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
EXEL
Exelixis, Inc.

Healthcare
12.4K
New
$32.38 - $39.16 $401K - $485K
12.4K $457M
ASML
Asml Holding Nv

Technology
829
+ 26.55%
$662.63 - $776.99 $549K - $644K
3.95K $2.62B
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.74K
New
$161.13 - $209.29 $442K - $574K
2.74K $454M
STE
Steris PLC

Healthcare
1.28K
+ 16.78%
$202.46 - $232.74 $259K - $298K
8.9K $2.02B
Super Micro Computer Inc
10.6K
+ 47.64%
N/A
32.8K $1.12B
Invesco Actively Managed Exc
17.5K
New
N/A
17.5K $445M
KMI
Kinder Morgan, Inc.

Energy
11K
+ 9.67%
$26.1 - $31.22 $288K - $345K
125K $3.58B
CLX
Clorox CO

Consumer Defensive
4.59K
+ 30.02%
$141.76 - $162.89 $651K - $748K
19.9K $2.93B
LMT
Lockheed Martin Corp

Industrials
2.07K
+ 16.84%
$423.19 - $506.29 $876K - $1.05M
14.4K $6.42B
TT
Trane Technologies PLC

Industrials
2.14K
+ 24.63%
$332.0 - $400.86 $711K - $858K
10.8K $3.65B
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
8.99K
New
N/A
8.99K $435M
WPC
W. P. Carey Inc.

Real Estate
5.32K
+ 46.15%
$53.5 - $65.05 $285K - $346K
16.9K $1.06B
F
Ford Motor CO

Consumer Cyclical
41.8K
+ 25.29%
$9.12 - $10.43 $381K - $436K
207K $1.7B
Labcorp Holdings Inc
1.86K
New
N/A
1.86K $434M
AER
Aer Cap Holdings N.V.

Industrials
4.23K
New
$94.11 - $105.78 $398K - $448K
4.23K $432M
PPA
Invesco Exchange Traded Fd Tr

ETFs
3.63K
New
$113.59 - $123.29 $413K - $448K
3.63K $423M
HTBI
Home Trust Bancshares, Inc.

Financial Services
12.3K
New
$31.6 - $37.91 $390K - $468K
12.3K $423M
EGP
Eastgroup Properties Inc

Real Estate
2.38K
New
$155.63 - $187.46 $371K - $447K
2.38K $420M
HAL
Halliburton CO

Energy
24K
+ 22.98%
$24.15 - $29.9 $579K - $717K
128K $3.26B
DBEU
Xtrackers Msci Europe Hedged E

ETFs
9.44K
New
$41.46 - $45.98 $391K - $434K
9.44K $417M
CNP
Centerpoint Energy Inc

Utilities
11.5K
New
$30.87 - $36.25 $355K - $417K
11.5K $416M
ELV
Elevance Health, Inc.

Healthcare
735
+ 50.55%
$365.9 - $436.25 $269K - $321K
2.19K $952M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
7.32K
New
$54.9 - $62.36 $402K - $457K
7.32K $407M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.3K
+ 165.42%
$81.1 - $94.7 $430K - $502K
8.5K $690M
Lam Research Corp
5.45K
+ 52.99%
N/A
15.7K $1.14B
WEN
Wendy'S CO

Consumer Cyclical
27.2K
New
$14.17 - $16.17 $386K - $440K
27.2K $399M
AVUV
American Centy ETF Tr Avantis

ETFs
11.3K
+ 18.02%
$84.95 - $100.62 $959K - $1.14M
74K $6.45B
CORP
Pimco Investment Grade Corp Bd

ETFs
4.11K
New
$93.89 - $97.32 $386K - $400K
4.11K $398M
SNEX
Stone X Group Inc.

Financial Services
5.19K
New
$76.12 - $126.89 $395K - $658K
5.19K $396M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
6.42K
New
$46.15 - $63.53 $296K - $408K
6.42K $395M
VRT
Vertiv Holdings CO

Industrials
5.43K
New
N/A
5.43K $392M
IYC
Ishares U.S. Consumer Discreti

ETFs
4.42K
New
$85.71 - $101.2 $379K - $447K
4.42K $390M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4.02K
New
$94.87 - $96.11 $382K - $387K
4.02K $386M
EMB
Ishares Tr

ETFs
4.18K
+ 91.78%
$88.64 - $92.03 $370K - $384K
8.73K $790M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
26.6K
New
$14.31 - $14.8 $380K - $393K
26.6K $384M
USB
Us Bancorp \De\

Financial Services
15.2K
+ 32.63%
$40.92 - $50.9 $624K - $776K
61.9K $2.61B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
7.8K
+ 32.49%
$73.27 - $96.21 $572K - $751K
31.8K $2.33B
TIP
Ishares Tr Tips Bd ETF

ETFs
3.23K
+ 85.46%
$106.22 - $111.09 $343K - $358K
7K $778M
AIQ
Global X Funds Global X Artifi

ETFs
10.2K
New
$36.38 - $42.77 $373K - $438K
10.2K $373M
TWLO
Twilio Inc

Communication Services
3.99K
+ 211.83%
$94.9 - $148.35 $379K - $592K
5.88K $575M
BEAM
Beam Therapeutics Inc.

Healthcare
19K
New
$19.53 - $34.09 $371K - $648K
19K $371M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.59K
+ 12.17%
$100.32 - $100.76 $360K - $361K
33.1K $3.33B
SKX
Skechers Usa Inc

Consumer Cyclical
6.47K
New
$54.98 - $78.24 $356K - $506K
6.47K $367M
PHM
Pultegroup Inc

Consumer Cyclical
3.83K
+ 87.45%
$101.09 - $118.51 $387K - $454K
8.21K $844M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
422
+ 6.5%
$80.53 - $147.57 $34K - $62.3K
6.91K $914M
NFRA
Flexshares Stoxx Global Broad

ETFs
6.31K
New
$53.37 - $57.8 $336K - $364K
6.31K $363M
ESS
Essex Property Trust, Inc.

Real Estate
1.13K
+ 144.69%
N/A
1.91K $586M
IGE
Ishares Tr North Amern Nat Res

ETFs
5.02K
+ 10.22%
$42.6 - $46.27 $214K - $232K
54.1K $2.46B
PBH
Prestige Consumer Healthcare Inc.

Healthcare
4.2K
New
$73.82 - $89.02 $310K - $374K
4.2K $361M
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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