Concurrent Investment Advisors, LLC Sells in Q1 2025

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-635
- 1.25%
$183.02 - $207.75 $116K - $132K
50K $9.32B
SIVR
Abrdn Silver ETF Trust

ETFs
-28.4K
- 59.16%
$28.07 - $32.82 $796K - $931K
19.6K $636M
SRE
Sempra Energy

Utilities
-2.86K
- 10.18%
$67.85 - $87.67 $194K - $251K
25.2K $1.8B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.1K
- 55.11%
$522.96 - $601.18 $576K - $662K
897 $478M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.93K
- 3.94%
$169.43 - $182.84 $497K - $536K
71.6K $12.4B
CB
Chubb LTD

Financial Services
-3.48K
- 20.84%
$257.71 - $301.99 $897K - $1.05M
13.2K $3.99B
DHI
Horton D R Inc

Consumer Cyclical
-3.8K
- 36.96%
$125.29 - $147.65 $476K - $562K
6.49K $825M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-12.2K
- 7.16%
$50.03 - $50.27 $609K - $612K
158K $7.92B
Ftai Aviation LTD
-3.73K
- 64.8%
N/A
2.03K $225M
BNDX
Vanguard Total International B

ETFs
-11.4K
- 8.02%
$48.33 - $49.5 $550K - $564K
131K $6.38B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-14.8K
- 21.8%
$36.63 - $37.45 $543K - $556K
53.2K $1.96B
ITB
Ishares Tr

ETFs
-4.69K
- 39.44%
$93.86 - $111.45 $440K - $523K
7.2K $686M
VDC
Vanguard Consumer Staples ETF

ETFs
-2.73K
- 36.38%
$206.54 - $226.16 $564K - $618K
4.78K $1.04B
SOUN
Soundhound Ai, Inc.

Technology
-16.5K
- 52.03%
$8.12 - $20.62 $134K - $341K
15.2K $124M
XLU
Utilities Sector Spdr

ETFs
-10.1K
- 10.9%
$74.7 - $80.27 $756K - $812K
82.7K $6.52B
DEO
Diageo PLC

Consumer Defensive
-654
- 4.29%
$104.79 - $126.12 $68.5K - $82.5K
14.6K $1.53B
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-20.9K
- 49.61%
$19.7 - $20.61 $411K - $430K
21.2K $427M
EFG
Msci Eafe Growth ETF

ETFs
-4.58K
- 24.86%
$96.1 - $106.37 $440K - $487K
13.8K $1.38B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-9.96K
- 13.64%
$42.4 - $44.11 $422K - $439K
63K $2.76B
Pgim Rock ETF Tr
-10.5K
- 8.56%
N/A
112K $2.98B
IFRA
Ishares Tr

ETFs
-6.34K
- 22.92%
$44.8 - $49.25 $284K - $312K
21.3K $961M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.31K
- 8.24%
$283.24 - $338.07 $371K - $443K
14.6K $4.3B
STRL
Sterling Construction CO Inc

Industrials
-590
- 13.54%
$108.65 - $200.56 $64.1K - $118K
3.77K $426M
PR
Permian Resources Corporation

Energy
-20.8K
- 64.92%
$12.33 - $16.0 $257K - $334K
11.3K $156M
AOR
Ishares Tr Core Growth Allocat

ETFs
-5.33K
- 58.34%
$56.63 - $59.39 $302K - $316K
3.8K $219M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-140
- 1.24%
$185.73 - $221.19 $26K - $31K
11.1K $2.07B
CME
Cme Group Inc.

Financial Services
-2K
- 26.9%
$225.82 - $266.54 $451K - $532K
5.43K $1.44B
TDIV
First Trust Nasdaq Technology

ETFs
-2.44K
- 12.02%
$73.39 - $83.95 $179K - $205K
17.9K $1.32B
AMT
American Tower Corp

Real Estate
-2K
- 36.88%
$173.46 - $217.6 $347K - $436K
3.43K $746M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-598
- 6.55%
$173.56 - $210.67 $104K - $126K
8.54K $1.48B
TMUS
T Mobile Us, Inc.

Communication Services
-3.59K
- 22.9%
$211.3 - $272.83 $758K - $978K
12.1K $3.22B
EQIX
Equinix Inc

Real Estate
-56
- 3.81%
$803.0 - $959.97 $45K - $53.8K
1.41K $1.15B
CTRA
Coterra Energy Inc.

Energy
-9.89K
- 56.79%
$25.51 - $29.83 $252K - $295K
7.53K $217M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.17K
- 7.07%
$81.62 - $96.63 $95.1K - $113K
15.3K $1.28B
Tidal ETF Tr
-8.99K
- 6.81%
N/A
123K $2.31B
MPC
Marathon Petroleum Corp

Energy
-2.19K
- 12.01%
$134.72 - $159.03 $295K - $349K
16.1K $2.34B
SUB
Ishares Short Term National Mu

ETFs
-1.9K
- 40.73%
$105.3 - $106.24 $200K - $202K
2.77K $293M
EWJ
Ishares Msci Japan ETF

ETFs
-2.97K
- 44.42%
$65.24 - $71.7 $194K - $213K
3.72K $255M
BK
Bank Of New York Mellon Corp

Financial Services
-5.69K
- 13.97%
$75.42 - $88.95 $429K - $506K
35.1K $2.94B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.67K
- 37.35%
$96.88 - $111.25 $161K - $185K
2.8K $279M
RJF
Raymond James Financial Inc

Financial Services
-364
- 4.57%
$137.62 - $172.64 $50.1K - $62.8K
7.61K $1.06B
VIS
Vanguard Industrial ETF

ETFs
-471
- 5.9%
$243.63 - $273.99 $115K - $129K
7.51K $1.86B
IRM
Iron Mountain Inc

Real Estate
-459
- 7.18%
$82.79 - $111.31 $38K - $51.1K
5.93K $511M
CBRE
Cbre Group, Inc.

Real Estate
-1.21K
- 21.05%
$121.79 - $147.13 $147K - $178K
4.53K $592M
MAIN
Main Street Capital Corp

Financial Services
-2.16K
- 12.66%
$54.71 - $63.1 $118K - $136K
14.9K $844M
PKG
Packaging Corp Of America

Consumer Cyclical
-279
- 7.85%
$192.03 - $242.13 $53.6K - $67.6K
3.27K $648M
MTZ
Mastec Inc

Industrials
-407
- 8.33%
$108.66 - $160.79 $44.2K - $65.4K
4.48K $523M
ICLN
Ishares

ETFs
-12.4K
- 40.14%
$10.94 - $11.86 $136K - $147K
18.5K $211M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-332
- 10.27%
$221.78 - $273.45 $73.6K - $90.8K
2.9K $660M
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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