Concurrent Investment Advisors, LLC New Holdings in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BLOK
Amplify ETF Tr Trnsformational

ETFs
215K
New
$32.56 - $57.11 $7M - $12.3M
215K $12.3B
FYX
First Tr Small Cap Core Alphad

ETFs
70.1K
New
$79.22 - $97.28 $5.55M - $6.82M
70.1K $6.82B
Smurfit Westrock PLC
135K
New
N/A
135K $5.81B
First Tr Exchange Traded Fd
241K
New
N/A
241K $5.07B
RYT
Invesco S&P 500 Equal Weight T

ETFs
80K
New
N/A
80K $3.26B
SE
Sea LTD

Consumer Cyclical
20K
New
$105.57 - $170.4 $2.11M - $3.41M
20K $3.2B
Rbb Fd Inc
97K
New
N/A
97K $2.85B
PLMR
Palomar Holdings, Inc.

Financial Services
18.4K
New
$129.99 - $175.67 $2.4M - $3.24M
18.4K $2.84B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
55.5K
New
$41.9 - $50.31 $2.32M - $2.79M
55.5K $2.67B
Ishares Ethereum Tr
127K
New
N/A
127K $2.42B
LVHI
Franklin International Low Vol

ETFs
57.7K
New
$28.91 - $33.28 $1.67M - $1.92M
57.7K $1.88B
Northern Lts Fd Tr Iii
45.7K
New
N/A
45.7K $1.7B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
18.2K
New
$73.0 - $85.5 $1.33M - $1.56M
18.2K $1.53B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.7K
New
$55.54 - $69.09 $1.09M - $1.36M
19.7K $1.36B
TTWO
Take Two Interactive Software Inc

Communication Services
5.48K
New
$194.58 - $243.05 $1.07M - $1.33M
5.48K $1.33B
Ab Active Etfs Inc
51.3K
New
N/A
51.3K $1.28B
First Tr Exchange Traded Fd
78.7K
New
N/A
78.7K $1.25B
Listed Fds Tr
21.1K
New
N/A
21.1K $1.17B
EPI
Wisdomtree Tr India Earnings F

ETFs
24.2K
New
$41.3 - $47.52 $1M - $1.15M
24.2K $1.15B
CRSP
Crispr Therapeutics Ag

Healthcare
23K
New
$31.27 - $48.64 $718K - $1.12M
23K $1.12B
First Tr Exchange Traded Fd
67.1K
New
N/A
67.1K $1.06B
HOMZ
ETF Ser Solutions Hoya Cap Hsg

ETFs
23.3K
New
$39.48 - $45.36 $918K - $1.05M
23.3K $1.01B
QUBT
Quantum Computing Inc.

Technology
52.3K
New
$5.87 - $21.22 $307K - $1.11M
52.3K $1B
ILMN
Illumina, Inc.

Healthcare
10.3K
New
$70.3 - $95.41 $722K - $981K
10.3K $981M
WAL
Western Alliance Bancorporation

Financial Services
12.5K
New
$61.0 - $79.94 $761K - $997K
12.5K $972M
Calamos ETF Tr
36.2K
New
N/A
36.2K $946M
AOA
Ishares Tr Core Aggressive All

ETFs
11.3K
New
$69.46 - $83.4 $787K - $946K
11.3K $946M
First Tr Exchng Traded Fd Vi
28.4K
New
N/A
28.4K $944M
DFAU
Dimensional ETF Tr

ETFs
21.3K
New
$34.04 - $42.36 $725K - $902K
21.3K $902M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
35.2K
New
$24.96 - $25.5 $879K - $898K
35.2K $898M
MLPX
Global X Mlp & Energy Infrastr

ETFs
14.2K
New
$55.32 - $65.02 $787K - $925K
14.2K $892M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
14.5K
New
$50.46 - $58.08 $732K - $842K
14.5K $834M
Grail Inc
16K
New
N/A
16K $824M
Blackrock ETF Trust
23K
New
N/A
23K $820M
TRN
Trinity Industries Inc

Industrials
30.2K
New
$24.11 - $28.86 $729K - $872K
30.2K $817M
Arm Holdings PLC
4.89K
New
N/A
4.89K $790M
IP
International Paper CO

Consumer Cyclical
16.4K
New
$43.89 - $54.46 $719K - $893K
16.4K $768M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.33K
New
$104.23 - $134.39 $555K - $716K
5.33K $716M
LEU
Centrus Energy Corp

Energy
3.89K
New
$54.43 - $208.81 $212K - $812K
3.89K $713M
DTE
Dte Energy CO

Utilities
5.38K
New
$127.39 - $139.49 $685K - $750K
5.38K $712M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
14.5K
New
$42.44 - $49.08 $616K - $712K
14.5K $695M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.7K
New
$49.57 - $50.27 $679K - $688K
13.7K $688M
XHYF
Bondbloxx ETF Tr Usd High Yiel

ETFs
17.1K
New
$36.03 - $38.03 $618K - $652K
17.1K $652M
XHYI
Bondbloxx ETF Tr Usd High Yiel

ETFs
17K
New
$36.15 - $38.35 $614K - $651K
17K $651M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
5.16K
New
$107.61 - $119.09 $556K - $615K
5.16K $612M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
12.6K
New
$41.3 - $47.0 $520K - $592K
12.6K $592M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
11.4K
New
$49.73 - $51.44 $569K - $588K
11.4K $588M
OKTA
Okta, Inc.

Technology
5.73K
New
$91.24 - $127.3 $523K - $729K
5.73K $573M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
11.1K
New
$50.09 - $51.09 $556K - $567K
11.1K $567M
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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