Concurrent Investment Advisors, LLC Incresed Positions in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
THC
Tenet Healthcare Corp

Healthcare
234
+ 4.64%
$148.38 - $203.04 $34.7K - $47.5K
5.28K $1.07B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.73K
+ 6.17%
$94.11 - $95.78 $162K - $165K
29.7K $2.84B
TY
Tri Continental Corp

Financial Services
2.96K
+ 8.35%
$31.7 - $34.11 $93.8K - $101K
38.4K $1.31B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.72K
+ 70.25%
$102.4 - $103.88 $176K - $178K
4.16K $430M
CEG
Constellation Energy Corp

Utilities
458
+ 10.91%
$298.82 - $354.89 $137K - $163K
4.66K $1.53B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
533
+ 2.25%
$136.48 - $142.97 $72.7K - $76.2K
24.2K $3.38B
IDV
Ishares Tr

ETFs
4.14K
+ 34.12%
$34.54 - $37.28 $143K - $154K
16.3K $595M
PAVE
Global X Fds Us Infrastructure

ETFs
2.2K
+ 12.68%
$44.02 - $47.63 $96.7K - $105K
19.5K $929M
VST
Vistra Corp.

Utilities
869
+ 41.86%
$182.0 - $217.92 $158K - $189K
2.95K $577M
VKTX
Viking Therapeutics, Inc.

Healthcare
6.71K
+ 69.99%
$23.09 - $42.09 $155K - $283K
16.3K $428M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
33
+ 0.82%
$393.18 - $439.39 $13K - $14.5K
4.08K $1.78B
NXPI
Nxp Semiconductors N.V.

Technology
208
+ 1.56%
$205.16 - $239.07 $42.7K - $49.7K
13.5K $3.08B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
185
+ 11.41%
$534.91 - $598.71 $99K - $111K
1.81K $1.02B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.89K
+ 22.67%
$62.54 - $68.42 $118K - $129K
10.2K $689M
EXEL
Exelixis, Inc.

Healthcare
5.18K
+ 27.68%
$36.22 - $46.25 $188K - $240K
23.9K $987M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
7.78K
+ 9.62%
$13.32 - $14.12 $104K - $110K
88.7K $1.25B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.46K
+ 17.9%
$79.76 - $85.78 $117K - $125K
9.63K $816M
CCL
Carnival Corp

Consumer Cyclical
4.97K
+ 23.71%
$28.37 - $32.49 $141K - $162K
25.9K $750M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.99K
+ 4.87%
$48.72 - $50.73 $145K - $151K
64.3K $3.17B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
9.47K
+ 46.75%
$11.64 - $15.79 $110K - $150K
29.7K $436M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.51K
+ 2.19%
$72.01 - $74.44 $109K - $113K
70.6K $5.19B
Arm Holdings PLC
1.81K
+ 36.94%
N/A
6.69K $947M
BP
Bp PLC

Energy
16
+ 0.05%
$30.25 - $35.69 $484 - $571
34.2K $1.18B
GLDM
World Gold Trust

ETFs
1.25K
+ 23.17%
$64.73 - $76.45 $81.1K - $95.8K
6.66K $509M
D
Dominion Energy, Inc

Utilities
275
+ 0.93%
$56.32 - $62.1 $15.5K - $17.1K
29.9K $1.83B
GRMN
Garmin LTD

Technology
249
+ 10.16%
$211.13 - $246.22 $52.6K - $61.3K
2.7K $665M
UTHR
United Therapeutics Corp

Healthcare
83
+ 9.5%
$274.7 - $438.75 $22.8K - $36.4K
957 $401M
Te Connectivity PLC
140
+ 5.99%
N/A
2.48K $544M
PEN
Penumbra Inc

Healthcare
600
+ 61.54%
$227.15 - $287.09 $136K - $172K
1.58K $399M
URI
United Rentals, Inc.

Industrials
40
+ 7.49%
$774.14 - $975.23 $31K - $39K
574 $548M
EPD
Enterprise Products Partners L.P.

Energy
3.47K
+ 2.46%
$30.74 - $32.14 $107K - $111K
144K $4.51B
XLB
Select Sector Spdr Fd Material

ETFs
1.35K
+ 11.15%
$86.72 - $92.61 $117K - $125K
13.5K $1.21B
EVRG
Evergy, Inc.

Utilities
681
+ 5.82%
$67.73 - $76.02 $46.1K - $51.8K
12.4K $942M
BALT
Innovator Etfs Tr
3.84K
+ 34.07%
$32.11 - $32.82 $123K - $126K
15.1K $496M
AVK
Advent Convertible & Income Fund

Financial Services
8.92K
+ 30.61%
$12.06 - $12.79 $108K - $114K
38K $487M
SUB
Ishares Short Term National Mu

ETFs
1.23K
+ 20.21%
$106.17 - $107.3 $130K - $132K
7.29K $779M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.38K
+ 2.68%
$23.82 - $25.84 $32.9K - $35.7K
52.9K $1.36B
PEAK
Healthpeak Properties, Inc.

Real Estate
4.42K
+ 15.85%
N/A
32.3K $619M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.2K
+ 3.9%
$50.02 - $53.28 $60K - $63.9K
32K $1.67B
Blackrock Income Tr Inc
12.3K
+ 75.78%
N/A
28.4K $319M
GUG
Guggenheim Active Allocation Fund

ETFs
8.37K
+ 29.94%
$15.2 - $16.25 $127K - $136K
36.3K $566M
Labcorp Holdings Inc
235
+ 9.37%
N/A
2.74K $788M
DFIV
Dimensional ETF Tr

ETFs
2.2K
+ 26.73%
$42.66 - $46.53 $93.7K - $102K
10.4K $480M
AN
Autonation, Inc.

Consumer Cyclical
77
+ 1.41%
$189.27 - $227.18 $14.6K - $17.5K
5.54K $1.21B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.15K
+ 9.57%
$22.64 - $23.22 $117K - $120K
59K $1.36B
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
14.7K
+ 42.53%
$7.98 - $8.29 $117K - $122K
49.2K $404M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1K
+ 3.15%
$36.04 - $38.78 $36.2K - $38.9K
32.9K $1.27B
BIGZ
Black Rock Innovation & Growth Trust
22.1K
+ 62.75%
N/A
57.4K $385M
PDEC
Innovator U.S. Equity Power Bu
908
+ 2.1%
N/A
44.2K $1.86B
Activity Summary
Buys All Purchases 874 New Holdings 166 Increased Positions 708 Sells All Sells 498 Reductions 498 Sold out 0 Options Calls 42 Puts 24
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email