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
STRL
Sterling Construction CO Inc

Industrials
-492
- 12.35%
$222.54 - $371.84 $109K - $183K
3.49K $1.19B
ITW
Illinois Tool Works Inc

Industrials
-109
- 0.49%
$252.31 - $269.41 $27.5K - $29.4K
21.9K $5.72B
DUK
Duke Energy Corp

Utilities
-127
- 0.25%
$116.31 - $125.93 $14.8K - $16K
51K $6.31B
SBR
Sabine Royalty Trust

Energy
-605
- 2.39%
$65.49 - $82.12 $39.6K - $49.7K
24.8K $1.97B
VMC
Vulcan Materials CO

Basic Materials
-313
- 3.74%
$260.62 - $307.62 $81.6K - $96.3K
8.05K $2.48B
XLI
Industrial Sector Spdr

ETFs
-80
- 0.16%
$147.94 - $154.99 $11.8K - $12.4K
48.7K $7.52B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-41
- 0.46%
$96.73 - $137.09 $3.97K - $5.62K
8.97K $1.19B
MPC
Marathon Petroleum Corp

Energy
-476
- 3.03%
$158.59 - $198.69 $75.5K - $94.6K
15.2K $2.93B
SLV
I Shares Silver Trust

ETFs
-7.52K
- 10.84%
$32.73 - $42.5 $246K - $320K
61.9K $2.62B
FMIL
Fidelity Covington Tr New Mill
-617
- 0.48%
N/A
127K $6.62B
WELL
Welltower Inc.

Real Estate
-225
- 1.14%
$150.71 - $178.14 $33.9K - $40.1K
19.5K $3.47B
INTC
Intel Corp

Technology
-21.6K
- 20.19%
$19.31 - $35.5 $416K - $766K
85.2K $2.86B
LEU
Centrus Energy Corp

Energy
-54
- 1.39%
$166.58 - $315.62 $9K - $17K
3.84K $1.19B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.01K
- 1.99%
$195.41 - $212.37 $197K - $214K
49.7K $10.4B
PEP
Pepsico Inc

Consumer Defensive
-2.29K
- 2.37%
$133.81 - $152.16 $306K - $348K
94.2K $13.2B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-792
- 2.12%
$435.72 - $463.74 $345K - $367K
36.5K $16.9B
MO
Altria Group, Inc.

Consumer Defensive
-6.76K
- 5.32%
$57.75 - $67.68 $390K - $457K
120K $7.95B
NSC
Norfolk Southern Corp

Industrials
-69
- 0.56%
$259.49 - $300.41 $17.9K - $20.7K
12.3K $3.69B
Lam Research Corp
-417
- 2.59%
N/A
15.7K $2.1B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-469
- 0.57%
$181.56 - $190.33 $85.2K - $89.3K
81.3K $15.4B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-1.25K
- 4.03%
$105.16 - $140.03 $132K - $176K
29.9K $4.05B
WMT
Walmart Inc.

Consumer Defensive
-14K
- 3.54%
$94.4 - $104.27 $1.32M - $1.46M
381K $39.2B
XLC
Select Sector Spdr Tr Communic

ETFs
-2.57K
- 2.63%
$105.99 - $119.41 $272K - $306K
94.9K $11.2B
Arista Networks Inc
-481
- 2.78%
N/A
16.8K $2.45B
Blackrock Inc
-137
- 1.81%
N/A
7.45K $8.68B
SOFI
So Fi Technologies, Inc.

Financial Services
-19.1K
- 12.17%
$17.64 - $29.81 $336K - $568K
138K $3.64B
BX
Blackstone Inc.

Financial Services
-1.08K
- 2.33%
$152.77 - $188.68 $165K - $204K
45.3K $7.74B
XLY
Select Sector Spdr Consumer Di

ETFs
-169
- 0.4%
$216.09 - $242.18 $36.5K - $40.9K
42.4K $10.2B
JLL
Jones Lang Lasalle Inc

Real Estate
-706
- 2.61%
$248.95 - $319.66 $176K - $226K
26.3K $7.85B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.82K
- 2.11%
$108.46 - $120.63 $306K - $341K
131K $15.5B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-11.2K
- 2.95%
$84.28 - $89.46 $940K - $998K
367K $32.7B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-3.67K
- 5.3%
$362.31 - $405.74 $1.33M - $1.49M
65.6K $26.4B
FYC
First Trust Small Cap Growth A

ETFs
-597
- 0.6%
$77.98 - $92.23 $46.6K - $55.1K
98.6K $8.95B
RDVY
First Trust Rising Dividend Ac

ETFs
-2.68K
- 0.98%
$62.38 - $67.29 $167K - $181K
272K $18.3B
CMI
Cummins Inc

Industrials
-396
- 3.05%
$327.85 - $426.39 $130K - $169K
12.6K $5.31B
GS
Goldman Sachs Group Inc

Financial Services
-159
- 1.18%
$696.56 - $806.32 $111K - $128K
13.4K $10.6B
IWM
Ishares Russell 2000 ETF

ETFs
-1.13K
- 1.85%
$214.92 - $244.84 $243K - $277K
60K $14.5B
CVX
Chevron Corp

Energy
-722
- 0.59%
$145.57 - $161.83 $105K - $117K
121K $18.8B
FV
First Trust Dorsey Wright Focu

ETFs
-76
- 0.01%
$59.23 - $62.14 $4.5K - $4.72K
577K $35.7B
ALCC
Alt C Acquisition Corp.

Financial Services
-1.16K
- 3.35%
N/A
33.4K $3.73B
JPM
Jpmorgan Chase & CO

Financial Services
-1.27K
- 0.95%
$282.78 - $316.06 $360K - $403K
132K $41.8B
XLK
Technology Sector Spdr

ETFs
-2.63K
- 1.81%
$250.97 - $282.66 $661K - $745K
143K $40.2B
JNJ
Johnson & Johnson

Healthcare
-1.71K
- 1.4%
$155.17 - $185.42 $265K - $317K
120K $22.3B
GLD
Spdr Gold Trust

ETFs
-4.48K
- 3.32%
$300.96 - $355.47 $1.35M - $1.59M
130K $46.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-9.57K
- 3.73%
$567.77 - $614.76 $5.43M - $5.88M
247K $151B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-962
- 0.62%
$546.99 - $602.2 $526K - $579K
155K $93.3B
TSLA
Tesla, Inc.

Consumer Cyclical
-271
- 0.4%
$293.94 - $444.72 $79.7K - $121K
66.7K $29.4B
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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