Concurrent Investment Advisors, LLC Incresed Positions in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.6K
+ 40.97%
$50.34 - $51.86 $282K - $290K
19.3K $989M
BSX
Boston Scientific Corp

Healthcare
1.84K
+ 13.88%
$89.7 - $107.41 $165K - $198K
15.1K $1.62B
CMCSA
Comcast Corp

Communication Services
10.7K
+ 12.97%
$32.84 - $36.72 $351K - $392K
93K $3.32B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10.9K
+ 2085.66%
$87.84 - $1441.89 $958K - $15.7M
11.4K $1.03B
TFC
Truist Financial Corp

Financial Services
336
+ 0.23%
$34.79 - $42.99 $11.7K - $14.4K
144K $6.21B
F
Ford Motor CO

Consumer Cyclical
13.1K
+ 6.32%
$8.69 - $10.85 $114K - $142K
220K $1.97B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.52K
+ 10.27%
$66.5 - $71.25 $300K - $322K
48.5K $3.37B
SQ
Block, Inc.

Technology
2.17K
+ 23.41%
N/A
11.4K $777M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.31K
+ 5.93%
$31.67 - $42.89 $41.6K - $56.3K
23.5K $1.01B
VONV
Vanguard Russell 1000 Value Et

ETFs
3.01K
+ 76.24%
$73.19 - $85.21 $220K - $256K
6.96K $593M
NEM
Newmont Corp

Basic Materials
2.88K
+ 30.29%
$44.18 - $59.46 $127K - $171K
12.4K $722M
PEAK
Healthpeak Properties, Inc.

Real Estate
16.7K
+ 148.52%
N/A
27.9K $488M
MCK
Mckesson Corp

Healthcare
211
+ 11.88%
$652.83 - $732.78 $138K - $155K
1.99K $1.46B
MSI
Motorola Solutions, Inc.

Technology
903
+ 12.99%
$394.72 - $440.39 $356K - $398K
7.86K $3.3B
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
11.4K
+ 11.83%
N/A
108K $1.48B
TMUS
T Mobile Us, Inc.

Communication Services
2.49K
+ 20.62%
$220.99 - $268.54 $550K - $668K
14.6K $3.47B
FDD
First Trust Stoxx European Sel

ETFs
14.1K
+ 97.62%
$12.08 - $15.54 $170K - $219K
28.5K $443M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
5.28K
+ 17.33%
$21.8 - $27.71 $115K - $146K
35.7K $984M
SHW
Sherwin Williams CO

Basic Materials
952
+ 6.91%
$313.51 - $363.51 $298K - $346K
14.7K $5.06B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.47K
+ 19.41%
$51.68 - $52.76 $231K - $236K
27.5K $1.45B
TDG
Trans Digm Group Inc

Industrials
101
+ 15.61%
$1231.75 - $1520.64 $124K - $154K
748 $1.14B
THC
Tenet Healthcare Corp

Healthcare
224
+ 4.64%
$110.41 - $176.0 $24.7K - $39.4K
5.05K $888M
VNQ
Vanguard Specialized Funds Van

ETFs
2.89K
+ 23.03%
$79.79 - $91.42 $231K - $264K
15.4K $1.38B
GWW
W.W. Grainger, Inc.

Industrials
209
+ 54.86%
$919.93 - $1101.66 $192K - $230K
590 $613M
DNP
Dnp Select Income Fund Inc

Financial Services
24.5K
+ 63.47%
$8.89 - $9.88 $218K - $242K
63.1K $618M
USB
Us Bancorp \De\

Financial Services
1K
+ 1.62%
$36.4 - $45.76 $36.4K - $45.8K
62.9K $2.85B
STE
Steris PLC

Healthcare
466
+ 5.24%
$208.55 - $252.55 $97.2K - $118K
9.37K $2.25B
NUE
Nucor Corp

Basic Materials
1.49K
+ 35.45%
$103.22 - $131.43 $153K - $195K
5.68K $735M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.35K
+ 40.48%
$65.84 - $80.81 $155K - $190K
8.17K $654M
SNPS
Synopsys Inc

Technology
196
+ 13.11%
$380.9 - $517.66 $74.7K - $101K
1.69K $867M
Fidelity Covington Trust
5.63K
+ 58.79%
N/A
15.2K $525M
Labcorp Holdings Inc
646
+ 34.68%
N/A
2.51K $659M
GM
General Motors CO

Consumer Cyclical
3.98K
+ 31.28%
$42.48 - $50.46 $169K - $201K
16.7K $822M
IDXX
Idexx Laboratories Inc

Healthcare
119
+ 8.69%
$361.04 - $536.34 $43K - $63.8K
1.49K $799M
Canadian Pacific Kansas City
2.13K
+ 35.61%
N/A
8.12K $644M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.9K
+ 18.47%
$45.07 - $52.57 $311K - $363K
44.3K $2.16B
IXN
Ishares Global Information Tec

ETFs
1.03K
+ 13.74%
$65.81 - $92.34 $67.5K - $94.6K
8.48K $783M
DHIL
Diamond Hill Investment Group Inc

Financial Services
1.1K
+ 4.64%
$125.49 - $145.8 $138K - $160K
24.8K $3.61B
HPQ
Hp Inc

Technology
10.4K
+ 95.15%
$21.88 - $29.32 $227K - $304K
21.3K $520M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
11.1K
+ 22.84%
$22.18 - $23.36 $247K - $260K
59.8K $1.34B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
8.49K
+ 45.09%
$24.48 - $24.9 $208K - $211K
27.3K $680M
ADSK
Autodesk, Inc.

Technology
249
+ 8.86%
N/A
3.06K $947M
Reddit Inc
96
+ 2.24%
N/A
4.38K $659M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.87K
+ 10.59%
$45.3 - $50.64 $266K - $297K
61.3K $3.01B
LNG
Cheniere Energy, Inc.

Energy
592
+ 10.96%
$197.25 - $244.33 $117K - $145K
5.99K $1.46B
APO
Apollo Global Management, Inc.

Financial Services
810
+ 4.24%
$108.68 - $145.07 $88K - $118K
19.9K $2.83B
RACE
Ferrari N.V.

Consumer Cyclical
276
+ 23.55%
$397.86 - $499.02 $110K - $138K
1.45K $711M
CVS
Cvs Health Corp

Healthcare
2.77K
+ 20.65%
$60.04 - $70.18 $166K - $194K
16.2K $1.12B
PAYX
Paychex Inc

Industrials
2.8K
+ 12.38%
$137.01 - $159.78 $383K - $447K
25.4K $3.69B
Activity Summary
Buys All Purchases 994 New Holdings 202 Increased Positions 792 Sells All Sells 287 Reductions 287 Sold out 0 Options Calls 40 Puts 11
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