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
LAMR
Lamar Advertising CO

Real Estate
-245
- 12.1%
$110.65 - $132.9 $27.1K - $32.6K
1.78K $202M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-647
- 4.45%
$105.1 - $109.61 $68K - $70.9K
13.9K $1.51B
CASY
Caseys General Stores Inc

Consumer Cyclical
-302
- 12.87%
$378.71 - $442.54 $114K - $134K
2.05K $887M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-20
- 0.35%
$89.18 - $104.04 $1.78K - $2.08K
5.72K $524M
Invesco Exch Traded Fd Tr Ii
-81
- 0.47%
N/A
17.3K $540M
CTSH
Cognizant Technology Solutions Corp

Technology
-483
- 7.22%
$75.32 - $90.7 $36.4K - $43.8K
6.21K $475M
MPWR
Monolithic Power Systems Inc

Technology
-57
- 10.63%
$565.7 - $720.25 $32.2K - $41.1K
479 $278M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-4.11K
- 1.62%
$34.23 - $36.9 $141K - $152K
249K $8.91B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-666
- 14.82%
$60.44 - $69.57 $40.3K - $46.3K
3.83K $255M
FLO
Flowers Foods Inc

Consumer Defensive
-708
- 4.84%
$18.05 - $20.78 $12.8K - $14.7K
13.9K $265M
USFR
Wisdomtree Floating Rate Treas

ETFs
-800
- 0.25%
$50.29 - $50.5 $40.2K - $40.4K
325K $16.3B
CRAI
Cra International, Inc.

Industrials
-93
- 6.66%
$172.33 - $210.97 $16K - $19.6K
1.3K $226M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-233
- 1.94%
$34.5 - $38.9 $8.04K - $9.06K
11.8K $408M
IYY
Ishares Tr

ETFs
-61
- 1.73%
$134.05 - $149.75 $8.18K - $9.13K
3.46K $471M
FTA
First Tr Large Cap Value

ETFs
-475
- 2.8%
$74.42 - $80.34 $35.3K - $38.2K
16.5K $1.27B
LPLA
Lpl Financial Holdings Inc.

Financial Services
-99
- 9.3%
$308.87 - $383.33 $30.6K - $37.9K
965 $316M
MSCI
Msci Inc.

Financial Services
-26
- 5.37%
$541.46 - $628.34 $14.1K - $16.3K
458 $259M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-217
- 2.35%
$96.18 - $109.82 $20.9K - $23.8K
9.03K $925M
ROK
Rockwell Automation, Inc

Industrials
-12
- 1.23%
$255.29 - $303.75 $3.06K - $3.65K
962 $249M
IAK
Ishares Tr

ETFs
-373
- 19.37%
$121.85 - $137.9 $45.5K - $51.4K
1.55K $214M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.36K
- 3.38%
$25.77 - $27.6 $60.9K - $65.2K
67.5K $1.79B
UMH
Umh Properties, Inc.

Real Estate
-1.15K
- 3.82%
$17.49 - $19.0 $20.1K - $21.9K
29K $543M
CGMS
Capital Grp Core Plus Income E
-1.02K
- 0.65%
N/A
155K $4.23B
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-592
- 6.72%
$25.93 - $29.28 $15.4K - $17.3K
8.22K $223M
DGRO
Ishares Core Dividend Growth E

ETFs
-616
- 1.72%
$60.46 - $64.42 $37.2K - $39.7K
35.3K $2.18B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-459
- 2.16%
$81.83 - $82.73 $37.6K - $38K
20.7K $1.72B
RPM
Rpm International Inc

Basic Materials
-68
- 3.67%
$114.03 - $128.31 $7.75K - $8.73K
1.79K $207M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-563
- 5.42%
$39.61 - $42.65 $22.3K - $24K
9.82K $400M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-2.16K
- 9.17%
$5.3 - $5.75 $11.4K - $12.4K
21.4K $115M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-1.55K
- 10.88%
$10.14 - $10.47 $15.7K - $16.2K
12.7K $129M
JBL
Jabil Inc

Technology
-19
- 1.06%
$130.51 - $173.33 $2.48K - $3.29K
1.77K $241M
JXN
Jackson Financial Inc.

Financial Services
-91
- 3.54%
$79.36 - $97.88 $7.22K - $8.91K
2.48K $208M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-3
- 0.13%
$113.22 - $126.36 $340 - $379
2.24K $257M
UYLD
Angel Oak Fds Tr Ultrashort In
-300
- 2.0%
N/A
14.7K $752M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-291
- 4.37%
$50.72 - $50.92 $14.8K - $14.8K
6.37K $324M
ATI
Allegheny Technologies Inc

Industrials
-3
- 0.07%
$50.0 - $65.86 $150 - $198
4.2K $219M
JNPR
Juniper Networks Inc

Technology
-17
- 0.18%
$34.38 - $39.03 $584 - $664
9.46K $342M
First Tr Exchng Traded Fd Vi
-581
- 0.46%
N/A
125K $4.7B
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-792
- 2.6%
$30.14 - $32.16 $23.9K - $25.5K
29.6K $913M
OHI
Omega Healthcare Investors Inc

Real Estate
-485
- 1.66%
$35.7 - $38.33 $17.3K - $18.6K
28.7K $1.09B
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-612
- 2.39%
$19.96 - $20.4 $12.2K - $12.5K
25K $501M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-557
- 3.56%
$18.54 - $18.88 $10.3K - $10.5K
15.1K $282M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-400
- 2.89%
$69.87 - $75.62 $27.9K - $30.2K
13.4K $974M
BTG
B2 Gold Corp

Basic Materials
-7.36K
- 25.07%
$2.3 - $3.3 $16.9K - $24.3K
22K $62.7M
AFLG
First Tr Exchange Traded Fd Vi
-46
- 0.66%
N/A
6.9K $232M
IWS
Ishares Russell Midcap Value E

ETFs
-9
- 0.56%
$122.59 - $135.24 $1.1K - $1.22K
1.59K $200M
FEMB
First Tr ETF Emerging Markets

ETFs
-688
- 5.09%
$25.88 - $27.49 $17.8K - $18.9K
12.8K $345M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-378
- 0.87%
$19.8 - $19.97 $7.48K - $7.55K
43.1K $856M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-222
- 2.34%
$49.6 - $50.28 $11K - $11.2K
9.25K $465M
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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