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
SCHX
Schwab Strategic Tr Us Large C

ETFs
142K
+ 37.77%
$21.75 - $24.28 $3.08M - $3.44M
516K $11.4B
GE
General Electric CO

Industrials
8.15K
+ 24.76%
$168.59 - $212.13 $1.37M - $1.73M
41K $8.06B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
59.7K
+ 19.76%
$38.99 - $40.37 $2.33M - $2.41M
362K $14.6B
UNH
Unitedhealth Group Inc

Healthcare
4.37K
+ 20.49%
$461.52 - $548.18 $2.02M - $2.4M
25.7K $13.5B
T
At&T Inc.

Communication Services
35.6K
+ 12.81%
$21.56 - $28.28 $768K - $1.01M
314K $8.87B
NFLX
Netflix Inc

Communication Services
2.19K
+ 18.29%
$828.4 - $1058.6 $1.81M - $2.32M
14.1K $13.2B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
30.3K
+ 23.76%
$76.94 - $78.28 $2.33M - $2.37M
158K $12.3B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
45K
+ 13.24%
$42.5 - $46.71 $1.91M - $2.1M
385K $17.4B
SYK
Stryker Corp

Healthcare
6.3K
+ 73.48%
$355.18 - $399.9 $2.24M - $2.52M
14.9K $5.54B
MS
Morgan Stanley

Financial Services
21.7K
+ 126.52%
$111.68 - $141.08 $2.42M - $3.06M
38.8K $4.52B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
23.3K
+ 116.61%
$99.16 - $99.52 $2.31M - $2.32M
43.3K $4.31B
ABT
Abbott Laboratories

Healthcare
10.1K
+ 19.95%
$111.1 - $140.22 $1.12M - $1.42M
60.7K $8.05B
MO
Altria Group, Inc.

Consumer Defensive
27.3K
+ 31.37%
$50.81 - $60.02 $1.39M - $1.64M
114K $6.85B
LOW
Lowes Companies Inc

Consumer Cyclical
11.6K
+ 38.29%
$222.66 - $268.42 $2.59M - $3.12M
41.9K $9.78B
Blackrock Inc
2.77K
+ 64.68%
N/A
7.06K $6.69B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
38.2K
+ 580.04%
$58.38 - $64.16 $2.23M - $2.45M
44.8K $2.65B
ADP
Automatic Data Processing Inc

Industrials
6.07K
+ 19.84%
$286.85 - $318.64 $1.74M - $1.93M
36.7K $11.2B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
36.6K
+ 5.18%
$48.31 - $49.23 $1.77M - $1.8M
742K $36.5B
IBM
International Business Machines Corp

Technology
2.97K
+ 6.23%
$217.4 - $264.74 $645K - $786K
50.6K $12.6B
VCIT
Vanguard Intermediate Term Cor

ETFs
20.9K
+ 8.23%
$79.17 - $82.04 $1.66M - $1.72M
275K $22.5B
XLF
Financial Sector Spdr

ETFs
32.8K
+ 11.34%
$47.32 - $52.19 $1.55M - $1.71M
322K $16B
WM
Waste Management Inc

Industrials
6.3K
+ 31.11%
$200.54 - $233.78 $1.26M - $1.47M
26.5K $6.15B
MDLZ
Mondelez International, Inc.

Consumer Defensive
26.5K
+ 100.44%
$56.12 - $68.15 $1.49M - $1.81M
52.9K $3.59B
NEE
Nextera Energy Inc

Utilities
29.1K
+ 31.85%
$66.96 - $76.16 $1.95M - $2.22M
121K $8.55B
Linde PLC
3.61K
+ 68.75%
N/A
8.86K $4.13B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
119K
+ 59.57%
$16.76 - $17.69 $2M - $2.11M
319K $5.35B
USMF
Wisdomtree Tr Us Multifactor F

ETFs
36.8K
+ 646.67%
$48.29 - $51.95 $1.78M - $1.91M
42.5K $2.11B
OKE
Oneok Inc

Energy
19K
+ 36.42%
$89.57 - $109.85 $1.7M - $2.09M
71.2K $7.07B
PANW
Palo Alto Networks Inc

Technology
12.3K
+ 50.31%
$167.82 - $208.28 $2.06M - $2.56M
36.7K $6.26B
IGV
Ishares Expanded Tech Software

ETFs
21.7K
+ 181.86%
$88.3 - $107.83 $1.92M - $2.34M
33.6K $2.99B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
70.8K
+ 17.11%
$29.34 - $31.31 $2.08M - $2.22M
484K $14.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
23.4K
+ 60.96%
$71.17 - $73.66 $1.66M - $1.72M
61.7K $4.53B
VHT
Vanguard Health Care ETF

ETFs
6.01K
+ 45.7%
$254.06 - $273.83 $1.53M - $1.65M
19.2K $5.07B
WMT
Walmart Inc.

Consumer Defensive
29.5K
+ 8.75%
$84.5 - $105.05 $2.49M - $3.1M
366K $32.2B
AEP
American Electric Power CO Inc

Utilities
12.3K
+ 55.23%
$90.32 - $109.27 $1.11M - $1.34M
34.5K $3.77B
FLGV
Franklin Templeton ETF Trfrank

ETFs
77.5K
+ 34.72%
$19.92 - $20.57 $1.54M - $1.59M
301K $6.18B
PLD
Prologis, Inc.

Real Estate
14.3K
+ 93.79%
$103.59 - $124.04 $1.48M - $1.78M
29.6K $3.31B
HD
Home Depot, Inc.

Consumer Cyclical
7.77K
+ 14.86%
$347.25 - $424.87 $2.7M - $3.3M
60K $22B
AMGN
Amgen Inc

Healthcare
2.08K
+ 10.71%
$258.59 - $327.36 $537K - $680K
21.5K $6.69B
HON
Honeywell International Inc

Industrials
9.09K
+ 41.18%
$202.75 - $226.52 $1.84M - $2.06M
31.2K $6.6B
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
78.9K
+ 133.72%
$18.44 - $19.83 $1.45M - $1.56M
138K $2.71B
XLK
Technology Sector Spdr

ETFs
23.3K
+ 18.87%
$206.38 - $242.18 $4.82M - $5.65M
147K $30.4B
C
Citigroup Inc

Financial Services
22.2K
+ 126.94%
$67.23 - $84.63 $1.49M - $1.88M
39.7K $2.82B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.7K
+ 8.01%
$126.11 - $135.06 $1.34M - $1.44M
144K $18.5B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11.3K
+ 183.19%
$128.74 - $138.67 $1.45M - $1.57M
17.5K $2.37B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
47.3K
+ 137.56%
$36.64 - $45.76 $1.73M - $2.16M
81.7K $3.06B
ITW
Illinois Tool Works Inc

Industrials
6.58K
+ 43.46%
$244.9 - $274.48 $1.61M - $1.81M
21.7K $5.39B
RTX
Raytheon Technologies Corp

Industrials
3.56K
+ 5.58%
$114.1 - $135.66 $406K - $483K
67.3K $8.92B
SO
Southern CO

Utilities
9.62K
+ 14.63%
$80.96 - $92.96 $779K - $894K
75.4K $6.93B
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