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
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.34K
+ 6.89%
$42.26 - $43.93 $268K - $278K
98.3K $4.25B
DGRO
Ishares Core Dividend Growth E

ETFs
6.08K
+ 20.39%
$60.73 - $64.94 $369K - $395K
35.9K $2.2B
HAWX
Ishares Tr Currency Hedged Msc

ETFs
10.5K
+ 101.03%
$31.99 - $33.51 $337K - $353K
21K $676M
Ftai Aviation LTD
2.01K
+ 53.74%
N/A
5.76K $829M
RF
Regions Financial Corp

Financial Services
13.5K
+ 84.38%
$22.45 - $27.47 $303K - $371K
29.5K $694M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.2K
+ 2.1%
$49.03 - $53.35 $108K - $118K
107K $5.49B
VNLA
Janus Henderson Short Duration

ETFs
6.1K
+ 69.95%
$48.82 - $49.11 $298K - $300K
14.8K $725M
SYY
Sysco Corp

Consumer Defensive
4.36K
+ 18.57%
$73.63 - $81.77 $321K - $356K
27.8K $2.13B
DRI
Darden Restaurants Inc

Consumer Cyclical
1.27K
+ 49.26%
$155.96 - $188.66 $198K - $240K
3.85K $718M
VOT
Vanguard Mid Cap Growth Index

ETFs
403
+ 2.29%
$241.48 - $274.89 $97.3K - $111K
18K $4.57B
FANG
Diamondback Energy, Inc.

Energy
1.96K
+ 36.88%
$153.06 - $199.5 $300K - $391K
7.28K $1.19B
SRE
Sempra Energy

Utilities
1.91K
+ 7.31%
$80.81 - $94.77 $155K - $181K
28.1K $2.46B
C
Citigroup Inc

Financial Services
2.15K
+ 14.02%
$61.31 - $72.5 $132K - $156K
17.5K $1.23B
RDVY
First Trust Rising Dividend Ac

ETFs
4.74K
+ 2.44%
$58.65 - $64.37 $278K - $305K
199K $11.8B
ADI
Analog Devices Inc

Technology
2.63K
+ 15.93%
$206.35 - $236.48 $542K - $621K
19.1K $4.06B
RKLB
Rocket Lab Usa, Inc.

Industrials
1.96K
+ 14.39%
$9.23 - $28.44 $18.1K - $55.7K
15.6K $396M
MO
Altria Group, Inc.

Consumer Defensive
3.04K
+ 3.62%
$49.06 - $57.74 $149K - $175K
86.9K $4.55B
BMY
Bristol Myers Squibb CO

Healthcare
2.21K
+ 7.83%
$51.92 - $59.94 $115K - $132K
30.4K $1.72B
HDV
Ishares Core High Dividend ETF

ETFs
2.42K
+ 88.79%
$110.82 - $121.28 $268K - $293K
5.14K $576M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.17K
+ 7.42%
$134.53 - $150.65 $427K - $478K
46K $6.22B
PAVE
Global X Fds Us Infrastructure

ETFs
6.49K
+ 47.28%
$40.41 - $45.95 $262K - $298K
20.2K $817M
UYLD
Angel Oak Fds Tr Ultrashort In
4.95K
+ 49.13%
N/A
15K $767M
Ge Vernova Inc
72
+ 2.35%
N/A
3.14K $1.03B
FHN
First Horizon Corp

Financial Services
9.84K
+ 87.8%
$14.91 - $21.42 $147K - $211K
21K $424M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.58K
+ 6.87%
$100.16 - $100.7 $259K - $260K
40.1K $4.03B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.99K
+ 30.32%
$51.54 - $52.55 $257K - $262K
21.5K $1.11B
TDIV
First Trust Nasdaq Technology

ETFs
3.47K
+ 20.61%
$78.03 - $82.13 $271K - $285K
20.3K $1.59B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11K
+ 48.65%
$33.77 - $44.09 $372K - $486K
33.7K $1.14B
CGUS
Capital Group Core Equity ETF
6.18K
+ 19.31%
$33.96 - $36.24 $210K - $224K
38.1K $1.33B
Viper Energy Inc
3.47K
+ 20.45%
N/A
20.5K $1B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
72
+ 1.79%
$173.13 - $258.09 $12.5K - $18.6K
4.1K $946M
CBSH
Commerce Bancshares Inc

Financial Services
2.33K
+ 8.23%
$57.04 - $74.36 $133K - $173K
30.6K $1.91B
IGM
Ishares Expanded Tech Sector E

ETFs
1.98K
+ 49.85%
$94.19 - $106.95 $187K - $212K
5.96K $608M
T
At&T Inc.

Communication Services
470
+ 0.17%
$21.22 - $23.88 $9.97K - $11.2K
278K $6.33B
NRZ
New Residential Investment Corp.

Real Estate
24K
+ 28.4%
N/A
109K $1.18B
AXON
Axon Enterprise, Inc.

Industrials
95
+ 12.15%
$399.22 - $689.78 $37.9K - $65.5K
877 $521M
SPGI
S&P Global Inc.

Financial Services
685
+ 9.43%
$480.36 - $529.17 $329K - $362K
7.95K $3.96B
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
13.4K
+ 103.18%
$14.45 - $15.15 $193K - $203K
26.4K $399M
EQIX
Equinix Inc

Real Estate
137
+ 10.29%
$865.69 - $985.0 $119K - $135K
1.47K $1.38B
Fidelity Wise Origin Bitcoin
761
+ 14.25%
N/A
6.1K $498M
ITW
Illinois Tool Works Inc

Industrials
1.26K
+ 9.06%
$253.56 - $278.5 $319K - $351K
15.1K $3.84B
MGV
Vanguard Mega Cap Value

ETFs
2.1K
+ 10.78%
$124.06 - $133.48 $261K - $281K
21.6K $2.7B
SUB
Ishares Short Term National Mu

ETFs
1.88K
+ 67.14%
$104.94 - $106.2 $197K - $199K
4.68K $493M
BDX
Becton Dickinson & CO

Healthcare
1.44K
+ 15.44%
$220.02 - $243.75 $316K - $351K
10.8K $2.44B
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.34K
+ 17.19%
$94.77 - $97.36 $221K - $228K
15.9K $1.52B
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.24K
+ 32.0%
$60.1 - $66.4 $195K - $215K
13.4K $807M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.24K
+ 15.07%
$183.23 - $199.79 $226K - $247K
9.43K $1.75B
RBLX
Roblox Corp

Communication Services
2.03K
+ 38.83%
$39.86 - $61.45 $80.9K - $125K
7.26K $420M
EW
Edwards Lifesciences Corp

Healthcare
439
+ 2.29%
$64.54 - $75.92 $28.3K - $33.3K
19.6K $1.45B
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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