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
Rocket Lab Corp
8.59K
New
N/A
8.59K $307M
JOBY
Joby Aviation, Inc.

Industrials
28.8K
New
$5.33 - $10.55 $154K - $304K
28.8K $304M
CHWY
Chewy, Inc.

Consumer Cyclical
7.11K
New
$31.21 - $48.21 $222K - $343K
7.11K $303M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
13K
New
$22.43 - $23.23 $291K - $302K
13K $302M
Galaxy Digital Inc.
13.7K
New
N/A
13.7K $299M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
3.34K
New
$75.06 - $87.96 $251K - $294K
3.34K $294M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.13K
New
$56.88 - $70.77 $235K - $292K
4.13K $291M
HSBC
Hsbc Holdings PLC

Financial Services
4.77K
New
$46.68 - $61.09 $223K - $291K
4.77K $290M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.52K
New
$162.65 - $188.71 $248K - $288K
1.52K $288M
SYM
Symbotic Inc.

Financial Services
7.33K
New
$17.5 - $38.85 $128K - $285K
7.33K $285M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.12K
New
$187.5 - $246.51 $210K - $277K
1.12K $277M
EBAY
Ebay Inc

Consumer Cyclical
3.7K
New
$59.52 - $79.36 $220K - $294K
3.7K $275M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
7.69K
New
$28.53 - $35.69 $219K - $275K
7.69K $275M
BXC
Blue Linx Holdings Inc.

Industrials
3.63K
New
$63.76 - $78.03 $232K - $283K
3.63K $270M
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.8K
New
$24.54 - $25.07 $264K - $270K
10.8K $269M
Tcw ETF Trust
6.81K
New
N/A
6.81K $269M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.01K
New
$73.02 - $90.22 $219K - $271K
3.01K $268M
APG
A Pi Group Corp

Industrials
5.25K
New
$32.2 - $51.23 $169K - $269K
5.25K $268M
A
Agilent Technologies, Inc.

Healthcare
2.26K
New
$99.29 - $120.52 $224K - $272K
2.26K $267M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
7.21K
New
$31.44 - $36.79 $227K - $265K
7.21K $265M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
11.1K
New
$19.16 - $23.81 $213K - $265K
11.1K $265M
Nano Nuclear Energy Inc
7.58K
New
N/A
7.58K $262M
SKYY
First Trust Cloud Computing Et

ETFs
2.12K
New
$89.46 - $121.64 $190K - $258K
2.12K $258M
MUR
Murphy Oil Corp

Energy
11.4K
New
$19.62 - $29.21 $224K - $334K
11.4K $257M
MRNA
Moderna, Inc.

Healthcare
9.28K
New
$23.65 - $28.54 $220K - $265K
9.28K $256M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
3.07K
New
$66.94 - $88.47 $206K - $272K
3.07K $254M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.72K
New
$55.15 - $68.11 $205K - $253K
3.72K $253M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.2K
New
$144.94 - $210.94 $174K - $253K
1.2K $253M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.44K
New
$102.02 - $103.5 $249K - $253K
2.44K $252M
LXP
Lxp Industrial Trust

Real Estate
30.4K
New
$7.22 - $8.85 $220K - $269K
30.4K $251M
FLEX
Flex Ltd.

Technology
5.04K
New
$26.68 - $50.09 $134K - $252K
5.04K $251M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.76K
New
N/A
3.76K $246M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.67K
New
$53.75 - $67.21 $197K - $247K
3.67K $243M
SAR
Saratoga Investment Corp.

Financial Services
9.77K
New
$21.46 - $25.35 $210K - $248K
9.77K $242M
MUST
Columbia ETF Tr I Multi Sector

ETFs
12K
New
$19.47 - $20.4 $233K - $244K
12K $241M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
5.9K
New
$36.26 - $40.45 $214K - $239K
5.9K $239M
SJNK
Spdr Bloomberg Short Term High

ETFs
9.35K
New
$24.12 - $25.48 $226K - $238K
9.35K $238M
Circle Internet Group Inc
1.31K
New
N/A
1.31K $238M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
28.1K
New
$7.2 - $8.64 $202K - $243K
28.1K $238M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.26K
New
$24.98 - $25.66 $231K - $238K
9.26K $237M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
11.4K
New
$19.55 - $21.78 $223K - $248K
11.4K $236M
NNI
Nelnet Inc

Financial Services
1.95K
New
$101.27 - $121.3 $198K - $237K
1.95K $236M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
9.32K
New
$23.19 - $25.35 $216K - $236K
9.32K $236M
RING
Ishares Inc Msci Global Gold M

ETFs
5.39K
New
$34.72 - $45.62 $187K - $246K
5.39K $236M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
15.3K
New
$11.9 - $15.57 $182K - $238K
15.3K $235M
CFG
Citizens Financial Group Inc

Financial Services
5.22K
New
$34.27 - $44.75 $179K - $234K
5.22K $234M
NRIM
Northrim Bancorp Inc

Financial Services
2.5K
New
$67.87 - $93.82 $170K - $235K
2.5K $233M
CIEN
Ciena Corp

Technology
2.86K
New
$53.5 - $83.89 $153K - $240K
2.86K $232M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
9.54K
New
$23.96 - $24.41 $229K - $233K
9.54K $231M
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email