Concurrent Investment Advisors, LLC Incresed Positions in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
872K
+ 309.43%
$91.45 - $91.75 $79.7M - $80M
1.15M $106B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
46.2K
+ 24.83%
$507.05 - $563.67 $23.4M - $26.1M
232K $119B
AMZN
Amazon Com Inc

Consumer Cyclical
122K
+ 42.41%
$190.26 - $242.06 $23.3M - $29.6M
411K $78.2B
AAPL
Apple Inc.

Technology
125K
+ 24.52%
$209.68 - $247.1 $26.1M - $30.8M
633K $137B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14.4K
+ 24.07%
$442.66 - $534.52 $6.37M - $7.69M
74.2K $39.5B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
119K
+ 1461.99%
$91.76 - $103.26 $10.9M - $12.3M
127K $11.8B
GLD
Spdr Gold Trust

ETFs
15.3K
+ 19.12%
$243.19 - $288.14 $3.71M - $4.4M
95.1K $27.4B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
178K
+ 510.08%
$41.61 - $44.72 $7.42M - $7.97M
213K $9.23B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
259K
+ 138.41%
$27.01 - $28.54 $7M - $7.4M
446K $12.5B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
94.2K
+ 35.21%
$78.0 - $84.37 $7.35M - $7.95M
362K $28.9B
BOND
Pimco Active Bond Exchange Tra

ETFs
66.5K
+ 17.43%
$89.27 - $92.9 $5.94M - $6.18M
448K $41.4B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
211K
+ 223.71%
$26.71 - $31.58 $5.62M - $6.65M
305K $9.24B
CVX
Chevron Corp

Energy
28.2K
+ 33.6%
$146.71 - $167.97 $4.14M - $4.74M
112K $18.8B
ABBV
Abb Vie Inc.

Healthcare
19.7K
+ 26.53%
$169.2 - $216.66 $3.33M - $4.26M
93.8K $19.6B
EFA
Ishares Tr Msci Eafe ETF

ETFs
69.7K
+ 79.39%
$74.85 - $84.89 $5.22M - $5.92M
158K $12.9B
XOM
Exxon Mobil Corp

Energy
33.2K
+ 19.52%
$105.44 - $118.93 $3.5M - $3.94M
203K $24.2B
XLV
Select Sector Spdr Fund Health

ETFs
31.7K
+ 27.22%
$137.61 - $149.68 $4.36M - $4.75M
148K $21.6B
MGK
Vanguard Mega Cap Growth ETF

ETFs
22.3K
+ 52.81%
$307.43 - $357.48 $6.85M - $7.96M
64.5K $19.9B
CGGR
Capital Group Growth ETF Shs C

ETFs
166K
+ 139.95%
$33.98 - $39.84 $5.65M - $6.63M
285K $9.77B
PLTR
Palantir Technologies Inc.

Technology
52.8K
+ 53.56%
$64.98 - $124.62 $3.43M - $6.58M
151K $12.8B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
104K
+ 76.95%
$50.48 - $51.04 $5.26M - $5.32M
240K $12.2B
CGDV
Capital Group Divid Value ETF

ETFs
140K
+ 35.27%
$34.95 - $37.36 $4.91M - $5.24M
538K $19.2B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
64.8K
+ 1656.99%
$76.77 - $82.22 $4.98M - $5.33M
68.7K $5.45B
KO
Coca Cola CO

Consumer Defensive
51.5K
+ 33.11%
$60.81 - $72.32 $3.13M - $3.72M
207K $14.8B
JNJ
Johnson & Johnson

Healthcare
18.9K
+ 20.21%
$142.06 - $167.7 $2.69M - $3.17M
112K $18.6B
VGT
Vanguard Information Technolog

ETFs
10.6K
+ 100.45%
$542.38 - $646.34 $5.77M - $6.88M
21.2K $11.5B
FTCS
First Trust Capital Strength E

ETFs
47.2K
+ 12.77%
$86.39 - $91.35 $4.08M - $4.32M
417K $37.4B
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 15.0%
$663000.0 - $801950.0 $1.99M - $2.41M
23 $18.4B
PG
Procter & Gamble CO

Consumer Defensive
25.1K
+ 26.39%
$158.56 - $176.26 $3.97M - $4.42M
120K $20.5B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
53.5K
+ 1247.24%
$79.96 - $87.71 $4.28M - $4.69M
57.8K $4.75B
V
Visa Inc.

Financial Services
5.86K
+ 9.15%
$306.92 - $362.71 $1.8M - $2.12M
69.9K $24.5B
PM
Philip Morris International Inc.

Consumer Defensive
19K
+ 62.49%
$117.15 - $158.79 $2.23M - $3.02M
49.5K $7.85B
META
Meta Platforms, Inc.

Communication Services
7.83K
+ 16.67%
$576.36 - $736.67 $4.51M - $5.77M
54.8K $31.6B
MSFT
Microsoft Corp

Technology
33.9K
+ 18.07%
$375.39 - $447.2 $12.7M - $15.1M
221K $83.1B
LLY
Eli Lilly & CO

Healthcare
3.26K
+ 13.33%
$725.72 - $929.72 $2.36M - $3.03M
27.7K $22.9B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
48.8K
+ 246.37%
$68.32 - $75.06 $3.33M - $3.66M
68.6K $5.12B
MCD
Mcdonalds Corp

Consumer Cyclical
8.96K
+ 29.06%
$279.74 - $321.29 $2.51M - $2.88M
39.8K $12.4B
XLP
Consumer Staples Sector Spdr

ETFs
38K
+ 35.34%
N/A
146K $11.9B
IEF
Ishares Barclays

ETFs
34.3K
+ 223.16%
$91.17 - $95.39 $3.13M - $3.27M
49.6K $4.73B
MA
Mastercard Inc

Financial Services
5.27K
+ 30.57%
$504.67 - $576.31 $2.66M - $3.04M
22.5K $12.3B
Ark 21 Shares Bitcoin ETF
40.1K
+ 429.26%
N/A
49.5K $4.07B
VTV
Vanguard Value ETF

ETFs
13.4K
+ 5.67%
$167.73 - $179.21 $2.24M - $2.39M
249K $43B
UBER
Uber Technologies, Inc

Technology
30.2K
+ 45.57%
$63.17 - $81.49 $1.91M - $2.46M
96.5K $7.03B
BMY
Bristol Myers Squibb CO

Healthcare
46.5K
+ 153.12%
$53.9 - $63.11 $2.51M - $2.93M
76.9K $4.69B
VZ
Verizon Communications Inc

Communication Services
43.9K
+ 24.54%
$37.81 - $46.49 $1.66M - $2.04M
223K $10.1B
FMIL
Fidelity Covington Tr New Mill
70.3K
+ 121.78%
N/A
128K $5.57B
JPM
Jpmorgan Chase & CO

Financial Services
9.26K
+ 8.85%
$225.19 - $279.95 $2.09M - $2.59M
114K $27.9B
COST
Costco Wholesale Corp

Consumer Defensive
2.53K
+ 20.2%
$890.62 - $1076.86 $2.25M - $2.72M
15K $14.2B
WFC
Wells Fargo & Company

Financial Services
37K
+ 82.15%
$66.78 - $81.42 $2.47M - $3.01M
82.1K $5.89B
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email