Concurrent Investment Advisors, LLC Purchases in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VKTX
Viking Therapeutics, Inc.

Healthcare
9.1K
New
$24.15 - $42.89 $220K - $390K
9.1K $220M
IDXX
Idexx Laboratories Inc

Healthcare
509
+ 59.12%
$406.29 - $469.04 $207K - $239K
1.37K $575M
CRWD
Crowd Strike Holdings, Inc.

Technology
421
+ 6.25%
$308.86 - $455.36 $130K - $192K
7.16K $2.52B
IGF
Ishares Global Infrastructure

ETFs
4K
New
$51.96 - $54.84 $208K - $219K
4K $219M
IYE
Ishares Tr

ETFs
4.43K
New
$45.23 - $49.95 $200K - $221K
4.43K $218M
ONTO
Onto Innovation Inc.

Technology
1.79K
New
$121.34 - $224.5 $217K - $401K
1.79K $217M
KKR
Kkr & Co. Inc.

Financial Services
3.67K
+ 57.1%
$108.17 - $167.07 $397K - $613K
10.1K $1.17B
COF
Capital One Financial Corp

Financial Services
1.11K
+ 6.68%
$163.87 - $209.82 $183K - $234K
17.8K $3.19B
Solventum Corp
2.84K
New
N/A
2.84K $216M
First Tr Exchange Traded Fd
10.4K
New
N/A
10.4K $216M
GD
General Dynamics Corp

Industrials
273
+ 1.76%
$241.94 - $272.58 $66K - $74.4K
15.8K $4.29B
VTWO
Vanguard Russell 2000 ETF

ETFs
2.66K
New
$80.08 - $92.93 $213K - $247K
2.66K $215M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
18.2K
New
$11.76 - $15.2 $214K - $277K
18.2K $214M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.09K
+ 5.98%
$30.38 - $34.94 $93.8K - $108K
54.7K $1.87B
Proshares Tr
5.07K
New
N/A
5.07K $214M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.4K
New
$147.38 - $176.39 $207K - $247K
1.4K $213M
CRL
Charles River Laboratories International, Inc.

Healthcare
1.41K
New
$150.52 - $190.14 $213K - $268K
1.41K $213M
SCHW
Schwab Charles Corp

Financial Services
1.97K
+ 14.71%
$71.24 - $83.64 $141K - $165K
15.4K $1.2B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.41K
New
$45.92 - $47.58 $203K - $210K
4.41K $210M
ADM
Archer Daniels Midland CO

Consumer Defensive
5.17K
+ 33.61%
$45.22 - $52.17 $234K - $270K
20.5K $986M
KIM
Kimco Realty Corp

Real Estate
12.7K
+ 45.59%
$20.15 - $23.42 $256K - $297K
40.6K $861M
Gsk PLC
3.72K
+ 28.31%
N/A
16.9K $653M
JD
Jd.Com, Inc.

Consumer Cyclical
5.07K
New
$33.1 - $45.21 $168K - $229K
5.07K $208M
SWK
Stanley Black & Decker, Inc.

Industrials
2.69K
New
$76.43 - $90.41 $206K - $244K
2.69K $207M
THC
Tenet Healthcare Corp

Healthcare
1.32K
+ 37.55%
$119.51 - $144.98 $157K - $191K
4.82K $649M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.59K
New
$43.79 - $57.46 $157K - $206K
3.59K $205M
SONY
Sony Group Corp

Technology
8.07K
New
$19.88 - $25.64 $160K - $207K
8.07K $205M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.23K
New
$47.59 - $48.35 $201K - $205K
4.23K $205M
SAIC
Science Applications International Corp

Technology
1.81K
New
$95.77 - $119.82 $174K - $217K
1.81K $204M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.38K
+ 22.17%
$59.78 - $60.03 $202K - $203K
18.7K $1.12B
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
2.97K
New
$64.2 - $69.24 $190K - $205K
2.97K $203M
BEN
Franklin Resources Inc

Financial Services
10.5K
New
$18.92 - $22.24 $200K - $235K
10.5K $203M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.33K
New
$59.79 - $67.15 $199K - $223K
3.33K $202M
IYT
Ishares Tr U.S. Transportation

ETFs
3.15K
New
$63.37 - $73.39 $199K - $231K
3.15K $202M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.63K
New
$75.99 - $81.58 $200K - $214K
2.63K $201M
First Tr Exchng Traded Fd Vi
5.34K
New
N/A
5.34K $201M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
549
New
$314.47 - $431.35 $173K - $237K
549 $201M
ADMA
Adma Biologics, Inc.

Healthcare
10.1K
New
$15.44 - $20.61 $156K - $209K
10.1K $201M
Neuberger Berman ETF Trust
7.84K
New
N/A
7.84K $201M
Weride Inc
14.8K
New
N/A
14.8K $201M
SNPS
Synopsys Inc

Technology
587
+ 64.65%
$428.58 - $551.54 $252K - $324K
1.5K $641M
MEAR
Blackrock Short Maturity Munic

ETFs
3.99K
New
$49.97 - $50.36 $199K - $201K
3.99K $200M
NRZ
New Residential Investment Corp.

Real Estate
11K
+ 10.11%
N/A
120K $1.37B
TSCO
Tractor Supply CO

Consumer Cyclical
1.23K
+ 2.04%
$51.66 - $57.94 $63.7K - $71.5K
61.8K $3.4B
TFC
Truist Financial Corp

Financial Services
11.8K
+ 8.92%
$39.48 - $48.15 $466K - $568K
144K $5.93B
TXN
Texas Instruments Inc

Technology
1.84K
+ 10.08%
N/A
20.1K $3.62B
MLN
Vaneck Long Muni ETF

ETFs
10.8K
New
$17.22 - $18.0 $186K - $194K
10.8K $188M
KLAC
Kla Corp

Technology
179
+ 13.54%
$636.62 - $777.63 $114K - $139K
1.5K $1.02B
Capital Group Core Balanced
7.79K
+ 4.07%
N/A
199K $6.17B
Activity Summary
Buys All Purchases 897 New Holdings 214 Increased Positions 683 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 22 Puts 11
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email