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
UNP
Union Pacific Corp

Industrials
2.5K
+ 12.4%
$208.27 - $238.46 $521K - $597K
22.7K $5.22B
UYLD
Angel Oak Fds Tr Ultrashort In
8.84K
+ 60.03%
N/A
23.6K $1.2B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.04K
+ 3.77%
$38.18 - $45.52 $307K - $366K
221K $9.68B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
9.98K
+ 24.64%
$42.51 - $43.7 $424K - $436K
50.5K $2.2B
BXSL
Blackstone Secured Lending Fund

Financial Services
14.4K
New
$26.88 - $32.74 $388K - $472K
14.4K $443M
CARR
Carrier Global Corp

Industrials
1.5K
+ 4.42%
$55.55 - $75.83 $83.5K - $114K
35.5K $2.6B
EFG
Msci Eafe Growth ETF

ETFs
2.46K
+ 17.79%
$89.8 - $112.0 $221K - $276K
16.3K $1.82B
SFLR
Innovator Etfs Tr Equity Manag
13.1K
New
N/A
13.1K $440M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4K
+ 2.88%
$26.66 - $33.09 $107K - $132K
143K $4.72B
PULS
Pgim ETF Tr

ETFs
8.75K
New
$49.39 - $49.76 $432K - $435K
8.75K $435M
EW
Edwards Lifesciences Corp

Healthcare
3.48K
+ 12.94%
$67.07 - $78.22 $233K - $272K
30.4K $2.38B
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.34K
+ 21.55%
$89.02 - $104.29 $297K - $348K
18.8K $1.96B
MAR
Marriott International Inc

Consumer Cyclical
593
+ 7.92%
$211.12 - $274.14 $125K - $163K
8.08K $2.21B
Lam Research Corp
361
+ 2.3%
N/A
16.1K $1.57B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
782
+ 142.44%
$328.01 - $475.68 $257K - $372K
1.33K $623M
FTQI
First Trust ETF Vi First Trust

ETFs
19.3K
+ 32.47%
$16.83 - $19.58 $325K - $378K
78.7K $1.54B
VTWG
Vanguard Russell 2000 Growth E

ETFs
832
+ 7.49%
$163.6 - $208.47 $136K - $173K
11.9K $2.49B
ABC
Amerisourcebergen Corp

Healthcare
767
+ 8.86%
N/A
9.42K $2.82B
IDV
Ishares Tr

ETFs
12.1K
New
$27.79 - $34.84 $337K - $423K
12.1K $418M
AMGN
Amgen Inc

Healthcare
3.99K
+ 18.55%
$262.28 - $309.85 $1.05M - $1.23M
25.5K $7.11B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
936
+ 136.44%
$483.07 - $625.6 $452K - $586K
1.62K $852M
Vanguard Malvern Fds
5.3K
New
N/A
5.3K $411M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
20.8K
New
$16.64 - $19.62 $346K - $408K
20.8K $408M
STWD
Starwood Property Trust, Inc.

Real Estate
18K
+ 12.15%
$17.28 - $20.41 $312K - $368K
167K $3.34B
VST
Vistra Corp.

Utilities
2.08K
New
$98.07 - $195.04 $204K - $405K
2.08K $402M
FTHI
First Trust Exchange Traded Fd

ETFs
13.9K
+ 17.5%
$19.66 - $22.85 $273K - $318K
93.4K $2.13B
ICE
Intercontinental Exchange, Inc.

Financial Services
1.19K
+ 7.39%
$151.62 - $183.47 $181K - $219K
17.3K $3.18B
ABR
Arbor Realty Trust Inc

Real Estate
38.8K
+ 210.75%
$8.92 - $11.89 $346K - $461K
57.1K $611M
Fidelity Covington Trust
12.3K
New
N/A
12.3K $392M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
8.98K
New
$37.73 - $43.54 $339K - $391K
8.98K $388M
J P Morgan Exchange Traded F
4.58K
New
N/A
4.58K $387M
MAC
Macerich CO

Real Estate
23.9K
New
$13.24 - $17.71 $316K - $422K
23.9K $386M
EMB
Ishares Tr

ETFs
3.97K
+ 45.53%
$86.54 - $92.62 $344K - $368K
12.7K $1.18B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16K
+ 156.91%
$22.4 - $23.8 $359K - $382K
26.3K $625M
LMT
Lockheed Martin Corp

Industrials
321
+ 2.23%
$430.82 - $486.45 $138K - $156K
14.7K $6.8B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
11K
+ 54.25%
$24.38 - $30.18 $268K - $332K
31.3K $942M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.3K
+ 31.32%
$19.1 - $23.83 $235K - $293K
51.5K $1.23B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
9.34K
+ 39.38%
$44.37 - $50.04 $415K - $468K
33.1K $1.57B
JCI
Johnson Controls International PLC

Industrials
1.9K
+ 27.23%
$71.14 - $105.62 $135K - $200K
8.87K $937M
ORCC
Owl Rock Capital Corp

Financial Services
30.8K
+ 15.3%
N/A
232K $3.33B
Pimco ETF Tr
14.1K
New
N/A
14.1K $375M
Fidelity Wise Origin Bitcoin
1.24K
+ 10.54%
N/A
13K $1.22B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
7.49K
+ 11.93%
N/A
70.2K $3.51B
DXCM
Dexcom Inc

Healthcare
4.26K
New
$59.83 - $87.57 $255K - $373K
4.26K $372M
Blacksky Technology Inc
18K
New
N/A
18K $371M
EXEL
Exelixis, Inc.

Healthcare
6.34K
+ 51.24%
$34.13 - $46.26 $217K - $293K
18.7K $825M
BWXT
Bwx Technologies, Inc.

Industrials
544
+ 8.53%
$89.24 - $144.06 $48.5K - $78.4K
6.93K $998M
AMP
Ameriprise Financial Inc

Financial Services
627
+ 93.86%
$422.19 - $533.73 $265K - $335K
1.3K $691M
BALT
Innovator Etfs Tr
11.3K
New
$30.33 - $32.1 $342K - $362K
11.3K $362M
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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