Concurrent Investment Advisors, LLC Incresed Positions in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WPC
W. P. Carey Inc.

Real Estate
5.32K
+ 46.15%
$53.5 - $65.05 $285K - $346K
16.9K $1.06B
F
Ford Motor CO

Consumer Cyclical
41.8K
+ 25.29%
$9.12 - $10.43 $381K - $436K
207K $1.7B
HAL
Halliburton CO

Energy
24K
+ 22.98%
$24.15 - $29.9 $579K - $717K
128K $3.26B
ELV
Elevance Health, Inc.

Healthcare
735
+ 50.55%
$365.9 - $436.25 $269K - $321K
2.19K $952M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.3K
+ 165.42%
$81.1 - $94.7 $430K - $502K
8.5K $690M
Lam Research Corp
5.45K
+ 52.99%
N/A
15.7K $1.14B
AVUV
American Centy ETF Tr Avantis

ETFs
11.3K
+ 18.02%
$84.95 - $100.62 $959K - $1.14M
74K $6.45B
EMB
Ishares Tr

ETFs
4.18K
+ 91.78%
$88.64 - $92.03 $370K - $384K
8.73K $790M
USB
Us Bancorp \De\

Financial Services
15.2K
+ 32.63%
$40.92 - $50.9 $624K - $776K
61.9K $2.61B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
7.8K
+ 32.49%
$73.27 - $96.21 $572K - $751K
31.8K $2.33B
TWLO
Twilio Inc

Communication Services
3.99K
+ 211.83%
$94.9 - $148.35 $379K - $592K
5.88K $575M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.59K
+ 12.17%
$100.32 - $100.76 $360K - $361K
33.1K $3.33B
PHM
Pultegroup Inc

Consumer Cyclical
3.83K
+ 87.45%
$101.09 - $118.51 $387K - $454K
8.21K $844M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
422
+ 6.5%
$80.53 - $147.57 $34K - $62.3K
6.91K $914M
ESS
Essex Property Trust, Inc.

Real Estate
1.13K
+ 144.69%
N/A
1.91K $586M
IGE
Ishares Tr North Amern Nat Res

ETFs
5.02K
+ 10.22%
$42.6 - $46.27 $214K - $232K
54.1K $2.46B
FVD
First Tr Value Line Divid Inde

ETFs
3.62K
+ 1.76%
$42.61 - $45.51 $154K - $165K
209K $9.33B
VT
Vanguard Total World Stk Index

ETFs
3.59K
+ 8.93%
$115.08 - $123.97 $414K - $446K
43.8K $5.08B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.69K
+ 17.88%
N/A
37.5K $3.3B
HEFA
Ishares Currency Hedged Msci E

ETFs
5.09K
+ 4.8%
$34.83 - $37.52 $177K - $191K
111K $4.03B
Fidelity Wise Origin Bitcoin
5.62K
+ 92.04%
N/A
11.7K $844M
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
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
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
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
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
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
LNG
Cheniere Energy, Inc.

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