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
SCHV
Schwab Strategic Tr Us Large C

ETFs
17.8K
+ 26.32%
$23.55 - $27.67 $418K - $492K
85.3K $2.36B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.9K
+ 14.28%
$45.12 - $46.23 $537K - $550K
95.3K $4.4B
FAST
Fastenal CO

Industrials
20.5K
+ 241.77%
$40.65 - $83.16 $832K - $1.7M
28.9K $1.22B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.21K
+ 23.26%
$101.69 - $139.02 $225K - $308K
11.7K $1.63B
JLL
Jones Lang Lasalle Inc

Real Estate
1.37K
+ 5.33%
$204.57 - $256.96 $280K - $352K
27K $6.91B
IVE
Ishares S&P 500 Value ETF

ETFs
1.46K
+ 2.72%
$168.34 - $195.42 $246K - $286K
55.2K $10.8B
VONG
Vanguard Russell 1000 Growth E

ETFs
4.18K
+ 83.81%
$82.51 - $109.2 $345K - $456K
9.16K $1B
MUB
Ishares National Muni Bond ETF

ETFs
5.36K
+ 16.5%
$102.31 - $105.8 $548K - $567K
37.8K $3.95B
VRT
Vertiv Holdings CO

Industrials
1.74K
+ 32.03%
N/A
7.17K $920M
SNOW
Snowflake Inc.

Technology
1.53K
+ 64.18%
$130.53 - $223.77 $199K - $341K
3.9K $873M
Capital Group New Geography
14.1K
+ 45.92%
N/A
44.9K $1.29B
AIG
American International Group, Inc.

Financial Services
6.1K
+ 150.41%
$77.56 - $87.72 $473K - $535K
10.2K $869M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.3K
+ 24.78%
$104.34 - $138.68 $240K - $319K
11.6K $1.61B
AIQ
Global X Funds Global X Artifi

ETFs
9.75K
+ 95.22%
$31.5 - $43.69 $307K - $426K
20K $873M
Ark 21 Shares Bitcoin ETF
78.1K
+ 157.87%
N/A
128K $4.57B
DUK
Duke Energy Corp

Utilities
5.75K
+ 12.69%
$112.46 - $124.05 $647K - $714K
51.1K $6.03B
ROK
Rockwell Automation, Inc

Industrials
1.27K
+ 132.02%
$218.97 - $332.17 $278K - $422K
2.23K $741M
STRL
Sterling Construction CO Inc

Industrials
216
+ 5.73%
$104.96 - $231.51 $22.7K - $50K
3.98K $919M
ADP
Automatic Data Processing Inc

Industrials
1.24K
+ 3.38%
$276.76 - $326.81 $343K - $405K
37.9K $11.7B
VOE
Vanguard Mid Cap Value Index F

ETFs
2.24K
+ 7.55%
$141.87 - $164.49 $318K - $369K
31.9K $5.25B
VTWO
Vanguard Russell 2000 ETF

ETFs
5.34K
+ 200.53%
$70.56 - $87.22 $377K - $466K
8K $698M
WEC
Wec Energy Group, Inc.

Utilities
5.65K
+ 24.93%
$102.24 - $109.76 $577K - $620K
28.3K $2.95B
SPGI
S&P Global Inc.

Financial Services
535
+ 5.22%
$438.31 - $527.29 $234K - $282K
10.8K $5.68B
MELI
Mercadolibre Inc

Consumer Cyclical
68
+ 15.08%
$1794.73 - $2613.63 $122K - $178K
519 $1.36B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.16K
+ 240.85%
$225.56 - $335.19 $487K - $723K
3.05K $726M
PFF
Ishares Trust Ishares Pfd And

ETFs
15.3K
+ 18.92%
$29.0 - $30.68 $444K - $470K
96.3K $2.95B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.01K
+ 13.82%
$219.76 - $276.94 $222K - $280K
8.33K $2.31B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.99K
+ 19.89%
$45.2 - $46.6 $452K - $466K
60.2K $2.79B
Arista Networks Inc
418
+ 2.48%
N/A
17.3K $1.77B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
7.67K
+ 14.21%
$27.26 - $34.48 $209K - $264K
61.6K $2.12B
PLW
Invesco 1 30 Laddered Treasury

ETFs
18.8K
+ 11.2%
N/A
187K $5.13B
TJX
Tjx Companies Inc

Consumer Cyclical
2.78K
+ 4.15%
$119.13 - $135.03 $332K - $376K
69.8K $8.62B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.16K
+ 79.02%
$60.61 - $87.72 $252K - $365K
9.42K $799M
SCHW
Schwab Charles Corp

Financial Services
2.78K
+ 18.07%
$69.06 - $91.24 $192K - $254K
18.2K $1.66B
UNP
Union Pacific Corp

Industrials
2.5K
+ 12.4%
$208.27 - $238.46 $521K - $597K
22.7K $5.22B
UYLD
Angel Oak Fds Tr Ultrashort In
8.84K
+ 60.03%
N/A
23.6K $1.2B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.04K
+ 3.77%
$38.18 - $45.52 $307K - $366K
221K $9.68B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
9.98K
+ 24.64%
$42.51 - $43.7 $424K - $436K
50.5K $2.2B
CARR
Carrier Global Corp

Industrials
1.5K
+ 4.42%
$55.55 - $75.83 $83.5K - $114K
35.5K $2.6B
EFG
Msci Eafe Growth ETF

ETFs
2.46K
+ 17.79%
$89.8 - $112.0 $221K - $276K
16.3K $1.82B
FNDE
Schwab Fundamental Emerging Mk

ETFs
4K
+ 2.88%
$26.66 - $33.09 $107K - $132K
143K $4.72B
MGC
Vanguard Mega Cap ETF

ETFs
1.15K
+ 15.58%
$179.23 - $224.92 $207K - $259K
8.55K $1.92B
EW
Edwards Lifesciences Corp

Healthcare
3.48K
+ 12.94%
$67.07 - $78.22 $233K - $272K
30.4K $2.38B
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.34K
+ 21.55%
$89.02 - $104.29 $297K - $348K
18.8K $1.96B
MAR
Marriott International Inc

Consumer Cyclical
593
+ 7.92%
$211.12 - $274.14 $125K - $163K
8.08K $2.21B
Lam Research Corp
361
+ 2.3%
N/A
16.1K $1.57B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
782
+ 142.44%
$328.01 - $475.68 $257K - $372K
1.33K $623M
FTQI
First Trust ETF Vi First Trust

ETFs
19.3K
+ 32.47%
$16.83 - $19.58 $325K - $378K
78.7K $1.54B
VTWG
Vanguard Russell 2000 Growth E

ETFs
832
+ 7.49%
$163.6 - $208.47 $136K - $173K
11.9K $2.49B
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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