Concurrent Investment Advisors, LLC Purchases in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PAVE
Global X Fds Us Infrastructure

ETFs
2.2K
+ 12.68%
$44.02 - $47.63 $96.7K - $105K
19.5K $929M
VST
Vistra Corp.

Utilities
869
+ 41.86%
$182.0 - $217.92 $158K - $189K
2.95K $577M
VKTX
Viking Therapeutics, Inc.

Healthcare
6.71K
+ 69.99%
$23.09 - $42.09 $155K - $283K
16.3K $428M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
200
+ 4.08%
$64.22 - $99.03 $12.8K - $19.8K
5.1K $505M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
33
+ 0.82%
$393.18 - $439.39 $13K - $14.5K
4.08K $1.78B
NXPI
Nxp Semiconductors N.V.

Technology
208
+ 1.56%
$205.16 - $239.07 $42.7K - $49.7K
13.5K $3.08B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
185
+ 11.41%
$534.91 - $598.71 $99K - $111K
1.81K $1.02B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.89K
+ 22.67%
$62.54 - $68.42 $118K - $129K
10.2K $689M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
15.3K
New
$10.48 - $10.64 $161K - $163K
15.3K $163M
EXEL
Exelixis, Inc.

Healthcare
5.18K
+ 27.68%
$36.22 - $46.25 $188K - $240K
23.9K $987M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.46K
+ 17.9%
$79.76 - $85.78 $117K - $125K
9.63K $816M
Mesoblast LTD
10K
New
N/A
10K $161M
CCL
Carnival Corp

Consumer Cyclical
4.97K
+ 23.71%
$28.37 - $32.49 $141K - $162K
25.9K $750M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.99K
+ 4.87%
$48.72 - $50.73 $145K - $151K
64.3K $3.17B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
9.47K
+ 46.75%
$11.64 - $15.79 $110K - $150K
29.7K $436M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.51K
+ 2.19%
$72.01 - $74.44 $109K - $113K
70.6K $5.19B
Arm Holdings PLC
1.81K
+ 36.94%
N/A
6.69K $947M
BP
Bp PLC

Energy
16
+ 0.05%
$30.25 - $35.69 $484 - $571
34.2K $1.18B
GLDM
World Gold Trust

ETFs
1.25K
+ 23.17%
$64.73 - $76.45 $81.1K - $95.8K
6.66K $509M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
25.6K
New
$5.52 - $6.17 $142K - $158K
25.6K $155M
D
Dominion Energy, Inc

Utilities
275
+ 0.93%
$56.32 - $62.1 $15.5K - $17.1K
29.9K $1.83B
GRMN
Garmin LTD

Technology
249
+ 10.16%
$211.13 - $246.22 $52.6K - $61.3K
2.7K $665M
CLSK
Cleanspark, Inc.

Technology
10.4K
New
$9.08 - $14.87 $94.7K - $155K
10.4K $151M
PLTM
Granite Shares Platinum Trust

ETFs
10K
New
$12.47 - $15.43 $125K - $154K
10K $151M
UTHR
United Therapeutics Corp

Healthcare
83
+ 9.5%
$274.7 - $438.75 $22.8K - $36.4K
957 $401M
Te Connectivity PLC
140
+ 5.99%
N/A
2.48K $544M
PEN
Penumbra Inc

Healthcare
600
+ 61.54%
$227.15 - $287.09 $136K - $172K
1.58K $399M
SEMR
Se Mrush Holdings, Inc.

Technology
20.7K
New
$7.08 - $10.0 $146K - $207K
20.7K $146M
Linkhome Hldgs Inc
16.1K
New
N/A
16.1K $146M
URI
United Rentals, Inc.

Industrials
40
+ 7.49%
$774.14 - $975.23 $31K - $39K
574 $548M
EPD
Enterprise Products Partners L.P.

Energy
3.47K
+ 2.46%
$30.74 - $32.14 $107K - $111K
144K $4.51B
XLB
Select Sector Spdr Fd Material

ETFs
1.35K
+ 11.15%
$86.72 - $92.61 $117K - $125K
13.5K $1.21B
Agriculture & Nat Sol Acq CO
12.8K
New
N/A
12.8K $140M
EVRG
Evergy, Inc.

Utilities
681
+ 5.82%
$67.73 - $76.02 $46.1K - $51.8K
12.4K $942M
BALT
Innovator Etfs Tr
3.84K
+ 34.07%
$32.11 - $32.82 $123K - $126K
15.1K $496M
AVK
Advent Convertible & Income Fund

Financial Services
8.92K
+ 30.61%
$12.06 - $12.79 $108K - $114K
38K $487M
SUB
Ishares Short Term National Mu

ETFs
1.23K
+ 20.21%
$106.17 - $107.3 $130K - $132K
7.29K $779M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.38K
+ 2.68%
$23.82 - $25.84 $32.9K - $35.7K
52.9K $1.36B
SAN
Banco Santander, S.A.

Financial Services
12.6K
New
$8.27 - $10.48 $104K - $132K
12.6K $132M
PEAK
Healthpeak Properties, Inc.

Real Estate
4.42K
+ 15.85%
N/A
32.3K $619M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.2K
+ 3.9%
$50.02 - $53.28 $60K - $63.9K
32K $1.67B
Blackrock Income Tr Inc
12.3K
+ 75.78%
N/A
28.4K $319M
GUG
Guggenheim Active Allocation Fund

ETFs
8.37K
+ 29.94%
$15.2 - $16.25 $127K - $136K
36.3K $566M
Labcorp Holdings Inc
235
+ 9.37%
N/A
2.74K $788M
DFIV
Dimensional ETF Tr

ETFs
2.2K
+ 26.73%
$42.66 - $46.53 $93.7K - $102K
10.4K $480M
AN
Autonation, Inc.

Consumer Cyclical
77
+ 1.41%
$189.27 - $227.18 $14.6K - $17.5K
5.54K $1.21B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.15K
+ 9.57%
$22.64 - $23.22 $117K - $120K
59K $1.36B
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
14.7K
+ 42.53%
$7.98 - $8.29 $117K - $122K
49.2K $404M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1K
+ 3.15%
$36.04 - $38.78 $36.2K - $38.9K
32.9K $1.27B
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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