Concurrent Investment Advisors, LLC Call Options Transactions in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
10.3K
New
$170.16 - $206.27 $1.75M - $2.12M
10.3K $1.91B
ORCL
Oracle Corp

Technology
1K
New
$122.82 - $218.63 $123K - $219K
1K $219M
TSLA
Tesla, Inc.

Consumer Cyclical
400
+ 40.0%
$221.86 - $362.89 $88.7K - $145K
1.4K $444M
MSTR
Microstrategy Inc

Technology
400
New
$237.95 - $421.61 $95.2K - $169K
400 $162M
CRWD
Crowd Strike Holdings, Inc.

Technology
300
New
$321.63 - $509.31 $96.5K - $153K
300 $153M
UNH
Unitedhealth Group Inc

Healthcare
400
New
$274.35 - $599.47 $110K - $240K
400 $125M
Ge Vernova Inc
200
New
N/A
200 $106M
IWM
Ishares Russell 2000 ETF

ETFs
400
+ 50.0%
$174.82 - $215.79 $69.9K - $86.3K
1.2K $259M
QCOM
Qualcomm Inc

Technology
500
New
$124.66 - $159.48 $62.3K - $79.7K
500 $79.6M
Srm Entertainment Inc
10K
New
N/A
10K $77.5M
COIN
Coinbase Global, Inc.

Technology
200
New
$151.47 - $375.07 $30.3K - $75K
200 $70.1M
SOFI
So Fi Technologies, Inc.

Financial Services
2.5K
+ 100.0%
$9.5 - $18.21 $23.8K - $45.5K
5K $91.1M
Ishares Bitcoin Trust ETF
900
+ 900.0%
N/A
1K $61.2M
UBER
Uber Technologies, Inc

Technology
600
New
$64.62 - $93.3 $38.8K - $56K
600 $56M
BROS
Dutch Bros Inc.

Consumer Cyclical
800
New
$51.37 - $73.72 $41.1K - $59K
800 $54.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
New
$483.48 - $539.8 $48.3K - $54K
100 $48.6M
NVDA
Nvidia Corp

Technology
300
New
$94.31 - $157.99 $28.3K - $47.4K
300 $47.4M
AMZN
Amazon Com Inc

Consumer Cyclical
200
New
$167.32 - $223.3 $33.5K - $44.7K
200 $43.9M
Super Micro Computer Inc
800
New
N/A
800 $39.2M
CRDO
Credo Technology Group Holding LTD

Technology
400
New
$33.3 - $95.05 $13.3K - $38K
400 $37M
Astera Labs Inc
400
New
N/A
400 $36.2M
RKT
Rocket Companies, Inc.

Financial Services
2.5K
New
$11.11 - $15.4 $27.8K - $38.5K
2.5K $35.5M
NRG
Nrg Energy, Inc.

Utilities
200
New
$83.61 - $162.67 $16.7K - $32.5K
200 $32.1M
IONQ
Ion Q, Inc.

Technology
600
New
$20.68 - $48.04 $12.4K - $28.8K
600 $25.8M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
10K
+ 3333.33%
$2.06 - $3.0 $20.6K - $30K
10.3K $24.8M
EQT
Eqt Corp

Energy
400
New
$46.11 - $60.44 $18.4K - $24.2K
400 $23.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
New
$141.37 - $228.57 $14.1K - $22.9K
100 $22.6M
PANW
Palo Alto Networks Inc

Technology
100
New
$152.44 - $204.64 $15.2K - $20.5K
100 $20.5M
Arista Networks Inc
200
New
N/A
200 $20.5M
HOOD
Robinhood Markets, Inc.

Technology
200
New
$34.17 - $93.63 $6.83K - $18.7K
200 $18.7M
TOST
Toast, Inc.

Technology
400
New
$30.03 - $45.23 $12K - $18.1K
400 $17.7M
Coreweave Inc
100
New
N/A
100 $16.3M
Rocket Lab Corp
400
New
N/A
400 $14.3M
SHAK
Shake Shack Inc.

Consumer Cyclical
100
New
$75.85 - $140.6 $7.58K - $14.1K
100 $14.1M
VRT
Vertiv Holdings CO

Industrials
100
New
N/A
100 $12.8M
ALCC
Alt C Acquisition Corp.

Financial Services
200
New
N/A
200 $11.2M
APLD
Applied Blockchain, Inc.

Financial Services
800
New
$3.53 - $13.86 $2.82K - $11.1K
800 $8.06M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
2.5K
New
$2.33 - $8.01 $5.83K - $20K
2.5K $6.13M
VFF
Village Farms International, Inc.

Consumer Defensive
5K
New
$0.48 - $1.26 $2.4K - $6.3K
5K $5.5M
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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