Concurrent Investment Advisors, LLC Reduced Holdings in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TWLO
Twilio Inc

Communication Services
-4.07K
- 69.31%
$81.34 - $124.36 $331K - $507K
1.8K $224M
IMTB
Ishares Tr

ETFs
-7.9K
- 51.98%
$42.53 - $43.63 $336K - $345K
7.3K $318M
CAG
Conagra Brands Inc.

Consumer Defensive
-7.85K
- 28.1%
$20.4 - $26.78 $160K - $210K
20.1K $411M
D
Dominion Energy, Inc

Utilities
-5.96K
- 16.77%
$49.66 - $58.0 $296K - $346K
29.6K $1.67B
KKR
Kkr & Co. Inc.

Financial Services
-3.68K
- 36.43%
$92.79 - $134.29 $341K - $494K
6.41K $853M
PWR
Quanta Services, Inc.

Industrials
-2.2K
- 52.06%
$239.47 - $381.26 $526K - $838K
2.02K $765M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-8.36K
- 23.32%
$37.86 - $43.29 $317K - $362K
27.5K $1.16B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-5.16K
- 38.36%
$65.04 - $82.18 $335K - $424K
8.29K $681M
IYH
Ishares Tr

ETFs
-3.98K
- 26.09%
$53.97 - $60.17 $215K - $239K
11.3K $636M
FDL
First Tr Morningstar Dividend

ETFs
-2.43K
- 2.06%
$38.19 - $43.19 $92.6K - $105K
115K $4.82B
HEFA
Ishares Currency Hedged Msci E

ETFs
-12K
- 10.81%
$32.11 - $38.21 $385K - $459K
99.1K $3.76B
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-8.35K
- 28.18%
$29.02 - $30.78 $242K - $257K
21.3K $645M
J P Morgan Exchange Traded F
-5.94K
- 16.38%
N/A
30.3K $1.9B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-7.13K
- 15.93%
$52.66 - $64.01 $376K - $456K
37.6K $2.41B
SBR
Sabine Royalty Trust

Energy
-3.07K
- 10.8%
$60.25 - $68.76 $185K - $211K
25.4K $1.69B
NET
Cloudflare, Inc.

Technology
-4.14K
- 59.04%
$97.08 - $195.83 $402K - $812K
2.88K $563M
ELV
Elevance Health, Inc.

Healthcare
-309
- 14.12%
$372.27 - $452.69 $115K - $140K
1.88K $731M
FDVV
Fidelity High Dividend ETF

ETFs
-6.22K
- 14.58%
$43.6 - $52.02 $271K - $324K
36.5K $1.9B
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-5.64K
- 13.26%
$44.42 - $51.46 $250K - $290K
36.9K $1.89B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-10.2K
- 12.52%
$32.0 - $39.87 $327K - $408K
71.5K $2.84B
TSCO
Tractor Supply CO

Consumer Cyclical
-1.33K
- 2.14%
$47.86 - $55.77 $63.4K - $73.9K
60.5K $3.19B
O
Realty Income Corp

Real Estate
-3.51K
- 13.21%
$52.27 - $58.52 $184K - $205K
23.1K $1.33B
MCHP
Microchip Technology Inc

Technology
-24.6K
- 35.56%
$35.34 - $71.6 $871K - $1.76M
44.6K $3.14B
Cava Group Inc
-2.27K
- 36.31%
N/A
3.98K $335M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-58K
- 11.22%
$19.6 - $24.44 $1.14M - $1.42M
458K $11.2B
RF
Regions Financial Corp

Financial Services
-18.9K
- 13.58%
$18.34 - $23.52 $347K - $445K
120K $2.83B
WSO
Watsco Inc

Industrials
-72
- 3.01%
$421.84 - $520.66 $30.4K - $37.5K
2.32K $1.02B
G
Genpact LTD

Technology
-2.99K
- 36.45%
$40.65 - $50.56 $122K - $151K
5.22K $230M
PRU
Prudential Financial Inc

Financial Services
-1.07K
- 7.36%
$95.12 - $112.71 $102K - $120K
13.4K $1.44B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-401
- 5.8%
$99.37 - $134.05 $39.8K - $53.8K
6.51K $738M
AWK
American Water Works Company, Inc.

Utilities
-45
- 0.23%
$133.82 - $151.96 $6.02K - $6.84K
19.5K $2.72B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-93
- 2.89%
$421.16 - $509.5 $39.2K - $47.4K
3.12K $1.39B
BRO
Brown & Brown, Inc.

Financial Services
-284
- 2.86%
$104.48 - $124.43 $29.7K - $35.3K
9.66K $1.07B
IGLB
Ishares 10+ Year Investment Gr

ETFs
-3.28K
- 37.07%
$47.55 - $50.44 $156K - $166K
5.57K $280M
IFN
India Fund Inc

Financial Services
-10.8K
- 27.77%
$13.8 - $16.82 $149K - $181K
28.1K $464M
FDX
Fedex Corp

Industrials
-384
- 10.3%
$198.07 - $245.17 $76.1K - $94.1K
3.35K $760M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-2.99K
- 32.33%
$49.79 - $50.59 $149K - $151K
6.26K $317M
CRS
Carpenter Technology Corp

Industrials
-2.39K
- 44.4%
$151.3 - $276.38 $361K - $659K
2.99K $826M
VMO
Invesco Municipal Opportunity Trust

Financial Services
-14.6K
- 36.9%
$9.0 - $9.58 $132K - $140K
25K $230M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-1.31K
- 41.35%
$95.52 - $109.98 $125K - $144K
1.85K $200M
PHM
Pultegroup Inc

Consumer Cyclical
-1.56K
- 19.05%
$92.02 - $106.54 $144K - $167K
6.65K $701M
Bunge Global Sa
-1.95K
- 38.89%
N/A
3.07K $246M
CBSH
Commerce Bancshares Inc

Financial Services
-2.12K
- 4.39%
$55.42 - $65.63 $117K - $139K
46.2K $2.87B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.59K
- 30.15%
$50.08 - $63.14 $180K - $227K
8.32K $526M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-2.81K
- 36.75%
$40.64 - $47.27 $114K - $133K
4.84K $225M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.28K
- 23.09%
$84.41 - $106.28 $108K - $136K
4.27K $406M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-2K
- 2.38%
$35.62 - $39.64 $71.1K - $79.2K
81.8K $3.19B
FTGC
First Trust Global Tactical CO

ETFs
-266
- 0.2%
$23.09 - $25.91 $6.14K - $6.89K
136K $3.35B
DVY
Ishares Tr

ETFs
-812
- 9.93%
$118.37 - $134.86 $96.1K - $110K
7.37K $979M
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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