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
MET
Metlife Inc

Financial Services
10.6K
+ 34.9%
$77.7 - $87.0 $823K - $921K
40.9K $3.29B
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
19.1K
New
$41.55 - $43.98 $793K - $839K
19.1K $800M
NET
Cloudflare, Inc.

Technology
7.02K
New
$110.71 - $176.5 $777K - $1.24M
7.02K $791M
PAYX
Paychex Inc

Industrials
3.37K
+ 17.53%
$136.06 - $154.52 $459K - $521K
22.6K $3.49B
RWL
Invesco Exchange Traded Fd Tr

ETFs
7.77K
+ 100.62%
$96.9 - $104.39 $753K - $811K
15.5K $1.54B
PLW
Invesco 1 30 Laddered Treasury

ETFs
24K
+ 16.65%
N/A
168K $4.67B
Capital Group New Geography
30.8K
New
N/A
30.8K $774M
GUNR
Flexshares Tr Morningstar Glob

ETFs
19.9K
New
$36.6 - $39.56 $729K - $788K
19.9K $773M
GDDY
Go Daddy Inc.

Technology
4.26K
New
$172.13 - $214.35 $733K - $913K
4.26K $767M
ALCC
Alt C Acquisition Corp.

Financial Services
35.3K
New
N/A
35.3K $763M
TOST
Toast, Inc.

Technology
22.8K
New
$32.61 - $41.98 $744K - $957K
22.8K $757M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.51K
+ 18.45%
$142.8 - $176.36 $359K - $443K
16.1K $2.78B
CTAS
Cintas Corp

Industrials
2.43K
+ 22.56%
$182.09 - $208.14 $442K - $506K
13.2K $2.71B
INTC
Intel Corp

Technology
24K
+ 31.78%
$19.1 - $27.39 $458K - $656K
99.4K $2.26B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.6K
+ 19.45%
$73.78 - $76.59 $635K - $659K
52.8K $4.04B
IWD
Ishares Russell 1000 Val ETF

ETFs
3.77K
+ 39.93%
$182.82 - $196.21 $689K - $739K
13.2K $2.48B
ITCI
Intra Cellular Therapies, Inc.

Healthcare
5.56K
New
$81.78 - $131.92 $454K - $733K
5.56K $733M
ADTN
Adtran Inc

Technology
83.9K
New
$8.49 - $11.83 $712K - $992K
83.9K $731M
EMN
Eastman Chemical CO

Basic Materials
8.38K
+ 326.97%
$87.05 - $103.47 $729K - $867K
10.9K $964M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.14K
+ 55.07%
$402.49 - $513.76 $459K - $586K
3.21K $1.56B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.89K
+ 20.45%
$34.58 - $45.97 $238K - $317K
40.6K $1.87B
TPR
Tapestry, Inc.

Consumer Cyclical
10.2K
New
$65.63 - $89.21 $670K - $911K
10.2K $719M
XLC
Select Sector Spdr Tr Communic

ETFs
7.59K
+ 10.87%
$94.84 - $105.31 $719K - $799K
77.4K $7.46B
FSLY
Fastly, Inc.

Technology
110K
New
$6.33 - $10.92 $696K - $1.2M
110K $696M
Brookfield Infrastructure CO
19K
New
N/A
19K $688M
ROL
Rollins Inc

Consumer Cyclical
9.56K
+ 43.56%
$45.65 - $54.03 $437K - $517K
31.5K $1.7B
CORT
Corcept Therapeutics Inc

Healthcare
5.97K
New
$49.85 - $114.22 $298K - $682K
5.97K $682M
OSCR
Oscar Health, Inc.

Healthcare
51.6K
New
$12.83 - $17.3 $662K - $893K
51.6K $677M
RBLX
Roblox Corp

Communication Services
11.5K
+ 158.16%
$53.77 - $75.47 $617K - $866K
18.7K $1.09B
GS
Goldman Sachs Group Inc

Financial Services
1.72K
+ 16.78%
$524.81 - $672.19 $903K - $1.16M
12K $6.54B
COP
Conocophillips

Energy
3.05K
+ 5.17%
$88.6 - $105.85 $270K - $323K
62.1K $6.52B
Atlassian Corporation
3.13K
New
N/A
3.13K $664M
SNAP
Snap Inc

Communication Services
86.4K
+ 193.81%
$8.37 - $12.57 $724K - $1.09M
131K $1.14B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.68K
+ 89.69%
$203.38 - $274.79 $748K - $1.01M
7.78K $1.6B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
6.92K
+ 34.28%
$93.32 - $95.35 $646K - $660K
27.1K $2.54B
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.05K
+ 185.27%
$161.03 - $235.53 $652K - $954K
6.24K $1.03B
IYH
Ishares Tr

ETFs
10.2K
+ 202.72%
$58.32 - $62.76 $595K - $641K
15.2K $928M
UMBF
Umb Financial Corp

Financial Services
6.24K
New
$98.0 - $122.56 $612K - $765K
6.24K $631M
ALL
Allstate Corp

Financial Services
2.29K
+ 21.37%
$180.99 - $210.18 $415K - $482K
13K $2.69B
DOCU
Docusign, Inc.

Technology
7.6K
New
$74.7 - $97.7 $567K - $742K
7.6K $618M
UNP
Union Pacific Corp

Industrials
1.98K
+ 10.87%
$225.21 - $254.42 $446K - $503K
20.2K $4.77B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.03K
+ 5.99%
$90.0 - $96.32 $632K - $677K
124K $11.5B
Blackrock ETF Trust Ii
11.5K
+ 52.84%
N/A
33.4K $1.75B
LII
Lennox International Inc

Industrials
1.09K
New
$553.05 - $666.93 $602K - $726K
1.09K $611M
QCOM
Qualcomm Inc

Technology
3.98K
+ 8.58%
$151.94 - $175.86 $605K - $700K
50.3K $7.73B
AFL
Aflac Inc

Financial Services
2.98K
+ 8.4%
$100.99 - $111.19 $300K - $331K
38.4K $4.27B
YEAR
Ab Active Etfs Inc Ultra Short
11.9K
New
N/A
11.9K $600M
ABC
Amerisourcebergen Corp

Healthcare
608
+ 7.56%
N/A
8.65K $2.41B
HOOD
Robinhood Markets, Inc.

Technology
13.6K
+ 207.35%
$35.63 - $65.28 $485K - $888K
20.2K $839M
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email