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
KMB
Kimberly Clark Corp

Consumer Defensive
428
+ 3.46%
$121.72 - $136.77 $52.1K - $58.5K
12.8K $1.59B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
103
+ 0.73%
$12.11 - $12.64 $1.25K - $1.3K
14.3K $177M
RACE
Ferrari N.V.

Consumer Cyclical
8
+ 0.55%
$436.24 - $517.65 $3.49K - $4.14K
1.46K $707M
RWT
Redwood Trust Inc

Real Estate
51
+ 0.12%
$5.46 - $6.37 $278 - $325
41.5K $240M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
403
+ 2.7%
$11.41 - $12.19 $4.6K - $4.91K
15.3K $175M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
85
+ 0.17%
$3.81 - $4.04 $324 - $343
48.9K $188M
AMCR
Amcor PLC

Consumer Cyclical
3.46K
+ 10.03%
$7.97 - $9.94 $27.6K - $34.4K
38K $311M
SAIC
Science Applications International Corp

Technology
271
+ 10.51%
$97.2 - $120.6 $26.3K - $32.7K
2.85K $283M
MKL
Markel Corp

Financial Services
16
+ 3.47%
$1898.34 - $2031.8 $30.4K - $32.5K
477 $911M
STAG
Stag Industrial, Inc.

Real Estate
41
+ 0.38%
$34.28 - $36.97 $1.41K - $1.52K
10.8K $380M
WEN
Wendy'S CO

Consumer Cyclical
22.8K
+ 23.57%
$9.09 - $11.88 $208K - $271K
120K $1.1B
CHK
Chesapeake Energy Corp

Energy
141
+ 5.85%
N/A
2.55K $271M
APO
Apollo Global Management, Inc.

Financial Services
1.19K
+ 5.98%
$131.55 - $156.05 $157K - $186K
21.1K $2.81B
MRNA
Moderna, Inc.

Healthcare
62
+ 0.67%
$23.51 - $34.67 $1.46K - $2.15K
9.35K $241M
ESS
Essex Property Trust, Inc.

Real Estate
60
+ 3.05%
N/A
2.03K $543M
ARW
Arrow Electronics Inc

Technology
22
+ 0.77%
$114.66 - $133.24 $2.52K - $2.93K
2.86K $347M
BIT
Black Rock Multi Sector Income Trust

Financial Services
81
+ 0.58%
$13.31 - $14.89 $1.08K - $1.21K
14.2K $189M
NRIM
Northrim Bancorp Inc

Financial Services
7.5K
+ 300.0%
$21.72 - $99.49 $163K - $746K
10K $217M
ELV
Elevance Health, Inc.

Healthcare
332
+ 17.66%
$274.66 - $395.76 $91.2K - $131K
2.21K $715M
ATI
Allegheny Technologies Inc

Industrials
35
+ 0.83%
$71.34 - $95.52 $2.5K - $3.34K
4.24K $344M
CAG
Conagra Brands Inc.

Consumer Defensive
1.26K
+ 6.28%
$18.04 - $21.14 $22.7K - $26.6K
21.3K $391M
SEIC
Sei Investments CO

Financial Services
102
+ 1.77%
$84.85 - $93.8 $8.65K - $9.57K
5.88K $499M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.32K
+ 2.99%
$46.51 - $50.07 $61.4K - $66.1K
45.6K $2.14B
KMI
Kinder Morgan, Inc.

Energy
3.85K
+ 3.16%
$26.23 - $28.5 $101K - $110K
126K $3.56B
FSCO
Fs Cr Opportunities Corp Com
796
+ 0.93%
N/A
86.5K $598M
PAA
Plains All American Pipeline LP

Energy
195
+ 0.7%
$16.88 - $18.93 $3.29K - $3.69K
27.9K $475M
FLO
Flowers Foods Inc

Consumer Defensive
618
+ 4.43%
$12.68 - $16.76 $7.84K - $10.4K
14.6K $190M
RELX
Relx PLC

Communication Services
252
+ 3.24%
$45.13 - $54.19 $11.4K - $13.7K
8.04K $384M
AMP
Ameriprise Financial Inc

Financial Services
28
+ 2.16%
$486.13 - $544.55 $13.6K - $15.2K
1.32K $650M
MOH
Molina Healthcare, Inc.

Healthcare
294
+ 31.14%
$152.31 - $306.29 $44.8K - $90K
1.24K $237M
DOW
Dow Inc.

Basic Materials
3.88K
+ 10.16%
$20.87 - $30.37 $80.9K - $118K
42K $964M
VIRT
Virtu Financial, Inc.

Financial Services
1.17K
+ 12.18%
$34.87 - $45.12 $40.8K - $52.8K
10.8K $383M
MAR
Marriott International Inc

Consumer Cyclical
210
+ 2.6%
$255.35 - $282.87 $53.6K - $59.4K
8.29K $2.16B
OWL
Blue Owl Capital Inc.

Financial Services
10.1K
+ 10.15%
$16.93 - $20.8 $170K - $209K
109K $1.85B
SAP
Sap Se

Technology
320
+ 8.32%
$252.42 - $311.93 $80.8K - $99.8K
4.17K $1.11B
EPI
Wisdomtree Tr India Earnings F

ETFs
318
+ 1.31%
$43.79 - $47.63 $13.9K - $15.1K
24.5K $1.08B
EOG
Eog Resources Inc

Energy
177
+ 1.51%
$112.12 - $126.1 $19.8K - $22.3K
11.9K $1.33B
EMN
Eastman Chemical CO

Basic Materials
1.21K
+ 9.26%
$58.79 - $81.56 $71.4K - $99K
14.3K $903M
DRI
Darden Restaurants Inc

Consumer Cyclical
55
+ 1.7%
$184.73 - $220.27 $10.2K - $12.1K
3.29K $625M
EMR
Emerson Electric CO

Industrials
211
+ 0.42%
$128.6 - $149.63 $27.1K - $31.6K
50.5K $6.62B
TTD
Trade Desk, Inc.

Technology
3.11K
+ 30.09%
$43.93 - $89.76 $137K - $279K
13.4K $659M
LNTH
Lantheus Holdings, Inc.

Healthcare
366
+ 10.25%
$50.11 - $83.83 $18.3K - $30.7K
3.94K $202M
LYB
Lyondell Basell Industries N.V.

Basic Materials
282
+ 2.2%
$48.34 - $67.22 $13.6K - $19K
13.1K $642M
AXON
Axon Enterprise, Inc.

Industrials
259
+ 10.0%
$698.02 - $870.97 $181K - $226K
2.85K $2.04B
CL
Colgate Palmolive CO

Consumer Defensive
1.97K
+ 7.94%
$79.36 - $93.33 $157K - $184K
26.8K $2.14B
BSX
Boston Scientific Corp

Healthcare
54
+ 0.36%
$97.03 - $108.14 $5.24K - $5.84K
15.1K $1.48B
MTDR
Matador Resources CO

Energy
45
+ 0.08%
$44.93 - $52.55 $2.02K - $2.36K
55.8K $2.51B
WM
Waste Management Inc

Industrials
331
+ 1.17%
$213.88 - $237.1 $70.8K - $78.5K
28.7K $6.34B
UPS
United Parcel Service Inc

Industrials
7.71K
+ 16.28%
$82.58 - $105.54 $637K - $814K
55.1K $4.6B
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
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