Concurrent Investment Advisors, LLC Incresed Positions in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CYBR
Cyber Ark Software Ltd.

Technology
52
+ 10.2%
$374.8 - $491.1 $19.5K - $25.5K
562 $271M
BTI
British American Tobacco P.L.C.

Consumer Defensive
259
+ 2.97%
$46.69 - $59.27 $12.1K - $15.4K
8.97K $476M
Teekay Corporation LTD
7.95K
+ 20.93%
N/A
46K $376M
AOA
Ishares Tr Core Aggressive All

ETFs
98
+ 0.86%
$82.71 - $88.14 $8.11K - $8.64K
11.4K $1.01B
FIW
First Trust Water ETF

ETFs
418
+ 11.98%
$107.54 - $115.08 $45K - $48.1K
3.91K $439M
AOM
Ishares Tr Core Moderate Alloc

ETFs
894
+ 7.31%
$45.4 - $47.61 $40.6K - $42.6K
13.1K $624M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.39K
+ 10.84%
$196.15 - $217.83 $272K - $302K
14.2K $2.86B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
3.38K
+ 6.46%
$11.04 - $11.83 $37.4K - $40K
55.8K $652M
IWL
Ishares Tr Russell 200 ETF

ETFs
111
+ 3.44%
$152.78 - $166.59 $17K - $18.5K
3.34K $554M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
3.28K
+ 7.76%
$12.41 - $13.11 $40.6K - $42.9K
45.5K $594M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
2.75K
+ 14.52%
$12.48 - $14.83 $34.3K - $40.7K
21.7K $297M
FE
Firstenergy Corp

Utilities
208
+ 2.34%
$39.76 - $45.82 $8.27K - $9.53K
9.09K $417M
DTE
Dte Energy CO

Utilities
75
+ 1.4%
$130.26 - $141.49 $9.77K - $10.6K
5.45K $771M
AAL
American Airlines Group Inc.

Industrials
5.13K
+ 40.61%
N/A
17.8K $200M
RMD
Resmed Inc

Healthcare
80
+ 3.59%
$252.01 - $293.73 $20.2K - $23.5K
2.31K $631M
NTAP
Net App, Inc.

Technology
137
+ 4.06%
$101.1 - $126.36 $13.9K - $17.3K
3.51K $416M
CWB
Spdr Bloomberg Convertible Sec

ETFs
394
+ 14.99%
$82.29 - $90.77 $32.4K - $35.8K
3.02K $274M
SQ
Block, Inc.

Technology
90
+ 0.79%
N/A
11.5K $834M
RIO
Rio Tinto PLC

Basic Materials
317
+ 7.12%
$57.66 - $66.01 $18.3K - $20.9K
4.77K $315M
Ea Series Trust
190
+ 0.73%
N/A
26.3K $864M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
235
+ 9.73%
$126.64 - $135.65 $29.8K - $31.9K
2.65K $360M
FITB
Fifth Third Bancorp

Financial Services
616
+ 8.44%
$40.91 - $46.28 $25.2K - $28.5K
7.92K $353M
AYI
Acuity Brands Inc

Industrials
24
+ 2.53%
$287.07 - $344.52 $6.89K - $8.27K
974 $335M
EL
Estee Lauder Companies Inc

Consumer Defensive
246
+ 6.0%
$83.65 - $95.26 $20.6K - $23.4K
4.35K $383M
EXPD
Expeditors International Of Washington Inc

Industrials
197
+ 5.98%
$111.37 - $124.95 $21.9K - $24.6K
3.49K $428M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.96K
+ 15.11%
$22.89 - $23.7 $44.9K - $46.5K
15K $352M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
40
+ 3.62%
$284.45 - $324.95 $11.4K - $13K
1.15K $367M
BOKF
Bok Financial Corp

Financial Services
56
+ 1.78%
$98.57 - $113.09 $5.52K - $6.33K
3.21K $358M
DLR
Digital Realty Trust, Inc.

Real Estate
461
+ 2.24%
$161.21 - $180.02 $74.3K - $83K
21.1K $3.64B
SKY
Skyline Champion Corp

Consumer Cyclical
20
+ 0.58%
$60.9 - $78.84 $1.22K - $1.58K
3.49K $266M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
57
+ 0.59%
$30.39 - $35.78 $1.73K - $2.04K
9.65K $341M
Fidelity Covington Trust
183
+ 1.2%
N/A
15.4K $574M
NUE
Nucor Corp

Basic Materials
114
+ 2.01%
$133.3 - $150.33 $15.2K - $17.1K
5.79K $784M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
464
+ 15.11%
$84.77 - $103.36 $39.3K - $48K
3.53K $302M
FHN
First Horizon Corp

Financial Services
672
+ 2.89%
$21.16 - $23.23 $14.2K - $15.6K
23.9K $541M
CF
Cf Industries Holdings, Inc.

Basic Materials
601
+ 20.87%
$80.91 - $98.75 $48.6K - $59.3K
3.48K $312M
PUK
Prudential PLC

Financial Services
571
+ 5.45%
$24.27 - $28.15 $13.9K - $16.1K
11K $309M
ED
Consolidated Edison Inc

Utilities
453
+ 5.43%
$95.57 - $105.36 $43.3K - $47.7K
8.79K $883M
CHWY
Chewy, Inc.

Consumer Cyclical
1.53K
+ 21.5%
$34.27 - $42.33 $52.4K - $64.7K
8.64K $349M
NTES
Net Ease, Inc.

Communication Services
4
+ 0.16%
$127.31 - $159.34 $509 - $637
2.55K $388M
A
Agilent Technologies, Inc.

Healthcare
168
+ 7.43%
$112.04 - $128.75 $18.8K - $21.6K
2.43K $312M
DT
Dynatrace, Inc.

Technology
1.79K
+ 28.82%
$46.04 - $56.64 $82.4K - $101K
8K $388M
SONY
Sony Group Corp

Technology
532
+ 5.0%
$23.92 - $30.07 $12.7K - $16K
11.2K $322M
First Tr Exchng Traded Fd Vi
806
+ 9.86%
N/A
8.98K $347M
LGOV
First Tr ETF Iv Long Duration

ETFs
1.3K
+ 2.81%
$20.98 - $22.03 $27.3K - $28.7K
47.7K $1.04B
MAS
Masco Corp

Industrials
171
+ 3.34%
$64.44 - $76.07 $11K - $13K
5.28K $372M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1.8K
+ 2.01%
$8.46 - $9.02 $15.2K - $16.2K
91.2K $819M
Richtech Robotics Inc
2.84K
+ 22.38%
N/A
15.5K $66.7M
J P Morgan Exchange Traded F
181
+ 2.54%
N/A
7.32K $542M
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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