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
HES
Hess Corp

Energy
96
+ 4.45%
$126.32 - $161.29 $12.1K - $15.5K
2.25K $312M
FLO
Flowers Foods Inc

Consumer Defensive
34
+ 0.24%
$15.86 - $19.21 $539 - $653
13.9K $223M
UMH
Umh Properties, Inc.

Real Estate
514
+ 1.77%
$16.36 - $18.82 $8.41K - $9.67K
29.5K $496M
PSX
Phillips 66

Energy
658
+ 2.19%
$92.87 - $125.73 $61.1K - $82.7K
30.7K $3.66B
SLB
Schlumberger Limited

Energy
2.11K
+ 14.24%
$31.95 - $42.2 $67.5K - $89.2K
17K $573M
TMO
Thermo Fisher Scientific Inc.

Healthcare
748
+ 19.57%
$390.26 - $489.06 $292K - $366K
4.57K $1.85B
ED
Consolidated Edison Inc

Utilities
324
+ 4.04%
$98.05 - $113.3 $31.8K - $36.7K
8.34K $836M
OMC
Omnicom Group Inc.

Communication Services
281
+ 4.39%
$69.22 - $79.77 $19.5K - $22.4K
6.68K $481M
XLP
Consumer Staples Sector Spdr

ETFs
594
+ 0.41%
N/A
146K $11.8B
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
3.7K
+ 9.2%
$17.61 - $21.46 $65.2K - $79.5K
44K $778M
AFL
Aflac Inc

Financial Services
1.44K
+ 3.74%
$99.77 - $112.45 $143K - $162K
39.8K $4.2B
TALO
Talos Energy Inc.

Energy
20
+ 0.03%
$6.38 - $9.56 $128 - $191
60.8K $515M
BP
Bp PLC

Energy
1.66K
+ 5.11%
$26.11 - $33.81 $43.3K - $56.1K
34.2K $1.02B
EOG
Eog Resources Inc

Energy
194
+ 1.69%
$104.61 - $129.97 $20.3K - $25.2K
11.7K $1.4B
GPN
Global Payments Inc

Industrials
95
+ 1.99%
$67.47 - $99.6 $6.41K - $9.46K
4.87K $390M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
514
+ 0.75%
$68.13 - $74.77 $35K - $38.4K
69.1K $5.03B
HAL
Halliburton CO

Energy
26.7K
+ 20.81%
$19.26 - $25.7 $514K - $686K
155K $3.16B
HP
Helmerich & Payne, Inc.

Energy
438
+ 4.45%
$15.16 - $26.78 $6.64K - $11.7K
10.3K $156M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.3K
+ 4.54%
$24.32 - $27.87 $493K - $565K
467K $12.4B
APD
Air Products & Chemicals, Inc.

Basic Materials
251
+ 1.72%
$248.61 - $294.96 $62.4K - $74K
14.8K $4.19B
DD
Du Pont De Nemours, Inc.

Basic Materials
1.01K
+ 3.24%
$55.13 - $75.25 $55.6K - $75.9K
32.2K $2.21B
GIS
General Mills Inc

Consumer Defensive
226
+ 1.35%
$50.37 - $60.97 $11.4K - $13.8K
17K $881M
Viper Energy Inc
236
+ 1.13%
N/A
21.1K $804M
AJG
Arthur J. Gallagher & Co.

Financial Services
154
+ 2.02%
$310.86 - $348.77 $47.9K - $53.7K
7.78K $2.49B
VDE
Vanguard Energy ETF

ETFs
641
+ 2.87%
$105.87 - $130.56 $67.9K - $83.7K
23K $2.74B
MTDR
Matador Resources CO

Energy
294
+ 0.53%
$36.67 - $52.23 $10.8K - $15.4K
55.8K $2.66B
LOW
Lowes Companies Inc

Consumer Cyclical
1.24K
+ 2.95%
$210.83 - $235.28 $261K - $291K
43.2K $9.58B
IBKR
Interactive Brokers Group, Inc.

Financial Services
8.43K
+ 135.21%
$50.53 - $212.53 $426K - $1.79M
14.7K $813M
CORT
Corcept Therapeutics Inc

Healthcare
205
+ 3.43%
$62.24 - $91.93 $12.8K - $18.8K
6.18K $453M
DOW
Dow Inc.

Basic Materials
2.58K
+ 7.25%
$25.81 - $34.89 $66.6K - $90K
38.2K $1.01B
BDX
Becton Dickinson & CO

Healthcare
2.32K
+ 20.3%
$165.15 - $226.42 $383K - $525K
13.7K $2.37B
COP
Conocophillips

Energy
7.16K
+ 11.53%
$82.66 - $106.1 $592K - $760K
69.3K $6.22B
EPD
Enterprise Products Partners L.P.

Energy
3.58K
+ 2.61%
$28.95 - $34.22 $103K - $122K
141K $4.36B
UPS
United Parcel Service Inc

Industrials
508
+ 1.08%
$91.92 - $110.2 $46.7K - $56K
47.4K $4.78B
PG
Procter & Gamble CO

Consumer Defensive
5.41K
+ 4.5%
$157.66 - $172.39 $852K - $932K
125K $20B
CLX
Clorox CO

Consumer Defensive
232
+ 1.17%
$118.01 - $148.69 $27.4K - $34.5K
20.1K $2.41B
FISV
Fiserv Inc

Technology
191
+ 1.5%
N/A
13K $2.23B
MCD
Mcdonalds Corp

Consumer Cyclical
701
+ 1.76%
$285.55 - $321.23 $200K - $225K
40.5K $11.8B
ABBV
Abb Vie Inc.

Healthcare
8.14K
+ 8.68%
$170.16 - $206.27 $1.38M - $1.68M
102K $18.9B
BMY
Bristol Myers Squibb CO

Healthcare
7.58K
+ 9.86%
$44.12 - $59.6 $334K - $452K
84.5K $3.91B
MRK
Merck & Co., Inc.

Healthcare
1.03K
+ 1.12%
$73.47 - $87.12 $75.5K - $89.6K
92.6K $7.33B
CVX
Chevron Corp

Energy
9.6K
+ 8.56%
$133.73 - $168.51 $1.28M - $1.62M
122K $17.4B
AAPL
Apple Inc.

Technology
31.5K
+ 4.98%
$172.42 - $223.89 $5.44M - $7.06M
665K $133B
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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