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
CMCSA
Comcast Corp

Communication Services
-14.6K
- 15.68%
$31.41 - $36.33 $458K - $530K
78.5K $2.46B
FTGC
First Trust Global Tactical CO

ETFs
-39.1K
- 28.81%
$24.67 - $26.32 $964K - $1.03M
96.6K $2.5B
DHR
Danaher Corp

Healthcare
-4.25K
- 37.11%
$181.46 - $212.2 $772K - $902K
7.21K $1.43B
LLY
Eli Lilly & CO

Healthcare
-438
- 1.49%
$625.65 - $812.69 $274K - $356K
29K $22.1B
MS
Morgan Stanley

Financial Services
-9.63K
- 23.25%
$139.09 - $161.16 $1.34M - $1.55M
31.8K $5.05B
FIDI
Fidelity Covington Tr

ETFs
-34.7K
- 57.81%
$23.22 - $24.85 $805K - $861K
25.3K $619M
ADP
Automatic Data Processing Inc

Industrials
-671
- 1.77%
$288.69 - $310.94 $194K - $209K
37.2K $10.9B
EFG
Msci Eafe Growth ETF

ETFs
-6.42K
- 39.39%
$106.99 - $114.46 $687K - $735K
9.88K $1.12B
Calamos ETF Tr
-26.6K
- 73.6%
N/A
9.55K $255M
First Tr Exchng Traded Fd Vi
-20.9K
- 73.59%
N/A
7.49K $253M
TMUS
T Mobile Us, Inc.

Communication Services
-2.84K
- 19.49%
$226.02 - $259.01 $641K - $735K
11.7K $2.81B
CSX
Csx Corp

Industrials
-22.9K
- 42.52%
$32.05 - $36.52 $734K - $837K
31K $1.1B
Wisdomtree Tr
-21.7K
- 17.46%
N/A
103K $5.88B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.95K
- 50.53%
$68.24 - $73.73 $679K - $734K
9.75K $716M
CRWD
Crowd Strike Holdings, Inc.

Technology
-693
- 4.36%
$412.46 - $514.1 $286K - $356K
15.2K $7.45B
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-31.3K
- 10.99%
$20.64 - $21.54 $646K - $674K
253K $5.32B
COF
Capital One Financial Corp

Financial Services
-2.9K
- 14.61%
$207.29 - $229.74 $600K - $665K
16.9K $3.6B
UNM
Unum Group

Financial Services
-5.84K
- 18.58%
$68.55 - $82.12 $400K - $479K
25.6K $1.99B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-6.52K
- 35.81%
$81.76 - $86.36 $533K - $563K
11.7K $991M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-9.26K
- 14.02%
$85.93 - $92.12 $795K - $853K
56.8K $5.17B
PAYX
Paychex Inc

Industrials
-435
- 1.71%
$126.69 - $147.99 $55.1K - $64.4K
25K $3.16B
DOV
Dover Corp

Industrials
-2.66K
- 52.01%
$165.59 - $190.9 $440K - $507K
2.45K $409M
SYK
Stryker Corp

Healthcare
-294
- 1.88%
$368.57 - $403.53 $108K - $119K
15.3K $5.67B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.82K
- 4.59%
$459.11 - $506.91 $1.75M - $1.94M
79.5K $40B
PLW
Invesco 1 30 Laddered Treasury

ETFs
-19.8K
- 10.6%
N/A
167K $4.63B
CARR
Carrier Global Corp

Industrials
-151
- 0.43%
$58.75 - $80.73 $8.87K - $12.2K
35.4K $2.11B
SPGI
S&P Global Inc.

Financial Services
-25
- 0.23%
$484.94 - $564.15 $12.1K - $14.1K
10.8K $5.23B
WAL
Western Alliance Bancorporation

Financial Services
-6.38K
- 51.13%
$76.33 - $91.49 $487K - $583K
6.1K $529M
HDV
Ishares Core High Dividend ETF

ETFs
-4.02K
- 37.81%
$118.16 - $123.66 $475K - $498K
6.62K $810M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.68K
- 22.06%
$101.12 - $106.18 $473K - $497K
16.5K $1.71B
ORCC
Owl Rock Capital Corp

Financial Services
-5.27K
- 2.27%
N/A
227K $2.9B
TDG
Trans Digm Group Inc

Industrials
-213
- 28.48%
$1271.04 - $1620.83 $271K - $345K
535 $705M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-5.44K
- 2.61%
$82.38 - $83.0 $448K - $452K
203K $16.9B
GBIL
Goldman Sachs Access Treasury

ETFs
-4.3K
- 59.37%
$99.82 - $100.23 $429K - $431K
2.94K $295M
SYY
Sysco Corp

Consumer Defensive
-7.84K
- 23.3%
$76.33 - $82.51 $599K - $647K
25.8K $2.13B
UA
Under Armour Inc Cl C

Consumer Cyclical
-22
- 0.01%
$4.66 - $6.93 $103 - $152
246K $1.19B
ARCC
Ares Capital Corp

Financial Services
-13.5K
- 16.26%
$20.41 - $23.25 $275K - $314K
69.5K $1.42B
SNAP
Snap Inc

Communication Services
-43.3K
- 76.67%
$6.99 - $10.35 $302K - $448K
13.2K $102M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-9.93K
- 43.88%
N/A
12.7K $522M
MMM
3 M CO

Industrials
-2.91K
- 10.11%
$144.41 - $160.2 $420K - $466K
25.8K $4.01B
MDIV
First Trust Multi Asset Divers

ETFs
-22.8K
- 58.6%
$15.87 - $16.26 $362K - $371K
16.1K $259M
Pgim ETF Tr
-7K
- 8.71%
N/A
73.3K $3.78B
ZTS
Zoetis Inc.

Healthcare
-1.05K
- 5.01%
$141.13 - $159.19 $148K - $167K
19.9K $2.92B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.68K
- 65.45%
$98.53 - $107.1 $363K - $395K
1.95K $204M
FTNT
Fortinet, Inc.

Technology
-700
- 5.32%
$74.39 - $107.65 $52.1K - $75.4K
12.5K $1.05B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-26.2K
- 5.63%
$26.38 - $27.95 $692K - $734K
440K $12B
BSY
Bentley Systems Inc

Technology
-589
- 0.47%
$51.48 - $58.72 $30.3K - $34.6K
125K $6.44B
VFH
Vanguard Financial ETF

ETFs
-3.71K
- 9.33%
$125.23 - $132.78 $464K - $492K
36.1K $4.73B
NGVT
Ingevity Corp

Basic Materials
-10.7K
- 49.74%
$40.4 - $60.74 $432K - $649K
10.8K $596M
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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