $248K
29.1K $806M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
13.6K
New
$21.85 - $22.76 $297K - $309K
13.6K $309M
CCL
Carnival Corp

Consumer Cyclical
6.61K
+ 46.05%
$16.43 - $28.12 $109K - $186K
21K $590M
Rocket Lab Corp
8.59K
New
N/A
8.59K $307M
JOBY
Joby Aviation, Inc.

Industrials
28.8K
New
$5.33 - $10.55 $154K - $304K
28.8K $304M
CHWY
Chewy, Inc.

Consumer Cyclical
7.11K
New
$31.21 - $48.21 $222K - $343K
7.11K $303M
PFE
Pfizer Inc

Healthcare
20.7K
+ 11.47%
$21.59 - $24.84 $446K - $513K
201K $4.87B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
13K
New
$22.43 - $23.23 $291K - $302K
13K $302M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.95K
+ 47.21%
$58.63 - $59.9 $290K - $296K
15.4K $923M
Galaxy Digital Inc.
13.7K
New
N/A
13.7K $299M
SAP
Sap Se

Technology
604
+ 18.64%
$237.53 - $309.8 $143K - $187K
3.85K $1.17B
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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