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
WPM
Wheaton Precious Metals Corp.

Basic Materials
2
+ 0.05%
$86.72 - $111.84 $173 - $224
4.13K $461M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.06K
+ 6.15%
$41.29 - $44.71 $43.8K - $47.5K
18.3K $806M
WTFC
Wintrust Financial Corp

Financial Services
17
+ 0.16%
$122.55 - $139.81 $2.08K - $2.38K
10.4K $1.38B
CORT
Corcept Therapeutics Inc

Healthcare
356
+ 5.77%
$67.17 - $83.9 $23.9K - $29.9K
6.53K $543M
First Tr Exch Traded Fd Iii
3.1K
+ 15.39%
N/A
23.2K $502M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.36K
+ 6.09%
$49.32 - $50.93 $67K - $69.2K
23.7K $1.2B
RKT
Rocket Companies, Inc.

Financial Services
1.7K
+ 15.92%
$13.31 - $21.16 $22.6K - $36K
12.4K $240M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
13.5K
New
$4.73 - $8.22 $64.1K - $111K
13.5K $88.3M
UMBF
Umb Financial Corp

Financial Services
44
+ 0.7%
$106.84 - $125.59 $4.7K - $5.53K
6.31K $747M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
261
+ 13.85%
$170.68 - $192.95 $44.5K - $50.4K
2.15K $411M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.37K
+ 8.96%
$14.73 - $19.31 $20.2K - $26.4K
16.6K $320M
ROK
Rockwell Automation, Inc

Industrials
131
+ 5.87%
$328.67 - $358.52 $43.1K - $47K
2.36K $826M
CUBI
Customers Bancorp, Inc.

Financial Services
723
+ 13.0%
$61.21 - $72.43 $44.3K - $52.4K
6.29K $411M
DGX
Quest Diagnostics Inc

Healthcare
309
+ 13.93%
N/A
2.53K $482M
VFC
V F Corp

Consumer Cyclical
5.76K
New
$11.66 - $15.56 $67.2K - $89.6K
5.76K $83.1M
OZK
Bank Ozk

Financial Services
1.06K
+ 14.23%
$47.4 - $53.14 $50.1K - $56.1K
8.48K $432M
NFG
National Fuel Gas CO

Energy
461
+ 8.92%
$82.19 - $93.72 $37.9K - $43.2K
5.63K $520M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.07K
+ 28.78%
$58.82 - $66.17 $62.8K - $70.6K
4.77K $302M
S
Sentinel One, Inc.

Technology
5.03K
+ 50.65%
$15.81 - $19.78 $79.5K - $99.4K
14.9K $263M
HPQ
Hp Inc

Technology
833
+ 3.92%
$24.45 - $29.35 $20.4K - $24.4K
22.1K $602M
AIT
Applied Industrial Technologies Inc

Industrials
146
+ 9.72%
$242.14 - $275.72 $35.4K - $40.3K
1.65K $430M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
610
+ 11.81%
$116.29 - $120.92 $70.9K - $73.8K
5.77K $692M
QTUM
ETF Ser Solutions Defiance Qua
202
+ 4.53%
N/A
4.67K $490M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
473
+ 6.14%
$63.92 - $70.83 $30.2K - $33.5K
8.17K $576M
NRG
Nrg Energy, Inc.

Utilities
450
+ 9.27%
$144.77 - $173.91 $65.1K - $78.3K
5.3K $859M
USA
Liberty All Star Equity Fund

Financial Services
18.8K
+ 22.24%
$6.34 - $6.94 $119K - $130K
103K $654M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
368
+ 4.44%
$80.54 - $89.67 $29.6K - $33K
8.65K $760M
HSBC
Hsbc Holdings PLC

Financial Services
424
+ 8.89%
$60.27 - $70.98 $25.6K - $30.1K
5.19K $369M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
786
+ 2.13%
$50.16 - $52.45 $39.4K - $41.2K
37.7K $1.97B
O
Realty Income Corp

Real Estate
76
+ 0.33%
$56.13 - $60.79 $4.27K - $4.62K
23.1K $1.41B
CSCO
Cisco Systems, Inc.

Technology
4.15K
+ 1.93%
$66.2 - $71.79 $275K - $298K
219K $15B
VNQ
Vanguard Specialized Funds Van

ETFs
449
+ 2.91%
$88.47 - $93.24 $39.7K - $41.9K
15.9K $1.45B
DOCN
Digital Ocean Holdings, Inc.

Technology
903
+ 11.01%
$25.74 - $37.71 $23.2K - $34.1K
9.1K $311M
NIO
Nio Inc.

Consumer Cyclical
10.1K
New
$3.41 - $7.62 $34.3K - $76.7K
10.1K $76.7M
ARLP
Alliance Resource Partners LP

Energy
4.05K
+ 13.3%
$22.54 - $28.0 $91.4K - $114K
34.5K $873M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.07K
+ 14.73%
$53.62 - $55.95 $57.3K - $59.8K
8.32K $466M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
869
+ 21.06%
$69.02 - $73.57 $60K - $63.9K
5K $367M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
1.13K
+ 3.17%
$27.49 - $29.67 $31.1K - $33.6K
36.9K $1.06B
SF
Stifel Financial Corp

Financial Services
25
+ 0.33%
$105.26 - $116.4 $2.63K - $2.91K
7.51K $852M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
998
+ 27.21%
$64.17 - $68.19 $64K - $68.1K
4.67K $318M
Knightscope Inc
13K
New
N/A
13K $75M
CNP
Centerpoint Energy Inc

Utilities
1.23K
+ 9.83%
$35.77 - $39.16 $43.8K - $48K
13.7K $531M
KHC
Kraft Heinz CO

Consumer Defensive
2.65K
+ 16.37%
$25.63 - $28.94 $67.8K - $76.6K
18.8K $490M
DVY
Ishares Tr

ETFs
26
+ 0.35%
$133.88 - $142.57 $3.48K - $3.71K
7.4K $1.05B
NRZ
New Residential Investment Corp.

Real Estate
5.13K
+ 4.18%
N/A
128K $1.46B
XAR
Spdr S&P Aerospace & Defense E

ETFs
179
+ 14.93%
$205.52 - $234.96 $36.8K - $42.1K
1.38K $324M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.38K
+ 23.19%
$20.41 - $20.67 $69K - $69.9K
18K $370M
VMO
Invesco Municipal Opportunity Trust

Financial Services
6.01K
+ 24.01%
$8.9 - $9.67 $53.5K - $58.1K
31K $300M
Nano Nuclear Energy Inc
1.01K
+ 13.36%
N/A
8.6K $331M
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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