Concurrent Investment Advisors, LLC Incresed Positions in Q3 2024

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
10
+ 0.22%
$51.0 - $57.07 $510 - $571
4.6K $256M
GFI
Gold Fields LTD

Basic Materials
850
+ 8.29%
$13.34 - $17.2 $11.3K - $14.6K
11.1K $170M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
665
+ 4.25%
$10.51 - $11.28 $6.99K - $7.5K
16.3K $184M
SII
Sprott Inc.

Financial Services
41
+ 0.6%
$38.73 - $46.3 $1.59K - $1.9K
6.84K $296M
CARY
Angel Oak Fds Tr Income Etf(De
262
+ 1.74%
N/A
15.3K $325M
SUB
Ishares Short Term National Mu

ETFs
92
+ 3.4%
$104.3 - $106.3 $9.6K - $9.78K
2.8K $297M
ALB
Albemarle Corp

Basic Materials
166
+ 7.6%
$72.85 - $100.09 $12.1K - $16.6K
2.35K $223M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
361
+ 4.42%
$29.62 - $34.42 $10.7K - $12.4K
8.53K $286M
VVR
Invesco Senior Income Trust

Financial Services
9.34K
+ 9.1%
$4.02 - $4.41 $37.6K - $41.2K
112K $456M
SCHO
Schwab Short Term Us Treasury

ETFs
102
+ 1.18%
$47.93 - $49.06 $4.89K - $5K
8.74K $428M
BIT
Black Rock Multi Sector Income Trust

Financial Services
355
+ 3.43%
$14.44 - $15.2 $5.13K - $5.4K
10.7K $163M
UYLD
Angel Oak Fds Tr Ultrashort In
161
+ 1.62%
N/A
10.1K $516M
LYG
Lloyds Banking Group PLC

Financial Services
35
+ 0.2%
$2.73 - $3.17 $95.6 - $111
17.9K $55.7M
GM
General Motors CO

Consumer Cyclical
536
+ 4.84%
$39.95 - $49.9 $21.4K - $26.7K
11.6K $521M
CION
Cion Investment Corp

Financial Services
1.19K
+ 2.94%
$11.55 - $12.46 $13.7K - $14.8K
41.7K $497M
WES
Western Midstream Partners, LP

Energy
352
+ 6.17%
$36.59 - $42.74 $12.9K - $15K
6.05K $232M
CPRT
Copart Inc

Consumer Cyclical
277
+ 5.13%
$49.19 - $55.54 $13.6K - $15.4K
5.67K $297M
HES
Hess Corp

Energy
180
+ 9.75%
$126.3 - $155.44 $22.7K - $28K
2.03K $275M
Global X Fds
22
+ 0.35%
N/A
6.36K $639M
FSK
Fs Kkr Capital Corp

Financial Services
106
+ 0.37%
$18.74 - $20.43 $1.99K - $2.17K
29K $572M
CLF
Cleveland Cliffs Inc.

Basic Materials
2.74K
+ 20.27%
$10.91 - $16.21 $29.8K - $44.3K
16.2K $207M
PAA
Plains All American Pipeline LP

Energy
521
+ 1.91%
$17.0 - $19.03 $8.86K - $9.91K
27.8K $484M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
15
+ 0.38%
$42.59 - $60.56 $639 - $908
4K $202M
DG
Dollar General Corp

Consumer Defensive
1.48K
+ 50.84%
$80.41 - $132.42 $119K - $196K
4.4K $372M
CASY
Caseys General Stores Inc

Consumer Cyclical
7
+ 0.25%
$354.52 - $391.16 $2.48K - $2.74K
2.85K $1.07B
MRO
Marathon Oil Corp

Energy
253
+ 2.23%
$25.87 - $29.26 $6.55K - $7.4K
11.6K $309M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
481
+ 4.47%
$91.43 - $117.51 $44K - $56.5K
11.2K $1.19B
PR
Permian Resources Corporation

Energy
3.9K
+ 12.59%
$12.9 - $16.79 $50.2K - $65.4K
34.8K $474M
DELL
Dell Technologies Inc.

Technology
354
+ 9.92%
$87.89 - $145.97 $31.1K - $51.7K
3.92K $465M
LPLA
Lpl Financial Holdings Inc.

Financial Services
37
+ 3.61%
$193.0 - $282.1 $7.14K - $10.4K
1.06K $247M
DTC
Solo Brands, Inc.

Consumer Cyclical
62.5K
+ 42.14%
$1.09 - $2.5 $68.2K - $156K
211K $297M
BP
Bp PLC

Energy
1.67K
+ 7.06%
$30.78 - $37.05 $51.3K - $61.7K
25.3K $793M
MU
Micron Technology Inc

Technology
864
+ 15.8%
$86.27 - $136.82 $74.5K - $118K
6.33K $657M
PSX
Phillips 66

Energy
865
+ 4.39%
$125.0 - $147.17 $108K - $127K
20.6K $2.7B
WFC
Wells Fargo & Company

Financial Services
643
+ 1.58%
$51.58 - $60.97 $33.2K - $39.2K
41.4K $2.34B
PSTG
Pure Storage, Inc.

Technology
268
+ 3.89%
$45.73 - $67.71 $12.3K - $18.1K
7.16K $359M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.22K
+ 3.73%
$49.83 - $62.75 $60.6K - $76.4K
33.8K $1.95B
ASML
Asml Holding Nv

Technology
139
+ 12.38%
$749.82 - $1098.95 $104K - $153K
1.26K $1.05B
DPZ
Dominos Pizza Inc

Consumer Cyclical
123
+ 6.01%
$402.52 - $505.35 $49.5K - $62.2K
2.17K $933M
SNAP
Snap Inc

Communication Services
2.23K
+ 8.26%
$8.29 - $16.84 $18.5K - $37.5K
29.2K $313M
ENVX
Enovix Corp

Industrials
3.38K
+ 10.52%
$7.61 - $18.31 $25.7K - $61.8K
35.5K $331M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.02K
+ 21.28%
$217.89 - $392.15 $222K - $400K
5.82K $1.63B
COP
Conocophillips

Energy
2.37K
+ 4.29%
$102.3 - $116.61 $242K - $276K
57.5K $6.06B
MSFT
Microsoft Corp

Technology
6.12K
+ 3.52%
$395.15 - $467.56 $2.42M - $2.86M
180K $77.4B
MCHP
Microchip Technology Inc

Technology
5.41K
+ 8.39%
$72.0 - $95.98 $389K - $519K
69.9K $5.61B
EW
Edwards Lifesciences Corp

Healthcare
636
+ 3.43%
$59.7 - $93.78 $38K - $59.6K
19.2K $1.27B
GOOG
Alphabet Inc.

Communication Services
6.53K
+ 6.51%
$149.54 - $192.66 $976K - $1.26M
107K $17.9B
QCOM
Qualcomm Inc

Technology
3.32K
+ 8.51%
$156.12 - $209.64 $519K - $696K
42.4K $7.2B
MRK
Merck & Co., Inc.

Healthcare
4.23K
+ 3.74%
$111.15 - $128.97 $470K - $545K
117K $13.3B
Activity Summary
Buys All Purchases 673 New Holdings 122 Increased Positions 551 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 45 Puts 11
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email