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
UA
Under Armour Inc Cl C

Consumer Cyclical
195K
+ 380.44%
$4.73 - $6.59 $923K - $1.29M
247K $1.6B
NOW
Service Now, Inc.

Technology
399
+ 10.48%
$721.65 - $1040.18 $288K - $415K
4.21K $4.32B
Ab Active Etfs Inc
51.3K
New
N/A
51.3K $1.28B
Blackrock Inc
523
+ 7.4%
N/A
7.59K $7.96B
PM
Philip Morris International Inc.

Consumer Defensive
526
+ 1.06%
$149.23 - $184.95 $78.5K - $97.3K
50K $9.11B
First Tr Exchange Traded Fd
78.7K
New
N/A
78.7K $1.25B
RTX
Raytheon Technologies Corp

Industrials
2.1K
+ 3.12%
$113.75 - $148.48 $239K - $312K
69.4K $10.1B
AXP
American Express CO

Financial Services
439
+ 2.03%
$231.39 - $318.98 $102K - $140K
22K $7.03B
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
81.3K
+ 306.19%
$13.21 - $14.85 $1.07M - $1.21M
108K $1.6B
NDAQ
Nasdaq, Inc.

Financial Services
10.8K
+ 59.08%
$66.4 - $89.42 $715K - $963K
29K $2.59B
GD
General Dynamics Corp

Industrials
3.09K
+ 19.61%
$247.68 - $291.66 $765K - $901K
18.8K $5.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.3K
+ 9.07%
$77.74 - $78.78 $1.11M - $1.13M
172K $13.5B
INTU
Intuit Inc

Technology
348
+ 6.65%
$544.07 - $787.63 $189K - $274K
5.59K $4.4B
Listed Fds Tr
21.1K
New
N/A
21.1K $1.17B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
9.75K
+ 78.0%
$95.74 - $115.54 $934K - $1.13M
22.3K $2.54B
RJF
Raymond James Financial Inc

Financial Services
6.87K
+ 90.31%
$123.65 - $153.88 $849K - $1.06M
14.5K $2.22B
DE
Deere & CO

Industrials
1.86K
+ 33.7%
$412.99 - $531.48 $769K - $989K
7.38K $3.75B
T Rowe Price ETF Inc
30.2K
+ 96.71%
N/A
61.4K $2.17B
IWM
Ishares Russell 2000 ETF

ETFs
799
+ 1.32%
$174.82 - $215.79 $140K - $172K
61.2K $13.2B
EPI
Wisdomtree Tr India Earnings F

ETFs
24.2K
New
$41.3 - $47.52 $1M - $1.15M
24.2K $1.15B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
888
+ 2.44%
$376.48 - $440.65 $334K - $391K
37.3K $16.4B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
19.4K
+ 9.56%
$47.46 - $55.3 $921K - $1.07M
223K $12.3B
BNDX
Vanguard Total International B

ETFs
20.9K
+ 16.0%
$48.77 - $49.55 $1.02M - $1.04M
152K $7.5B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
8.23K
+ 13.43%
$83.8 - $101.39 $690K - $834K
69.5K $7.04B
CRSP
Crispr Therapeutics Ag

Healthcare
23K
New
$31.27 - $48.64 $718K - $1.12M
23K $1.12B
AXON
Axon Enterprise, Inc.

Industrials
632
+ 32.28%
$497.13 - $827.94 $314K - $523K
2.59K $2.14B
MA
Mastercard Inc

Financial Services
1.42K
+ 6.31%
$479.92 - $590.74 $681K - $839K
23.9K $13.5B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
36.8K
+ 19.19%
N/A
229K $5.65B
MU
Micron Technology Inc

Technology
5.08K
+ 39.38%
$64.72 - $127.91 $329K - $649K
18K $2.21B
NXPI
Nxp Semiconductors N.V.

Technology
3.73K
+ 38.88%
$153.5 - $218.72 $572K - $815K
13.3K $2.91B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.16K
+ 6.12%
$216.28 - $284.39 $251K - $330K
20.1K $5.73B
ASML
Asml Holding Nv

Technology
667
+ 16.88%
$595.37 - $815.24 $397K - $544K
4.62K $3.7B
XLY
Select Sector Spdr Consumer Di

ETFs
1.16K
+ 2.8%
$176.34 - $218.59 $204K - $253K
42.6K $9.26B
BX
Blackstone Inc.

Financial Services
4.4K
+ 10.47%
$120.07 - $151.11 $528K - $664K
46.4K $6.94B
CGGO
Capital Group Global Growth Eq

ETFs
28.3K
+ 65.6%
$25.31 - $32.17 $717K - $911K
71.5K $2.29B
NVO
Novo Nordisk A S

Healthcare
15.6K
+ 35.54%
$58.08 - $81.05 $905K - $1.26M
59.4K $4.1B
First Tr Exchange Traded Fd
67.1K
New
N/A
67.1K $1.06B
DLR
Digital Realty Trust, Inc.

Real Estate
2.89K
+ 16.3%
$136.11 - $177.69 $393K - $513K
20.6K $3.59B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
14.9K
+ 41.32%
$45.98 - $56.15 $687K - $839K
51.1K $2.87B
MBB
Ishares Tr

ETFs
11.2K
+ 57.14%
$91.41 - $94.22 $1.02M - $1.05M
30.8K $2.89B
ADI
Analog Devices Inc

Technology
612
+ 2.47%
$164.6 - $238.02 $101K - $146K
25.4K $6.05B
C
Citigroup Inc

Financial Services
5.7K
+ 14.36%
$58.13 - $85.12 $331K - $485K
45.4K $3.86B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
26.8K
+ 50.47%
$35.3 - $37.51 $948K - $1.01M
80.1K $3B
KO
Coca Cola CO

Consumer Defensive
17.3K
+ 8.36%
$68.37 - $73.9 $1.18M - $1.28M
224K $15.9B
BKR
Baker Hughes CO

Energy
27.9K
+ 405.03%
$35.0 - $44.92 $978K - $1.25M
34.8K $1.34B
COF
Capital One Financial Corp

Financial Services
2.03K
+ 11.41%
$150.57 - $212.76 $306K - $432K
19.8K $4.22B
DFAS
Dimensional ETF Tr U S Small C

ETFs
15K
+ 91.78%
$52.31 - $63.72 $786K - $958K
31.4K $2B
COIN
Coinbase Global, Inc.

Technology
2.18K
+ 148.87%
$151.47 - $375.07 $329K - $816K
3.64K $1.27B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.71K
+ 10.22%
$108.87 - $133.04 $513K - $627K
50.8K $6.76B
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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