Concurrent Investment Advisors, LLC New Holdings in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AOM
Ishares Tr Core Moderate Alloc

ETFs
12.2K
New
$41.55 - $46.04 $508K - $563K
12.2K $563M
SCHP
Schwab Strategic Us Tips ETF

ETFs
21K
New
$26.18 - $26.93 $549K - $565K
21K $559M
PHYS
Sprott Physical Gold Trust

Financial Services
22K
New
$22.82 - $26.29 $502K - $578K
22K $558M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
4.28K
New
$105.8 - $131.55 $453K - $563K
4.28K $550M
EOSE
Eos Energy Enterprises, Inc.

Industrials
107K
New
$3.3 - $7.11 $353K - $761K
107K $548M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
14.3K
New
$32.83 - $38.57 $470K - $553K
14.3K $547M
MLM
Martin Marietta Materials Inc

Basic Materials
980
New
$452.51 - $568.19 $443K - $557K
980 $538M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
7.28K
New
$55.73 - $68.72 $406K - $500K
7.28K $500M
Mntn Inc
22.5K
New
N/A
22.5K $492M
EEMA
Ishares Msci Emerging Markets

ETFs
5.9K
New
$64.59 - $83.0 $381K - $489K
5.9K $487M
SPYI
Shp ETF Tr Neos S&P 500 High I
9.31K
New
N/A
9.31K $468M
Ea Series Trust
4.14K
New
N/A
4.14K $466M
BAH
Booz Allen Hamilton Holding Corp

Industrials
4.47K
New
$99.97 - $129.69 $447K - $579K
4.47K $465M
DUOL
Duolingo, Inc.

Technology
1.11K
New
$292.88 - $540.68 $325K - $599K
1.11K $454M
BXSL
Blackstone Secured Lending Fund

Financial Services
14.4K
New
$26.88 - $32.74 $388K - $472K
14.4K $443M
SFLR
Innovator Etfs Tr Equity Manag
13.1K
New
N/A
13.1K $440M
PULS
Pgim ETF Tr

ETFs
8.75K
New
$49.39 - $49.76 $432K - $435K
8.75K $435M
IDV
Ishares Tr

ETFs
12.1K
New
$27.79 - $34.84 $337K - $423K
12.1K $418M
Vanguard Malvern Fds
5.3K
New
N/A
5.3K $411M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
20.8K
New
$16.64 - $19.62 $346K - $408K
20.8K $408M
VST
Vistra Corp.

Utilities
2.08K
New
$98.07 - $195.04 $204K - $405K
2.08K $402M
Fidelity Covington Trust
12.3K
New
N/A
12.3K $392M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
8.98K
New
$37.73 - $43.54 $339K - $391K
8.98K $388M
J P Morgan Exchange Traded F
4.58K
New
N/A
4.58K $387M
MAC
Macerich CO

Real Estate
23.9K
New
$13.24 - $17.71 $316K - $422K
23.9K $386M
Pimco ETF Tr
14.1K
New
N/A
14.1K $375M
DXCM
Dexcom Inc

Healthcare
4.26K
New
$59.83 - $87.57 $255K - $373K
4.26K $372M
Blacksky Technology Inc
18K
New
N/A
18K $371M
BALT
Innovator Etfs Tr
11.3K
New
$30.33 - $32.1 $342K - $362K
11.3K $362M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.65K
New
$106.81 - $136.49 $283K - $362K
2.65K $361M
NTAP
Net App, Inc.

Technology
3.38K
New
$76.1 - $106.55 $257K - $360K
3.38K $360M
First Tr Exchng Traded Fd Vi
18.2K
New
N/A
18.2K $359M
FNDF
Schwab Fundamental Intl Large

ETFs
8.86K
New
$32.25 - $40.02 $286K - $354K
8.86K $354M
GLDM
World Gold Trust

ETFs
5.41K
New
$58.96 - $67.97 $319K - $368K
5.41K $354M
DFIV
Dimensional ETF Tr

ETFs
8.22K
New
$34.67 - $43.21 $285K - $355K
8.22K $352M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.26K
New
$107.83 - $119.94 $351K - $391K
3.26K $351M
INDA
Ishares Msci India Index Fund

ETFs
6.16K
New
$49.13 - $55.86 $303K - $344K
6.16K $343M
BUG
Global X Fds Cybersecurity ETF

ETFs
9.16K
New
$29.9 - $37.1 $274K - $340K
9.16K $340M
Barrick Mng Corp
16.2K
New
N/A
16.2K $337M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
21.8K
New
$12.25 - $15.47 $267K - $337K
21.8K $337M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.7K
New
$49.95 - $128.54 $135K - $347K
2.7K $336M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
11.7K
New
$23.18 - $30.7 $271K - $358K
11.7K $331M
EL
Estee Lauder Companies Inc

Consumer Defensive
4.1K
New
$50.06 - $80.8 $205K - $331K
4.1K $331M
SPTL
Spdr Portfolio Long Term Treas

ETFs
12.4K
New
$25.48 - $27.78 $317K - $346K
12.4K $331M
DISV
Dimensional ETF Tr Dimensional

ETFs
10K
New
$25.93 - $32.91 $259K - $329K
10K $329M
Astera Labs Inc
3.57K
New
N/A
3.57K $323M
IWB
Ishares Tr Russell 1000 ETF

ETFs
934
New
$272.36 - $339.57 $254K - $317K
934 $317M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.85K
New
$136.63 - $176.62 $253K - $327K
1.85K $312M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
13.6K
New
$21.85 - $22.76 $297K - $309K
13.6K $309M
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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