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
ROL
Rollins Inc

Consumer Cyclical
1.12K
+ 3.55%
$50.65 - $58.58 $56.6K - $65.5K
32.6K $1.84B
INTC
Intel Corp

Technology
7.44K
+ 7.48%
$18.13 - $22.69 $135K - $169K
107K $2.39B
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
8.77K
+ 49.29%
$15.76 - $16.82 $138K - $147K
26.5K $431M
HYD
Vaneck High Yield Muni ETF

ETFs
2.88K
+ 28.52%
$49.08 - $51.35 $141K - $148K
13K $650M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.4K
+ 34.8%
$94.78 - $95.97 $133K - $134K
5.42K $520M
MLN
Vaneck Long Muni ETF

ETFs
8.19K
+ 75.96%
$16.49 - $17.52 $135K - $144K
19K $321M
DEO
Diageo PLC

Consumer Defensive
1.89K
+ 12.93%
$99.86 - $115.75 $188K - $218K
16.5K $1.66B
AZO
Autozone Inc

Consumer Cyclical
42
+ 17.65%
$3478.38 - $3880.15 $146K - $163K
280 $1.04B
CINF
Cincinnati Financial Corp

Financial Services
867
+ 38.08%
$126.6 - $151.6 $110K - $131K
3.14K $468M
RYLD
Global X Fds Russell 2000 Cove

ETFs
9.31K
+ 24.77%
$13.37 - $15.25 $125K - $142K
46.9K $699M
SKYW
Skywest Inc

Industrials
865
+ 32.03%
$79.41 - $103.84 $68.7K - $89.8K
3.57K $367M
ACHR
Archer Aviation Inc.

Industrials
12K
New
$6.2 - $13.3 $74.5K - $160K
12K $130M
PDI
Pimco Dynamic Income Fund

Financial Services
7.38K
+ 55.26%
$17.02 - $19.87 $126K - $147K
20.7K $393M
OII
Oceaneering International Inc

Energy
13K
+ 10.07%
$15.95 - $22.55 $207K - $293K
142K $2.94B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.31K
+ 36.51%
$50.5 - $71.23 $66.2K - $93.4K
4.9K $331M
FSMD
Fidelity Covington Tr Small Mi

ETFs
2.19K
+ 14.49%
$34.67 - $41.47 $75.8K - $90.6K
17.3K $716M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
43
+ 1.48%
$201.28 - $266.34 $8.66K - $11.5K
2.94K $784M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
19
+ 0.04%
$24.53 - $29.78 $466 - $566
51.2K $1.53B
SRE
Sempra Energy

Utilities
139
+ 0.55%
$63.78 - $78.91 $8.87K - $11K
25.4K $1.92B
IJK
Ishares S&P Midcap 400 Growth

ETFs
35
+ 0.23%
$73.7 - $90.98 $2.58K - $3.18K
15.4K $1.4B
LUV
Southwest Airlines CO

Industrials
4.41K
+ 20.19%
$24.04 - $34.36 $106K - $152K
26.3K $852M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
844
+ 3.11%
$89.58 - $95.01 $75.6K - $80.2K
27.9K $2.66B
HCA
Hca Healthcare, Inc.

Healthcare
93
+ 4.34%
$317.61 - $387.52 $29.5K - $36K
2.24K $856M
RIOT
Riot Blockchain, Inc.

Technology
10.1K
New
$6.29 - $11.3 $63.4K - $114K
10.1K $114M
PDEC
Innovator U.S. Equity Power Bu
250
+ 0.58%
N/A
43.3K $1.73B
CTRA
Coterra Energy Inc.

Energy
5.52K
+ 73.32%
$22.6 - $29.07 $125K - $160K
13K $331M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
62
+ 0.96%
$29.19 - $50.24 $1.81K - $3.11K
6.53K $328M
Empire St Rlty Op L P
14.3K
New
N/A
14.3K $113M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
481
+ 34.28%
$134.25 - $172.52 $64.6K - $83K
1.88K $325M
BLBD
Blue Bird Corp

Consumer Cyclical
457
+ 5.35%
$31.28 - $43.16 $14.3K - $19.7K
9K $388M
RPM
Rpm International Inc

Basic Materials
1.11K
+ 62.0%
$96.97 - $117.58 $107K - $130K
2.9K $318M
LMND
Lemonade, Inc.

Financial Services
50
+ 0.57%
$25.12 - $45.79 $1.26K - $2.29K
8.76K $384M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.4K
+ 19.19%
$39.43 - $49.34 $55.3K - $69.2K
8.72K $413M
Ge Healthcare Technologies I
2.05K
+ 31.62%
N/A
8.53K $632M
ING
Ing Groep Nv

Financial Services
3.5K
+ 25.01%
$16.62 - $21.98 $58.2K - $76.9K
17.5K $383M
Te Connectivity PLC
308
+ 15.16%
N/A
2.34K $395M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
2.12K
+ 5.51%
$53.27 - $54.27 $113K - $115K
40.6K $2.19B
HIG
Hartford Financial Services Group, Inc.

Financial Services
787
+ 41.73%
$109.83 - $131.67 $86.4K - $104K
2.67K $339M
ABNB
Airbnb, Inc.

Consumer Cyclical
141
+ 2.13%
$105.69 - $140.64 $14.9K - $19.8K
6.77K $896M
IQV
Iqvia Holdings Inc.

Healthcare
1.57K
+ 20.42%
$137.0 - $174.37 $215K - $273K
9.25K $1.46B
CHW
Calamos Global Dynamic Income Fund

Financial Services
14.5K
New
$5.59 - $7.13 $81K - $103K
14.5K $103M
QTUM
ETF Ser Solutions Defiance Qua
347
+ 8.43%
N/A
4.46K $410M
SNEX
Stone X Group Inc.

Financial Services
285
+ 5.5%
$69.59 - $94.15 $19.8K - $26.8K
5.47K $499M
SYY
Sysco Corp

Consumer Defensive
1.02K
+ 3.14%
$68.0 - $75.91 $69.6K - $77.7K
33.7K $2.55B
EWMC
Invesco Exchange Traded Fd Tr

ETFs
216
+ 1.32%
N/A
16.6K $1.82B
MGV
Vanguard Mega Cap Value

ETFs
207
+ 0.7%
$114.87 - $131.25 $23.8K - $27.2K
29.7K $3.9B
ATO
Atmos Energy Corp

Utilities
644
+ 11.24%
$145.06 - $162.66 $93.4K - $105K
6.37K $982M
CCI
Crown Castle International Corp

Real Estate
1K
+ 17.56%
$94.83 - $107.06 $95.1K - $107K
6.71K $690M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
687
+ 10.7%
$58.52 - $71.7 $40.2K - $49.3K
7.11K $489M
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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