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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.29K
+ 17.3%
$192.82 - $222.1 $635K - $732K
22.3K $4.31B
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
25.4K
+ 35.71%
N/A
96.4K $1.23B
IXN
Ishares Global Information Tec

ETFs
4.37K
+ 141.67%
$75.73 - $88.4 $331K - $386K
7.46K $565M
BKR
Baker Hughes CO

Energy
6.9K
New
$41.16 - $48.85 $284K - $337K
6.9K $303M
DVY
Ishares Tr

ETFs
2.11K
+ 34.71%
$128.58 - $138.1 $271K - $291K
8.18K $1.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.9K
+ 23.88%
$18.36 - $20.51 $219K - $245K
61.9K $1.23B
BRO
Brown & Brown, Inc.

Financial Services
746
+ 8.11%
$100.54 - $124.4 $75K - $92.8K
9.95K $1.24B
Fidelity Covington Trust
9.58K
New
N/A
9.58K $299M
MAS
Masco Corp

Industrials
4.26K
New
$68.67 - $81.85 $292K - $349K
4.26K $296M
MELI
Mercadolibre Inc

Consumer Cyclical
107
+ 31.1%
$1739.0 - $2260.0 $186K - $242K
451 $880M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
7.89K
New
$33.63 - $37.64 $265K - $297K
7.89K $292M
FN
Fabrinet

Technology
1.48K
New
$183.66 - $267.24 $271K - $395K
1.48K $292M
RGA
Reinsurance Group Of America Inc

Financial Services
1.48K
New
$186.01 - $231.1 $275K - $342K
1.48K $291M
SJM
J M Smucker CO

Consumer Defensive
1.51K
+ 11.17%
$100.41 - $118.41 $152K - $179K
15K $1.78B
FISV
Fiserv Inc

Technology
459
+ 3.73%
N/A
12.8K $2.82B
CGGO
Capital Group Global Growth Eq

ETFs
11.3K
+ 35.3%
$28.33 - $30.84 $319K - $347K
43.2K $1.22B
MOH
Molina Healthcare, Inc.

Healthcare
882
New
$266.57 - $333.27 $235K - $294K
882 $291M
SCHC
Schwab Strategic Tr Intl Small

ETFs
8.07K
New
$33.57 - $37.22 $271K - $300K
8.07K $290M
DT
Dynatrace, Inc.

Technology
6.13K
New
$47.15 - $62.42 $289K - $383K
6.13K $289M
PUK
Prudential PLC

Financial Services
13.4K
New
$14.54 - $21.92 $195K - $295K
13.4K $289M
NFG
National Fuel Gas CO

Energy
3.65K
New
$60.71 - $79.19 $221K - $289K
3.65K $289M
EVRG
Evergy, Inc.

Utilities
3.2K
+ 35.06%
$59.9 - $69.52 $192K - $223K
12.3K $851M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.97K
+ 25.91%
$42.18 - $45.16 $252K - $270K
29K $1.28B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
6.37K
New
N/A
6.37K $287M
CARR
Carrier Global Corp

Industrials
6.58K
+ 23.99%
$62.07 - $70.55 $409K - $464K
34K $2.16B
FBT
First Trust Nyse Arca Biotechn

ETFs
1.66K
New
$164.86 - $182.19 $274K - $303K
1.66K $283M
UBS
Ubs Group Ag

Financial Services
9.15K
New
$30.28 - $35.78 $277K - $327K
9.15K $280M
J P Morgan Exchange Traded F
5.86K
+ 19.3%
N/A
36.2K $2.16B
BLBD
Blue Bird Corp

Consumer Cyclical
8.54K
New
$32.37 - $42.39 $276K - $362K
8.54K $276M
WLDN
Willdan Group, Inc.

Industrials
6.78K
New
$30.88 - $43.06 $209K - $292K
6.78K $276M
OGS
One Gas, Inc.

Utilities
3.65K
New
$67.77 - $76.05 $248K - $278K
3.65K $276M
FYC
First Trust Small Cap Growth A

ETFs
14.7K
+ 17.24%
$68.13 - $80.57 $1M - $1.19M
100K $6.89B
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
6.25K
New
$41.85 - $49.61 $262K - $310K
6.25K $275M
GOOG
Alphabet Inc.

Communication Services
25.2K
+ 23.54%
$156.06 - $207.71 $3.93M - $5.23M
132K $20.7B
ING
Ing Groep Nv

Financial Services
14K
New
$15.51 - $20.74 $217K - $290K
14K $274M
LVHD
Franklin U.S. Low Volatility H

ETFs
6.68K
New
$37.44 - $41.02 $250K - $274K
6.68K $274M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.07K
+ 19.95%
$120.29 - $134.6 $370K - $414K
18.5K $2.25B
ALB
Albemarle Corp

Basic Materials
3.76K
New
$69.95 - $97.49 $263K - $366K
3.76K $271M
IQV
Iqvia Holdings Inc.

Healthcare
2.17K
+ 39.28%
$176.3 - $209.96 $382K - $455K
7.68K $1.35B
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
21.3K
New
$12.61 - $13.36 $268K - $284K
21.3K $270M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.83K
New
$63.07 - $73.5 $242K - $282K
3.83K $269M
CUBI
Customers Bancorp, Inc.

Financial Services
5.32K
New
$45.61 - $58.42 $243K - $311K
5.32K $267M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
15.9K
New
$16.18 - $17.82 $257K - $283K
15.9K $266M
DOCN
Digital Ocean Holdings, Inc.

Technology
7.93K
New
$33.39 - $46.69 $265K - $370K
7.93K $265M
PDI
Pimco Dynamic Income Fund

Financial Services
13.4K
New
$18.51 - $20.05 $247K - $268K
13.4K $264M
PINS
Pinterest, Inc.

Communication Services
8.4K
New
$29.79 - $40.0 $250K - $336K
8.4K $261M
AON
Aon PLC

Financial Services
650
New
$348.44 - $409.32 $226K - $266K
650 $259M
PEN
Penumbra Inc

Healthcare
969
New
$237.28 - $303.76 $230K - $294K
969 $259M
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.7K
+ 45.49%
$28.92 - $29.24 $252K - $254K
27.8K $814M
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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