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
ILMN
Illumina, Inc.

Healthcare
-3.42K
- 33.26%
$91.69 - $109.88 $313K - $376K
6.86K $651M
MCHP
Microchip Technology Inc

Technology
-833
- 1.87%
$60.95 - $75.26 $50.8K - $62.7K
43.8K $2.81B
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-11.3K
- 5.61%
$23.48 - $24.44 $266K - $277K
191K $4.56B
SHW
Sherwin Williams CO

Basic Materials
-1.03K
- 6.99%
$330.88 - $375.23 $341K - $386K
13.7K $4.75B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-3.27K
- 17.12%
$96.22 - $98.19 $315K - $321K
15.9K $1.55B
ROP
Roper Technologies Inc

Industrials
-8
- 0.18%
$495.03 - $573.0 $3.96K - $4.58K
4.39K $2.19B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-7.27K
- 21.97%
$47.56 - $49.7 $346K - $361K
25.8K $1.28B
CI
Cigna Corp

Healthcare
-250
- 4.93%
$262.23 - $334.39 $65.6K - $83.6K
4.82K $1.39B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-281
- 9.01%
$366.54 - $479.53 $103K - $135K
2.84K $1.11B
TT
Trane Technologies PLC

Industrials
-197
- 1.59%
$398.96 - $472.54 $78.6K - $93.1K
12.2K $5.15B
ROL
Rollins Inc

Consumer Cyclical
-5.91K
- 18.12%
$55.05 - $58.74 $326K - $347K
26.7K $1.57B
CRS
Carpenter Technology Corp

Industrials
-730
- 24.43%
$232.4 - $287.42 $170K - $210K
2.26K $555M
IEF
Ishares Barclays

ETFs
-3.89K
- 2.58%
$93.91 - $97.26 $365K - $378K
147K $14.2B
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
-6.12K
- 19.23%
$43.53 - $44.97 $266K - $275K
25.7K $1.15B
APD
Air Products & Chemicals, Inc.

Basic Materials
-474
- 3.19%
$265.78 - $299.3 $126K - $142K
14.4K $3.92B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-2.05K
- 47.94%
$122.0 - $138.74 $250K - $285K
2.23K $282M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-6.76K
- 13.38%
$43.1 - $44.6 $291K - $301K
43.8K $1.94B
HOMZ
ETF Ser Solutions Hoya Cap Hsg

ETFs
-7.41K
- 31.86%
$43.63 - $49.45 $323K - $366K
15.8K $745M
FSLY
Fastly, Inc.

Technology
-46.8K
- 50.3%
$6.36 - $8.95 $297K - $418K
46.2K $395M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-7.19K
- 8.78%
$38.52 - $39.39 $277K - $283K
74.6K $2.93B
ET
Energy Transfer LP

Energy
-1.88K
- 0.86%
$17.11 - $18.16 $32.2K - $34.2K
217K $3.72B
FSK
Fs Kkr Capital Corp

Financial Services
-5.24K
- 18.37%
$14.93 - $22.48 $78.2K - $118K
23.3K $347M
VTWO
Vanguard Russell 2000 ETF

ETFs
-3.33K
- 41.6%
$86.92 - $99.32 $289K - $331K
4.67K $457M
SGOL
Abrdn Gold ETF Trust

ETFs
-9.6K
- 44.54%
$31.18 - $36.81 $299K - $353K
12K $440M
SHYD
Vaneck Short High Yield Muni E

ETFs
-10.6K
- 38.98%
$22.31 - $23.01 $236K - $244K
16.6K $379M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.18K
- 22.61%
$64.3 - $77.17 $140K - $168K
7.47K $500M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-249
- 8.15%
$159.87 - $247.68 $39.8K - $61.7K
2.81K $499M
NKE
Nike, Inc.

Consumer Cyclical
-2.11K
- 3.49%
$69.24 - $79.24 $146K - $167K
58.3K $4.07B
UYLD
Angel Oak Fds Tr Ultrashort In
-4.37K
- 18.55%
N/A
19.2K $982M
BXSL
Blackstone Secured Lending Fund

Financial Services
-5.91K
- 40.96%
$26.07 - $32.55 $154K - $192K
8.51K $222M
BR
Broadridge Financial Solutions, Inc.

Technology
-644
- 5.41%
$233.75 - $266.89 $151K - $172K
11.3K $2.68B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.46K
- 15.95%
$59.81 - $60.11 $207K - $208K
18.2K $1.09B
WMB
Williams Companies, Inc.

Energy
-3.55K
- 8.81%
$56.52 - $64.01 $200K - $227K
36.7K $2.33B
ABC
Amerisourcebergen Corp

Healthcare
-1.02K
- 10.85%
N/A
8.4K $2.62B
XLE
Energy Sector Spdr

ETFs
-5.12K
- 8.87%
$84.25 - $91.99 $431K - $471K
52.6K $4.7B
OKTA
Okta, Inc.

Technology
-1.58K
- 27.55%
$88.51 - $101.1 $140K - $160K
4.15K $381M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-4.32K
- 23.1%
$45.92 - $47.76 $198K - $206K
14.4K $683M
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.55K
- 6.62%
$37.4 - $48.23 $58K - $74.9K
21.9K $819M
CAH
Cardinal Health Inc

Healthcare
-545
- 6.13%
$146.04 - $167.63 $79.6K - $91.4K
8.35K $1.31B
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-9.5K
- 22.05%
$19.85 - $20.2 $189K - $192K
33.6K $674M
CME
Cme Group Inc.

Financial Services
-419
- 3.32%
$258.83 - $287.1 $108K - $120K
12.2K $3.3B
CTVA
Corteva, Inc.

Basic Materials
-85
- 0.34%
$67.08 - $77.12 $5.7K - $6.56K
25.2K $1.71B
SMR
Nuscale Power Corp

Industrials
-3.56K
- 24.36%
$32.65 - $51.67 $116K - $184K
11.1K $398M
AMT
American Tower Corp

Real Estate
-355
- 9.6%
$192.32 - $232.35 $68.3K - $82.5K
3.34K $643M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-3.49K
- 4.97%
N/A
66.7K $3.34B
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-4.45K
- 27.63%
$44.63 - $46.82 $199K - $208K
11.7K $546M
FICO
Fair Isaac Corp

Technology
-45
- 14.75%
$1311.26 - $1869.83 $59K - $84.1K
260 $389M
Thomson Reuters Corp
-249
- 8.93%
N/A
2.54K $394M
HTGC
Hercules Capital, Inc.

Financial Services
-9.89K
- 29.98%
$18.34 - $19.53 $181K - $193K
23.1K $437M
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email