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
VT
Vanguard Total World Stk Index

ETFs
854
+ 2.14%
$107.72 - $119.96 $92K - $102K
40.7K $4.87B
BMY
Bristol Myers Squibb CO

Healthcare
2.26K
+ 8.7%
$39.66 - $51.75 $89.4K - $117K
28.2K $1.46B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.94K
+ 7.81%
$49.93 - $51.15 $296K - $304K
81.9K $4.19B
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.9K
+ 20.61%
$92.56 - $99.46 $361K - $388K
22.8K $2.19B
J P Morgan Exchange Traded F
5.43K
+ 30.51%
N/A
23.2K $1.42B
PFF
Ishares Trust Ishares Pfd And

ETFs
8.04K
+ 12.34%
$31.18 - $33.5 $251K - $269K
73.2K $2.43B
XLB
Select Sector Spdr Fd Material

ETFs
3K
+ 27.94%
$86.95 - $97.09 $261K - $291K
13.7K $1.32B
KHC
Kraft Heinz CO

Consumer Defensive
7.08K
+ 16.2%
$31.86 - $36.13 $225K - $256K
50.7K $1.78B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.44K
+ 8.33%
$56.04 - $62.99 $249K - $279K
57.7K $3.53B
PGR
Progressive Corp

Financial Services
562
+ 11.32%
$209.46 - $259.24 $118K - $146K
5.53K $1.4B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.26K
+ 12.78%
$42.22 - $48.62 $222K - $256K
46.4K $2.16B
KMI
Kinder Morgan, Inc.

Energy
5.24K
+ 4.87%
$19.72 - $22.22 $103K - $116K
113K $2.49B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10.9K
+ 5.67%
$19.92 - $20.67 $217K - $225K
203K $4.17B
D
Dominion Energy, Inc

Utilities
603
+ 1.73%
$48.01 - $58.53 $29K - $35.3K
35.4K $2.04B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7.98K
+ 79.19%
$31.95 - $38.02 $255K - $303K
18.1K $677M
ICE
Intercontinental Exchange, Inc.

Financial Services
131
+ 0.98%
$136.93 - $162.81 $17.9K - $21.3K
13.6K $2.18B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.55K
+ 23.24%
$178.94 - $207.0 $277K - $321K
8.21K $1.65B
ANET
Arista Networks, Inc.

Technology
693
+ 33.09%
$311.42 - $388.21 $216K - $269K
2.79K $1.07B
MGV
Vanguard Mega Cap Value

ETFs
1.22K
+ 6.69%
$118.0 - $128.28 $144K - $157K
19.5K $2.5B
CMCSA
Comcast Corp

Communication Services
4.61K
+ 8.49%
$37.33 - $41.78 $172K - $192K
58.9K $2.46B
TMO
Thermo Fisher Scientific Inc.

Healthcare
179
+ 5.25%
$531.86 - $624.21 $95.2K - $112K
3.59K $2.22B
VNQ
Vanguard Specialized Funds Van

ETFs
1.96K
+ 19.54%
$82.97 - $98.97 $162K - $194K
12K $1.17B
MPC
Marathon Petroleum Corp

Energy
3.02K
+ 19.36%
$158.61 - $180.75 $479K - $546K
18.6K $3.03B
FXO
First Tr Exchange Traded Fd Fi

ETFs
2.04K
+ 4.45%
$45.78 - $51.72 $93.5K - $106K
47.9K $2.45B
ZTS
Zoetis Inc.

Healthcare
635
+ 7.03%
$172.58 - $196.48 $110K - $125K
9.67K $1.89B
LHX
L3 Harris Technologies, Inc.

Industrials
352
+ 1.97%
$221.96 - $243.27 $78.1K - $85.6K
18.3K $4.34B
Gsk PLC
7.08K
+ 59.55%
N/A
19K $775M
ADI
Analog Devices Inc

Technology
1.24K
+ 8.11%
$200.56 - $243.33 $248K - $301K
16.5K $3.79B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
554
+ 7.42%
$72.18 - $107.33 $40K - $59.5K
8.02K $851M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
14K
+ 8.58%
$16.42 - $18.12 $230K - $254K
177K $3.2B
DEO
Diageo PLC

Consumer Defensive
762
+ 5.28%
$120.02 - $140.77 $91.5K - $107K
15.2K $2.13B
PEG
Public Service Enterprise Group Inc

Utilities
1.04K
+ 7.43%
$73.58 - $89.21 $76.7K - $93K
15.1K $1.34B
ET
Energy Transfer LP

Energy
20.1K
+ 26.38%
$15.43 - $16.44 $310K - $330K
96.1K $1.54B
DIS
Walt Disney CO

Communication Services
5.18K
+ 8.42%
$85.6 - $98.61 $444K - $511K
66.7K $6.42B
MSTR
Microstrategy Inc

Technology
3.4K
+ 1517.41%
$114.3 - $1800.09 $389K - $6.12M
3.62K $611M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
14.8K
+ 57.0%
$19.74 - $20.07 $292K - $297K
40.7K $815M
OHI
Omega Healthcare Investors Inc

Real Estate
3.63K
+ 15.6%
$33.55 - $41.29 $122K - $150K
26.9K $1.1B
EWMC
Invesco Exchange Traded Fd Tr

ETFs
2.23K
+ 16.96%
N/A
15.4K $1.8B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
998
+ 16.94%
$210.25 - $231.86 $210K - $231K
6.89K $1.54B
VALE
Vale S.A.

Basic Materials
20.2K
+ 17.41%
$9.9 - $11.8 $200K - $238K
136K $1.59B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.7K
+ 13.41%
$147.95 - $191.05 $252K - $325K
14.4K $2.5B
PRU
Prudential Financial Inc

Financial Services
1.73K
+ 8.16%
$105.53 - $127.32 $183K - $221K
23K $2.78B
MS
Morgan Stanley

Financial Services
1.72K
+ 10.92%
$92.07 - $106.96 $158K - $184K
17.4K $1.82B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.19K
+ 45.93%
$51.02 - $52.74 $265K - $273K
16.5K $867M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.38K
+ 8.2%
$113.41 - $125.62 $156K - $173K
18.2K $2.28B
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
4.62K
+ 1.91%
$17.76 - $20.23 $82K - $93.4K
247K $4.99B
TGT
Target Corp

Consumer Defensive
276
+ 0.89%
$133.47 - $159.25 $36.8K - $44K
31.5K $4.9B
FANG
Diamondback Energy, Inc.

Energy
2.17K
+ 68.89%
$168.46 - $210.94 $366K - $458K
5.32K $917M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.33K
+ 24.92%
$48.27 - $49.43 $257K - $263K
26.7K $1.32B
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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