Concurrent Investment Advisors, LLC New Holdings in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
15.6K
New
N/A
15.6K $556M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
11.3K
New
$48.37 - $55.84 $546K - $631K
11.3K $552M
MDIV
First Trust Multi Asset Divers

ETFs
32.6K
New
$16.02 - $16.68 $522K - $544K
32.6K $533M
IOO
Ishares Tr Global 100 ETF

ETFs
5.37K
New
$96.2 - $105.12 $517K - $565K
5.37K $517M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
80.6K
New
$5.62 - $10.15 $453K - $818K
80.6K $510M
RACE
Ferrari N.V.

Consumer Cyclical
1.17K
New
$413.73 - $508.15 $485K - $596K
1.17K $501M
RELX
Relx PLC

Communication Services
9.88K
New
$45.34 - $51.91 $448K - $513K
9.88K $498M
IMFL
Invesco Ex Tr Self Indx Fd Tr
20.2K
New
$23.3 - $25.76 $470K - $520K
20.2K $496M
EXEL
Exelixis, Inc.

Healthcare
12.4K
New
$32.38 - $39.16 $401K - $485K
12.4K $457M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.74K
New
$161.13 - $209.29 $442K - $574K
2.74K $454M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
8.99K
New
N/A
8.99K $435M
Labcorp Holdings Inc
1.86K
New
N/A
1.86K $434M
AER
Aer Cap Holdings N.V.

Industrials
4.23K
New
$94.11 - $105.78 $398K - $448K
4.23K $432M
PPA
Invesco Exchange Traded Fd Tr

ETFs
3.63K
New
$113.59 - $123.29 $413K - $448K
3.63K $423M
HTBI
Home Trust Bancshares, Inc.

Financial Services
12.3K
New
$31.6 - $37.91 $390K - $468K
12.3K $423M
EGP
Eastgroup Properties Inc

Real Estate
2.38K
New
$155.63 - $187.46 $371K - $447K
2.38K $420M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
9.44K
New
$41.46 - $45.98 $391K - $434K
9.44K $417M
CNP
Centerpoint Energy Inc

Utilities
11.5K
New
$30.87 - $36.25 $355K - $417K
11.5K $416M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
7.32K
New
$54.9 - $62.36 $402K - $457K
7.32K $407M
WEN
Wendy'S CO

Consumer Cyclical
27.2K
New
$14.17 - $16.17 $386K - $440K
27.2K $399M
CORP
Pimco Investment Grade Corp Bd

ETFs
4.11K
New
$93.89 - $97.32 $386K - $400K
4.11K $398M
SNEX
Stone X Group Inc.

Financial Services
5.19K
New
$76.12 - $126.89 $395K - $658K
5.19K $396M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
6.42K
New
$46.15 - $63.53 $296K - $408K
6.42K $395M
VRT
Vertiv Holdings CO

Industrials
5.43K
New
N/A
5.43K $392M
IYC
Ishares U.S. Consumer Discreti

ETFs
4.42K
New
$85.71 - $101.2 $379K - $447K
4.42K $390M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4.02K
New
$94.87 - $96.11 $382K - $387K
4.02K $386M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
26.6K
New
$14.31 - $14.8 $380K - $393K
26.6K $384M
AIQ
Global X Funds Global X Artifi

ETFs
10.2K
New
$36.38 - $42.77 $373K - $438K
10.2K $373M
BEAM
Beam Therapeutics Inc.

Healthcare
19K
New
$19.53 - $34.09 $371K - $648K
19K $371M
SKX
Skechers Usa Inc

Consumer Cyclical
6.47K
New
$54.98 - $78.24 $356K - $506K
6.47K $367M
NFRA
Flexshares Stoxx Global Broad

ETFs
6.31K
New
$53.37 - $57.8 $336K - $364K
6.31K $363M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
4.2K
New
$73.82 - $89.02 $310K - $374K
4.2K $361M
Nebius Group N.V.
17.1K
New
N/A
17.1K $361M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
7.65K
New
$46.12 - $52.9 $353K - $405K
7.65K $356M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
13.9K
New
$24.88 - $26.85 $346K - $373K
13.9K $351M
LNTH
Lantheus Holdings, Inc.

Healthcare
3.58K
New
$78.23 - $110.01 $280K - $394K
3.58K $350M
VIRT
Virtu Financial, Inc.

Financial Services
9.12K
New
$34.19 - $40.96 $312K - $373K
9.12K $347M
SHAK
Shake Shack Inc.

Consumer Cyclical
3.92K
New
$82.77 - $133.38 $325K - $523K
3.92K $346M
Ea Series Trust
12.7K
New
N/A
12.7K $344M
Managed Portfolio Series
14.4K
New
N/A
14.4K $344M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.85K
New
$73.71 - $87.55 $283K - $337K
3.85K $335M
AX
Axos Financial, Inc.

Financial Services
5.12K
New
$61.63 - $73.1 $315K - $374K
5.12K $330M
PHG
Koninklijke Philips Nv

Healthcare
12.8K
New
$24.92 - $28.61 $319K - $366K
12.8K $325M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.67K
New
$63.77 - $71.36 $298K - $333K
4.67K $322M
AIT
Applied Industrial Technologies Inc

Industrials
1.41K
New
$218.93 - $269.18 $310K - $381K
1.41K $319M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
13.9K
New
$21.34 - $23.86 $296K - $331K
13.9K $317M
Neos ETF Trust
6.65K
New
N/A
6.65K $315M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.54K
New
$32.42 - $36.13 $309K - $345K
9.54K $315M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.14K
New
$50.87 - $51.09 $312K - $314K
6.14K $313M
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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