Concurrent Investment Advisors, LLC Incresed Positions in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
112K
+ 353.36%
$20.04 - $22.53 $2.25M - $2.53M
144K $2.92B
MMM
3 M CO

Industrials
17K
+ 57.19%
$124.74 - $137.12 $2.13M - $2.34M
46.8K $6.05B
FMIL
Fidelity Covington Tr New Mill
40.9K
+ 244.3%
N/A
57.7K $2.65B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
54K
+ 15.04%
$29.73 - $30.81 $1.61M - $1.67M
414K $12.6B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
72.3K
+ 112.49%
N/A
137K $3.31B
XLY
Select Sector Spdr Consumer Di

ETFs
3.77K
+ 11.46%
$194.8 - $239.43 $734K - $902K
36.7K $8.22B
MSFT
Microsoft Corp

Technology
7.55K
+ 4.2%
$406.35 - $454.46 $3.07M - $3.43M
187K $79B
ORCL
Oracle Corp

Technology
11.6K
+ 13.07%
$165.41 - $192.43 $1.91M - $2.23M
100K $16.7B
ACN
Accenture PLC

Technology
4.58K
+ 12.87%
$343.9 - $376.86 $1.57M - $1.73M
40.2K $14.1B
ISRG
Intuitive Surgical Inc

Healthcare
2.27K
+ 23.01%
$471.27 - $550.62 $1.07M - $1.25M
12.1K $6.34B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21.6K
+ 65.36%
$65.67 - $69.79 $1.42M - $1.51M
54.7K $3.67B
VTV
Vanguard Value ETF

ETFs
15.3K
+ 6.95%
$168.32 - $181.87 $2.58M - $2.78M
236K $39.9B
EMR
Emerson Electric CO

Industrials
6.1K
+ 14.56%
$108.13 - $134.33 $660K - $820K
48K $5.95B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
26.9K
+ 24.77%
$50.62 - $50.97 $1.36M - $1.37M
135K $6.87B
PLW
Invesco 1 30 Laddered Treasury

ETFs
54.1K
+ 60.32%
N/A
144K $3.89B
MSI
Motorola Solutions, Inc.

Technology
2.65K
+ 63.72%
$449.08 - $504.6 $1.19M - $1.34M
6.81K $3.15B
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
28.8K
+ 53.1%
$44.57 - $45.47 $1.28M - $1.31M
83K $3.71B
VDC
Vanguard Consumer Staples ETF

ETFs
5.74K
+ 324.05%
$210.96 - $223.62 $1.21M - $1.28M
7.51K $1.59B
FLGV
Franklin Templeton ETF Trfrank

ETFs
66.6K
+ 42.5%
$20.03 - $21.07 $1.33M - $1.4M
223K $4.49B
TJX
Tjx Companies Inc

Consumer Cyclical
8.53K
+ 17.96%
$112.15 - $127.2 $956K - $1.08M
56K $6.77B
VCIT
Vanguard Intermediate Term Cor

ETFs
24.3K
+ 10.56%
$80.13 - $83.77 $1.94M - $2.03M
254K $20.4B
XLC
Select Sector Spdr Tr Communic

ETFs
7.58K
+ 12.19%
$89.66 - $102.16 $679K - $774K
69.8K $6.75B
ASML
Asml Holding Nv

Technology
1.86K
+ 147.39%
$658.43 - $872.27 $1.22M - $1.62M
3.12K $2.16B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
21.9K
+ 100.3%
N/A
43.8K $2.18B
XLK
Technology Sector Spdr

ETFs
944
+ 0.77%
$220.26 - $241.44 $208K - $228K
124K $28.8B
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.3K
+ 27.97%
$57.53 - $60.83 $1.17M - $1.23M
92.7K $5.33B
ET
Energy Transfer LP

Energy
33.7K
+ 35.09%
$16.05 - $19.86 $541K - $670K
130K $2.54B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
33.6K
+ 185.82%
$31.24 - $37.15 $1.05M - $1.25M
51.6K $1.66B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.9K
+ 2.06%
$129.96 - $144.97 $247K - $276K
94.3K $13.1B
IGV
Ishares Expanded Tech Software

ETFs
9.14K
+ 327.1%
$87.5 - $110.17 $799K - $1.01M
11.9K $1.19B
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.72K
+ 9.92%
$174.22 - $187.62 $1.17M - $1.26M
74.5K $13.1B
VICI
Vici Properties Inc.

Real Estate
32.4K
+ 341.48%
$28.27 - $33.19 $916K - $1.08M
41.9K $1.22B
TY
Tri Continental Corp

Financial Services
29.2K
+ 95.28%
$31.01 - $34.67 $906K - $1.01M
59.9K $1.9B
BA
Boeing CO

Industrials
2K
+ 9.68%
$138.14 - $180.72 $276K - $361K
22.7K $4.01B
XLI
Industrial Sector Spdr

ETFs
7.51K
+ 22.0%
$131.76 - $143.99 $990K - $1.08M
41.6K $5.49B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.51K
+ 307.76%
$563.99 - $620.12 $850K - $935K
2K $1.14B
WFC
Wells Fargo & Company

Financial Services
3.64K
+ 8.8%
$54.98 - $77.35 $200K - $282K
45K $3.16B
HON
Honeywell International Inc

Industrials
1.92K
+ 9.55%
$202.84 - $236.0 $390K - $454K
22.1K $4.98B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
136K
+ 267.75%
$26.93 - $84.95 $3.67M - $11.6M
187K $5.12B
IAU
Ishares Gold Trust

ETFs
16.4K
+ 114.68%
$48.37 - $52.65 $793K - $863K
30.7K $1.52B
CAT
Caterpillar Inc

Industrials
3.92K
+ 17.96%
$360.37 - $416.88 $1.41M - $1.63M
25.7K $9.34B
ADP
Automatic Data Processing Inc

Industrials
1.09K
+ 3.69%
$280.08 - $307.97 $305K - $336K
30.6K $8.96B
FTCS
First Trust Capital Strength E

ETFs
20.8K
+ 5.97%
$87.62 - $94.03 $1.83M - $1.96M
370K $32.5B
NOW
Service Now, Inc.

Technology
328
+ 12.45%
$867.18 - $1148.42 $284K - $377K
2.96K $3.14B
AVUV
American Centy ETF Tr Avantis

ETFs
7.75K
+ 14.12%
$94.37 - $106.41 $732K - $825K
62.7K $6.05B
XLE
Energy Sector Spdr

ETFs
10.5K
+ 18.24%
$83.32 - $97.27 $872K - $1.02M
67.8K $5.81B
EPD
Enterprise Products Partners L.P.

Energy
16.1K
+ 13.73%
$28.66 - $34.43 $463K - $556K
134K $4.19B
ITB
Ishares Tr

ETFs
8.17K
+ 219.18%
$103.31 - $129.34 $844K - $1.06M
11.9K $1.23B
BTI
British American Tobacco P.L.C.

Consumer Defensive
20.1K
+ 72.72%
$34.25 - $37.94 $688K - $762K
47.7K $1.73B
Activity Summary
Buys All Purchases 626 New Holdings 100 Increased Positions 526 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 43 Puts 11
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