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
CMCSA
Comcast Corp

Communication Services
27.4K
+ 49.82%
$33.19 - $38.23 $909K - $1.05M
82.4K $3.04B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
18.9K
+ 391.0%
$47.08 - $50.67 $890K - $958K
23.7K $1.19B
DUK
Duke Energy Corp

Utilities
2.91K
+ 6.85%
$105.87 - $121.97 $308K - $354K
45.3K $5.53B
HWM
Howmet Aerospace Inc.

Industrials
6.61K
+ 136.4%
$110.79 - $139.39 $732K - $921K
11.5K $1.49B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
18.9K
+ 43.15%
N/A
62.7K $3.14B
ADI
Analog Devices Inc

Technology
5.71K
+ 29.88%
$201.56 - $243.82 $1.15M - $1.39M
24.8K $5.01B
PH
Parker Hannifin Corp

Industrials
1.68K
+ 51.41%
$591.65 - $707.05 $992K - $1.19M
4.94K $3B
TUSI
Touchstone ETF Tr Ultra Short
36.5K
+ 121.94%
N/A
66.5K $1.68B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
19.8K
+ 41.15%
$50.25 - $55.9 $995K - $1.11M
67.9K $3.5B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
14.6K
+ 170.98%
$62.72 - $71.92 $918K - $1.05M
23.2K $1.46B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
19.3K
+ 83.04%
$51.45 - $58.51 $991K - $1.13M
42.5K $2.2B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
21.7K
+ 32.34%
$67.24 - $84.27 $1.46M - $1.83M
89K $6.07B
RDVY
First Trust Rising Dividend Ac

ETFs
17.2K
+ 8.63%
$57.22 - $63.39 $984K - $1.09M
216K $12.7B
PSA
Public Storage

Real Estate
2.94K
+ 228.76%
$288.99 - $313.98 $848K - $922K
4.22K $1.26B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
43.5K
+ 59.97%
$20.7 - $21.15 $901K - $921K
116K $2.4B
FTGC
First Trust Global Tactical CO

ETFs
27.5K
+ 25.33%
$23.95 - $25.86 $658K - $711K
136K $3.47B
FTNT
Fortinet, Inc.

Technology
8.8K
+ 329.55%
$92.49 - $114.57 $814K - $1.01M
11.5K $1.1B
VICI
Vici Properties Inc.

Real Estate
20.9K
+ 49.77%
$28.21 - $32.68 $588K - $682K
62.8K $2.05B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.7K
+ 21.81%
$50.39 - $50.66 $790K - $794K
87.6K $4.43B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
65.8K
+ 37.1%
$16.57 - $18.85 $1.09M - $1.24M
243K $4.04B
Ge Vernova Inc
2.87K
+ 91.49%
N/A
6.01K $1.83B
MET
Metlife Inc

Financial Services
10.6K
+ 34.9%
$77.7 - $87.0 $823K - $921K
40.9K $3.29B
PAYX
Paychex Inc

Industrials
3.37K
+ 17.53%
$136.06 - $154.52 $459K - $521K
22.6K $3.49B
RWL
Invesco Exchange Traded Fd Tr

ETFs
7.77K
+ 100.62%
$96.9 - $104.39 $753K - $811K
15.5K $1.54B
PLW
Invesco 1 30 Laddered Treasury

ETFs
24K
+ 16.65%
N/A
168K $4.67B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
17.1K
+ 8.61%
$25.98 - $28.41 $443K - $485K
215K $5.93B
ICE
Intercontinental Exchange, Inc.

Financial Services
2.51K
+ 18.45%
$142.8 - $176.36 $359K - $443K
16.1K $2.78B
CTAS
Cintas Corp

Industrials
2.43K
+ 22.56%
$182.09 - $208.14 $442K - $506K
13.2K $2.71B
INTC
Intel Corp

Technology
24K
+ 31.78%
$19.1 - $27.39 $458K - $656K
99.4K $2.26B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.6K
+ 19.45%
$73.78 - $76.59 $635K - $659K
52.8K $4.04B
IWD
Ishares Russell 1000 Val ETF

ETFs
3.77K
+ 39.93%
$182.82 - $196.21 $689K - $739K
13.2K $2.48B
EMN
Eastman Chemical CO

Basic Materials
8.38K
+ 326.97%
$87.05 - $103.47 $729K - $867K
10.9K $964M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.14K
+ 55.07%
$402.49 - $513.76 $459K - $586K
3.21K $1.56B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.89K
+ 20.45%
$34.58 - $45.97 $238K - $317K
40.6K $1.87B
XLC
Select Sector Spdr Tr Communic

ETFs
7.59K
+ 10.87%
$94.84 - $105.31 $719K - $799K
77.4K $7.46B
ROL
Rollins Inc

Consumer Cyclical
9.56K
+ 43.56%
$45.65 - $54.03 $437K - $517K
31.5K $1.7B
RBLX
Roblox Corp

Communication Services
11.5K
+ 158.16%
$53.77 - $75.47 $617K - $866K
18.7K $1.09B
GS
Goldman Sachs Group Inc

Financial Services
1.72K
+ 16.78%
$524.81 - $672.19 $903K - $1.16M
12K $6.54B
COP
Conocophillips

Energy
3.05K
+ 5.17%
$88.6 - $105.85 $270K - $323K
62.1K $6.52B
SNAP
Snap Inc

Communication Services
86.4K
+ 193.81%
$8.37 - $12.57 $724K - $1.09M
131K $1.14B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.68K
+ 89.69%
$203.38 - $274.79 $748K - $1.01M
7.78K $1.6B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
6.92K
+ 34.28%
$93.32 - $95.35 $646K - $660K
27.1K $2.54B
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.05K
+ 185.27%
$161.03 - $235.53 $652K - $954K
6.24K $1.03B
IYH
Ishares Tr

ETFs
10.2K
+ 202.72%
$58.32 - $62.76 $595K - $641K
15.2K $928M
ALL
Allstate Corp

Financial Services
2.29K
+ 21.37%
$180.99 - $210.18 $415K - $482K
13K $2.69B
UNP
Union Pacific Corp

Industrials
1.98K
+ 10.87%
$225.21 - $254.42 $446K - $503K
20.2K $4.77B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.03K
+ 5.99%
$90.0 - $96.32 $632K - $677K
124K $11.5B
Blackrock ETF Trust Ii
11.5K
+ 52.84%
N/A
33.4K $1.75B
QCOM
Qualcomm Inc

Technology
3.98K
+ 8.58%
$151.94 - $175.86 $605K - $700K
50.3K $7.73B
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