Concurrent Investment Advisors, LLC Sells in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-954K
- 82.68%
$91.43 - $91.74 $87.2M - $87.5M
200K $18.3B
Pgim ETF Tr
-315K
- 79.71%
N/A
80.3K $4.13B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-220K
- 45.37%
$27.3 - $31.8 $6M - $6.99M
265K $8.41B
UNH
Unitedhealth Group Inc

Healthcare
-794
- 3.09%
$274.35 - $599.47 $218K - $476K
24.9K $7.77B
HYLS
First Tr Tactical High Yield L

ETFs
-138K
- 63.76%
$39.8 - $41.84 $5.51M - $5.79M
78.7K $3.29B
XLV
Select Sector Spdr Fund Health

ETFs
-23.1K
- 15.62%
$128.77 - $144.3 $2.98M - $3.34M
125K $16.9B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-69.4K
- 78.05%
$61.92 - $81.5 $4.3M - $5.66M
19.5K $1.59B
FTSL
First Trust Senior Ln Fund

ETFs
-89.1K
- 59.05%
$44.58 - $46.07 $3.97M - $4.1M
61.8K $2.83B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-203K
- 47.98%
$16.93 - $17.81 $3.43M - $3.61M
220K $3.91B
ACN
Accenture PLC

Technology
-8.15K
- 21.23%
$279.23 - $323.21 $2.27M - $2.63M
30.2K $9.03B
IGE
Ishares Tr North Amern Nat Res

ETFs
-44.7K
- 82.58%
$38.21 - $46.01 $1.71M - $2.06M
9.43K $417M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-32.8K
- 45.61%
$59.24 - $71.39 $1.94M - $2.34M
39.1K $2.79B
OKE
Oneok Inc

Energy
-2.77K
- 3.89%
$78.71 - $100.37 $218K - $278K
68.5K $5.59B
BSEP
Innovator U.S. Equity Buffer E

ETFs
-36.4K
- 69.63%
$38.32 - $45.16 $1.39M - $1.64M
15.9K $716M
IHDG
Wisdomtree Tr

ETFs
-40K
- 19.65%
$38.54 - $46.0 $1.54M - $1.84M
163K $7.36B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-15.7K
- 28.36%
$83.54 - $100.04 $1.31M - $1.57M
39.7K $3.95B
SPG
Simon Property Group Inc

Real Estate
-7.23K
- 14.15%
$140.37 - $171.44 $1.01M - $1.24M
43.9K $7.05B
XLF
Financial Sector Spdr

ETFs
-42.4K
- 13.16%
$43.92 - $52.37 $1.86M - $2.22M
280K $14.6B
FXO
First Tr Exchange Traded Fd Fi

ETFs
-18K
- 82.29%
$45.9 - $56.06 $827K - $1.01M
3.88K $217M
GLW
Corning Inc

Technology
-20.8K
- 59.45%
$39.07 - $52.59 $813K - $1.09M
14.2K $747M
XLE
Energy Sector Spdr

ETFs
-3.25K
- 5.33%
$76.44 - $94.13 $249K - $306K
57.7K $4.9B
BOTZ
Global X Fds

ETFs
-31.7K
- 51.42%
$24.51 - $32.65 $777K - $1.04M
30K $978M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-5.22K
- 61.4%
$144.63 - $179.53 $755K - $937K
3.28K $540M
VHT
Vanguard Health Care ETF

ETFs
-1.7K
- 8.86%
$236.71 - $261.92 $402K - $445K
17.5K $4.34B
BNL
Broadstone Net Lease, Inc.

Real Estate
-35.4K
- 21.88%
$14.72 - $17.13 $520K - $606K
126K $2.03B
HPE
Hewlett Packard Enterprise CO

Technology
-57K
- 56.18%
$12.51 - $20.45 $713K - $1.17M
44.4K $909M
SNAP
Snap Inc

Communication Services
-74.6K
- 56.94%
$7.23 - $9.21 $539K - $687K
56.4K $490M
USFR
Wisdomtree Floating Rate Treas

ETFs
-12.7K
- 3.92%
$50.28 - $50.47 $640K - $643K
312K $15.7B
CRNC
Cerence Inc.

Technology
-87K
- 82.01%
$6.88 - $10.21 $599K - $888K
19.1K $195M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-17.1K
- 8.62%
$45.11 - $52.34 $771K - $894K
181K $9.48B
XLU
Utilities Sector Spdr

ETFs
-10.1K
- 12.19%
$73.09 - $82.77 $737K - $835K
72.6K $5.93B
DVN
Devon Energy Corp

Energy
-5.44K
- 7.67%
$26.8 - $37.92 $146K - $206K
65.5K $2.08B
AMAT
Applied Materials Inc

Technology
-6.85K
- 37.13%
$126.95 - $183.52 $870K - $1.26M
11.6K $2.12B
HUSV
First Tr ETF Iii Horizon Manag
-13.6K
- 40.26%
N/A
20.2K $808M
DG
Dollar General Corp

Consumer Defensive
-6.98K
- 74.41%
$86.02 - $114.95 $600K - $802K
2.4K $274M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-8.85K
- 12.88%
$70.7 - $82.14 $626K - $727K
59.9K $4.92B
FTA
First Tr Large Cap Value

ETFs
-7.12K
- 43.13%
$67.12 - $78.63 $478K - $560K
9.38K $738M
GDDY
Go Daddy Inc.

Technology
-2.58K
- 60.5%
$162.11 - $192.36 $418K - $496K
1.68K $303M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-9.12K
- 32.78%
$45.9 - $48.26 $418K - $440K
18.7K $873M
FTLS
First Tr Long/Short Equity ETF

ETFs
-7.11K
- 35.43%
$60.06 - $66.28 $427K - $471K
13K $859M
SNA
Snap On Inc

Industrials
-94
- 0.63%
$292.36 - $342.2 $27.5K - $32.2K
14.8K $4.6B
ARES
Ares Management Corp

Financial Services
-3.78K
- 41.51%
$118.04 - $175.83 $446K - $664K
5.33K $922M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-8.75K
- 8.12%
$45.9 - $47.2 $402K - $413K
99K $4.66B
FANG
Diamondback Energy, Inc.

Energy
-1.81K
- 25.54%
$119.25 - $161.49 $216K - $293K
5.28K $726M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-3.85K
- 48.09%
$115.28 - $157.36 $444K - $606K
4.16K $654M
DOCU
Docusign, Inc.

Technology
-4.73K
- 62.3%
$70.35 - $93.84 $333K - $444K
2.86K $223M
UAL
United Airlines Holdings, Inc.

Industrials
-6.3K
- 57.51%
$56.15 - $84.23 $354K - $531K
4.65K $371M
TPR
Tapestry, Inc.

Consumer Cyclical
-6.4K
- 62.67%
$60.6 - $87.81 $388K - $562K
3.81K $335M
TOST
Toast, Inc.

Technology
-14.1K
- 61.97%
$30.03 - $45.23 $424K - $639K
8.67K $384M
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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