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
Tko Group Holdings Inc
1.27K
New
N/A
1.27K $231M
Airo Group Hldgs Inc
9.5K
New
N/A
9.5K $229M
RNST
Renasant Corp

Financial Services
6.27K
New
$27.68 - $36.52 $174K - $229K
6.27K $225M
XYL
Xylem Inc.

Industrials
1.74K
New
$102.86 - $129.5 $179K - $225K
1.74K $225M
GBDC
Golub Capital Bdc, Inc.

Financial Services
15.3K
New
$13.03 - $15.28 $200K - $234K
15.3K $225M
OBNK
Origin Bancorp, Inc.

Financial Services
6.26K
New
N/A
6.26K $224M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.8K
New
$67.03 - $80.35 $188K - $225K
2.8K $224M
PAPR
Innovator U.S. Equity Power Bu

ETFs
5.99K
New
$33.22 - $37.29 $199K - $223K
5.99K $223M
CLF
Cleveland Cliffs Inc.

Basic Materials
29.3K
New
$5.83 - $8.88 $171K - $260K
29.3K $222M
DXJS
Wisdomtree Tr Japan Smallcap H
6.08K
New
N/A
6.08K $222M
DFAX
Dimensional ETF Tr
7.42K
New
$23.37 - $29.39 $173K - $218K
7.42K $218M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
3.2K
New
N/A
3.2K $218M
HEI
Heico Corp

Industrials
655
New
$236.44 - $328.0 $155K - $215K
655 $215M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
4.25K
New
$42.44 - $50.03 $181K - $213K
4.25K $213M
URA
Global X Uranium ETF

ETFs
5.48K
New
$20.26 - $38.81 $111K - $213K
5.48K $213M
LKQ
Lkq Corp

Consumer Cyclical
5.72K
New
$36.86 - $43.38 $211K - $248K
5.72K $212M
RPG
Invesco Exchange Traded Fd Tr

ETFs
4.61K
New
$33.86 - $45.77 $156K - $211K
4.61K $211M
ES
Eversource Energy

Utilities
3.3K
New
$54.25 - $65.89 $179K - $218K
3.3K $210M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.89K
New
$34.72 - $42.74 $170K - $209K
4.89K $209M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.82K
New
$94.92 - $114.85 $172K - $208K
1.82K $208M
HYLB
Xtrackers Usd High Yield Corp

ETFs
5.62K
New
$34.72 - $36.92 $195K - $207K
5.62K $207M
CYBR
Cyber Ark Software Ltd.

Technology
510
New
$305.98 - $406.88 $156K - $208K
510 $207M
MODL
Victory Portfolios Ii Victorys
4.8K
New
N/A
4.8K $207M
CHKP
Check Point Software Technologies LTD

Technology
928
New
$204.26 - $233.47 $190K - $217K
928 $205M
KEX
Kirby Corp

Industrials
1.81K
New
$87.32 - $114.99 $158K - $208K
1.81K $205M
Proshares Tr
5K
New
N/A
5K $205M
ZM
Zoom Video Communications, Inc.

Technology
2.59K
New
$66.7 - $84.62 $173K - $219K
2.59K $202M
BKH
Black Hills Corp

Utilities
3.58K
New
$55.66 - $61.75 $199K - $221K
3.58K $201M
T Rowe Price ETF Inc
8.14K
New
N/A
8.14K $201M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.13K
New
$30.87 - $39.17 $158K - $201K
5.13K $201M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
3.17K
New
$50.1 - $63.16 $159K - $200K
3.17K $200M
APA
Apa Corp

Energy
10.7K
New
$14.03 - $21.24 $150K - $227K
10.7K $195M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
48.9K
New
$3.55 - $4.0 $173K - $195K
48.9K $194M
Coreweave Inc
1.18K
New
N/A
1.18K $193M
S
Sentinel One, Inc.

Technology
9.92K
New
$16.17 - $20.34 $160K - $202K
9.92K $181M
RKT
Rocket Companies, Inc.

Financial Services
10.7K
New
$11.11 - $15.4 $119K - $164K
10.7K $151M
Natwest Group PLC
10.1K
New
N/A
10.1K $142M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
56.6K
New
$2.33 - $8.01 $132K - $453K
56.6K $139M
ACHR
Archer Aviation Inc.

Industrials
12K
New
$6.2 - $13.3 $74.5K - $160K
12K $130M
RIOT
Riot Blockchain, Inc.

Technology
10.1K
New
$6.29 - $11.3 $63.4K - $114K
10.1K $114M
Empire St Rlty Op L P
14.3K
New
N/A
14.3K $113M
CHW
Calamos Global Dynamic Income Fund

Financial Services
14.5K
New
$5.59 - $7.13 $81K - $103K
14.5K $103M
KSS
Kohls Corp

Consumer Cyclical
10K
New
$6.13 - $9.4 $61.4K - $94.2K
10K $85M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
13.7K
New
$4.43 - $5.39 $60.7K - $73.9K
13.7K $73.9M
IFRX
Infla Rx N.V.

Healthcare
82.7K
New
$0.73 - $1.85 $60.3K - $153K
82.7K $65.3M
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
55.8K
New
$0.94 - $1.5 $52.4K - $83.6K
55.8K $61.9M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
10.9K
New
N/A
10.9K $30.9M
LCID
Lucid Group, Inc.

Consumer Cyclical
13.8K
New
$2.1 - $2.96 $28.9K - $40.7K
13.8K $29M
Psq Holdings Inc
12K
New
N/A
12K $24.6M
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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