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
NXST
Nexstar Media Group, Inc.

Communication Services
248
+ 18.72%
$146.34 - $182.75 $36.3K - $45.3K
1.57K $282M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
518
+ 1.04%
$44.68 - $46.49 $23.1K - $24.1K
50.2K $2.33B
SOXX
Ishares Semiconductor ETF

ETFs
1.67K
+ 18.82%
$188.17 - $235.81 $315K - $394K
10.6K $1.99B
DNP
Dnp Select Income Fund Inc

Financial Services
3.41K
+ 9.68%
$8.93 - $9.92 $30.5K - $33.8K
38.6K $382M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.21K
+ 2.92%
$49.25 - $50.66 $109K - $112K
77.8K $3.86B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.17K
+ 9.36%
$22.83 - $23.75 $95.2K - $99.1K
48.7K $1.12B
RMD
Resmed Inc

Healthcare
356
+ 19.66%
$219.7 - $257.65 $78.2K - $91.7K
2.17K $485M
BLDR
Builders First Source, Inc.

Industrials
783
+ 50.06%
$122.8 - $173.51 $96.2K - $136K
2.35K $293M
T Rowe Price ETF Inc
3.01K
+ 10.65%
N/A
31.2K $1.01B
PPL
Ppl Corp

Utilities
1.08K
+ 14.25%
$31.68 - $36.11 $34.2K - $38.9K
8.64K $312M
WDAY
Workday, Inc.

Technology
509
+ 23.6%
$233.53 - $277.82 $119K - $141K
2.67K $623M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
691
+ 30.06%
$90.12 - $109.07 $62.3K - $75.4K
2.99K $289M
DFS
Discover Financial Services

Financial Services
413
+ 11.4%
$152.99 - $203.25 $63.2K - $83.9K
4.04K $689M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.46K
+ 38.21%
$62.43 - $84.12 $90.8K - $122K
5.26K $343M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.07K
+ 31.37%
$67.03 - $74.61 $71.5K - $79.5K
4.46K $304M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.13K
+ 9.88%
$39.18 - $43.52 $44.3K - $49.2K
12.6K $527M
ZTR
Virtus Total Return Fund Inc.

Financial
10.2K
New
$5.67 - $6.1 $57.8K - $62.2K
10.2K $60.8M
FDVV
Fidelity High Dividend ETF

ETFs
1.51K
+ 3.66%
$48.86 - $52.28 $73.5K - $78.7K
42.7K $2.12B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.7K
+ 6.26%
$48.06 - $53.73 $322K - $360K
114K $5.55B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
3
+ 0.01%
$21.95 - $24.74 $65.9 - $74.2
30.5K $737M
INTU
Intuit Inc

Technology
214
+ 4.26%
$555.63 - $630.23 $119K - $135K
5.24K $3.22B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.29K
+ 13.87%
$24.5 - $24.95 $56.2K - $57.2K
18.8K $466M
TMC
Tmc The Metals CO Inc.

Basic Materials
33.8K
New
$1.05 - $2.37 $35.5K - $80.2K
33.8K $58.2M
POST
Post Holdings, Inc.

Consumer Defensive
466
+ 24.08%
$104.57 - $116.92 $48.7K - $54.5K
2.4K $279M
CF
Cf Industries Holdings, Inc.

Basic Materials
1.03K
+ 32.24%
$75.03 - $97.25 $77.4K - $100K
4.23K $331M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.04K
+ 18.64%
$119.38 - $161.42 $124K - $168K
6.63K $792M
TME
Tencent Music Entertainment Group

Communication Services
164
+ 0.91%
$10.28 - $15.09 $1.69K - $2.47K
18.2K $262M
DKNG
Draft Kings Inc.

Consumer Cyclical
3.92K
+ 21.49%
$33.21 - $53.49 $130K - $209K
22.1K $735M
CBOE
Cboe Global Markets, Inc.

Financial Services
64
+ 4.96%
$190.84 - $226.29 $12.2K - $14.5K
1.35K $306M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.06K
+ 28.21%
$9.19 - $12.93 $28.2K - $39.6K
13.9K $156M
OMC
Omnicom Group Inc.

Communication Services
859
+ 15.49%
$79.43 - $88.34 $68.2K - $75.9K
6.4K $531M
American Healthcare Reit Inc
230
+ 0.93%
N/A
25.1K $759M
ADC
Agree Realty Corp

Real Estate
110
+ 1.65%
$68.36 - $77.19 $7.52K - $8.49K
6.78K $523M
STAG
Stag Industrial, Inc.

Real Estate
831
+ 8.26%
$32.39 - $37.07 $26.9K - $30.8K
10.9K $393M
AMCX
Amc Networks Inc.

Communication Services
12.4K
+ 115.65%
$6.78 - $10.41 $83.8K - $129K
23.1K $159M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
809
+ 16.9%
$61.9 - $66.89 $50.1K - $54.1K
5.6K $355M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.21K
+ 14.22%
$69.82 - $78.67 $84.3K - $95K
9.69K $682M
HLN
Haleon PLC

Healthcare
4.06K
+ 32.95%
$9.02 - $10.67 $36.6K - $43.3K
16.4K $168M
TLRY
Tilray Brands, Inc.

Healthcare
76.7K
New
$0.59 - $1.46 $45.2K - $112K
76.7K $50.4M
VNQ
Vanguard Specialized Funds Van

ETFs
355
+ 2.91%
$85.55 - $94.34 $30.4K - $33.5K
12.6K $1.14B
NIO
Nio Inc.

Consumer Cyclical
13K
New
$3.75 - $5.22 $48.7K - $67.9K
13K $49.5M
IYK
Ishares U.S. Consumer Staples

ETFs
18
+ 0.23%
$63.29 - $71.8 $1.14K - $1.29K
7.96K $570M
NTES
Net Ease, Inc.

Communication Services
132
+ 5.42%
$87.72 - $109.14 $11.6K - $14.4K
2.57K $264M
NTNX
Nutanix, Inc.

Technology
177
+ 4.44%
$61.28 - $77.44 $10.8K - $13.7K
4.16K $291M
VONV
Vanguard Russell 1000 Value Et

ETFs
506
+ 14.7%
$80.21 - $86.14 $40.6K - $43.6K
3.95K $326M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
553
+ 17.93%
$108.02 - $120.45 $59.7K - $66.6K
3.64K $401M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
844
+ 14.76%
$96.85 - $111.39 $81.7K - $94K
6.56K $648M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
4K
+ 5.19%
$10.47 - $11.04 $41.9K - $44.2K
81.1K $857M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
5.09K
+ 18.5%
$7.89 - $8.07 $40.2K - $41.1K
32.6K $259M
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
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