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
SCHV
Schwab Strategic Tr Us Large C

ETFs
17.8K
+ 26.32%
$23.55 - $27.67 $418K - $492K
85.3K $2.36B
AOM
Ishares Tr Core Moderate Alloc

ETFs
12.2K
New
$41.55 - $46.04 $508K - $563K
12.2K $563M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.9K
+ 14.28%
$45.12 - $46.23 $537K - $550K
95.3K $4.4B
SCHP
Schwab Strategic Us Tips ETF

ETFs
21K
New
$26.18 - $26.93 $549K - $565K
21K $559M
FAST
Fastenal CO

Industrials
20.5K
+ 241.77%
$40.65 - $83.16 $832K - $1.7M
28.9K $1.22B
PHYS
Sprott Physical Gold Trust

Financial Services
22K
New
$22.82 - $26.29 $502K - $578K
22K $558M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.21K
+ 23.26%
$101.69 - $139.02 $225K - $308K
11.7K $1.63B
JLL
Jones Lang Lasalle Inc

Real Estate
1.37K
+ 5.33%
$204.57 - $256.96 $280K - $352K
27K $6.91B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
4.28K
New
$105.8 - $131.55 $453K - $563K
4.28K $550M
EOSE
Eos Energy Enterprises, Inc.

Industrials
107K
New
$3.3 - $7.11 $353K - $761K
107K $548M
IVE
Ishares S&P 500 Value ETF

ETFs
1.46K
+ 2.72%
$168.34 - $195.42 $246K - $286K
55.2K $10.8B
MLM
Martin Marietta Materials Inc

Basic Materials
980
New
$452.51 - $568.19 $443K - $557K
980 $538M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.18K
+ 83.81%
$82.51 - $109.2 $345K - $456K
9.16K $1B
MUB
Ishares National Muni Bond ETF

ETFs
5.36K
+ 16.5%
$102.31 - $105.8 $548K - $567K
37.8K $3.95B
VRT
Vertiv Holdings CO

Industrials
1.74K
+ 32.03%
N/A
7.17K $920M
SNOW
Snowflake Inc.

Technology
1.53K
+ 64.18%
$130.53 - $223.77 $199K - $341K
3.9K $873M
CGCP
Capital Group Core Plus Income

ETFs
22.5K
+ 6.23%
$21.92 - $22.56 $492K - $507K
383K $8.61B
Capital Group New Geography
14.1K
+ 45.92%
N/A
44.9K $1.29B
AIG
American International Group, Inc.

Financial Services
6.1K
+ 150.41%
$77.56 - $87.72 $473K - $535K
10.2K $869M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.3K
+ 24.78%
$104.34 - $138.68 $240K - $319K
11.6K $1.61B
AIQ
Global X Funds Global X Artifi

ETFs
9.75K
+ 95.22%
$31.5 - $43.69 $307K - $426K
20K $873M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
7.28K
New
$55.73 - $68.72 $406K - $500K
7.28K $500M
Ark 21 Shares Bitcoin ETF
78.1K
+ 157.87%
N/A
128K $4.57B
DUK
Duke Energy Corp

Utilities
5.75K
+ 12.69%
$112.46 - $124.05 $647K - $714K
51.1K $6.03B
ROK
Rockwell Automation, Inc

Industrials
1.27K
+ 132.02%
$218.97 - $332.17 $278K - $422K
2.23K $741M
STRL
Sterling Construction CO Inc

Industrials
216
+ 5.73%
$104.96 - $231.51 $22.7K - $50K
3.98K $919M
Mntn Inc
22.5K
New
N/A
22.5K $492M
ADP
Automatic Data Processing Inc

Industrials
1.24K
+ 3.38%
$276.76 - $326.81 $343K - $405K
37.9K $11.7B
EEMA
Ishares Msci Emerging Markets

ETFs
5.9K
New
$64.59 - $83.0 $381K - $489K
5.9K $487M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.24K
+ 7.55%
$141.87 - $164.49 $318K - $369K
31.9K $5.25B
Blackrock ETF Trust
16.8K
New
N/A
16.8K $485M
VTWO
Vanguard Russell 2000 ETF

ETFs
5.34K
+ 200.53%
$70.56 - $87.22 $377K - $466K
8K $698M
WEC
Wec Energy Group, Inc.

Utilities
5.65K
+ 24.93%
$102.24 - $109.76 $577K - $620K
28.3K $2.95B
SPGI
S&P Global Inc.

Financial Services
535
+ 5.22%
$438.31 - $527.29 $234K - $282K
10.8K $5.68B
MELI
Mercadolibre Inc

Consumer Cyclical
68
+ 15.08%
$1794.73 - $2613.63 $122K - $178K
519 $1.36B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.16K
+ 240.85%
$225.56 - $335.19 $487K - $723K
3.05K $726M
SPYI
Shp ETF Tr Neos S&P 500 High I
9.31K
New
N/A
9.31K $468M
Ea Series Trust
4.14K
New
N/A
4.14K $466M
PFF
Ishares Trust Ishares Pfd And

ETFs
15.3K
+ 18.92%
$29.0 - $30.68 $444K - $470K
96.3K $2.95B
BAH
Booz Allen Hamilton Holding Corp

Industrials
4.47K
New
$99.97 - $129.69 $447K - $579K
4.47K $465M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.01K
+ 13.82%
$219.76 - $276.94 $222K - $280K
8.33K $2.31B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.99K
+ 19.89%
$45.2 - $46.6 $452K - $466K
60.2K $2.79B
Arista Networks Inc
418
+ 2.48%
N/A
17.3K $1.77B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
7.67K
+ 14.21%
$27.26 - $34.48 $209K - $264K
61.6K $2.12B
PLW
Invesco 1 30 Laddered Treasury

ETFs
18.8K
+ 11.2%
N/A
187K $5.13B
TJX
Tjx Companies Inc

Consumer Cyclical
2.78K
+ 4.15%
$119.13 - $135.03 $332K - $376K
69.8K $8.62B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.16K
+ 79.02%
$60.61 - $87.72 $252K - $365K
9.42K $799M
DUOL
Duolingo, Inc.

Technology
1.11K
New
$292.88 - $540.68 $325K - $599K
1.11K $454M
SCHW
Schwab Charles Corp

Financial Services
2.78K
+ 18.07%
$69.06 - $91.24 $192K - $254K
18.2K $1.66B
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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