Concurrent Investment Advisors, LLC Reduced Holdings in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VFH
Vanguard Financial ETF

ETFs
-1.24K
- 3.66%
$99.27 - $111.21 $123K - $137K
32.6K $3.58B
ENB
Enbridge Inc

Energy
-1.21K
- 2.4%
$35.27 - $41.18 $42.7K - $49.9K
49.3K $2B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.64K
- 18.35%
$57.22 - $80.08 $380K - $531K
29.5K $2.3B
BSY
Bentley Systems Inc

Technology
-36
- 0.02%
$44.79 - $51.95 $1.61K - $1.87K
159K $8.08B
Ge Vernova Inc
-22
- 0.71%
N/A
3.07K $782M
AMT
American Tower Corp

Real Estate
-48
- 0.61%
$192.27 - $242.73 $9.23K - $11.7K
7.78K $1.81B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.82K
- 0.5%
$28.1 - $29.89 $51.1K - $54.3K
359K $10.7B
WEC
Wec Energy Group, Inc.

Utilities
-777
- 3.71%
$77.68 - $96.19 $60.4K - $74.7K
20.2K $1.94B
NSC
Norfolk Southern Corp

Industrials
-300
- 2.72%
$213.75 - $259.69 $64.1K - $77.9K
10.7K $2.67B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7.43K
- 5.53%
$83.76 - $91.82 $623K - $683K
127K $11.6B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-562
- 0.6%
$116.79 - $133.54 $65.6K - $75K
92.4K $12.2B
Capital Group Dividend Growe
-2.77K
- 1.47%
N/A
186K $5.71B
IYF
Ishares Tr

ETFs
-1.15K
- 2.14%
$93.83 - $105.05 $108K - $121K
52.5K $5.46B
POOL
Pool Corp

Industrials
-689
- 7.4%
$296.17 - $376.8 $204K - $260K
8.63K $3.25B
SNA
Snap On Inc

Industrials
-34
- 0.22%
$255.35 - $289.77 $8.68K - $9.85K
15.3K $4.42B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.55K
- 4.97%
$162.83 - $179.16 $577K - $635K
67.8K $12.1B
WELL
Welltower Inc.

Real Estate
-86
- 0.44%
$104.0 - $129.74 $8.94K - $11.2K
19.3K $2.47B
CB
Chubb LTD

Financial Services
-289
- 1.71%
$252.51 - $292.2 $73K - $84.4K
16.6K $4.78B
ABT
Abbott Laboratories

Healthcare
-66
- 0.14%
$100.07 - $118.13 $6.6K - $7.8K
48.6K $5.54B
OKE
Oneok Inc

Energy
-849
- 1.35%
$78.62 - $95.27 $66.7K - $80.9K
62K $5.65B
UL
Unilever PLC

Consumer Defensive
-61
- 0.11%
$54.7 - $65.59 $3.34K - $4K
54.1K $3.51B
PM
Philip Morris International Inc.

Consumer Defensive
-475
- 1.59%
$101.25 - $127.45 $48.1K - $60.5K
29.4K $3.57B
XLY
Select Sector Spdr Consumer Di

ETFs
-132
- 0.4%
$170.05 - $200.86 $22.4K - $26.5K
32.9K $6.59B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.66K
- 4.3%
$117.9 - $128.2 $786K - $854K
148K $19B
FYC
First Trust Small Cap Growth A

ETFs
-251
- 0.32%
$65.44 - $74.98 $16.4K - $18.8K
79.3K $5.9B
MMM
3 M CO

Industrials
-2.3K
- 7.16%
$99.69 - $139.42 $229K - $321K
29.8K $4.07B
GE
General Electric CO

Industrials
-72.5K
- 77.2%
$156.66 - $189.66 $11.4M - $13.8M
21.4K $3.9B
XLV
Select Sector Spdr Fund Health

ETFs
-1.11K
- 0.91%
$143.3 - $157.24 $158K - $174K
120K $18.5B
VTI
Vanguard Total Stock Market Et

ETFs
-5.91K
- 3.69%
$255.18 - $283.2 $1.51M - $1.67M
154K $43.7B
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 4.76%
$610460.0 - $715910.0 $610K - $716K
20 $13.8B
PLTR
Palantir Technologies Inc.

Technology
-5.64K
- 5.26%
$24.09 - $37.95 $136K - $214K
101K $3.77B
ADP
Automatic Data Processing Inc

Industrials
-127
- 0.43%
$233.44 - $279.45 $29.6K - $35.5K
29.5K $8.17B
GLD
Spdr Gold Trust

ETFs
-320
- 0.39%
$215.56 - $246.98 $69K - $79K
80.9K $19.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-279
- 0.52%
$405.19 - $478.57 $113K - $134K
53.9K $24.8B
Activity Summary
Buys All Purchases 673 New Holdings 122 Increased Positions 551 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 45 Puts 11
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