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
ABT
Abbott Laboratories

Healthcare
2.04K
+ 4.19%
$111.93 - $119.39 $228K - $243K
50.6K $5.72B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.52K
+ 14.35%
$45.39 - $62.98 $68.9K - $95.7K
12.1K $687M
ARLP
Alliance Resource Partners LP

Energy
5.97K
+ 28.78%
$24.84 - $28.58 $148K - $171K
26.7K $702M
PH
Parker Hannifin Corp

Industrials
247
+ 8.19%
$621.74 - $709.46 $154K - $175K
3.26K $2.07B
HPE
Hewlett Packard Enterprise CO

Technology
4.73K
+ 6.16%
$19.31 - $23.95 $91.3K - $113K
81.5K $1.74B
SNAP
Snap Inc

Communication Services
15.4K
+ 52.61%
$9.98 - $12.86 $153K - $198K
44.6K $480M
IWF
Ishares Russell 1000 Gr ETF

ETFs
52
+ 0.93%
$370.24 - $418.94 $19.3K - $21.8K
5.62K $2.26B
AMCR
Amcor PLC

Consumer Cyclical
20.4K
+ 136.28%
$9.34 - $11.37 $191K - $232K
35.4K $333M
MET
Metlife Inc

Financial Services
2.14K
+ 7.58%
$78.15 - $88.25 $167K - $189K
30.3K $2.48B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.54K
+ 33.2%
$131.66 - $144.0 $202K - $221K
6.16K $814M
AB
Alliancebernstein Holding L.P.

Financial Services
3.52K
+ 31.14%
$34.59 - $38.68 $122K - $136K
14.8K $549M
IWV
Ishares Russell 3000 ETF

ETFs
382
+ 13.1%
$323.08 - $349.08 $123K - $133K
3.3K $1.1B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.04K
+ 15.14%
$209.89 - $233.24 $219K - $243K
7.93K $1.69B
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.28K
+ 38.12%
$28.88 - $29.33 $152K - $155K
19.1K $555M
BCS
Barclays PLC

Financial Services
10.1K
+ 97.71%
$11.65 - $13.67 $118K - $139K
20.5K $273M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
2.61K
+ 5.39%
$25.22 - $28.15 $65.9K - $73.6K
51.1K $1.37B
TTD
Trade Desk, Inc.

Technology
597
+ 6.47%
$108.7 - $139.51 $64.9K - $83.3K
9.82K $1.15B
CGGO
Capital Group Global Growth Eq

ETFs
5.72K
+ 21.82%
$29.21 - $30.67 $167K - $175K
31.9K $932M
SNOW
Snowflake Inc.

Technology
518
+ 33.59%
$109.65 - $186.51 $56.8K - $96.6K
2.06K $318M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.76K
+ 7.2%
$160.89 - $176.18 $284K - $311K
26.3K $4.25B
EMLP
First Tr Exchange Traded Iv

ETFs
2.2K
+ 7.66%
$33.69 - $38.24 $73.9K - $83.9K
30.9K $1.1B
AVK
Advent Convertible & Income Fund

Financial Services
11.6K
+ 78.54%
$11.13 - $12.5 $129K - $145K
26.3K $310M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.76K
+ 3.79%
$52.0 - $55.66 $91.3K - $97.7K
48.1K $2.57B
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
899
+ 30.77%
$97.09 - $120.01 $87.3K - $108K
3.82K $413M
TWLO
Twilio Inc

Communication Services
743
+ 65.06%
$63.73 - $114.96 $47.4K - $85.4K
1.89K $204M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.4K
+ 22.62%
$46.48 - $51.32 $112K - $123K
13K $627M
SBR
Sabine Royalty Trust

Energy
597
+ 2.16%
$60.18 - $66.67 $35.9K - $39.8K
28.2K $1.83B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
30.6K
+ 157.18%
$18.41 - $40.87 $563K - $1.25M
50K $925M
ENB
Enbridge Inc

Energy
841
+ 1.71%
$40.4 - $43.92 $34K - $36.9K
50.1K $2.13B
MPLX
Mplx LP

Energy
1.8K
+ 15.97%
$43.77 - $51.66 $78.9K - $93.1K
13.1K $626M
IMTB
Ishares Tr

ETFs
3.48K
+ 29.35%
$42.29 - $44.45 $147K - $154K
15.3K $650M
AZN
Astrazeneca PLC

Healthcare
4.24K
+ 33.43%
$63.2 - $79.58 $268K - $337K
16.9K $1.11B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.62K
+ 12.04%
$51.33 - $53.74 $186K - $195K
33.7K $1.74B
SQ
Block, Inc.

Technology
186
+ 3.2%
$65.06 - $98.92 $12.1K - $18.4K
5.99K $509M
AJG
Arthur J. Gallagher & Co.

Financial Services
355
+ 4.66%
$278.49 - $315.16 $98.9K - $112K
7.98K $2.26B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.3K
+ 43.62%
$79.95 - $89.42 $104K - $116K
4.29K $358M
IJS
Ishares S&P Smallcap 600 Value

ETFs
633
+ 1.25%
$104.59 - $118.05 $66.2K - $74.7K
51.3K $5.57B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.13K
+ 24.83%
$57.38 - $61.11 $122K - $130K
10.7K $625M
VXF
Vanguard Extended Market ETF

ETFs
53
+ 0.4%
$179.17 - $207.15 $9.5K - $11K
13.2K $2.5B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.76K
+ 4.23%
$91.94 - $100.02 $437K - $476K
117K $10.9B
G
Genpact LTD

Technology
2.01K
+ 28.34%
$38.17 - $46.82 $76.6K - $94K
9.09K $390M
DG
Dollar General Corp

Consumer Defensive
1.99K
+ 45.33%
$73.27 - $84.47 $146K - $168K
6.39K $485M
SLV
I Shares Silver Trust

ETFs
6.29K
+ 23.7%
$26.33 - $31.74 $166K - $200K
32.8K $864M
PWR
Quanta Services, Inc.

Industrials
150
+ 4.33%
$296.05 - $346.6 $44.4K - $52K
3.61K $1.14B
JKHY
Henry Jack & Associates Inc

Technology
615
+ 23.02%
$171.12 - $186.18 $105K - $115K
3.29K $576M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1K
+ 7.59%
$17.13 - $34.23 $17.2K - $34.4K
14.2K $344M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.09%
$229.85 - $335.91 $230 - $336
1.06K $348M
WDAY
Workday, Inc.

Technology
278
+ 14.8%
$233.85 - $279.91 $65K - $77.8K
2.16K $557M
DVY
Ishares Tr

ETFs
882
+ 16.99%
$129.55 - $143.41 $114K - $126K
6.07K $797M
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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