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
BRO
Brown & Brown, Inc.

Financial Services
746
+ 8.11%
$100.54 - $124.4 $75K - $92.8K
9.95K $1.24B
MELI
Mercadolibre Inc

Consumer Cyclical
107
+ 31.1%
$1739.0 - $2260.0 $186K - $242K
451 $880M
HYLS
First Tr Tactical High Yield L

ETFs
8.61K
+ 4.13%
$40.95 - $41.77 $352K - $360K
217K $8.91B
SJM
J M Smucker CO

Consumer Defensive
1.51K
+ 11.17%
$100.41 - $118.41 $152K - $179K
15K $1.78B
FISV
Fiserv Inc

Technology
459
+ 3.73%
N/A
12.8K $2.82B
CGGO
Capital Group Global Growth Eq

ETFs
11.3K
+ 35.3%
$28.33 - $30.84 $319K - $347K
43.2K $1.22B
EVRG
Evergy, Inc.

Utilities
3.2K
+ 35.06%
$59.9 - $69.52 $192K - $223K
12.3K $851M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.97K
+ 25.91%
$42.18 - $45.16 $252K - $270K
29K $1.28B
CARR
Carrier Global Corp

Industrials
6.58K
+ 23.99%
$62.07 - $70.55 $409K - $464K
34K $2.16B
J P Morgan Exchange Traded F
5.86K
+ 19.3%
N/A
36.2K $2.16B
GOOG
Alphabet Inc.

Communication Services
25.2K
+ 23.54%
$156.06 - $207.71 $3.93M - $5.23M
132K $20.7B
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.07K
+ 19.95%
$120.29 - $134.6 $370K - $414K
18.5K $2.25B
IQV
Iqvia Holdings Inc.

Healthcare
2.17K
+ 39.28%
$176.3 - $209.96 $382K - $455K
7.68K $1.35B
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.7K
+ 45.49%
$28.92 - $29.24 $252K - $254K
27.8K $814M
NSC
Norfolk Southern Corp

Industrials
972
+ 8.89%
$227.69 - $259.76 $221K - $252K
11.9K $2.82B
ECL
Ecolab Inc.

Basic Materials
700
+ 18.36%
$229.72 - $269.82 $161K - $189K
4.51K $1.14B
Global X Fds
2.44K
+ 19.75%
N/A
14.8K $1.49B
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
22.7K
+ 213.22%
$10.81 - $11.3 $245K - $256K
33.3K $366M
APH
Amphenol Corp

Technology
4.55K
+ 35.05%
$61.62 - $78.55 $280K - $357K
17.5K $1.15B
KEYS
Keysight Technologies, Inc.

Technology
2.26K
+ 26.78%
$148.16 - $185.11 $335K - $418K
10.7K $1.6B
MBB
Ishares Tr

ETFs
2.23K
+ 12.84%
$90.37 - $94.08 $201K - $210K
19.6K $1.84B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.08K
+ 17.28%
$97.38 - $104.52 $202K - $217K
14.1K $1.44B
NVS
Novartis Ag

Healthcare
1.65K
+ 39.87%
$97.14 - $115.57 $160K - $191K
5.8K $646M
BCS
Barclays PLC

Financial Services
13K
+ 63.5%
$12.69 - $16.25 $165K - $212K
33.5K $515M
MCK
Mckesson Corp

Healthcare
99
+ 5.9%
$566.21 - $672.99 $56.1K - $66.6K
1.78K $1.2B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.01K
+ 65.33%
$25.81 - $28.52 $207K - $228K
20.3K $559M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
3.15K
+ 8.91%
$52.31 - $54.02 $165K - $170K
38.5K $2.08B
AES
Aes Corp

Utilities
20.5K
+ 35.7%
$9.93 - $13.23 $204K - $271K
78K $968M
ED
Consolidated Edison Inc

Utilities
634
+ 8.59%
$88.0 - $110.59 $55.8K - $70.1K
8.01K $886M
AUSF
Global X Fds Adaptive U S Fact

ETFs
2.36K
+ 3.14%
$41.68 - $43.97 $98.2K - $104K
77.5K $3.38B
FDX
Fedex Corp

Industrials
1.3K
+ 53.71%
$230.33 - $281.53 $300K - $367K
3.73K $909M
AZO
Autozone Inc

Consumer Cyclical
25
+ 11.74%
$3193.96 - $3828.11 $79.8K - $95.7K
238 $907M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.62K
+ 10.73%
$50.82 - $52.7 $184K - $191K
37.3K $1.96B
NUV
Nuveen Municipal Value Fund Inc

Financial Services
24.4K
+ 51.46%
$8.58 - $8.9 $209K - $217K
71.7K $629M
GBIL
Goldman Sachs Access Treasury

ETFs
2.2K
+ 51.16%
$99.85 - $100.19 $220K - $220K
6.5K $651M
Cava Group Inc
3.42K
+ 120.79%
N/A
6.24K $540M
IDXX
Idexx Laboratories Inc

Healthcare
509
+ 59.12%
$406.29 - $469.04 $207K - $239K
1.37K $575M
CRWD
Crowd Strike Holdings, Inc.

Technology
421
+ 6.25%
$308.86 - $455.36 $130K - $192K
7.16K $2.52B
KKR
Kkr & Co. Inc.

Financial Services
3.67K
+ 57.1%
$108.17 - $167.07 $397K - $613K
10.1K $1.17B
COF
Capital One Financial Corp

Financial Services
1.11K
+ 6.68%
$163.87 - $209.82 $183K - $234K
17.8K $3.19B
GD
General Dynamics Corp

Industrials
273
+ 1.76%
$241.94 - $272.58 $66K - $74.4K
15.8K $4.29B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.09K
+ 5.98%
$30.38 - $34.94 $93.8K - $108K
54.7K $1.87B
SCHW
Schwab Charles Corp

Financial Services
1.97K
+ 14.71%
$71.24 - $83.64 $141K - $165K
15.4K $1.2B
ADM
Archer Daniels Midland CO

Consumer Defensive
5.17K
+ 33.61%
$45.22 - $52.17 $234K - $270K
20.5K $986M
KIM
Kimco Realty Corp

Real Estate
12.7K
+ 45.59%
$20.15 - $23.42 $256K - $297K
40.6K $861M
Gsk PLC
3.72K
+ 28.31%
N/A
16.9K $653M
THC
Tenet Healthcare Corp

Healthcare
1.32K
+ 37.55%
$119.51 - $144.98 $157K - $191K
4.82K $649M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.38K
+ 22.17%
$59.78 - $60.03 $202K - $203K
18.7K $1.12B
SNPS
Synopsys Inc

Technology
587
+ 64.65%
$428.58 - $551.54 $252K - $324K
1.5K $641M
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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