Concurrent Investment Advisors, LLC Incresed Positions in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
192K
+ 86.71%
$354.56 - $497.45 $68M - $95.5M
413K $206B
NVDA
Nvidia Corp

Technology
47.6K
+ 7.15%
$94.31 - $157.99 $4.49M - $7.52M
713K $113B
SPY
Spdr S&P 500 ETF Trust

ETFs
45.6K
+ 28.86%
$496.48 - $617.85 $22.6M - $28.2M
204K $126B
QQQ
Invesco Qqq Trust, Series 1

ETFs
36.3K
+ 30.24%
$416.06 - $551.64 $15.1M - $20M
156K $86.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24K
+ 10.32%
$456.74 - $568.03 $11M - $13.6M
256K $146B
SCHG
Schwab Strategic Tr Us Large C

ETFs
715K
+ 314.98%
$22.27 - $29.21 $15.9M - $20.9M
942K $27.5B
IWV
Ishares Russell 3000 ETF

ETFs
61.9K
+ 6079.39%
$281.67 - $351.0 $17.4M - $21.7M
63K $22.1B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
210K
+ 560.88%
N/A
248K $23.2B
IVW
Ishares S&P 500 Growth ETF

ETFs
151K
+ 94.54%
$82.96 - $110.1 $12.5M - $16.6M
311K $34.2B
VIG
Vanguard Dividend Appreciation

ETFs
87.3K
+ 117.26%
N/A
162K $33.1B
VGSH
Vanguard

ETFs
285K
+ 4733.72%
$58.32 - $58.95 $16.6M - $16.8M
291K $17.1B
IYW
Ishares Dj Us Tech ETF

ETFs
87.3K
+ 325.32%
$122.57 - $173.27 $10.7M - $15.1M
114K $19.8B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
188K
+ 905.57%
$82.21 - $83.12 $15.4M - $15.6M
209K $17.3B
GLD
Spdr Gold Trust

ETFs
39.5K
+ 41.57%
$273.71 - $316.29 $10.8M - $12.5M
135K $41B
PLTR
Palantir Technologies Inc.

Technology
34.9K
+ 23.05%
$74.01 - $144.25 $2.58M - $5.03M
186K $25.4B
EFA
Ishares Tr Msci Eafe ETF

ETFs
127K
+ 80.85%
$72.96 - $90.39 $9.3M - $11.5M
285K $25.5B
META
Meta Platforms, Inc.

Communication Services
4.71K
+ 8.6%
$484.66 - $738.09 $2.28M - $3.48M
59.5K $43.9B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
231K
+ 569.1%
$41.45 - $54.46 $9.58M - $12.6M
272K $14.1B
VUG
Vanguard Growth ETF

ETFs
13.3K
+ 15.37%
$329.49 - $438.4 $4.37M - $5.81M
99.5K $43.6B
JPM
Jpmorgan Chase & CO

Financial Services
19.8K
+ 17.4%
$210.28 - $289.91 $4.17M - $5.74M
134K $38.8B
NFLX
Netflix Inc

Communication Services
3.56K
+ 25.16%
$855.86 - $1339.13 $3.05M - $4.77M
17.7K $23.7B
First Tr Exchange Traded Fd
490K
+ 4707.49%
N/A
500K $10.5B
IEF
Ishares Barclays

ETFs
101K
+ 203.59%
$93.15 - $96.56 $9.41M - $9.76M
151K $14.4B
FVD
First Tr Value Line Divid Inde

ETFs
215K
+ 102.59%
$40.62 - $45.12 $8.72M - $9.68M
424K $18.9B
VTI
Vanguard Total Stock Market Et

ETFs
17.2K
+ 13.25%
$243.75 - $303.93 $4.2M - $5.24M
147K $44.8B
Fidelity Covington Trust
266K
+ 539.55%
N/A
316K $10.5B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
120K
+ 31.76%
$51.16 - $62.02 $6.15M - $7.46M
499K $30.9B
TLT
Ishares Barclays 20+ Year Trea

ETFs
108K
+ 26.11%
$83.97 - $92.85 $9.11M - $10.1M
524K $46.2B
IVV
Ishares Core S&P 500 ETF

ETFs
4.09K
+ 4.82%
$498.8 - $620.9 $2.04M - $2.54M
88.9K $55.2B
GOOGL
Alphabet Inc.

Communication Services
17.1K
+ 8.14%
$144.7 - $178.6 $2.47M - $3.05M
227K $39.9B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
99.1K
+ 693.75%
$40.51 - $71.03 $4.01M - $7.04M
113K $7.97B
IEFA
Ishares Tr

ETFs
54.8K
+ 15.84%
$67.83 - $84.09 $3.72M - $4.61M
401K $33.5B
VTV
Vanguard Value ETF

ETFs
34.5K
+ 13.84%
$153.67 - $176.74 $5.29M - $6.09M
283K $50.1B
TSLA
Tesla, Inc.

Consumer Cyclical
10.8K
+ 19.29%
$221.86 - $362.89 $2.4M - $3.93M
67K $21.1B
CGGR
Capital Group Growth ETF Shs C

ETFs
114K
+ 39.82%
$30.53 - $40.65 $3.47M - $4.62M
399K $16.2B
WMT
Walmart Inc.

Consumer Defensive
28.4K
+ 7.76%
$81.79 - $99.98 $2.32M - $2.84M
395K $38.6B
FCVT
First Tr Exchange Traded Fd Iv

ETFs
148K
+ 94.68%
$32.51 - $38.81 $4.81M - $5.74M
304K $11.8B
SPYG
Spdr Portfolio

ETFs
24.9K
+ 9.59%
$71.83 - $95.32 $1.79M - $2.37M
284K $27.1B
CGDV
Capital Group Divid Value ETF

ETFs
97.5K
+ 18.12%
$31.93 - $39.49 $3.11M - $3.85M
636K $25.1B
Capital Group Core Balanced
157K
+ 78.57%
N/A
356K $11.9B
CRWD
Crowd Strike Holdings, Inc.

Technology
8.73K
+ 121.99%
$321.63 - $509.31 $2.81M - $4.45M
15.9K $8.09B
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.79K
+ 7.42%
$273.67 - $366.17 $1.31M - $1.75M
69.3K $25.4B
VGT
Vanguard Information Technolog

ETFs
4.27K
+ 20.13%
$470.37 - $663.28 $2.01M - $2.83M
25.5K $16.9B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
19.9K
+ 89.15%
$171.4 - $227.1 $3.41M - $4.52M
42.3K $9.6B
BAC
Bank Of America Corp

Financial Services
77.3K
+ 28.35%
$34.39 - $47.46 $2.66M - $3.67M
350K $16.6B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
50.9K
+ 153.93%
$100.04 - $100.54 $5.09M - $5.11M
83.9K $8.44B
COST
Costco Wholesale Corp

Consumer Defensive
4.26K
+ 28.31%
$908.13 - $1056.85 $3.87M - $4.5M
19.3K $19.1B
VEA
Vanguard Ftse Developed Market

ETFs
62.2K
+ 28.84%
$45.65 - $57.01 $2.84M - $3.54M
278K $15.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
46.8K
+ 20.0%
$96.84 - $99.46 $4.53M - $4.66M
281K $27.9B
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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