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
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.56K
+ 44.39%
$38.33 - $42.48 $252K - $279K
21.4K $897M
AZN
Astrazeneca PLC

Healthcare
3.6K
+ 39.58%
$76.67 - $87.62 $276K - $315K
12.7K $988M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
3.72K
+ 2.0%
$25.13 - $27.92 $93.4K - $104K
189K $5.23B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.73K
+ 16.59%
$98.97 - $99.59 $271K - $272K
19.2K $1.91B
TRV
Travelers Companies, Inc.

Financial Services
808
+ 29.74%
$201.87 - $242.35 $163K - $196K
3.53K $825M
KKR
Kkr & Co. Inc.

Financial Services
985
+ 17.75%
$104.51 - $133.23 $103K - $131K
6.53K $853M
NOC
Northrop Grumman Corp

Industrials
173
+ 9.34%
$423.73 - $533.14 $73.3K - $92.2K
2.03K $1.07B
MNST
Monster Beverage Corp

Consumer Defensive
4.42K
+ 30.9%
$45.01 - $52.47 $199K - $232K
18.7K $976M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.59K
+ 11.58%
$77.22 - $89.49 $123K - $143K
15.4K $1.37B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.38K
+ 38.29%
$36.98 - $41.55 $199K - $224K
19.4K $800M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.24K
+ 1.79%
$32.65 - $36.69 $40.4K - $45.4K
70.3K $2.56B
O
Realty Income Corp

Real Estate
486
+ 2.34%
$52.36 - $63.42 $25.4K - $30.8K
21.3K $1.35B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.34K
+ 104.32%
$96.3 - $106.49 $226K - $249K
4.59K $480M
STE
Steris PLC

Healthcare
323
+ 4.41%
$213.51 - $247.14 $69K - $79.8K
7.65K $1.86B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
541
+ 35.34%
$460.0 - $505.78 $249K - $274K
2.07K $964M
BR
Broadridge Financial Solutions, Inc.

Technology
425
+ 5.05%
$196.56 - $218.55 $83.5K - $92.9K
8.84K $1.9B
BWXT
Bwx Technologies, Inc.

Industrials
1.81K
+ 58.03%
$92.38 - $108.7 $167K - $197K
4.93K $536M
IWD
Ishares Russell 1000 Val ETF

ETFs
643
+ 8.51%
$173.36 - $189.8 $111K - $122K
8.2K $1.56B
RWT
Redwood Trust Inc

Real Estate
28.7K
+ 269.87%
$6.37 - $8.08 $183K - $232K
39.3K $304M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.09K
+ 11.08%
$111.9 - $124.28 $121K - $135K
10.9K $1.34B
KEYS
Keysight Technologies, Inc.

Technology
386
+ 4.98%
$119.86 - $158.87 $46.3K - $61.3K
8.14K $1.29B
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
3.73K
+ 12.26%
$51.45 - $52.96 $192K - $197K
34.1K $1.8B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.1K
+ 18.22%
$20.69 - $21.17 $229K - $234K
71.8K $1.51B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.92K
+ 11.35%
$92.1 - $95.52 $177K - $183K
18.8K $1.8B
AWK
American Water Works Company, Inc.

Utilities
33
+ 0.25%
$127.76 - $149.9 $4.22K - $4.95K
13.2K $1.93B
SOFI
So Fi Technologies, Inc.

Financial Services
14.8K
+ 16.54%
$6.32 - $8.19 $93.5K - $121K
104K $819M
DOW
Dow Inc.

Basic Materials
3K
+ 7.44%
$50.15 - $55.41 $151K - $166K
43.3K $2.37B
CGUS
Capital Group Core Equity ETF
4.96K
+ 18.36%
$31.19 - $34.33 $155K - $170K
32K $1.1B
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.02%
$397.04 - $469.48 $397 - $469
4.31K $1.98B
IYZ
Ishares Tr Us Telecommunicatio

ETFs
2.17K
+ 4.68%
$21.65 - $25.28 $46.9K - $54.8K
48.5K $1.23B
SNPS
Synopsys Inc

Technology
498
+ 115.55%
$463.97 - $621.3 $231K - $309K
929 $471M
LEN
Lennar Corp

Consumer Cyclical
250
+ 5.64%
$142.5 - $192.45 $35.6K - $48.1K
4.69K $878M
TDIV
First Trust Nasdaq Technology

ETFs
1.76K
+ 11.66%
$70.51 - $81.07 $124K - $143K
16.8K $1.35B
WEN
Wendy'S CO

Consumer Cyclical
8.88K
+ 9.14%
$15.83 - $18.24 $141K - $162K
106K $1.86B
FTA
First Tr Large Cap Value

ETFs
1.47K
+ 8.77%
$72.76 - $79.13 $107K - $117K
18.3K $1.45B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
778
+ 32.27%
$201.82 - $234.36 $157K - $182K
3.19K $735M
IQV
Iqvia Holdings Inc.

Healthcare
301
+ 5.6%
$206.81 - $251.55 $62.2K - $75.7K
5.68K $1.35B
DE
Deere & CO

Industrials
80
+ 2.0%
$344.84 - $418.0 $27.6K - $33.4K
4.08K $1.7B
FIDI
Fidelity Covington Tr

ETFs
4.98K
+ 7.25%
$19.71 - $21.83 $98.1K - $109K
73.6K $1.6B
IAI
Ishares Tr Us Broker Dealers &

ETFs
308
+ 2.17%
$115.73 - $128.74 $35.6K - $39.7K
14.5K $1.86B
Ea Series Trust
5.21K
+ 6.92%
N/A
80.5K $2.44B
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.15K
+ 6.29%
$122.48 - $142.51 $141K - $164K
19.4K $2.69B
DGRO
Ishares Core Dividend Growth E

ETFs
876
+ 3.03%
$57.47 - $62.76 $50.3K - $55K
29.8K $1.87B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
548
+ 1.21%
$74.26 - $78.84 $40.7K - $43.2K
45.9K $3.6B
EQIX
Equinix Inc

Real Estate
34
+ 2.62%
$749.0 - $890.01 $25.5K - $30.3K
1.33K $1.18B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.18K
+ 3.71%
$61.47 - $67.36 $72.7K - $79.7K
33.1K $2.23B
SIVR
Abrdn Silver ETF Trust

ETFs
3.72K
+ 8.1%
$25.48 - $30.77 $94.8K - $114K
49.7K $1.48B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
13.7K
+ 30.19%
$11.72 - $12.38 $160K - $169K
59K $730M
APH
Amphenol Corp

Technology
3.35K
+ 37.08%
$58.39 - $70.41 $195K - $236K
12.4K $806M
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
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