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
Teekay Corporation LTD
18.5K
+ 101.72%
N/A
36.6K $240M
SHOP
Shopify Inc.

Technology
2.48K
+ 21.89%
$90.59 - $129.31 $225K - $321K
13.8K $1.32B
ATO
Atmos Energy Corp

Utilities
185
+ 3.34%
$136.51 - $154.58 $25.3K - $28.6K
5.73K $885M
J P Morgan Exchange Traded F
1.94K
+ 64.19%
N/A
4.97K $316M
EMLP
First Tr Exchange Traded Iv

ETFs
1.49K
+ 4.83%
$35.79 - $38.28 $53.3K - $57K
32.3K $1.21B
TMO
Thermo Fisher Scientific Inc.

Healthcare
382
+ 11.1%
$497.6 - $606.74 $190K - $232K
3.82K $1.9B
FID
First Tr Exchange Trded Fd Vi

ETFs
4.77K
+ 16.85%
$15.83 - $17.53 $75.5K - $83.6K
33.1K $571M
DELL
Dell Technologies Inc.

Technology
2.23K
+ 56.48%
$90.34 - $124.66 $202K - $278K
6.18K $564M
HTH
Hilltop Holdings Inc.

Financial Services
418
+ 0.8%
$27.15 - $32.77 $11.3K - $13.7K
52.7K $1.61B
HYD
Vaneck High Yield Muni ETF

ETFs
2.2K
+ 27.9%
$50.79 - $52.53 $112K - $116K
10.1K $516M
DPZ
Dominos Pizza Inc

Consumer Cyclical
25
+ 1.06%
$402.33 - $489.71 $10.1K - $12.2K
2.38K $1.09B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.07K
+ 17.9%
$51.26 - $52.53 $106K - $109K
13.7K $704M
GPC
Genuine Parts CO

Consumer Cyclical
612
+ 4.58%
$115.91 - $129.02 $70.9K - $79K
14K $1.67B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.4K
+ 13.07%
$58.32 - $65.09 $81.6K - $91.1K
12.1K $729M
JKHY
Henry Jack & Associates Inc

Technology
432
+ 13.14%
$166.47 - $191.28 $71.9K - $82.6K
3.72K $679M
FCX
Freeport Mcmoran Inc

Basic Materials
2.76K
+ 8.81%
$34.5 - $43.01 $95.1K - $119K
34.1K $1.29B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.54K
+ 7.19%
$51.52 - $52.37 $79.5K - $80.8K
23K $1.21B
CINF
Cincinnati Financial Corp

Financial Services
597
+ 35.54%
$133.67 - $147.81 $79.8K - $88.2K
2.28K $336M
AB
Alliancebernstein Holding L.P.

Financial Services
1.98K
+ 13.34%
$35.0 - $40.73 $69.2K - $80.5K
16.8K $643M
VGSH
Vanguard

ETFs
1.56K
+ 34.87%
$58.07 - $58.69 $90.4K - $91.3K
6.02K $353M
VRIG
Invesco Actively Managed ETF F

ETFs
3.66K
+ 20.16%
$25.06 - $25.19 $91.6K - $92.1K
21.8K $546M
MPLX
Mplx LP

Energy
314
+ 2.4%
$47.88 - $54.65 $15K - $17.2K
13.4K $717M
SBR
Sabine Royalty Trust

Energy
213
+ 0.76%
$64.04 - $69.75 $13.6K - $14.9K
28.4K $1.92B
QTUM
ETF Ser Solutions Defiance Qua
1.44K
+ 54.02%
N/A
4.12K $307M
IQI
Invesco Quality Municipal Income Trust

Financial Services
9.53K
+ 62.75%
$9.59 - $10.1 $91.4K - $96.2K
24.7K $239M
LGOV
First Tr ETF Iv Long Duration

ETFs
2.79K
+ 6.27%
$20.41 - $21.7 $57K - $60.6K
47.3K $1.02B
OWL
Blue Owl Capital Inc.

Financial Services
11.6K
+ 25.69%
$18.49 - $26.68 $215K - $310K
56.9K $1.14B
NUE
Nucor Corp

Basic Materials
601
+ 16.74%
$114.48 - $142.52 $68.8K - $85.7K
4.19K $504M
HDV
Ishares Core High Dividend ETF

ETFs
326
+ 6.35%
$110.86 - $121.12 $36.1K - $39.5K
5.46K $661M
CRM
Salesforce, Inc.

Technology
6.62K
+ 12.82%
$268.36 - $359.95 $1.78M - $2.38M
58.3K $8.69B
EA
Electronic Arts Inc.

Communication Services
576
+ 33.86%
$116.53 - $146.29 $67.1K - $84.3K
2.28K $329M
FDN
First Tr Fd Dow Jones

ETFs
1K
+ 14.69%
$221.38 - $266.86 $222K - $268K
7.84K $1.74B
USA
Liberty All Star Equity Fund

Financial Services
16.1K
+ 23.62%
$6.41 - $7.32 $103K - $118K
84.4K $553M
ARCC
Ares Capital Corp

Financial Services
2.58K
+ 3.32%
$21.28 - $23.81 $54.9K - $61.4K
80.2K $1.78B
JCI
Johnson Controls International PLC

Industrials
883
+ 14.51%
$76.12 - $90.6 $67.2K - $80K
6.97K $558M
VOT
Vanguard Mid Cap Growth Index

ETFs
979
+ 5.44%
$237.72 - $276.98 $233K - $271K
19K $4.64B
GM
General Motors CO

Consumer Cyclical
2.91K
+ 29.65%
$45.22 - $54.92 $132K - $160K
12.7K $598M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
593
+ 15.25%
$333.37 - $384.99 $198K - $228K
4.48K $1.5B
NRG
Nrg Energy, Inc.

Utilities
480
+ 8.56%
$84.82 - $113.33 $40.7K - $54.4K
6.09K $581M
CCL
Carnival Corp

Consumer Cyclical
6.11K
+ 74.1%
$19.08 - $28.49 $117K - $174K
14.4K $280M
HES
Hess Corp

Energy
128
+ 6.31%
$135.42 - $160.52 $17.3K - $20.5K
2.16K $344M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
4.09K
+ 24.72%
$18.12 - $19.21 $74.1K - $78.6K
20.6K $376M
TALO
Talos Energy Inc.

Energy
7.51K
+ 14.09%
$8.21 - $11.01 $61.6K - $82.6K
60.8K $591M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
5.38K
+ 16.22%
$13.4 - $14.48 $72K - $77.8K
38.5K $517M
NXST
Nexstar Media Group, Inc.

Communication Services
248
+ 18.72%
$146.34 - $182.75 $36.3K - $45.3K
1.57K $282M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
518
+ 1.04%
$44.68 - $46.49 $23.1K - $24.1K
50.2K $2.33B
SOXX
Ishares Semiconductor ETF

ETFs
1.67K
+ 18.82%
$188.17 - $235.81 $315K - $394K
10.6K $1.99B
DNP
Dnp Select Income Fund Inc

Financial Services
3.41K
+ 9.68%
$8.93 - $9.92 $30.5K - $33.8K
38.6K $382M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.21K
+ 2.92%
$49.25 - $50.66 $109K - $112K
77.8K $3.86B
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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