Concurrent Investment Advisors, LLC Purchases in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
137
+ 4.17%
$396.7 - $501.59 $54.3K - $68.7K
3.42K $1.71B
First Tr Exch Traded Fd Iii
8.78K
+ 77.48%
N/A
20.1K $413M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
3.18K
+ 28.19%
$42.54 - $50.99 $135K - $162K
14.5K $738M
AZN
Astrazeneca PLC

Healthcare
4.33K
+ 13.48%
$64.87 - $75.0 $281K - $325K
36.4K $2.55B
DGRO
Ishares Core Dividend Growth E

ETFs
1.72K
+ 4.87%
$55.22 - $63.94 $94.9K - $110K
37K $2.37B
LVHD
Franklin U.S. Low Volatility H

ETFs
4.84K
+ 72.43%
$37.37 - $40.85 $181K - $198K
11.5K $459M
J P Morgan Exchange Traded F
2.17K
+ 43.73%
N/A
7.14K $501M
MKL
Markel Corp

Financial Services
67
+ 17.01%
$1678.5 - $1997.36 $112K - $134K
461 $920M
SCHC
Schwab Strategic Tr Intl Small

ETFs
3.05K
+ 37.78%
$32.41 - $42.59 $98.9K - $130K
11.1K $474M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
6.09K
+ 29.48%
$15.84 - $20.94 $96.4K - $127K
26.7K $560M
TRV
Travelers Companies, Inc.

Financial Services
622
+ 11.72%
$233.83 - $276.34 $145K - $172K
5.93K $1.59B
S
Sentinel One, Inc.

Technology
9.92K
New
$16.17 - $20.34 $160K - $202K
9.92K $181M
IWS
Ishares Russell Midcap Value E

ETFs
1.3K
+ 81.64%
$110.58 - $132.14 $144K - $172K
2.89K $382M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.01K
+ 16.14%
$59.8 - $60.07 $180K - $181K
21.7K $1.3B
IYC
Ishares U.S. Consumer Discreti

ETFs
1.31K
+ 29.57%
$79.19 - $99.64 $103K - $130K
5.72K $570M
Thomson Reuters Corp
581
+ 26.33%
N/A
2.79K $561M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.24K
+ 7.25%
$32.86 - $40.05 $73.7K - $89.8K
33.2K $1.32B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.75K
+ 7.36%
$51.1 - $53.29 $140K - $146K
40.1K $2.14B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
6.49K
+ 46.69%
$24.61 - $25.89 $160K - $168K
20.4K $525M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.99K
+ 10.46%
$20.42 - $25.3 $81.4K - $101K
42.1K $1.07B
IWR
Ishares Russell Mid Cap ETF

ETFs
614
+ 3.67%
$74.88 - $91.97 $46K - $56.5K
17.3K $1.59B
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.67K
+ 19.65%
$49.12 - $50.93 $180K - $187K
22.3K $1.11B
FSCO
Fs Cr Opportunities Corp Com
21.6K
+ 33.64%
N/A
85.7K $622M
WLDN
Willdan Group, Inc.

Industrials
307
+ 4.53%
$36.9 - $62.51 $11.3K - $19.2K
7.09K $443M
BCS
Barclays PLC

Financial Services
3.12K
+ 9.31%
$12.69 - $18.61 $39.6K - $58.1K
36.7K $681M
ENB
Enbridge Inc

Energy
2.53K
+ 5.16%
$41.09 - $47.16 $104K - $119K
51.6K $2.34B
FSIG
First Tr ETF Iv LTD Duration I
7.45K
+ 6.17%
$18.77 - $19.14 $140K - $143K
128K $2.45B
AES
Aes Corp

Utilities
29.6K
+ 38.0%
$9.63 - $12.55 $285K - $372K
108K $1.13B
MNST
Monster Beverage Corp

Consumer Defensive
1.31K
+ 6.6%
$55.01 - $64.24 $71.8K - $83.9K
21.1K $1.32B
CL
Colgate Palmolive CO

Consumer Defensive
2.45K
+ 10.93%
$87.57 - $96.0 $214K - $235K
24.9K $2.26B
JBL
Jabil Inc

Technology
67
+ 3.79%
$116.88 - $218.1 $7.83K - $14.6K
1.84K $400M
LNC
Lincoln National Corp

Financial Services
5.09K
+ 39.1%
$28.95 - $37.27 $147K - $190K
18.1K $626M
MPWR
Monolithic Power Systems Inc

Technology
111
+ 23.17%
$455.19 - $737.73 $50.5K - $81.9K
590 $431M
Invesco Actively Managed Exc
5.9K
+ 33.81%
N/A
23.3K $597M
RKT
Rocket Companies, Inc.

Financial Services
10.7K
New
$11.11 - $15.4 $119K - $164K
10.7K $151M
MKC
Mccormick & CO Inc

Consumer Defensive
2.6K
+ 36.76%
$71.11 - $82.25 $185K - $213K
9.65K $732M
CDNS
Cadence Design Systems Inc

Technology
291
+ 26.05%
$231.64 - $323.08 $67.4K - $94K
1.41K $434M
NFG
National Fuel Gas CO

Energy
1.52K
+ 41.72%
$73.0 - $86.01 $111K - $131K
5.17K $438M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
17.7K
+ 24.69%
$8.43 - $8.77 $149K - $155K
89.4K $777M
CLH
Clean Harbors Inc

Industrials
484
+ 45.7%
$182.1 - $233.5 $88.1K - $113K
1.54K $357M
GUNR
Flexshares Tr Morningstar Glob

ETFs
3.03K
+ 15.23%
$33.77 - $41.16 $102K - $125K
23K $921M
MAIN
Main Street Capital Corp

Financial Services
1.86K
+ 12.44%
$49.15 - $59.32 $91.2K - $110K
16.8K $991M
VOX
Vanguard Communication Service

ETFs
344
+ 8.8%
$133.12 - $171.03 $45.8K - $58.8K
4.26K $728M
DSI
Ishares Msci Kld 400 Social Et

ETFs
903
+ 30.09%
$91.62 - $116.16 $82.7K - $105K
3.9K $453M
PSTG
Pure Storage, Inc.

Technology
800
+ 10.82%
$37.18 - $57.58 $29.7K - $46.1K
8.19K $472M
WTFC
Wintrust Financial Corp

Financial Services
207
+ 2.03%
$95.17 - $124.21 $19.7K - $25.7K
10.4K $1.29B
Natwest Group PLC
10.1K
New
N/A
10.1K $142M
Gsk PLC
3.84K
+ 22.79%
N/A
20.7K $795M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
56.6K
New
$2.33 - $8.01 $132K - $453K
56.6K $139M
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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