Concurrent Investment Advisors, LLC Reduced Holdings in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-577K
- 71.12%
$95.85 - $99.25 $55.3M - $57.2M
234K $23.2B
BROS
Dutch Bros Inc.

Consumer Cyclical
-857K
- 83.33%
$55.77 - $85.37 $47.8M - $73.2M
171K $10.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
-147K
- 47.91%
$92.45 - $106.69 $13.6M - $15.7M
160K $14.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
-17.1K
- 9.76%
$551.42 - $612.93 $9.42M - $10.5M
158K $88.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13K
- 9.8%
$468.34 - $539.52 $6.11M - $7.04M
120K $56.3B
TSLA
Tesla, Inc.

Consumer Cyclical
-2.62K
- 4.45%
$222.15 - $428.22 $581K - $1.12M
56.2K $14.4B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-129K
- 38.76%
$53.6 - $58.97 $6.89M - $7.58M
203K $11.1B
IVV
Ishares Core S&P 500 ETF

ETFs
-8.55K
- 9.16%
$554.06 - $615.85 $4.74M - $5.27M
84.8K $47.7B
IVE
Ishares S&P 500 Value ETF

ETFs
-35.7K
- 39.95%
$185.78 - $198.58 $6.64M - $7.09M
53.7K $10.2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-93.5K
- 58.74%
$64.88 - $72.1 $6.06M - $6.74M
65.6K $4.32B
IYW
Ishares Dj Us Tech ETF

ETFs
-26.7K
- 49.88%
$140.44 - $166.79 $3.75M - $4.45M
26.8K $3.77B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-25K
- 16.53%
$102.49 - $119.96 $2.56M - $2.99M
126K $13.2B
IEFA
Ishares Tr

ETFs
-77.8K
- 18.35%
$69.57 - $78.65 $5.41M - $6.12M
346K $26.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-30.9K
- 7.55%
$57.21 - $65.8 $1.77M - $2.03M
379K $22.1B
Ishares Bitcoin Trust ETF
-54.8K
- 60.54%
N/A
35.7K $1.67B
VB
Vanguard Small Cap ETF

ETFs
-10.2K
- 22.44%
$217.89 - $252.64 $2.21M - $2.57M
35.1K $7.79B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4.87K
- 11.8%
$408.78 - $448.82 $1.99M - $2.19M
36.4K $15.3B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-37.6K
- 32.23%
$45.72 - $51.73 $1.72M - $1.94M
79K $3.63B
ACN
Accenture PLC

Technology
-1.81K
- 4.51%
$300.91 - $398.25 $546K - $722K
38.4K $12B
CAT
Caterpillar Inc

Industrials
-3.95K
- 15.33%
$326.75 - $407.63 $1.29M - $1.61M
21.8K $7.19B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.02K
- 3.74%
$211.47 - $267.17 $426K - $538K
51.9K $11B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-99.5K
- 87.03%
$20.05 - $20.4 $1.99M - $2.03M
14.8K $302M
AVDE
American Centy ETF Tr Avantis

ETFs
-41.2K
- 27.08%
$60.63 - $68.55 $2.5M - $2.82M
111K $7.34B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-91.6K
- 63.5%
$18.61 - $21.28 $1.71M - $1.95M
52.7K $1B
FXL
First Tr Exchange Traded Fd Fi

ETFs
-11.1K
- 58.16%
$131.2 - $160.72 $1.46M - $1.79M
8.01K $1.06B
Core Scientific Inc New
-10.2K
- 4.08%
N/A
239K $1.73B
MMM
3 M CO

Industrials
-17.4K
- 37.08%
$129.7 - $155.12 $2.25M - $2.69M
29.5K $4.33B
ETN
Eaton Corp PLC

Industrials
-1.88K
- 9.79%
$271.83 - $371.23 $512K - $699K
17.4K $4.72B
HTRB
Hartford Fds Total Return Bd E

ETFs
-49.3K
- 87.53%
$33.03 - $34.09 $1.63M - $1.68M
7.02K $238M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-37K
- 45.41%
$44.41 - $45.98 $1.64M - $1.7M
44.5K $2.03B
Ea Series Trust
-52.4K
- 66.26%
N/A
26.7K $729M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-40.4K
- 84.67%
$35.35 - $42.74 $1.43M - $1.73M
7.31K $302M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-27K
- 12.0%
$49.78 - $53.19 $1.34M - $1.44M
198K $10.1B
BOTZ
Global X Fds

ETFs
-36.4K
- 37.11%
$28.46 - $34.53 $1.04M - $1.26M
61.7K $1.76B
FXO
First Tr Exchange Traded Fd Fi

ETFs
-24.1K
- 52.41%
$50.93 - $57.24 $1.23M - $1.38M
21.9K $1.16B
SNY
Sanofi

Healthcare
-28.2K
- 74.44%
$48.15 - $59.42 $1.36M - $1.68M
9.7K $538M
MRK
Merck & Co., Inc.

Healthcare
-3.95K
- 4.14%
$83.01 - $101.02 $328K - $399K
91.5K $8.22B
NKE
Nike, Inc.

Consumer Cyclical
-9.91K
- 19.23%
$63.29 - $81.72 $627K - $810K
41.6K $2.64B
CVS
Cvs Health Corp

Healthcare
-33.8K
- 71.59%
$44.22 - $68.64 $1.5M - $2.32M
13.4K $909M
DRLL
Ea Ser Tr Strive U S Energy Et
-45K
- 79.36%
N/A
11.7K $347M
IEMG
Ishares Inc

ETFs
-30.1K
- 9.73%
N/A
279K $15.1B
MDT
Medtronic PLC

Healthcare
-18.3K
- 27.82%
$79.84 - $94.5 $1.46M - $1.73M
47.5K $4.27B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-13.1K
- 18.81%
$87.68 - $94.52 $1.15M - $1.24M
56.6K $5.3B
TY
Tri Continental Corp

Financial Services
-25.1K
- 41.94%
$30.4 - $32.91 $763K - $826K
34.8K $1.07B
NEM
Newmont Corp

Basic Materials
-24.8K
- 72.31%
$37.79 - $48.39 $939K - $1.2M
9.51K $459M
EEM
Ishares Msci Emerging Markets

ETFs
-22K
- 28.96%
$40.81 - $45.34 $898K - $998K
54K $2.36B
IWV
Ishares Russell 3000 ETF

ETFs
-2.28K
- 69.11%
$313.1 - $349.83 $714K - $798K
1.02K $324M
CEG
Constellation Energy Corp

Utilities
-3.11K
- 45.79%
$201.63 - $347.44 $627K - $1.08M
3.68K $742M
HSY
Hershey CO

Consumer Defensive
-4.33K
- 46.35%
$144.74 - $186.36 $626K - $806K
5.01K $856M
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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