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
PSA
Public Storage

Real Estate
836
+ 19.58%
$283.13 - $365.01 $237K - $305K
5.11K $1.86B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
357
+ 0.14%
$33.62 - $38.33 $12K - $13.7K
259K $9.77B
QUAL
Ishares Msci Usa Quality Facto

ETFs
910
+ 1.68%
$162.64 - $179.3 $148K - $163K
55.2K $9.89B
CVNA
Carvana Co.

Consumer Cyclical
631
+ 5.59%
$122.32 - $175.15 $77.2K - $111K
11.9K $2.08B
DHI
Horton D R Inc

Consumer Cyclical
868
+ 9.61%
$135.21 - $197.06 $117K - $171K
9.9K $1.89B
AXP
American Express CO

Financial Services
731
+ 6.98%
$225.92 - $271.17 $165K - $198K
11.2K $3.04B
HYLS
First Tr Tactical High Yield L

ETFs
8.11K
+ 4.06%
$40.54 - $42.23 $329K - $343K
208K $8.73B
FPE
First Tr Pfd Secs & Income ETF

ETFs
15.8K
+ 3.72%
$17.35 - $18.22 $274K - $288K
441K $7.98B
CARR
Carrier Global Corp

Industrials
816
+ 2.66%
$61.9 - $80.88 $50.5K - $66K
31.5K $2.53B
SLB
Schlumberger Limited

Energy
14.4K
+ 269.11%
$39.57 - $49.67 $569K - $714K
19.7K $827M
SPG
Simon Property Group Inc

Real Estate
151
+ 0.49%
$146.09 - $170.11 $22.1K - $25.7K
30.9K $5.22B
CME
Cme Group Inc.

Financial Services
1.9K
+ 34.34%
$193.43 - $220.62 $368K - $420K
7.44K $1.64B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
617
+ 1.46%
$127.29 - $141.5 $78.5K - $87.3K
42.8K $5.97B
FISV
Fiserv Inc

Technology
1.11K
+ 9.83%
N/A
12.3K $2.22B
SPGI
S&P Global Inc.

Financial Services
58
+ 0.8%
$446.32 - $527.38 $25.9K - $30.6K
7.27K $3.75B
DLR
Digital Realty Trust, Inc.

Real Estate
3.12K
+ 94.6%
$144.47 - $162.98 $451K - $509K
6.42K $1.04B
PH
Parker Hannifin Corp

Industrials
308
+ 11.38%
$501.01 - $635.92 $154K - $196K
3.02K $1.9B
PEP
Pepsico Inc

Consumer Defensive
413
+ 0.45%
$161.9 - $179.3 $66.9K - $74.1K
91.2K $15.5B
PKG
Packaging Corp Of America

Consumer Cyclical
1.29K
+ 16.65%
$176.32 - $215.7 $228K - $279K
9.06K $1.95B
WMB
Williams Companies, Inc.

Energy
10.4K
+ 57.08%
$41.24 - $46.22 $428K - $479K
28.5K $1.3B
CLX
Clorox CO

Consumer Defensive
760
+ 4.96%
$131.73 - $166.97 $100K - $127K
16.1K $2.62B
GILD
Gilead Sciences, Inc.

Healthcare
907
+ 3.12%
$66.59 - $83.99 $60.4K - $76.2K
30K $2.52B
NEM
Newmont Corp

Basic Materials
4.47K
+ 19.16%
$41.65 - $55.85 $186K - $250K
27.8K $1.49B
FTSL
First Trust Senior Ln Fund

ETFs
10.6K
+ 8.79%
$45.51 - $46.26 $483K - $491K
131K $6.03B
IWV
Ishares Russell 3000 ETF

ETFs
1.47K
+ 101.73%
$294.75 - $326.73 $434K - $481K
2.92K $953M
GTO
Invesco Actively Managed ETF T

ETFs
9.55K
+ 42.84%
$46.22 - $48.77 $441K - $466K
31.8K $1.54B
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.01K
+ 45.62%
$156.14 - $187.2 $314K - $376K
6.41K $1.19B
FDL
First Tr Morningstar Dividend

ETFs
1.82K
+ 1.72%
$37.66 - $42.06 $68.4K - $76.4K
107K $4.5B
ROL
Rollins Inc

Consumer Cyclical
9.26K
+ 75.38%
$45.93 - $51.4 $425K - $476K
21.5K $1.09B
MO
Altria Group, Inc.

Consumer Defensive
532
+ 0.64%
$45.95 - $54.71 $24.4K - $29.1K
83.9K $4.28B
AEP
American Electric Power CO Inc

Utilities
1.79K
+ 8.84%
$87.11 - $104.95 $156K - $188K
22K $2.26B
LNT
Alliant Energy Corp

Utilities
4.57K
+ 24.74%
$50.74 - $60.74 $232K - $277K
23K $1.4B
CBRE
Cbre Group, Inc.

Real Estate
2.87K
+ 101.66%
$85.97 - $124.48 $247K - $358K
5.7K $709M
PWR
Quanta Services, Inc.

Industrials
1.19K
+ 52.0%
$239.58 - $298.23 $284K - $353K
3.46K $1.03B
AVUV
American Centy ETF Tr Avantis

ETFs
1.24K
+ 2.3%
$88.24 - $99.7 $109K - $123K
54.9K $5.27B
TJX
Tjx Companies Inc

Consumer Cyclical
836
+ 1.79%
$107.93 - $120.23 $90.2K - $101K
47.5K $5.58B
MET
Metlife Inc

Financial Services
1.37K
+ 5.1%
$67.96 - $82.48 $93.1K - $113K
28.2K $2.33B
SNY
Sanofi

Healthcare
1.88K
+ 5.37%
$48.54 - $58.53 $91.4K - $110K
37K $2.13B
AMAT
Applied Materials Inc

Technology
3.33K
+ 45.92%
$174.88 - $254.97 $582K - $849K
10.6K $2.14B
HON
Honeywell International Inc

Industrials
2.61K
+ 14.85%
$196.73 - $220.21 $512K - $574K
20.1K $4.16B
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.75K
+ 2.26%
$28.02 - $32.68 $77.1K - $89.9K
124K $4.01B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.9K
+ 15.69%
$36.06 - $37.66 $321K - $335K
65.7K $2.47B
CTAS
Cintas Corp

Industrials
5.17K
+ 391.23%
$201.38 - $819.83 $1.04M - $4.24M
6.49K $1.34B
HCA
Hca Healthcare, Inc.

Healthcare
561
+ 26.19%
$315.12 - $406.43 $177K - $228K
2.7K $1.1B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.46K
+ 27.34%
$50.85 - $53.88 $328K - $348K
30.1K $1.62B
GS
Goldman Sachs Group Inc

Financial Services
432
+ 10.0%
$459.02 - $510.25 $198K - $220K
4.75K $2.35B
ITA
Ishares Tr

ETFs
1.71K
+ 21.7%
$131.58 - $149.64 $226K - $256K
9.61K $1.44B
SJM
J M Smucker CO

Consumer Defensive
2.1K
+ 18.47%
$109.12 - $122.4 $229K - $257K
13.5K $1.63B
AMD
Advanced Micro Devices Inc

Technology
2.22K
+ 15.68%
$128.67 - $183.96 $286K - $409K
16.4K $2.69B
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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