Concurrent Investment Advisors, LLC New Holdings in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
375K
New
$22.4 - $68.28 $8.4M - $25.6M
375K $8.69B
PNOV
Innovator U.S. Equity Power Bu
148K
New
N/A
148K $5.59B
First Tr Exchng Traded Fd Vi
126K
New
N/A
126K $4.71B
Blackrock Inc
4.29K
New
N/A
4.29K $4.4B
Tidal ETF Tr
33.9K
New
N/A
33.9K $3.69B
COF
Capital One Financial Corp

Financial Services
16.7K
New
$145.19 - $192.01 $2.42M - $3.2M
16.7K $2.97B
Tidal ETF Tr
132K
New
N/A
132K $2.52B
JPUS
Jpmorgan Diversified Return Us

ETFs
22K
New
$114.05 - $123.77 $2.5M - $2.72M
22K $2.51B
BSEP
Innovator U.S. Equity Buffer E

ETFs
52.1K
New
$41.8 - $43.67 $2.18M - $2.27M
52.1K $2.23B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
24K
New
$81.34 - $96.75 $1.95M - $2.32M
24K $1.95B
Arista Networks Inc
15.5K
New
N/A
15.5K $1.71B
GAM
General American Investors CO Inc

Financial Services
30.7K
New
$49.57 - $55.15 $1.52M - $1.69M
30.7K $1.56B
PDEC
Innovator U.S. Equity Power Bu
37.7K
New
N/A
37.7K $1.45B
Fidelity Covington Trust
50.4K
New
N/A
50.4K $1.39B
JHMM
John Hancock Multifactor Mid C

ETFs
22.2K
New
$59.61 - $64.8 $1.32M - $1.44M
22.2K $1.32B
CET
Central Securities Corp

Financial Services
28.4K
New
$45.38 - $49.1 $1.29M - $1.4M
28.4K $1.3B
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
59K
New
$18.69 - $20.73 $1.1M - $1.22M
59K $1.1B
First Tr Exchng Traded Fd Vi
31.3K
New
N/A
31.3K $1.1B
APP
App Lovin Corp

Technology
3.12K
New
$130.67 - $401.5 $408K - $1.25M
3.12K $1.01B
LGOV
First Tr ETF Iv Long Duration

ETFs
44.5K
New
$20.75 - $22.49 $924K - $1M
44.5K $928M
First Tr Exchng Traded Fd Vi
24.7K
New
N/A
24.7K $833M
STEW
Boulder Growth & Income Fund

Financial Services
51.3K
New
$15.33 - $16.73 $787K - $858K
51.3K $822M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.15K
New
$89.97 - $98.59 $734K - $804K
8.15K $775M
TUSI
Touchstone ETF Tr Ultra Short
30K
New
N/A
30K $758M
OKTA
Okta, Inc.

Technology
9.49K
New
$71.81 - $86.11 $681K - $817K
9.49K $748M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.16K
New
$216.72 - $244.71 $684K - $773K
3.16K $743M
Lam Research Corp
10.3K
New
N/A
10.3K $743M
SOR
Source Capital Inc

Financial Services
16.4K
New
$42.29 - $45.82 $692K - $750K
16.4K $712M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
15K
New
$46.38 - $48.42 $695K - $726K
15K $695M
Super Micro Computer Inc
22.2K
New
N/A
22.2K $678M
PSEP
Innovator U.S. Equity Power Bu
17K
New
N/A
17K $665M
DFAI
Dimensional ETF Tr

ETFs
22.8K
New
$29.0 - $31.6 $660K - $719K
22.8K $664M
BNOV
Innovator U.S. Equity Buffer E

ETFs
16.1K
New
$38.08 - $39.98 $615K - $646K
16.1K $634M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
5.72K
New
$104.52 - $115.08 $598K - $658K
5.72K $603M
Invesco Exch Traded Fd Tr Ii
17.3K
New
N/A
17.3K $581M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
45.9K
New
$12.16 - $13.26 $558K - $608K
45.9K $579M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.74K
New
$98.47 - $109.35 $565K - $628K
5.74K $565M
IYK
Ishares U.S. Consumer Staples

ETFs
7.94K
New
$65.32 - $70.92 $519K - $563K
7.94K $521M
PTF
Invesco Exchange Traded Fd Tr

ETFs
6.28K
New
$62.32 - $80.47 $391K - $505K
6.28K $456M
VRIG
Invesco Actively Managed ETF F

ETFs
18.1K
New
$25.06 - $25.2 $454K - $457K
18.1K $455M
FSMD
Fidelity Covington Tr Small Mi

ETFs
10.8K
New
$40.75 - $44.85 $441K - $485K
10.8K $445M
CTRA
Coterra Energy Inc.

Energy
17.4K
New
$22.71 - $27.63 $395K - $481K
17.4K $445M
PRN
Invesco Dwa Industrials Moment

ETFs
2.86K
New
$151.92 - $177.75 $434K - $508K
2.86K $439M
PFI
Invesco Exchange Traded Fd Tr

ETFs
7.7K
New
$54.89 - $63.81 $423K - $492K
7.7K $439M
AI
C3.Ai, Inc.

Technology
12.8K
New
$22.6 - $42.94 $288K - $548K
12.8K $439M
Invesco Exchange Traded Fd T
4.44K
New
N/A
4.44K $438M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
17.6K
New
$22.75 - $25.31 $401K - $447K
17.6K $435M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
6.58K
New
$59.58 - $63.93 $392K - $421K
6.58K $403M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.12K
New
$63.58 - $71.15 $389K - $436K
6.12K $398M
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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