Concurrent Investment Advisors, LLC Incresed Positions in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
799
+ 1.32%
$174.82 - $215.79 $140K - $172K
61.2K $13.2B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
888
+ 2.44%
$376.48 - $440.65 $334K - $391K
37.3K $16.4B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
19.4K
+ 9.56%
$47.46 - $55.3 $921K - $1.07M
223K $12.3B
BNDX
Vanguard Total International B

ETFs
20.9K
+ 16.0%
$48.77 - $49.55 $1.02M - $1.04M
152K $7.5B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
8.23K
+ 13.43%
$83.8 - $101.39 $690K - $834K
69.5K $7.04B
AXON
Axon Enterprise, Inc.

Industrials
632
+ 32.28%
$497.13 - $827.94 $314K - $523K
2.59K $2.14B
MA
Mastercard Inc

Financial Services
1.42K
+ 6.31%
$479.92 - $590.74 $681K - $839K
23.9K $13.5B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
36.8K
+ 19.19%
N/A
229K $5.65B
MU
Micron Technology Inc

Technology
5.08K
+ 39.38%
$64.72 - $127.91 $329K - $649K
18K $2.21B
NXPI
Nxp Semiconductors N.V.

Technology
3.73K
+ 38.88%
$153.5 - $218.72 $572K - $815K
13.3K $2.91B
ASML
Asml Holding Nv

Technology
667
+ 16.88%
$595.37 - $815.24 $397K - $544K
4.62K $3.7B
XLY
Select Sector Spdr Consumer Di

ETFs
1.16K
+ 2.8%
$176.34 - $218.59 $204K - $253K
42.6K $9.26B
BX
Blackstone Inc.

Financial Services
4.4K
+ 10.47%
$120.07 - $151.11 $528K - $664K
46.4K $6.94B
CGGO
Capital Group Global Growth Eq

ETFs
28.3K
+ 65.6%
$25.31 - $32.17 $717K - $911K
71.5K $2.29B
NVO
Novo Nordisk A S

Healthcare
15.6K
+ 35.54%
$58.08 - $81.05 $905K - $1.26M
59.4K $4.1B
DLR
Digital Realty Trust, Inc.

Real Estate
2.89K
+ 16.3%
$136.11 - $177.69 $393K - $513K
20.6K $3.59B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
14.9K
+ 41.32%
$45.98 - $56.15 $687K - $839K
51.1K $2.87B
MBB
Ishares Tr

ETFs
11.2K
+ 57.14%
$91.41 - $94.22 $1.02M - $1.05M
30.8K $2.89B
ADI
Analog Devices Inc

Technology
612
+ 2.47%
$164.6 - $238.02 $101K - $146K
25.4K $6.05B
C
Citigroup Inc

Financial Services
5.7K
+ 14.36%
$58.13 - $85.12 $331K - $485K
45.4K $3.86B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
26.8K
+ 50.47%
$35.3 - $37.51 $948K - $1.01M
80.1K $3B
KO
Coca Cola CO

Consumer Defensive
17.3K
+ 8.36%
$68.37 - $73.9 $1.18M - $1.28M
224K $15.9B
BKR
Baker Hughes CO

Energy
27.9K
+ 405.03%
$35.0 - $44.92 $978K - $1.25M
34.8K $1.34B
COF
Capital One Financial Corp

Financial Services
2.03K
+ 11.41%
$150.57 - $212.76 $306K - $432K
19.8K $4.22B
DFAS
Dimensional ETF Tr U S Small C

ETFs
15K
+ 91.78%
$52.31 - $63.72 $786K - $958K
31.4K $2B
COIN
Coinbase Global, Inc.

Technology
2.18K
+ 148.87%
$151.47 - $375.07 $329K - $816K
3.64K $1.27B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.71K
+ 10.22%
$108.87 - $133.04 $513K - $627K
50.8K $6.76B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
12.5K
+ 324.8%
$62.73 - $78.42 $781K - $977K
16.3K $1.26B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.16K
+ 12.36%
$483.48 - $539.8 $4.43M - $4.95M
83.3K $40.5B
CGMS
Capital Grp Core Plus Income E
33.5K
+ 21.57%
N/A
189K $5.21B
Tidal Trust I
3.47K
+ 10.16%
N/A
37.6K $4.45B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
8.29K
+ 14.35%
$72.32 - $86.4 $600K - $716K
66K $5.71B
VMC
Vulcan Materials CO

Basic Materials
3.08K
+ 58.37%
$226.49 - $276.01 $698K - $851K
8.36K $2.18B
TXN
Texas Instruments Inc

Technology
1.8K
+ 8.94%
N/A
21.9K $4.55B
MRVL
Marvell Technology, Inc.

Technology
9.86K
+ 96.86%
$49.38 - $79.97 $487K - $789K
20K $1.55B
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
18.4K
+ 17.09%
$42.73 - $45.32 $787K - $835K
126K $5.72B
AVUV
American Centy ETF Tr Avantis

ETFs
6.72K
+ 9.08%
$75.17 - $91.21 $505K - $613K
80.7K $7.35B
WFC
Wells Fargo & Company

Financial Services
2.7K
+ 3.3%
$60.98 - $80.12 $165K - $217K
84.8K $6.79B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
19.2K
+ 24.73%
$48.13 - $49.85 $926K - $959K
97K $4.76B
CTAS
Cintas Corp

Industrials
2.99K
+ 22.69%
$190.11 - $227.66 $569K - $682K
16.2K $3.61B
SLV
I Shares Silver Trust

ETFs
23.9K
+ 52.48%
$27.08 - $33.74 $647K - $806K
69.4K $2.28B
ET
Energy Transfer LP

Energy
51.7K
+ 30.95%
$15.65 - $18.93 $809K - $978K
219K $3.96B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
39.8K
+ 34.27%
$20.12 - $21.0 $801K - $836K
156K $3.26B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.19K
+ 35.46%
$121.58 - $136.74 $752K - $846K
23.6K $3.21B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.2K
+ 19.3%
$75.05 - $77.34 $765K - $788K
63K $4.87B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.4K
+ 234.36%
$29.12 - $35.84 $651K - $801K
31.9K $1.14B
FCX
Freeport Mcmoran Inc

Basic Materials
14K
+ 41.21%
$29.15 - $44.46 $409K - $624K
48.1K $2.08B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.65K
+ 2.33%
$43.53 - $54.46 $115K - $144K
116K $6.34B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
8K
+ 18.46%
$99.1 - $99.49 $793K - $796K
51.3K $5.11B
Activity Summary
Buys All Purchases 994 New Holdings 202 Increased Positions 792 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 40 Puts 11
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