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
Nebius Group N.V.
17.1K
New
N/A
17.1K $361M
FVD
First Tr Value Line Divid Inde

ETFs
3.62K
+ 1.76%
$42.61 - $45.51 $154K - $165K
209K $9.33B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
7.65K
New
$46.12 - $52.9 $353K - $405K
7.65K $356M
VT
Vanguard Total World Stk Index

ETFs
3.59K
+ 8.93%
$115.08 - $123.97 $414K - $446K
43.8K $5.08B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
13.9K
New
$24.88 - $26.85 $346K - $373K
13.9K $351M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.69K
+ 17.88%
N/A
37.5K $3.3B
LNTH
Lantheus Holdings, Inc.

Healthcare
3.58K
New
$78.23 - $110.01 $280K - $394K
3.58K $350M
HEFA
Ishares Currency Hedged Msci E

ETFs
5.09K
+ 4.8%
$34.83 - $37.52 $177K - $191K
111K $4.03B
VIRT
Virtu Financial, Inc.

Financial Services
9.12K
New
$34.19 - $40.96 $312K - $373K
9.12K $347M
SHAK
Shake Shack Inc.

Consumer Cyclical
3.92K
New
$82.77 - $133.38 $325K - $523K
3.92K $346M
Ea Series Trust
12.7K
New
N/A
12.7K $344M
Managed Portfolio Series
14.4K
New
N/A
14.4K $344M
OTIS
Otis Worldwide Corp

Industrials
2.94K
+ 80.85%
$90.77 - $104.01 $267K - $306K
6.58K $679M
DG
Dollar General Corp

Consumer Defensive
2.99K
+ 46.74%
$68.44 - $87.93 $204K - $263K
9.38K $825M
JMEE
J P Morgan Exchange Traded Fd

ETFs
7.13K
+ 53.39%
$54.51 - $63.63 $389K - $454K
20.5K $1.15B
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.85K
New
$73.71 - $87.55 $283K - $337K
3.85K $335M
NOC
Northrop Grumman Corp

Industrials
480
+ 23.41%
$433.45 - $513.82 $208K - $247K
2.53K $1.3B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
12.4K
+ 106.73%
$26.64 - $27.14 $330K - $336K
24K $643M
AX
Axos Financial, Inc.

Financial Services
5.12K
New
$61.63 - $73.1 $315K - $374K
5.12K $330M
SHW
Sherwin Williams CO

Basic Materials
596
+ 4.52%
$330.16 - $365.55 $197K - $218K
13.8K $4.81B
O
Realty Income Corp

Real Estate
3.88K
+ 17.09%
$51.67 - $58.49 $200K - $227K
26.6K $1.54B
Capital Group Dividend Growe
3.84K
+ 2.32%
N/A
169K $5.23B
PHG
Koninklijke Philips Nv

Healthcare
12.8K
New
$24.92 - $28.61 $319K - $366K
12.8K $325M
STWD
Starwood Property Trust, Inc.

Real Estate
10.7K
+ 7.78%
$18.41 - $20.53 $197K - $220K
149K $2.94B
FTSL
First Trust Senior Ln Fund

ETFs
8.94K
+ 6.3%
$45.65 - $46.48 $408K - $416K
151K $6.89B
IDEV
Ishares Core Msci Intl Develop

ETFs
4.67K
New
$63.77 - $71.36 $298K - $333K
4.67K $322M
SYY
Sysco Corp

Consumer Defensive
4.81K
+ 17.29%
$70.0 - $77.13 $337K - $371K
32.6K $2.45B
VXF
Vanguard Extended Market ETF

ETFs
3.21K
+ 24.39%
$170.36 - $201.04 $547K - $645K
16.4K $2.82B
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.38K
+ 21.22%
$94.86 - $97.12 $321K - $328K
19.3K $1.84B
AIT
Applied Industrial Technologies Inc

Industrials
1.41K
New
$218.93 - $269.18 $310K - $381K
1.41K $319M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
13.9K
New
$21.34 - $23.86 $296K - $331K
13.9K $317M
Neos ETF Trust
6.65K
New
N/A
6.65K $315M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.54K
New
$32.42 - $36.13 $309K - $345K
9.54K $315M
VOX
Vanguard Communication Service

ETFs
2.2K
+ 128.05%
$147.73 - $169.24 $324K - $372K
3.91K $580M
Capital Grp Fixed Incm ETF T
9.74K
+ 8.26%
N/A
128K $3.35B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.14K
New
$50.87 - $51.09 $312K - $314K
6.14K $313M
LNG
Cheniere Energy, Inc.

Energy
1.04K
+ 23.91%
$209.32 - $253.66 $218K - $264K
5.4K $1.25B
DOV
Dover Corp

Industrials
1.78K
New
$174.65 - $206.43 $311K - $368K
1.78K $313M
FPE
First Tr Pfd Secs & Income ETF

ETFs
20.3K
+ 5.05%
$17.53 - $17.87 $356K - $363K
422K $7.43B
ARES
Ares Management Corp

Financial Services
3.32K
+ 57.37%
$140.19 - $198.28 $465K - $658K
9.1K $1.33B
HAWX
Ishares Tr Currency Hedged Msc

ETFs
8.51K
+ 40.57%
$32.01 - $34.37 $272K - $292K
29.5K $986M
WMB
Williams Companies, Inc.

Energy
2.32K
+ 7.6%
$54.02 - $61.09 $125K - $141K
32.8K $1.96B
MSTR
Microstrategy Inc

Technology
1.09K
+ 24.39%
$239.27 - $396.5 $261K - $432K
5.55K $1.6B
FIW
First Trust Water ETF

ETFs
3.05K
New
$99.48 - $106.74 $304K - $326K
3.05K $308M
OZK
Bank Ozk

Financial Services
7.06K
New
$41.71 - $53.1 $294K - $375K
7.06K $307M
IWL
Ishares Tr Russell 200 ETF

ETFs
2.22K
New
$135.83 - $151.73 $302K - $337K
2.22K $305M
MGC
Vanguard Mega Cap ETF

ETFs
1.83K
+ 32.78%
$199.2 - $222.69 $364K - $407K
7.4K $1.49B
BP
Bp PLC

Energy
5.66K
+ 21.11%
$29.93 - $35.31 $170K - $200K
32.5K $1.1B
CRH.L
Crh PLC

Basic Materials
3.47K
New
N/A
3.47K $305M
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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