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
HON
Honeywell International Inc

Industrials
9.09K
+ 41.18%
$202.75 - $226.52 $1.84M - $2.06M
31.2K $6.6B
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
78.9K
+ 133.72%
$18.44 - $19.83 $1.45M - $1.56M
138K $2.71B
XLK
Technology Sector Spdr

ETFs
23.3K
+ 18.87%
$206.38 - $242.18 $4.82M - $5.65M
147K $30.4B
C
Citigroup Inc

Financial Services
22.2K
+ 126.94%
$67.23 - $84.63 $1.49M - $1.88M
39.7K $2.82B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.7K
+ 8.01%
$126.11 - $135.06 $1.34M - $1.44M
144K $18.5B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11.3K
+ 183.19%
$128.74 - $138.67 $1.45M - $1.57M
17.5K $2.37B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
47.3K
+ 137.56%
$36.64 - $45.76 $1.73M - $2.16M
81.7K $3.06B
ITW
Illinois Tool Works Inc

Industrials
6.58K
+ 43.46%
$244.9 - $274.48 $1.61M - $1.81M
21.7K $5.39B
RTX
Raytheon Technologies Corp

Industrials
3.56K
+ 5.58%
$114.1 - $135.66 $406K - $483K
67.3K $8.92B
Invesco Actively Managed Exc
33.2K
New
N/A
33.2K $1.52B
LHX
L3 Harris Technologies, Inc.

Industrials
7.21K
+ 37.19%
$194.65 - $222.86 $1.4M - $1.61M
26.6K $5.57B
CRDO
Credo Technology Group Holding LTD

Technology
38.8K
+ 1290.15%
$39.45 - $85.5 $1.53M - $3.32M
41.8K $1.68B
GILD
Gilead Sciences, Inc.

Healthcare
7.93K
+ 26.68%
$89.14 - $117.41 $707K - $931K
37.6K $4.22B
BFB
Brown Forman Corp Cl B
42.6K
New
N/A
42.6K $1.45B
IAU
Ishares Gold Trust

ETFs
19.6K
+ 63.92%
$49.74 - $58.96 $975K - $1.16M
50.3K $2.97B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.6K
New
$97.25 - $104.79 $1.33M - $1.43M
13.6K $1.41B
VV
Vanguard Large Cap ETF

ETFs
5.55K
+ 366.25%
$253.32 - $282.66 $1.4M - $1.57M
7.06K $1.81B
TJX
Tjx Companies Inc

Consumer Cyclical
11K
+ 19.68%
$112.81 - $126.16 $1.24M - $1.39M
67K $8.16B
Vanguard Calif Tax Free Fds
14.1K
New
N/A
14.1K $1.39B
KWEB
Kraneshares Tr Csi China Inter

ETFs
39.6K
New
$27.29 - $38.29 $1.08M - $1.52M
39.6K $1.38B
XLI
Industrial Sector Spdr

ETFs
10.8K
+ 25.82%
$128.78 - $141.67 $1.38M - $1.52M
52.4K $6.87B
BX
Blackstone Inc.

Financial Services
15.9K
+ 60.85%
$136.53 - $186.74 $2.17M - $2.97M
42K $5.87B
PSX
Phillips 66

Energy
9.38K
+ 45.34%
$113.93 - $131.55 $1.07M - $1.23M
30.1K $3.71B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
24.3K
+ 186.87%
$48.65 - $53.06 $1.18M - $1.29M
37.4K $1.94B
GLW
Corning Inc

Technology
28.9K
+ 472.13%
$44.91 - $54.25 $1.3M - $1.57M
35K $1.6B
XYLD
Global X Fds S&P 500 Covered C

ETFs
36K
+ 75.19%
$39.02 - $42.89 $1.4M - $1.54M
83.8K $3.31B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
8.5K
New
$132.75 - $177.12 $1.13M - $1.5M
8.5K $1.3B
DHR
Danaher Corp

Healthcare
6.62K
+ 193.2%
$201.62 - $250.59 $1.33M - $1.66M
10K $2.06B
VCR
Vanguard Consumer Discretionar

ETFs
5.31K
+ 58.16%
$318.51 - $391.75 $1.69M - $2.08M
14.4K $4.7B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.9K
+ 85.08%
$77.7 - $78.94 $1.23M - $1.25M
34.5K $2.72B
AZN
Astrazeneca PLC

Healthcare
15.2K
+ 89.74%
$65.37 - $77.96 $993K - $1.18M
32.1K $2.36B
SCHG
Schwab Strategic Tr Us Large C

ETFs
67.9K
+ 42.67%
$24.91 - $29.02 $1.69M - $1.97M
227K $5.69B
SPGI
S&P Global Inc.

Financial Services
2.29K
+ 28.81%
$478.26 - $543.77 $1.1M - $1.25M
10.2K $5.2B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
55.1K
+ 40.37%
N/A
192K $4.55B
AWK
American Water Works Company, Inc.

Utilities
6.08K
+ 44.99%
$121.01 - $149.31 $735K - $907K
19.6K $2.89B
ITA
Ishares Tr

ETFs
7.18K
+ 57.46%
$144.84 - $159.5 $1.04M - $1.15M
19.7K $3.01B
AMAT
Applied Materials Inc

Technology
9.29K
+ 101.39%
$145.06 - $195.51 $1.35M - $1.82M
18.5K $2.68B
SHEL
Shell PLC

Energy
10.6K
+ 27.97%
$62.84 - $73.29 $666K - $777K
48.5K $3.56B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
10.6K
+ 567.13%
$106.46 - $114.75 $1.13M - $1.22M
12.5K $1.38B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
23.6K
+ 355.75%
$48.02 - $53.02 $1.13M - $1.25M
30.2K $1.5B
DLR
Digital Realty Trust, Inc.

Real Estate
9.88K
+ 126.0%
$142.1 - $183.56 $1.4M - $1.81M
17.7K $2.54B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
30.9K
New
$34.25 - $37.6 $1.06M - $1.16M
30.9K $1.14B
MCO
Moodys Corp

Financial Services
2.44K
+ 289.79%
$437.8 - $527.48 $1.07M - $1.29M
3.28K $1.53B
VO
Vanguard Mid Cap ETF

ETFs
5.27K
+ 12.34%
$251.87 - $277.95 $1.33M - $1.46M
47.9K $12.4B
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.89K
+ 16.18%
$168.16 - $186.21 $1.5M - $1.66M
63.9K $10.9B
FTQI
First Trust ETF Vi First Trust

ETFs
59.4K
New
$18.72 - $21.32 $1.11M - $1.27M
59.4K $1.12B
PEP
Pepsico Inc

Consumer Defensive
8.74K
+ 9.59%
$142.64 - $156.42 $1.25M - $1.37M
99.9K $15B
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.2K
+ 21.75%
$56.17 - $59.71 $1.13M - $1.2M
113K $6.45B
SBUX
Starbucks Corp

Consumer Cyclical
7.73K
+ 14.86%
$91.75 - $115.81 $709K - $895K
59.8K $5.86B
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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