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
First Tr Exchange Traded Fd
241K
New
N/A
241K $5.07B
COST
Costco Wholesale Corp

Consumer Defensive
4.26K
+ 28.31%
$908.13 - $1056.85 $3.87M - $4.5M
19.3K $19.1B
VEA
Vanguard Ftse Developed Market

ETFs
62.2K
+ 28.84%
$45.65 - $57.01 $2.84M - $3.54M
278K $15.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
46.8K
+ 20.0%
$96.84 - $99.46 $4.53M - $4.66M
281K $27.9B
VRIG
Invesco Actively Managed ETF F

ETFs
187K
+ 856.34%
$24.89 - $25.14 $4.64M - $4.69M
208K $5.22B
BND
Vanguard Bd Index Fd Inc Total

ETFs
63.1K
+ 102.37%
$72.02 - $73.82 $4.55M - $4.66M
125K $9.19B
RDVY
First Trust Rising Dividend Ac

ETFs
58.4K
+ 26.98%
$51.6 - $62.74 $3.01M - $3.66M
275K $17.2B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
38.2K
+ 342.05%
$116.93 - $119.39 $4.47M - $4.56M
49.4K $5.88B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58.8K
+ 15.26%
$39.89 - $49.46 $2.35M - $2.91M
444K $22B
GOOG
Alphabet Inc.

Communication Services
8.12K
+ 6.14%
$146.58 - $180.01 $1.19M - $1.46M
140K $24.9B
XLG
Invesco Exchange Traded Fd Tr

ETFs
61.6K
+ 77.98%
$40.94 - $52.1 $2.52M - $3.21M
141K $7.32B
SPOT
Spotify Technology S.A.

Communication Services
4.29K
+ 319.93%
$503.3 - $775.9 $2.16M - $3.33M
5.63K $4.32B
IEMG
Ishares Inc

ETFs
31.4K
+ 11.27%
N/A
310K $18.6B
UBER
Uber Technologies, Inc

Technology
16.1K
+ 16.67%
$64.62 - $93.3 $1.04M - $1.5M
113K $10.5B
Ishares Bitcoin Trust ETF
47.9K
+ 133.98%
N/A
83.6K $5.12B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
7.89K
+ 6.19%
$82.32 - $112.47 $649K - $887K
135K $15.2B
HD
Home Depot, Inc.

Consumer Cyclical
9.21K
+ 15.34%
$335.24 - $380.78 $3.09M - $3.51M
69.2K $25.4B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
65.4K
+ 96.32%
$47.42 - $51.67 $3.1M - $3.38M
133K $6.77B
RYT
Invesco S&P 500 Equal Weight T

ETFs
80K
New
N/A
80K $3.26B
VO
Vanguard Mid Cap ETF

ETFs
7.93K
+ 16.55%
$228.54 - $279.83 $1.81M - $2.22M
55.9K $15.6B
SE
Sea LTD

Consumer Cyclical
20K
New
$105.57 - $170.4 $2.11M - $3.41M
20K $3.2B
ISRG
Intuitive Surgical Inc

Healthcare
4.64K
+ 35.26%
$451.58 - $565.94 $2.09M - $2.62M
17.8K $9.67B
XLC
Select Sector Spdr Tr Communic

ETFs
20.1K
+ 25.94%
$86.13 - $108.53 $1.73M - $2.18M
97.4K $10.6B
GS
Goldman Sachs Group Inc

Financial Services
1.55K
+ 12.97%
$462.22 - $707.75 $718K - $1.1M
13.5K $9.57B
IAU
Ishares Gold Trust

ETFs
45.9K
+ 91.22%
$56.1 - $64.74 $2.57M - $2.97M
96.2K $6B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
30K
+ 27.29%
$100.35 - $100.71 $3.01M - $3.02M
140K $14.1B
SBUX
Starbucks Corp

Consumer Cyclical
36.4K
+ 60.88%
$79.69 - $99.41 $2.9M - $3.62M
96.2K $8.81B
Rbb Fd Inc
97K
New
N/A
97K $2.85B
PLMR
Palomar Holdings, Inc.

Financial Services
18.4K
New
$129.99 - $175.67 $2.4M - $3.24M
18.4K $2.84B
PANW
Palo Alto Networks Inc

Technology
7.59K
+ 20.69%
$152.44 - $204.64 $1.16M - $1.55M
44.3K $9.06B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
16.5K
+ 4.57%
$71.28 - $83.74 $1.18M - $1.38M
378K $31.7B
VB
Vanguard Small Cap ETF

ETFs
9.47K
+ 26.95%
$193.73 - $237.37 $1.83M - $2.25M
44.6K $10.6B
FTCS
First Trust Capital Strength E

ETFs
24.8K
+ 5.95%
$81.6 - $92.39 $2.02M - $2.29M
442K $40.2B
V
Visa Inc.

Financial Services
6.88K
+ 9.84%
$308.27 - $373.31 $2.12M - $2.57M
76.8K $27.3B
T
At&T Inc.

Communication Services
87.8K
+ 28.0%
$26.33 - $28.94 $2.31M - $2.54M
401K $11.6B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
55.5K
New
$41.9 - $50.31 $2.32M - $2.79M
55.5K $2.67B
FV
First Trust Dorsey Wright Focu

ETFs
2.24K
+ 0.39%
$48.43 - $59.26 $108K - $133K
577K $34.2B
CSCO
Cisco Systems, Inc.

Technology
16.4K
+ 8.3%
$53.19 - $69.38 $874K - $1.14M
214K $14.9B
OMFL
Invesco Exchange Traded Self I

ETFs
43.5K
+ 154.46%
$48.43 - $57.78 $2.11M - $2.52M
71.7K $4.14B
BA
Boeing CO

Industrials
7.54K
+ 28.1%
$136.59 - $217.51 $1.03M - $1.64M
34.4K $7.2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
29.4K
+ 44.79%
$58.41 - $72.69 $1.72M - $2.14M
95K $6.91B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
27.4K
+ 48.47%
$85.42 - $94.39 $2.34M - $2.59M
84K $7.88B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6K
+ 31.31%
$141.37 - $228.57 $848K - $1.37M
25.1K $5.7B
RSP
Invesco S&P 500 Equal Weight E

ETFs
10.1K
+ 14.18%
$152.93 - $181.74 $1.55M - $1.84M
81.7K $14.9B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8.7K
+ 94.4%
$180.84 - $240.32 $1.57M - $2.09M
17.9K $4.31B
Ishares Ethereum Tr
127K
New
N/A
127K $2.42B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
182
+ 0.18%
$113.67 - $150.4 $20.7K - $27.4K
102K $15.3B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
45K
+ 18.76%
$49.79 - $50.75 $2.24M - $2.28M
285K $14.4B
PH
Parker Hannifin Corp

Industrials
2.62K
+ 53.03%
$517.23 - $700.54 $1.35M - $1.83M
7.56K $5.28B
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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