Concurrent Investment Advisors, LLC Reduced Holdings in Q2 2025

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-44
- 0.2%
$9.86 - $10.92 $434 - $480
22.4K $244M
KMI
Kinder Morgan, Inc.

Energy
-3.55K
- 2.83%
$25.21 - $29.4 $89.5K - $104K
122K $3.58B
HWM
Howmet Aerospace Inc.

Industrials
-3.44K
- 30.05%
$112.33 - $186.13 $387K - $641K
8.01K $1.49B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-106
- 0.43%
$9.25 - $10.26 $981 - $1.09K
24.5K $251M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-100
- 8.29%
$224.16 - $285.86 $22.4K - $28.6K
1.11K $316M
PEG
Public Service Enterprise Group Inc

Utilities
-198
- 1.35%
$77.13 - $84.18 $15.3K - $16.7K
14.5K $1.22B
Pgim Rock ETF Tr
-8.8K
- 7.82%
N/A
104K $2.99B
IYT
Ishares Tr U.S. Transportation

ETFs
-27
- 0.86%
$55.22 - $68.54 $1.49K - $1.85K
3.12K $214M
IYJ
Ishares Tr

ETFs
-76
- 3.86%
$115.07 - $142.31 $8.75K - $10.8K
1.89K $270M
VLUE
Ishares Msci Usa Value Factor

ETFs
-23
- 0.81%
$93.5 - $113.21 $2.15K - $2.6K
2.83K $320M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-277
- 4.04%
$149.76 - $186.42 $41.5K - $51.6K
6.58K $1.23B
IOO
Ishares Tr Global 100 ETF

ETFs
-372
- 6.92%
$84.95 - $107.81 $31.6K - $40.1K
5K $539M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-129
- 4.31%
$90.58 - $109.05 $11.7K - $14.1K
2.86K $312M
BIGZ
Black Rock Innovation & Growth Trust
-2.33K
- 6.2%
N/A
35.3K $259M
HYG
Ishares Tr

ETFs
-58
- 0.35%
$75.75 - $80.65 $4.39K - $4.68K
16.5K $1.33B
ONON
On Holding Ag

Consumer Cyclical
-1.29K
- 11.42%
$37.65 - $60.68 $48.5K - $78.2K
9.99K $520M
SIVR
Abrdn Silver ETF Trust

ETFs
-335
- 1.71%
$28.36 - $35.37 $9.5K - $11.8K
19.2K $662M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-59
- 1.32%
$60.34 - $74.89 $3.56K - $4.42K
4.41K $330M
BEN
Franklin Resources Inc

Financial Services
-877
- 8.31%
$16.66 - $23.85 $14.6K - $20.9K
9.67K $231M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-93
- 1.63%
$82.17 - $99.96 $7.64K - $9.3K
5.63K $553M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-6
- 0.05%
$54.27 - $63.01 $326 - $378
12.1K $758M
ROKU
Roku, Inc

Communication Services
-658
- 12.98%
$55.1 - $87.89 $36.3K - $57.8K
4.41K $388M
IYY
Ishares Tr

ETFs
-108
- 3.12%
$120.9 - $150.87 $13.1K - $16.3K
3.35K $506M
SOUN
Soundhound Ai, Inc.

Technology
-231
- 1.52%
$7.18 - $11.76 $1.66K - $2.72K
15K $161M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-182
- 3.33%
N/A
5.29K $260M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-17
- 0.16%
$103.88 - $123.68 $1.77K - $2.1K
10.7K $1.32B
AER
Aer Cap Holdings N.V.

Industrials
-153
- 3.62%
$88.97 - $117.24 $13.6K - $17.9K
4.08K $477M
MMM
3 M CO

Industrials
-726
- 2.46%
$126.09 - $154.15 $91.5K - $112K
28.8K $4.38B
IRM
Iron Mountain Inc

Real Estate
-477
- 8.04%
$76.93 - $105.25 $36.7K - $50.2K
5.46K $560M
Nebius Group N.V.
-9.6K
- 56.08%
N/A
7.52K $416M
IGM
Ishares Expanded Tech Sector E

ETFs
-563
- 10.2%
$79.8 - $112.34 $44.9K - $63.2K
4.96K $557M
Invesco Exch Traded Fd Tr Ii
-404
- 2.34%
N/A
16.9K $599M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-462
- 3.1%
$14.1 - $22.95 $6.51K - $10.6K
14.4K $311M
IFRA
Ishares Tr

ETFs
-467
- 2.19%
$40.97 - $49.19 $19.1K - $23K
20.9K $1.03B
PPA
Invesco Exchange Traded Fd Tr

ETFs
-178
- 4.9%
$105.2 - $141.69 $18.7K - $25.2K
3.46K $490M
NGVT
Ingevity Corp

Basic Materials
-98
- 0.45%
$29.88 - $44.53 $2.93K - $4.36K
21.5K $926M
FIDI
Fidelity Covington Tr

ETFs
-1.76K
- 2.86%
$19.44 - $23.7 $34.3K - $41.8K
60K $1.4B
Super Micro Computer Inc
-8.34K
- 25.41%
N/A
24.5K $1.2B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-21.6K
- 7.08%
$26.69 - $33.44 $576K - $721K
283K $9.31B
NTES
Net Ease, Inc.

Communication Services
-23
- 0.9%
$91.37 - $134.58 $2.1K - $3.1K
2.55K $343M
Ea Series Trust
-580
- 2.17%
N/A
26.1K $809M
IRBO
Ishares Robotics & Artificial

ETFs
-118
- 1.32%
N/A
8.81K $361M
TME
Tencent Music Entertainment Group

Communication Services
-164
- 0.9%
$11.97 - $19.49 $1.96K - $3.2K
18K $351M
SHAK
Shake Shack Inc.

Consumer Cyclical
-747
- 19.04%
$75.85 - $140.6 $56.7K - $105K
3.18K $447M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-434
- 9.68%
$299.15 - $396.54 $130K - $172K
4.05K $1.61B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-375
- 0.12%
$15.52 - $17.13 $5.82K - $6.42K
319K $5.46B
CASY
Caseys General Stores Inc

Consumer Cyclical
-81
- 3.96%
$415.82 - $510.91 $33.7K - $41.4K
1.96K $1B
SII
Sprott Inc.

Financial Services
-323
- 5.17%
$39.51 - $69.09 $12.8K - $22.3K
5.92K $409M
Victory Portfolios Ii
-2.82K
- 1.17%
N/A
238K $8.43B
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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