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
ABC
Amerisourcebergen Corp

Healthcare
767
+ 8.86%
N/A
9.42K $2.82B
AMGN
Amgen Inc

Healthcare
3.99K
+ 18.55%
$262.28 - $309.85 $1.05M - $1.23M
25.5K $7.11B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
936
+ 136.44%
$483.07 - $625.6 $452K - $586K
1.62K $852M
STWD
Starwood Property Trust, Inc.

Real Estate
18K
+ 12.15%
$17.28 - $20.41 $312K - $368K
167K $3.34B
FTHI
First Trust Exchange Traded Fd

ETFs
13.9K
+ 17.5%
$19.66 - $22.85 $273K - $318K
93.4K $2.13B
ICE
Intercontinental Exchange, Inc.

Financial Services
1.19K
+ 7.39%
$151.62 - $183.47 $181K - $219K
17.3K $3.18B
ABR
Arbor Realty Trust Inc

Real Estate
38.8K
+ 210.75%
$8.92 - $11.89 $346K - $461K
57.1K $611M
EMB
Ishares Tr

ETFs
3.97K
+ 45.53%
$86.54 - $92.62 $344K - $368K
12.7K $1.18B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16K
+ 156.91%
$22.4 - $23.8 $359K - $382K
26.3K $625M
LMT
Lockheed Martin Corp

Industrials
321
+ 2.23%
$430.82 - $486.45 $138K - $156K
14.7K $6.8B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.3K
+ 31.32%
$19.1 - $23.83 $235K - $293K
51.5K $1.23B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
9.34K
+ 39.38%
$44.37 - $50.04 $415K - $468K
33.1K $1.57B
JCI
Johnson Controls International PLC

Industrials
1.9K
+ 27.23%
$71.14 - $105.62 $135K - $200K
8.87K $937M
ORCC
Owl Rock Capital Corp

Financial Services
30.8K
+ 15.3%
N/A
232K $3.33B
Fidelity Wise Origin Bitcoin
1.24K
+ 10.54%
N/A
13K $1.22B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
7.49K
+ 11.93%
N/A
70.2K $3.51B
EXEL
Exelixis, Inc.

Healthcare
6.34K
+ 51.24%
$34.13 - $46.26 $217K - $293K
18.7K $825M
BWXT
Bwx Technologies, Inc.

Industrials
544
+ 8.53%
$89.24 - $144.06 $48.5K - $78.4K
6.93K $998M
AMP
Ameriprise Financial Inc

Financial Services
627
+ 93.86%
$422.19 - $533.73 $265K - $335K
1.3K $691M
Neos ETF Trust
6.35K
+ 95.43%
N/A
13K $676M
SHOP
Shopify Inc.

Technology
717
+ 5.19%
$76.89 - $115.35 $55.1K - $82.7K
14.5K $1.67B
ITOT
Ishares Core S&P Total U.S. St

ETFs
857
+ 4.64%
$108.12 - $135.04 $92.7K - $116K
19.3K $2.61B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.94K
+ 27.77%
$108.06 - $135.3 $209K - $262K
8.91K $1.21B
SUB
Ishares Short Term National Mu

ETFs
3.3K
+ 118.95%
$104.77 - $106.34 $345K - $350K
6.07K $645M
WM
Waste Management Inc

Industrials
1.85K
+ 6.97%
$216.47 - $242.1 $400K - $448K
28.4K $6.5B
MDT
Medtronic PLC

Healthcare
5.41K
+ 11.38%
$80.68 - $88.86 $436K - $481K
52.9K $4.62B
NSC
Norfolk Southern Corp

Industrials
453
+ 3.81%
$206.34 - $257.46 $93.5K - $117K
12.4K $3.16B
VICI
Vici Properties Inc.

Real Estate
10.6K
+ 16.81%
$29.41 - $32.97 $310K - $348K
73.3K $2.39B
ZTS
Zoetis Inc.

Healthcare
3.19K
+ 17.92%
$144.41 - $170.3 $461K - $543K
21K $3.27B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
7.03K
+ 45.12%
N/A
22.6K $897M
DASH
Door Dash, Inc.

Communication Services
1.03K
+ 74.87%
$163.16 - $246.51 $168K - $253K
2.4K $592M
CAH
Cardinal Health Inc

Healthcare
483
+ 5.75%
$125.0 - $168.0 $60.4K - $81.1K
8.89K $1.49B
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.16K
+ 7.36%
$94.74 - $118.43 $110K - $137K
16.9K $2B
IGF
Ishares Global Infrastructure

ETFs
5.24K
+ 130.88%
$50.55 - $59.83 $265K - $313K
9.24K $547M
Brookfield Infrastructure CO
5.41K
+ 28.48%
N/A
24.4K $1.02B
CMI
Cummins Inc

Industrials
450
+ 3.59%
$267.12 - $336.65 $120K - $151K
13K $4.25B
SGOL
Abrdn Gold ETF Trust

ETFs
9.6K
+ 80.32%
$28.39 - $32.75 $273K - $314K
21.6K $680M
KEYS
Keysight Technologies, Inc.

Technology
1.01K
+ 9.47%
$127.02 - $165.4 $129K - $168K
11.7K $1.92B
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
6.73K
+ 26.81%
$43.06 - $44.41 $290K - $299K
31.8K $1.41B
IMFL
Invesco Ex Tr Self Indx Fd Tr
8.96K
+ 44.43%
$22.43 - $27.68 $201K - $248K
29.1K $806M
CCL
Carnival Corp

Consumer Cyclical
6.61K
+ 46.05%
$16.43 - $28.12 $109K - $186K
21K $590M
PFE
Pfizer Inc

Healthcare
20.7K
+ 11.47%
$21.59 - $24.84 $446K - $513K
201K $4.87B
VGIT
Vanguard Intermediate Term Tre

ETFs
4.95K
+ 47.21%
$58.63 - $59.9 $290K - $296K
15.4K $923M
SAP
Sap Se

Technology
604
+ 18.64%
$237.53 - $309.8 $143K - $187K
3.85K $1.17B
STX
Seagate Technology Holdings PLC

Technology
870
+ 30.06%
$66.54 - $144.33 $57.9K - $126K
3.76K $543M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
502
+ 3.79%
$25.35 - $64.65 $12.7K - $32.5K
13.7K $685M
PHG
Koninklijke Philips Nv

Healthcare
12.9K
+ 100.6%
$21.67 - $25.64 $279K - $330K
25.7K $615M
FTNT
Fortinet, Inc.

Technology
1.69K
+ 14.72%
$84.71 - $108.69 $143K - $183K
13.2K $1.39B
NFRA
Flexshares Stoxx Global Broad

ETFs
4.19K
+ 66.46%
$53.49 - $61.88 $224K - $259K
10.5K $649M
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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