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
MSTR
Microstrategy Inc

Technology
3.86K
+ 69.45%
$237.95 - $421.61 $918K - $1.63M
9.41K $3.8B
ETN
Eaton Corp PLC

Industrials
1.91K
+ 11.01%
$246.52 - $356.99 $471K - $683K
19.3K $6.88B
First Tr Exchng Traded Fd Vi
53.6K
+ 42.83%
N/A
179K $6.85B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11.4K
+ 7.9%
$114.78 - $133.31 $1.3M - $1.51M
155K $20.7B
JEPI
J P Morgan Exchange Traded Fd

ETFs
38.2K
+ 33.84%
$51.14 - $57.0 $1.95M - $2.18M
151K $8.59B
DIS
Walt Disney CO

Communication Services
2.98K
+ 4.28%
$81.72 - $124.01 $244K - $370K
72.7K $9.02B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
70K
New
$26.18 - $30.91 $1.83M - $2.16M
70K $2.11B
ITA
Ishares Tr

ETFs
7.32K
+ 37.23%
$135.31 - $188.64 $991K - $1.38M
27K $5.09B
Ge Vernova Inc
1.38K
+ 22.88%
N/A
7.38K $3.91B
CGUS
Capital Group Core Equity ETF
52.3K
+ 130.67%
$29.93 - $36.93 $1.57M - $1.93M
92.3K $3.41B
CME
Cme Group Inc.

Financial Services
7.2K
+ 132.61%
$252.37 - $290.71 $1.82M - $2.09M
12.6K $3.48B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
29.9K
+ 534.18%
$56.84 - $65.5 $1.7M - $1.96M
35.5K $2.32B
VCIT
Vanguard Intermediate Term Cor

ETFs
19.8K
+ 7.21%
$79.56 - $82.92 $1.58M - $1.64M
295K $24.4B
AMD
Advanced Micro Devices Inc

Technology
5.26K
+ 16.95%
$78.21 - $143.81 $411K - $756K
36.3K $5.15B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.48K
+ 10.14%
$152.42 - $182.82 $987K - $1.18M
70.3K $12.9B
DFAI
Dimensional ETF Tr

ETFs
53.1K
+ 277.28%
$28.02 - $34.71 $1.49M - $1.84M
72.2K $2.5B
LVHI
Franklin International Low Vol

ETFs
57.7K
New
$28.91 - $33.28 $1.67M - $1.92M
57.7K $1.88B
CRM
Salesforce, Inc.

Technology
6.34K
+ 10.88%
$236.26 - $291.15 $1.5M - $1.85M
64.6K $10.6B
ADBE
Adobe Inc.

Technology
4.77K
+ 102.38%
$340.0 - $420.68 $1.62M - $2.01M
9.42K $3.65B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
31.2K
+ 73.54%
$45.88 - $54.4 $1.43M - $1.7M
73.7K $4.01B
NEE
Nextera Energy Inc

Utilities
28.4K
+ 23.58%
$64.11 - $75.0 $1.82M - $2.13M
149K $10.3B
TT
Trane Technologies PLC

Industrials
1.58K
+ 14.57%
$315.21 - $437.41 $497K - $690K
12.4K $5.43B
CAT
Caterpillar Inc

Industrials
1.24K
+ 5.68%
$273.94 - $388.21 $339K - $481K
23K $8.94B
FEMB
First Tr ETF Emerging Markets

ETFs
59.8K
+ 466.6%
$26.01 - $28.88 $1.56M - $1.73M
72.7K $2.1B
IWD
Ishares Russell 1000 Val ETF

ETFs
8.57K
+ 64.93%
$166.82 - $194.23 $1.43M - $1.66M
21.8K $4.23B
CVNA
Carvana Co.

Consumer Cyclical
198
+ 1.52%
$162.57 - $345.64 $32.2K - $68.4K
13.2K $4.45B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
33.5K
+ 4.51%
$48.5 - $49.35 $1.62M - $1.65M
776K $38.2B
Northern Lts Fd Tr Iii
45.7K
New
N/A
45.7K $1.7B
NKE
Nike, Inc.

Consumer Cyclical
18.8K
+ 45.25%
$53.27 - $72.04 $1M - $1.36M
60.4K $4.29B
GILD
Gilead Sciences, Inc.

Healthcare
15.2K
+ 40.28%
$96.91 - $113.0 $1.47M - $1.71M
52.8K $5.86B
Capital Group Equity ETF Tr
56.4K
+ 139.0%
N/A
96.9K $2.61B
LHX
L3 Harris Technologies, Inc.

Industrials
2.06K
+ 7.75%
$200.21 - $256.99 $413K - $530K
28.7K $7.19B
VT
Vanguard Total World Stk Index

ETFs
8.25K
+ 18.83%
$103.16 - $128.52 $851K - $1.06M
52.1K $6.7B
CB
Chubb LTD

Financial Services
6.1K
+ 46.18%
$274.32 - $302.46 $1.67M - $1.85M
19.3K $5.6B
DAL
Delta Air Lines, Inc.

Industrials
30.5K
+ 239.04%
$35.88 - $52.99 $1.09M - $1.62M
43.2K $2.13B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
18.2K
New
$73.0 - $85.5 $1.33M - $1.56M
18.2K $1.53B
ABT
Abbott Laboratories

Healthcare
9.69K
+ 15.95%
$123.95 - $138.08 $1.2M - $1.34M
70.4K $9.57B
AOR
Ishares Tr Core Growth Allocat

ETFs
24.3K
+ 639.67%
$53.36 - $61.57 $1.3M - $1.5M
28.1K $1.73B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
15.5K
+ 66.94%
$57.46 - $75.58 $893K - $1.17M
38.7K $2.93B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
36.1K
+ 39.42%
$29.52 - $35.31 $1.07M - $1.27M
128K $4.5B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
37.4K
+ 10.32%
$39.34 - $40.41 $1.47M - $1.51M
399K $16B
EFV
Msci Eafe Value ETF

ETFs
20.3K
+ 69.34%
$52.4 - $64.65 $1.06M - $1.31M
49.6K $3.15B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.45K
+ 5.91%
$90.56 - $109.49 $675K - $816K
134K $14.6B
Blackrock ETF Trust Ii
26.4K
+ 78.89%
N/A
59.8K $3.16B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.7K
New
$55.54 - $69.09 $1.09M - $1.36M
19.7K $1.36B
DELL
Dell Technologies Inc.

Technology
9.27K
+ 149.84%
$71.63 - $125.98 $664K - $1.17M
15.5K $1.89B
TTWO
Take Two Interactive Software Inc

Communication Services
5.48K
New
$194.58 - $243.05 $1.07M - $1.33M
5.48K $1.33B
MS
Morgan Stanley

Financial Services
2.63K
+ 6.77%
$99.83 - $140.86 $262K - $370K
41.4K $5.83B
OEF
Ishares S&P 100 ETF

ETFs
2.88K
+ 22.5%
N/A
15.7K $4.77B
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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