Concurrent Investment Advisors, LLC Incresed Positions in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
21.6K
+ 7.45%
$53.41 - $57.9 $1.15M - $1.25M
312K $18B
AVGO
Broadcom Inc.

Technology
105K
+ 945.46%
$136.27 - $1745.86 $14.3M - $184M
116K $20.1B
EFV
Msci Eafe Value ETF

ETFs
36.3K
+ 150.0%
$51.72 - $57.96 $1.88M - $2.1M
60.5K $3.48B
JPM
Jpmorgan Chase & CO

Financial Services
6.68K
+ 7.74%
$194.9 - $224.8 $1.3M - $1.5M
92.9K $19.6B
UNH
Unitedhealth Group Inc

Healthcare
920
+ 4.36%
$488.01 - $604.18 $449K - $556K
22K $12.9B
ABBV
Abb Vie Inc.

Healthcare
1.75K
+ 2.6%
$163.84 - $199.33 $287K - $350K
69.1K $13.7B
JCPB
J P Morgan Exchange Traded Fd

ETFs
42K
+ 146.2%
$45.87 - $48.53 $1.93M - $2.04M
70.8K $3.41B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
42.7K
+ 118.88%
$44.65 - $47.21 $1.91M - $2.02M
78.7K $3.68B
IBM
International Business Machines Corp

Technology
2.08K
+ 6.43%
$175.1 - $223.38 $364K - $464K
34.4K $7.61B
CAT
Caterpillar Inc

Industrials
2.24K
+ 11.46%
$316.8 - $391.12 $711K - $878K
21.8K $8.54B
Core Scientific Inc New
141K
+ 124.65%
N/A
255K $3.02B
LMT
Lockheed Martin Corp

Industrials
1.1K
+ 9.77%
$460.3 - $584.56 $504K - $640K
12.3K $7.19B
V
Visa Inc.

Financial Services
4.1K
+ 6.62%
$253.74 - $291.56 $1.04M - $1.2M
66.1K $18.2B
CSCO
Cisco Systems, Inc.

Technology
12.2K
+ 5.59%
$44.74 - $53.22 $546K - $650K
231K $12.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
8.84K
+ 2.8%
$84.77 - $97.13 $749K - $858K
325K $31.1B
FLGV
Franklin Templeton ETF Trfrank

ETFs
81.2K
+ 107.65%
$20.11 - $21.26 $1.63M - $1.73M
157K $3.3B
CGDV
Capital Group Divid Value ETF

ETFs
18.7K
+ 6.3%
$32.96 - $36.48 $615K - $681K
315K $11.5B
XLP
Consumer Staples Sector Spdr

ETFs
13.2K
+ 14.18%
$76.04 - $76.04 $1M - $1M
106K $8.83B
VBR
Vanguard Small Cap Value ETF

ETFs
3.53K
+ 7.5%
$179.99 - $201.6 $636K - $712K
50.7K $10.2B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.76K
+ 1.07%
$75.88 - $83.21 $209K - $229K
261K $21.7B
GIS
General Mills Inc

Consumer Defensive
17.8K
+ 107.17%
$62.5 - $75.15 $1.11M - $1.34M
34.5K $2.55B
SHW
Sherwin Williams CO

Basic Materials
1.43K
+ 12.73%
$294.65 - $384.0 $422K - $550K
12.7K $4.84B
NEE
Nextera Energy Inc

Utilities
3.36K
+ 3.88%
$69.9 - $84.97 $235K - $285K
90K $7.61B
RTX
Raytheon Technologies Corp

Industrials
1.35K
+ 2.14%
$99.55 - $123.34 $134K - $166K
64.3K $7.78B
LOW
Lowes Companies Inc

Consumer Cyclical
337
+ 1.25%
$213.3 - $270.78 $71.9K - $91.3K
27.4K $7.42B
PG
Procter & Gamble CO

Consumer Defensive
4.04K
+ 4.48%
$160.76 - $177.82 $649K - $718K
94.1K $16.3B
SBR
Sabine Royalty Trust

Energy
22.9K
+ 491.94%
$59.42 - $67.35 $1.36M - $1.55M
27.6K $1.7B
MA
Mastercard Inc

Financial Services
1.01K
+ 5.98%
$429.6 - $500.99 $435K - $508K
17.9K $8.86B
IWM
Ishares Russell 2000 ETF

ETFs
1.78K
+ 3.35%
$200.87 - $224.6 $357K - $399K
54.7K $12.1B
FVD
First Tr Value Line Divid Inde

ETFs
7.95K
+ 3.97%
$40.45 - $45.49 $321K - $361K
208K $9.48B
FV
First Trust Dorsey Wright Focu

ETFs
12.6K
+ 2.26%
$51.35 - $59.82 $646K - $753K
569K $33.1B
SBLK
Star Bulk Carriers Corp.

Industrials
55K
+ 263.69%
$19.87 - $25.0 $1.09M - $1.38M
75.9K $1.8B
FDVV
Fidelity High Dividend ETF

ETFs
23.9K
+ 135.1%
$46.26 - $50.65 $1.1M - $1.21M
41.6K $2.11B
NKE
Nike, Inc.

Consumer Cyclical
7.88K
+ 17.65%
$71.09 - $89.44 $560K - $704K
52.5K $4.64B
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
58K
+ 463.45%
$19.65 - $22.6 $1.14M - $1.31M
70.5K $1.53B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
50.2K
+ 356.54%
N/A
64.3K $1.58B
IFV
First Trust Dorsey Wright Inte

ETFs
14.4K
+ 2.1%
$19.04 - $21.37 $274K - $307K
697K $14.7B
SO
Southern CO

Utilities
2.93K
+ 3.8%
$77.0 - $90.52 $226K - $265K
80.1K $7.22B
SPYG
Spdr Portfolio

ETFs
8.37K
+ 4.45%
$73.38 - $84.1 $614K - $704K
196K $16.3B
VTWG
Vanguard Russell 2000 Growth E

ETFs
5.41K
+ 90.81%
$186.75 - $211.16 $1.01M - $1.14M
11.4K $2.35B
SBUX
Starbucks Corp

Consumer Cyclical
2.95K
+ 6.27%
$72.51 - $98.6 $214K - $291K
50K $4.88B
XLK
Technology Sector Spdr

ETFs
5.53K
+ 4.72%
$197.34 - $237.68 $1.09M - $1.31M
123K $27.7B
BX
Blackstone Inc.

Financial Services
1.46K
+ 4.47%
$120.77 - $159.66 $176K - $233K
34.1K $5.22B
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.7K
+ 60.26%
$71.45 - $75.64 $1.05M - $1.11M
39K $2.93B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.91K
+ 3.6%
$87.56 - $95.49 $342K - $373K
113K $10.7B
XOM
Exxon Mobil Corp

Energy
6.91K
+ 4.37%
$109.72 - $119.0 $758K - $822K
165K $19.3B
MDT
Medtronic PLC

Healthcare
4.87K
+ 7.96%
$76.84 - $91.03 $374K - $443K
66K $5.95B
AES
Aes Corp

Utilities
52.6K
+ 237.77%
$16.18 - $20.07 $850K - $1.05M
74.7K $1.5B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
51.5K
+ 29.57%
$17.02 - $18.39 $877K - $948K
226K $4.12B
Activity Summary
Buys All Purchases 673 New Holdings 122 Increased Positions 551 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 45 Puts 11
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