Concurrent Investment Advisors, LLC Call Options Transactions in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
13.4K
+ 130.1%
$184.85 - $231.54 $2.48M - $3.1M
23.7K $5.49B
AAPL
Apple Inc.

Technology
9.5K
New
$202.38 - $256.87 $1.92M - $2.44M
9.5K $2.39B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.3K
New
$225.11 - $247.9 $968K - $1.07M
4.3K $1.06B
HD
Home Depot, Inc.

Consumer Cyclical
1.4K
New
$357.4 - $423.42 $500K - $593K
1.4K $567M
TSLA
Tesla, Inc.

Consumer Cyclical
200
+ 14.29%
$293.94 - $444.72 $58.8K - $88.9K
1.6K $710M
OXY
Occidental Petroleum Corp

Energy
5K
New
$42.54 - $48.1 $213K - $241K
5K $236M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
42K
+ 407.77%
$2.4 - $5.57 $101K - $234K
52.3K $251M
XLE
Energy Sector Spdr

ETFs
2.5K
New
$84.25 - $91.99 $211K - $230K
2.5K $223M
DASH
Door Dash, Inc.

Communication Services
800
New
$234.5 - $272.5 $188K - $218K
800 $218M
ENVX
Enovix Corp

Industrials
20K
New
$8.0 - $15.93 $160K - $319K
20K $199M
OSTK
Overstock.Com, Inc

Consumer Cyclical
13K
New
N/A
13K $127M
JPM
Jpmorgan Chase & CO

Financial Services
400
New
$282.78 - $316.06 $113K - $126K
400 $126M
SQ
Block, Inc.

Technology
1.7K
New
N/A
1.7K $123M
JOBY
Joby Aviation, Inc.

Industrials
7.5K
New
$9.81 - $20.39 $73.6K - $153K
7.5K $121M
PLTR
Palantir Technologies Inc.

Technology
400
New
$130.68 - $186.97 $52.3K - $74.8K
400 $73M
HAL
Halliburton CO

Energy
2.5K
New
$20.5 - $25.11 $51.3K - $62.8K
2.5K $61.5M
HPE
Hewlett Packard Enterprise CO

Technology
2.5K
New
$19.81 - $25.24 $49.5K - $63.1K
2.5K $61.4M
Ishares Bitcoin Trust ETF
800
+ 80.0%
N/A
1.8K $117M
RBLX
Roblox Corp

Communication Services
400
New
$100.65 - $141.56 $40.3K - $56.6K
400 $55.4M
Arista Networks Inc
300
+ 150.0%
N/A
500 $72.9M
UNH
Unitedhealth Group Inc

Healthcare
100
+ 25.0%
$237.77 - $353.61 $23.8K - $35.4K
500 $173M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3K
+ 75.0%
$11.64 - $15.79 $34.9K - $47.4K
7K $103M
DE
Deere & CO

Industrials
100
New
$457.26 - $524.37 $45.7K - $52.4K
100 $45.7M
ISRG
Intuitive Surgical Inc

Healthcare
100
New
$433.66 - $544.47 $43.4K - $54.4K
100 $44.7M
ONDS
Ondas Holdings Inc.

Technology
5K
New
$1.75 - $7.88 $8.75K - $39.4K
5K $38.6M
VFC
V F Corp

Consumer Cyclical
20.5K
New
$11.66 - $15.56 $239K - $319K
20.5K $35.5M
NTRA
Natera, Inc.

Healthcare
200
New
$133.66 - $181.11 $26.7K - $36.2K
200 $32.2M
GOOGL
Alphabet Inc.

Communication Services
100
New
$174.36 - $254.72 $17.4K - $25.5K
100 $24.3M
ACHR
Archer Aviation Inc.

Industrials
2.5K
New
$8.25 - $13.4 $20.6K - $33.5K
2.5K $24M
Bitmine Immersion Tecnologie
400
New
N/A
400 $20.8M
AMD
Advanced Micro Devices Inc

Technology
100
+ 50.0%
$134.8 - $184.42 $13.5K - $18.4K
300 $48.5M
Wheels Up Experience Inc
10K
New
N/A
10K $18.4M
RTX
Raytheon Technologies Corp

Industrials
100
New
$144.19 - $167.33 $14.4K - $16.7K
100 $16.7M
Ishares Ethereum Tr
500
New
N/A
500 $15.8M
DDOG
Datadog, Inc.

Technology
100
New
$124.52 - $155.15 $12.5K - $15.5K
100 $14.2M
EW
Edwards Lifesciences Corp

Healthcare
100
New
$73.75 - $81.83 $7.38K - $8.18K
100 $7.78M
IBKR
Interactive Brokers Group, Inc.

Financial Services
100
New
$56.32 - $68.81 $5.63K - $6.88K
100 $6.88M
INTC
Intel Corp

Technology
100
New
$19.31 - $35.5 $1.93K - $3.55K
100 $3.36M
ANGO
Angiodynamics Inc

Healthcare
200
New
$8.4 - $11.17 $1.68K - $2.23K
200 $2.23M
EQT
Eqt Corp

Energy
-300
- 75.0%
$49.19 - $59.19 $14.8K - $17.8K
100 $5.44M
NVDA
Nvidia Corp

Technology
-200
- 66.67%
$153.3 - $186.58 $30.7K - $37.3K
100 $18.7M
Activity Summary
Buys All Purchases 874 New Holdings 166 Increased Positions 708 Sells All Sells 498 Reductions 498 Sold out 0 Options Calls 42 Puts 24
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