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
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
21.2K
+ 30.09%
$35.45 - $40.33 $750K - $854K
91.5K $3.28B
FYC
First Trust Small Cap Growth A

ETFs
6.14K
+ 7.74%
$72.19 - $84.64 $443K - $520K
85.5K $6.62B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
20K
+ 6.41%
$56.06 - $61.35 $1.12M - $1.22M
332K $18.7B
CEG
Constellation Energy Corp

Utilities
3.6K
+ 112.92%
$224.28 - $285.52 $808K - $1.03M
6.79K $1.52B
IWM
Ishares Russell 2000 ETF

ETFs
3.08K
+ 5.63%
$216.13 - $242.4 $666K - $747K
57.8K $12.8B
MSTR
Microstrategy Inc

Technology
842
+ 23.24%
$162.69 - $473.83 $137K - $399K
4.47K $1.29B
CRWD
Crowd Strike Holdings, Inc.

Technology
916
+ 15.74%
$275.15 - $388.2 $252K - $356K
6.74K $2.3B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.13K
+ 34.32%
N/A
31.8K $2.95B
KMI
Kinder Morgan, Inc.

Energy
1.54K
+ 1.36%
$22.59 - $28.54 $34.7K - $43.9K
114K $3.13B
CTAS
Cintas Corp

Industrials
4.27K
+ 65.81%
$182.7 - $226.47 $781K - $968K
10.8K $1.97B
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
47.3K
+ 199.66%
N/A
71K $927M
PANW
Palo Alto Networks Inc

Technology
13.2K
+ 118.52%
$181.96 - $405.9 $2.41M - $5.37M
24.4K $4.44B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.6K
+ 83.76%
$53.94 - $58.15 $571K - $615K
23.2K $1.31B
IFRA
Ishares Tr

ETFs
13.4K
+ 94.22%
$45.94 - $51.71 $617K - $694K
27.7K $1.28B
CVNA
Carvana Co.

Consumer Cyclical
1.28K
+ 10.72%
$175.8 - $260.8 $225K - $333K
13.2K $2.68B
SCHG
Schwab Strategic Tr Us Large C

ETFs
122K
+ 332.84%
$25.93 - $105.3 $3.17M - $12.9M
159K $4.44B
Global X Fds
6K
+ 94.26%
N/A
12.4K $1.24B
VOOV
Vanguard S&P 500 Value ETF

ETFs
3.65K
+ 29.29%
$184.21 - $199.29 $672K - $727K
16.1K $2.97B
MGC
Vanguard Mega Cap ETF

ETFs
2.68K
+ 92.84%
$204.21 - $220.18 $548K - $591K
5.57K $1.19B
JCPB
J P Morgan Exchange Traded Fd

ETFs
16K
+ 22.65%
$46.07 - $48.17 $739K - $772K
86.8K $4B
DSL
Double Line Income Solutions Fund

Financial Services
47K
+ 206.67%
$12.32 - $13.0 $579K - $611K
69.8K $877M
MRVL
Marvell Technology, Inc.

Technology
3.41K
+ 69.68%
$70.31 - $124.78 $239K - $425K
8.29K $916M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.39K
+ 55.37%
$340.59 - $380.5 $472K - $527K
3.89K $1.42B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13.6K
+ 63.66%
$40.97 - $42.66 $557K - $580K
34.9K $1.45B
BRO
Brown & Brown, Inc.

Financial Services
5.44K
+ 144.72%
$100.93 - $113.42 $549K - $617K
9.2K $938M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.03K
+ 7.15%
$172.07 - $207.36 $177K - $214K
15.4K $3.05B
FTSL
First Trust Senior Ln Fund

ETFs
10.6K
+ 8.04%
$45.9 - $46.48 $485K - $491K
142K $6.56B
ZTS
Zoetis Inc.

Healthcare
5.09K
+ 52.63%
$162.24 - $194.42 $826K - $990K
14.8K $2.41B
GTO
Invesco Actively Managed ETF T

ETFs
11.4K
+ 35.65%
$46.33 - $48.41 $526K - $550K
43.2K $2B
J P Morgan Exchange Traded F
7.13K
+ 30.69%
N/A
30.4K $1.88B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
9.47K
+ 5.9%
$50.0 - $50.27 $474K - $476K
170K $8.52B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.08K
+ 48.35%
$77.86 - $79.27 $473K - $482K
18.6K $1.45B
FDS
Factset Research Systems Inc

Financial Services
720
+ 16.72%
$449.69 - $495.72 $324K - $357K
5.03K $2.41B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
5.12K
+ 9.54%
$105.45 - $117.99 $540K - $604K
58.8K $6.24B
FMB
First Tr Exchange Traded Fd Ii

ETFs
8.38K
+ 123.13%
$50.62 - $52.07 $424K - $437K
15.2K $775M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
21.8K
+ 30.16%
$26.65 - $29.34 $581K - $640K
94.1K $2.55B
SHEL
Shell PLC

Energy
8.18K
+ 27.53%
$60.63 - $70.23 $496K - $575K
37.9K $2.38B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.88K
+ 96.36%
$201.32 - $217.44 $378K - $408K
3.83K $792M
UNM
Unum Group

Financial Services
1.93K
+ 10.74%
$58.88 - $77.07 $113K - $149K
19.9K $1.45B
ITA
Ishares Tr

ETFs
2.88K
+ 29.98%
$144.31 - $157.31 $416K - $453K
12.5K $1.82B
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.45K
+ 60.06%
$50.35 - $50.69 $375K - $378K
19.9K $1B
SYK
Stryker Corp

Healthcare
1.04K
+ 13.8%
$345.14 - $392.15 $359K - $408K
8.58K $3.09B
ENVX
Enovix Corp

Industrials
28K
+ 79.03%
$8.03 - $12.81 $225K - $359K
63.5K $690M
BR
Broadridge Financial Solutions, Inc.

Technology
1.15K
+ 13.06%
$209.64 - $236.44 $242K - $273K
9.99K $2.26B
SHOP
Shopify Inc.

Technology
698
+ 6.57%
$78.14 - $119.49 $54.5K - $83.4K
11.3K $1.2B
DLR
Digital Realty Trust, Inc.

Real Estate
1.42K
+ 22.15%
$156.46 - $195.69 $222K - $278K
7.84K $1.39B
WMB
Williams Companies, Inc.

Energy
1.92K
+ 6.72%
$46.37 - $59.74 $88.9K - $115K
30.5K $1.65B
FDL
First Tr Morningstar Dividend

ETFs
13.1K
+ 12.19%
$39.59 - $43.95 $517K - $574K
120K $4.84B
T Rowe Price ETF Inc
10.3K
+ 57.4%
N/A
28.2K $939M
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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