Concurrent Investment Advisors, LLC Sells in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-237K
- 87.34%
$50.79 - $76.4 $12M - $18.1M
34.4K $2.63B
PNOV
Innovator U.S. Equity Power Bu
-135K
- 86.84%
N/A
20.4K $839M
XLV
Select Sector Spdr Fund Health

ETFs
-41.8K
- 33.44%
$129.01 - $139.72 $5.4M - $5.84M
83.2K $11.6B
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-140K
- 46.16%
$38.45 - $43.08 $5.4M - $6.05M
164K $7B
ISRG
Intuitive Surgical Inc

Healthcare
-6.3K
- 35.4%
$433.66 - $544.47 $2.73M - $3.43M
11.5K $5.14B
AMZN
Amazon Com Inc

Consumer Cyclical
-20.9K
- 4.78%
$211.65 - $238.24 $4.43M - $4.99M
417K $91.6B
First Tr Exchange Traded Fd
-188K
- 37.59%
N/A
312K $6.63B
SPOT
Spotify Technology S.A.

Communication Services
-4.71K
- 83.77%
$620.01 - $738.53 $2.92M - $3.48M
913 $638M
IGV
Ishares Expanded Tech Software

ETFs
-30.8K
- 89.89%
$105.96 - $117.79 $3.27M - $3.63M
3.47K $399M
NFLX
Netflix Inc

Communication Services
-467
- 2.64%
$1147.87 - $1297.18 $536K - $606K
17.2K $20.7B
COST
Costco Wholesale Corp

Consumer Defensive
-972
- 5.04%
$915.95 - $994.57 $890K - $967K
18.3K $17B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-21.1K
- 25.16%
$100.16 - $100.7 $2.11M - $2.13M
62.8K $6.32B
CGCP
Capital Group Core Plus Income

ETFs
-92K
- 24.06%
$22.27 - $22.95 $2.05M - $2.11M
291K $6.6B
ACN
Accenture PLC

Technology
-1.43K
- 4.72%
$232.56 - $304.78 $331K - $434K
28.8K $7.1B
FTSL
First Trust Senior Ln Fund

ETFs
-41.8K
- 67.72%
$45.81 - $46.18 $1.92M - $1.93M
19.9K $914M
CRM
Salesforce, Inc.

Technology
-1.9K
- 2.94%
$231.66 - $273.65 $440K - $520K
62.7K $8.73B
MSTR
Microstrategy Inc

Technology
-3.03K
- 32.2%
$300.7 - $455.9 $911K - $1.38M
6.38K $2.06B
VICI
Vici Properties Inc.

Real Estate
-51K
- 69.56%
$31.43 - $33.93 $1.6M - $1.73M
22.3K $728M
FEMB
First Tr ETF Emerging Markets

ETFs
-57.5K
- 79.09%
$28.3 - $29.79 $1.63M - $1.71M
15.2K $446M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-22.1K
- 17.68%
$72.57 - $74.72 $1.6M - $1.65M
103K $7.64B
ADBE
Adobe Inc.

Technology
-3.47K
- 36.77%
$333.65 - $392.1 $1.16M - $1.36M
5.96K $2.1B
T
At&T Inc.

Communication Services
-42.8K
- 10.67%
$26.94 - $29.62 $1.15M - $1.27M
359K $10.1B
AUSF
Global X Fds Adaptive U S Fact

ETFs
-34.6K
- 47.29%
$44.16 - $46.75 $1.53M - $1.62M
38.5K $1.79B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-86.2K
- 39.22%
$17.81 - $18.39 $1.53M - $1.58M
134K $2.44B
CTAS
Cintas Corp

Industrials
-5.5K
- 33.96%
$199.29 - $226.27 $1.1M - $1.24M
10.7K $2.19B
PM
Philip Morris International Inc.

Consumer Defensive
-2.49K
- 4.98%
$157.77 - $183.27 $393K - $457K
47.5K $7.71B
V
Visa Inc.

Financial Services
-983
- 1.28%
$332.09 - $358.86 $326K - $353K
75.8K $25.9B
BMY
Bristol Myers Squibb CO

Healthcare
-28.2K
- 33.34%
$43.31 - $48.98 $1.22M - $1.38M
56.3K $2.54B
Ishares Bitcoin Trust ETF
-25.8K
- 30.85%
N/A
57.8K $3.76B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-58.9K
- 20.8%
$32.53 - $35.69 $1.92M - $2.1M
224K $7.96B
HEFA
Ishares Currency Hedged Msci E

ETFs
-37.1K
- 37.46%
$37.2 - $39.61 $1.38M - $1.47M
62K $2.45B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-21K
- 4.0%
$85.01 - $90.35 $1.78M - $1.89M
503K $44.9B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-8.62K
- 16.86%
$38.58 - $58.24 $332K - $502K
42.5K $1.66B
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-10.7K
- 63.01%
$118.33 - $128.54 $1.26M - $1.37M
6.26K $803M
WFC
Wells Fargo & Company

Financial Services
-17.8K
- 21.03%
$77.05 - $85.16 $1.37M - $1.52M
66.9K $5.61B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-15.3K
- 8.89%
$78.11 - $79.07 $1.19M - $1.21M
157K $12.4B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-27.3K
- 30.91%
$45.06 - $46.5 $1.23M - $1.27M
61K $2.84B
VRIG
Invesco Actively Managed ETF F

ETFs
-45.6K
- 21.89%
$25.04 - $25.16 $1.14M - $1.15M
163K $4.09B
IYW
Ishares Dj Us Tech ETF

ETFs
-18.9K
- 16.57%
$171.38 - $197.01 $3.24M - $3.73M
95.2K $18.6B
PG
Procter & Gamble CO

Consumer Defensive
-2.63K
- 2.1%
$150.47 - $161.22 $395K - $424K
123K $18.9B
DIS
Walt Disney CO

Communication Services
-3.44K
- 4.74%
$112.25 - $124.0 $386K - $427K
69.3K $7.93B
CRDO
Credo Technology Group Holding LTD

Technology
-20.3K
- 56.99%
$87.59 - $172.31 $1.78M - $3.5M
15.3K $2.23B
NVO
Novo Nordisk A S

Healthcare
-4.71K
- 7.93%
$45.38 - $71.7 $214K - $338K
54.7K $3.04B
XLP
Consumer Staples Sector Spdr

ETFs
-8.21K
- 5.62%
N/A
138K $10.8B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-42.7K
- 16.15%
$31.79 - $33.42 $1.36M - $1.43M
222K $7.41B
SPG
Simon Property Group Inc

Real Estate
-11.6K
- 26.48%
$159.93 - $187.67 $1.86M - $2.18M
32.2K $6.05B
Pgim Rock ETF Tr
-36.3K
- 35.0%
N/A
67.4K $2.03B
DE
Deere & CO

Industrials
-1.24K
- 16.82%
$457.26 - $524.37 $568K - $651K
6.14K $2.81B
FDS
Factset Research Systems Inc

Financial Services
-90
- 1.66%
$283.86 - $450.3 $25.5K - $40.5K
5.34K $1.53B
Activity Summary
Buys All Purchases 874 New Holdings 166 Increased Positions 708 Sells All Sells 498 Reductions 498 Sold out 0 Options Calls 42 Puts 24
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