Concurrent Investment Advisors, LLC New Holdings in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DOV
Dover Corp

Industrials
1.78K
New
$174.65 - $206.43 $311K - $368K
1.78K $313M
FIW
First Trust Water ETF

ETFs
3.05K
New
$99.48 - $106.74 $304K - $326K
3.05K $308M
OZK
Bank Ozk

Financial Services
7.06K
New
$41.71 - $53.1 $294K - $375K
7.06K $307M
IWL
Ishares Tr Russell 200 ETF

ETFs
2.22K
New
$135.83 - $151.73 $302K - $337K
2.22K $305M
CRH.L
Crh PLC

Basic Materials
3.47K
New
N/A
3.47K $305M
BKR
Baker Hughes CO

Energy
6.9K
New
$41.16 - $48.85 $284K - $337K
6.9K $303M
Fidelity Covington Trust
9.58K
New
N/A
9.58K $299M
MAS
Masco Corp

Industrials
4.26K
New
$68.67 - $81.85 $292K - $349K
4.26K $296M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
7.89K
New
$33.63 - $37.64 $265K - $297K
7.89K $292M
FN
Fabrinet

Technology
1.48K
New
$183.66 - $267.24 $271K - $395K
1.48K $292M
MOH
Molina Healthcare, Inc.

Healthcare
882
New
$266.57 - $333.27 $235K - $294K
882 $291M
SCHC
Schwab Strategic Tr Intl Small

ETFs
8.07K
New
$33.57 - $37.22 $271K - $300K
8.07K $290M
DT
Dynatrace, Inc.

Technology
6.13K
New
$47.15 - $62.42 $289K - $383K
6.13K $289M
PUK
Prudential PLC

Financial Services
13.4K
New
$14.54 - $21.92 $195K - $295K
13.4K $289M
NFG
National Fuel Gas CO

Energy
3.65K
New
$60.71 - $79.19 $221K - $289K
3.65K $289M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
6.37K
New
N/A
6.37K $287M
FBT
First Trust Nyse Arca Biotechn

ETFs
1.66K
New
$164.86 - $182.19 $274K - $303K
1.66K $283M
UBS
Ubs Group Ag

Financial Services
9.15K
New
$30.28 - $35.78 $277K - $327K
9.15K $280M
BLBD
Blue Bird Corp

Consumer Cyclical
8.54K
New
$32.37 - $42.39 $276K - $362K
8.54K $276M
WLDN
Willdan Group, Inc.

Industrials
6.78K
New
$30.88 - $43.06 $209K - $292K
6.78K $276M
OGS
One Gas, Inc.

Utilities
3.65K
New
$67.77 - $76.05 $248K - $278K
3.65K $276M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
6.25K
New
$41.85 - $49.61 $262K - $310K
6.25K $275M
ING
Ing Groep Nv

Financial Services
14K
New
$15.51 - $20.74 $217K - $290K
14K $274M
LVHD
Franklin U.S. Low Volatility H

ETFs
6.68K
New
$37.44 - $41.02 $250K - $274K
6.68K $274M
ALB
Albemarle Corp

Basic Materials
3.76K
New
$69.95 - $97.49 $263K - $366K
3.76K $271M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
21.3K
New
$12.61 - $13.36 $268K - $284K
21.3K $270M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.83K
New
$63.07 - $73.5 $242K - $282K
3.83K $269M
CUBI
Customers Bancorp, Inc.

Financial Services
5.32K
New
$45.61 - $58.42 $243K - $311K
5.32K $267M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
15.9K
New
$16.18 - $17.82 $257K - $283K
15.9K $266M
DOCN
Digital Ocean Holdings, Inc.

Technology
7.93K
New
$33.39 - $46.69 $265K - $370K
7.93K $265M
PDI
Pimco Dynamic Income Fund

Financial Services
13.4K
New
$18.51 - $20.05 $247K - $268K
13.4K $264M
PINS
Pinterest, Inc.

Communication Services
8.4K
New
$29.79 - $40.0 $250K - $336K
8.4K $261M
AON
Aon PLC

Financial Services
650
New
$348.44 - $409.32 $226K - $266K
650 $259M
PEN
Penumbra Inc

Healthcare
969
New
$237.28 - $303.76 $230K - $294K
969 $259M
HP
Helmerich & Payne, Inc.

Energy
9.85K
New
$24.69 - $36.7 $243K - $362K
9.85K $257M
IYJ
Ishares Tr

ETFs
1.97K
New
$127.48 - $142.0 $251K - $280K
1.97K $256M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
896
New
$283.06 - $421.16 $254K - $377K
896 $254M
NGG
National Grid PLC

Utilities
3.84K
New
$56.13 - $65.61 $216K - $252K
3.84K $252M
DASH
Door Dash, Inc.

Communication Services
1.37K
New
$168.37 - $213.38 $231K - $293K
1.37K $251M
AYI
Acuity Brands Inc

Industrials
950
New
$257.8 - $337.07 $245K - $320K
950 $250M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.46K
New
$65.49 - $74.67 $226K - $258K
3.46K $248M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
14.9K
New
$16.61 - $20.29 $247K - $302K
14.9K $247M
EVER
Ever Quote, Inc.

Communication Services
9.31K
New
$17.84 - $29.71 $166K - $277K
9.31K $244M
FCBC
First Community Bankshares Inc

Financial Services
6.41K
New
$37.69 - $45.34 $242K - $291K
6.41K $242M
SUN
Sunoco LP

Energy
4.12K
New
$51.29 - $59.25 $211K - $244K
4.12K $239M
NOG
Northern Oil & Gas, Inc.

Energy
7.89K
New
$26.89 - $42.07 $212K - $332K
7.89K $239M
CHK
Chesapeake Energy Corp

Energy
2.13K
New
N/A
2.13K $237M
SKYW
Skywest Inc

Industrials
2.7K
New
$81.46 - $120.92 $220K - $327K
2.7K $236M
CASH
Meta Financial Group Inc

Financial Services
3.22K
New
$69.94 - $81.54 $225K - $262K
3.22K $235M
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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