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
AFL
Aflac Inc

Financial Services
2.98K
+ 8.4%
$100.99 - $111.19 $300K - $331K
38.4K $4.27B
ABC
Amerisourcebergen Corp

Healthcare
608
+ 7.56%
N/A
8.65K $2.41B
HOOD
Robinhood Markets, Inc.

Technology
13.6K
+ 207.35%
$35.63 - $65.28 $485K - $888K
20.2K $839M
SOFI
So Fi Technologies, Inc.

Financial Services
80.8K
+ 86.85%
$11.18 - $18.03 $903K - $1.46M
174K $2.02B
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.3K
+ 167.62%
$58.81 - $68.2 $603K - $700K
16.4K $979M
FXU
First Tr Exchange Traded Fd Ut

ETFs
12.3K
+ 52.0%
$37.42 - $41.14 $459K - $504K
35.8K $1.47B
WELL
Welltower Inc.

Real Estate
373
+ 1.95%
$124.05 - $156.86 $46.3K - $58.5K
19.5K $2.99B
FNDE
Schwab Fundamental Emerging Mk

ETFs
11.4K
+ 8.95%
$28.11 - $32.0 $321K - $365K
139K $4.28B
CI
Cigna Corp

Healthcare
1.13K
+ 29.13%
$274.49 - $329.0 $309K - $370K
4.99K $1.64B
BR
Broadridge Financial Solutions, Inc.

Technology
1.68K
+ 16.79%
$221.46 - $244.83 $372K - $411K
11.7K $2.83B
PFE
Pfizer Inc

Healthcare
29.3K
+ 19.45%
$25.01 - $27.13 $733K - $796K
180K $4.56B
ET
Energy Transfer LP

Energy
37.2K
+ 28.62%
$17.26 - $21.08 $641K - $783K
167K $3.1B
SLV
I Shares Silver Trust

ETFs
12.7K
+ 38.62%
$26.93 - $31.32 $341K - $397K
45.5K $1.41B
RSG
Republic Services, Inc.

Industrials
20
+ 0.15%
$200.09 - $242.16 $4K - $4.84K
13.2K $3.19B
TRV
Travelers Companies, Inc.

Financial Services
1.7K
+ 47.28%
$232.43 - $265.13 $396K - $452K
5.31K $1.4B
EOG
Eog Resources Inc

Energy
3.79K
+ 49.25%
$120.54 - $138.05 $457K - $524K
11.5K $1.47B
VIG
Vanguard Dividend Appreciation

ETFs
3.39K
+ 4.77%
N/A
74.4K $14.4B
ZTS
Zoetis Inc.

Healthcare
3.04K
+ 20.6%
$156.48 - $175.67 $476K - $534K
17.8K $2.93B
SPG
Simon Property Group Inc

Real Estate
4.87K
+ 10.53%
$159.48 - $187.78 $776K - $914K
51.1K $8.48B
SAP
Sap Se

Technology
1.8K
+ 124.76%
$241.4 - $293.69 $434K - $528K
3.24K $870M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.4K
+ 12.96%
$156.61 - $168.02 $533K - $572K
29.7K $4.76B
AXON
Axon Enterprise, Inc.

Industrials
1.08K
+ 123.26%
$496.65 - $710.01 $537K - $768K
1.96K $1.03B
ICSH
Blackrock Ultra Short Term Bon

ETFs
9.92K
+ 49.95%
$50.44 - $50.7 $500K - $503K
29.8K $1.51B
BE
Bloom Energy Corp

Industrials
27.4K
+ 218.79%
$19.66 - $29.81 $539K - $817K
39.9K $785M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.75K
+ 21.33%
$49.22 - $51.73 $480K - $504K
55.5K $2.8B
VRSK
Verisk Analytics, Inc.

Industrials
1.59K
+ 115.71%
$268.63 - $301.33 $427K - $479K
2.97K $883M
DSL
Double Line Income Solutions Fund

Financial Services
39.3K
+ 56.37%
$12.53 - $12.88 $493K - $506K
109K $1.38B
EW
Edwards Lifesciences Corp

Healthcare
7.28K
+ 37.11%
$67.95 - $76.19 $495K - $555K
26.9K $1.95B
DOW
Dow Inc.

Basic Materials
16.9K
+ 90.78%
$34.36 - $41.92 $582K - $710K
35.6K $1.24B
CGCP
Capital Group Core Plus Income

ETFs
18.2K
+ 5.32%
$21.94 - $22.64 $399K - $412K
360K $8.09B
NDAQ
Nasdaq, Inc.

Financial Services
6.71K
+ 58.21%
$72.17 - $83.76 $484K - $562K
18.2K $1.38B
EPD
Enterprise Products Partners L.P.

Energy
3.4K
+ 2.55%
$31.75 - $34.14 $108K - $116K
137K $4.68B
DVN
Devon Energy Corp

Energy
4.77K
+ 7.22%
$33.15 - $38.55 $158K - $184K
70.9K $2.65B
VPU
Vanguard Utilities ETF

ETFs
2.79K
+ 201.01%
$161.24 - $173.33 $450K - $484K
4.18K $714M
UAL
United Airlines Holdings, Inc.

Industrials
8.14K
+ 289.82%
$69.05 - $110.52 $562K - $900K
11K $756M
ROP
Roper Technologies Inc

Industrials
340
+ 8.53%
$502.71 - $593.81 $171K - $202K
4.33K $2.55B
WEC
Wec Energy Group, Inc.

Utilities
1.38K
+ 6.47%
$92.12 - $108.98 $127K - $150K
22.7K $2.47B
BSX
Boston Scientific Corp

Healthcare
3.51K
+ 36.04%
$89.38 - $106.18 $314K - $373K
13.2K $1.34B
IWR
Ishares Russell Mid Cap ETF

ETFs
5.85K
+ 53.81%
$82.81 - $92.93 $485K - $544K
16.7K $1.42B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
41.5K
+ 304.35%
$11.22 - $11.8 $465K - $489K
55.1K $618M
MU
Micron Technology Inc

Technology
5.02K
+ 63.74%
$86.89 - $109.38 $436K - $549K
12.9K $1.12B
ASML
Asml Holding Nv

Technology
829
+ 26.55%
$662.63 - $776.99 $549K - $644K
3.95K $2.62B
STE
Steris PLC

Healthcare
1.28K
+ 16.78%
$202.46 - $232.74 $259K - $298K
8.9K $2.02B
Super Micro Computer Inc
10.6K
+ 47.64%
N/A
32.8K $1.12B
KMI
Kinder Morgan, Inc.

Energy
11K
+ 9.67%
$26.1 - $31.22 $288K - $345K
125K $3.58B
CLX
Clorox CO

Consumer Defensive
4.59K
+ 30.02%
$141.76 - $162.89 $651K - $748K
19.9K $2.93B
LMT
Lockheed Martin Corp

Industrials
2.07K
+ 16.84%
$423.19 - $506.29 $876K - $1.05M
14.4K $6.42B
TT
Trane Technologies PLC

Industrials
2.14K
+ 24.63%
$332.0 - $400.86 $711K - $858K
10.8K $3.65B
BKNG
Booking Holdings Inc.

Consumer Cyclical
106
+ 76.26%
$4295.4 - $5141.88 $455K - $545K
245 $1.13B
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
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