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
GPK
Graphic Packaging Holding CO

Consumer Cyclical
402
+ 3.61%
$25.27 - $28.3 $10.2K - $11.4K
11.5K $299M
SQ
Block, Inc.

Technology
3.28K
+ 54.75%
$54.04 - $92.95 $177K - $305K
9.27K $504M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
2.89K
+ 2.94%
$41.51 - $44.56 $120K - $129K
101K $4.25B
PSEP
Innovator U.S. Equity Power Bu
142
+ 0.83%
N/A
17.2K $659M
IGT
International Game Technology PLC

Consumer Cyclical
4.22K
+ 7.77%
$16.24 - $18.35 $68.6K - $77.5K
58.5K $952M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.17K
+ 17.94%
$47.25 - $67.02 $103K - $146K
14.3K $679M
FHN
First Horizon Corp

Financial Services
365
+ 1.73%
$17.7 - $22.43 $6.46K - $8.19K
21.4K $416M
BNOV
Innovator U.S. Equity Buffer E

ETFs
220
+ 1.36%
$37.74 - $40.44 $8.3K - $8.9K
16.4K $625M
MKTX
Marketaxess Holdings Inc

Financial Services
4
+ 0.37%
$189.81 - $226.47 $759 - $906
1.09K $235M
JFR
Nuveen Floating Rate Income Fund

Financial Services
1.49K
+ 2.97%
$8.41 - $9.05 $12.5K - $13.5K
51.7K $438M
AVY
Avery Dennison Corp

Industrials
199
+ 3.93%
$174.58 - $195.91 $34.7K - $39K
5.26K $936M
First Tr Exchng Traded Fd Vi
231
+ 0.74%
N/A
31.6K $1.08B
SPYG
Spdr Portfolio

ETFs
22.1K
+ 9.3%
$80.05 - $92.39 $1.77M - $2.04M
259K $20.8B
SEIC
Sei Investments CO

Financial Services
160
+ 2.94%
$72.08 - $86.58 $11.5K - $13.9K
5.6K $435M
COIN
Coinbase Global, Inc.

Technology
389
+ 36.29%
$172.23 - $301.3 $67K - $117K
1.46K $252M
OEF
Ishares S&P 100 ETF

ETFs
745
+ 6.19%
N/A
12.8K $3.46B
AMP
Ameriprise Financial Inc

Financial Services
32
+ 5.03%
$472.29 - $575.13 $15.1K - $18.4K
668 $323M
BBY
Best Buy CO Inc

Consumer Cyclical
358
+ 1.3%
$70.3 - $91.1 $25.2K - $32.6K
27.8K $306M
VVR
Invesco Senior Income Trust

Financial Services
1.51K
+ 1.38%
$3.55 - $4.15 $5.37K - $6.28K
111K $417M
RWT
Redwood Trust Inc

Real Estate
110
+ 0.28%
$6.01 - $6.72 $661 - $739
39.6K $240M
CDNS
Cadence Design Systems Inc

Technology
113
+ 11.25%
$233.96 - $324.52 $26.4K - $36.7K
1.12K $284M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
71
+ 6.26%
$254.58 - $302.92 $18.1K - $21.5K
1.21K $308M
DFAT
Dimensional ETF Tr U S Target

ETFs
9
+ 0.2%
$50.44 - $58.1 $454 - $523
4.61K $238M
ONON
On Holding Ag

Consumer Cyclical
1.87K
+ 19.82%
$43.92 - $63.62 $82K - $119K
11.3K $495M
KOPN
Kopin Corp

Technology
1.13K
+ 2.19%
$0.93 - $2.03 $1.05K - $2.28K
52.6K $49M
KULR
Kulr Technology Group, Inc.

Technology
3.2K
+ 25.33%
$1.13 - $3.47 $3.62K - $11.1K
15.8K $20.9M
LEN
Lennar Corp

Consumer Cyclical
653
+ 13.96%
$113.93 - $141.54 $74.4K - $92.4K
5.33K $612M
ABR
Arbor Realty Trust Inc

Real Estate
781
+ 4.44%
$11.68 - $13.98 $9.12K - $10.9K
18.4K $216M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
64.6K
+ 37.92%
$2.52 - $4.08 $163K - $264K
235K $613M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
6.99K
+ 4.68%
$34.79 - $38.36 $243K - $268K
156K $5.46B
AN
Autonation, Inc.

Consumer Cyclical
21
+ 0.39%
$156.67 - $195.15 $3.29K - $4.1K
5.45K $882M
ABCB
Ameris Bancorp

Financial Services
5
+ 0.06%
$55.56 - $68.47 $278 - $342
8.24K $474M
XLY
Select Sector Spdr Consumer Di

ETFs
4.78K
+ 13.05%
$192.6 - $233.2 $921K - $1.12M
41.4K $8.18B
DTC
Solo Brands, Inc.

Consumer Cyclical
8.17K
+ 18.43%
$0.17 - $1.16 $1.39K - $9.48K
52.5K $8.81M
CION
Cion Investment Corp

Financial Services
161
+ 0.38%
$10.35 - $12.55 $1.67K - $2.02K
43K $445M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
12
+ 1.78%
$634.14 - $744.83 $7.61K - $8.94K
686 $435M
BSEP
Innovator U.S. Equity Buffer E

ETFs
155
+ 0.3%
$41.28 - $44.23 $6.4K - $6.86K
52.2K $2.18B
SMR
Nuscale Power Corp

Industrials
478
+ 3.05%
$14.16 - $29.08 $6.77K - $13.9K
16.1K $228M
TROW
Price T Rowe Group Inc

Financial Services
235
+ 6.33%
$91.57 - $116.93 $21.5K - $27.5K
3.95K $363M
WULF
Terawulf Inc.

Financial Services
2K
+ 9.09%
$2.73 - $6.82 $5.46K - $13.6K
24K $65.5M
GPN
Global Payments Inc

Industrials
48
+ 1.01%
$92.18 - $113.03 $4.42K - $5.43K
4.78K $468M
Viper Energy Inc
399
+ 1.95%
N/A
20.9K $942M
PNC
Pnc Financial Services Group, Inc.

Financial Services
284
+ 4.32%
$168.84 - $202.89 $48K - $57.6K
6.86K $1.2B
ADSK
Autodesk, Inc.

Technology
106
+ 3.92%
N/A
2.81K $736M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
230
+ 4.0%
$48.65 - $66.04 $11.2K - $15.2K
5.98K $319M
PWR
Quanta Services, Inc.

Industrials
606
+ 16.77%
$236.71 - $358.03 $143K - $217K
4.22K $1.07B
VUG
Vanguard Growth ETF

ETFs
8.15K
+ 10.44%
$369.1 - $427.61 $3.01M - $3.49M
86.2K $32B
APP
App Lovin Corp

Technology
409
+ 13.1%
$238.08 - $510.13 $97.4K - $209K
3.53K $936M
VTRS
Viatris Inc

Healthcare
1.27K
+ 5.25%
$8.68 - $12.42 $11K - $15.7K
25.4K $221M
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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