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
BRBR
Bellring Brands, Inc.

Consumer Defensive
-25
- 0.76%
$65.4 - $79.39 $1.64K - $1.98K
3.28K $244M
VLY
Valley National Bancorp

Financial Services
-139
- 0.69%
$8.56 - $10.42 $1.19K - $1.45K
19.9K $177M
VLUE
Ishares Msci Usa Value Factor

ETFs
-66
- 2.26%
$104.89 - $113.56 $6.92K - $7.49K
2.85K $304M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-76
- 0.81%
$40.38 - $42.65 $3.07K - $3.24K
9.36K $388M
DIAL
Columbia ETF Tr I Diversified

ETFs
-375
- 2.25%
$17.36 - $17.95 $6.51K - $6.73K
16.3K $292M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-80
- 0.15%
$10.53 - $11.08 $842 - $886
53.2K $570M
SKY
Skyline Champion Corp

Consumer Cyclical
-269
- 7.2%
$85.72 - $108.14 $23.1K - $29.1K
3.47K $329M
SSNC
Ss&C Technologies Holdings Inc

Technology
-305
- 9.47%
$74.75 - $89.13 $22.8K - $27.2K
2.92K $243M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-80
- 0.47%
$47.33 - $47.92 $3.79K - $3.83K
17.1K $814M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-494
- 11.48%
$47.66 - $57.45 $23.5K - $28.4K
3.81K $207M
SCM
Stellus Capital Investment Corp

Financial Services
-87
- 0.53%
$13.64 - $15.5 $1.19K - $1.35K
16.3K $229M
EFV
Msci Eafe Value ETF

ETFs
-3.53K
- 10.76%
$51.88 - $60.73 $183K - $215K
29.3K $1.73B
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-168
- 0.85%
$12.04 - $13.32 $2.02K - $2.24K
19.5K $245M
VEU
Vanguard Ftse All World Ex Us

ETFs
-943
- 4.94%
$56.51 - $62.98 $53.3K - $59.4K
18.1K $1.1B
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-275
- 2.45%
$17.61 - $18.7 $4.84K - $5.14K
11K $205M
GOLD
Barrick Gold Corp

Basic Materials
-2.92K
- 18.23%
$15.45 - $19.56 $45.1K - $57.1K
13.1K $255M
CPT
Camden Property Trust

Real Estate
-40
- 2.12%
$109.16 - $125.53 $4.37K - $5.02K
1.85K $226M
Sitio Royalties Corp
-207
- 1.29%
N/A
15.9K $315M
AMCR
Amcor PLC

Consumer Cyclical
-266
- 0.75%
$9.33 - $10.39 $2.48K - $2.76K
35.1K $341M
IMTB
Ishares Tr

ETFs
-119
- 0.78%
$41.91 - $43.46 $4.99K - $5.17K
15.2K $660M
VLO
Valero Energy Corp

Energy
-463
- 6.14%
$121.76 - $142.99 $56.4K - $66.2K
7.08K $935M
VEEV
Veeva Systems Inc

Healthcare
-59
- 4.99%
$210.58 - $246.8 $12.4K - $14.6K
1.12K $260M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-323
- 5.26%
$67.08 - $76.14 $21.7K - $24.6K
5.82K $428M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-100
- 2.01%
$42.3 - $53.69 $4.23K - $5.37K
4.88K $254M
UL
Unilever PLC

Consumer Defensive
-2.31K
- 4.33%
$54.72 - $60.29 $127K - $140K
51.2K $3.05B
FAST
Fastenal CO

Industrials
-450
- 5.04%
$71.11 - $79.98 $32K - $36K
8.47K $657M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-16
- 1.37%
$416.48 - $494.72 $6.66K - $7.92K
1.16K $562M
DGX
Quest Diagnostics Inc

Healthcare
-127
- 5.73%
N/A
2.09K $354M
TEF
Telefonica S A

Communication Services
-285
- 0.8%
$3.89 - $4.73 $1.11K - $1.35K
35.2K $164M
NOK
Nokia Corp

Technology
-573
- 1.91%
$4.43 - $5.42 $2.54K - $3.11K
29.5K $155M
WTW
Willis Towers Watson PLC

Financial Services
-13
- 1.16%
$306.61 - $340.78 $3.99K - $4.43K
1.1K $373M
G
Genpact LTD

Technology
-879
- 9.67%
$42.88 - $55.54 $37.7K - $48.8K
8.21K $414M
FDD
First Trust Stoxx European Sel

ETFs
-628
- 4.17%
$11.08 - $13.94 $6.96K - $8.75K
14.4K $196M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-897
- 19.97%
$55.75 - $77.63 $50K - $69.6K
3.6K $279M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-1.46K
- 9.73%
$26.05 - $30.88 $38K - $45.1K
13.5K $418M
CVNA
Carvana Co.

Consumer Cyclical
-189
- 1.43%
$166.52 - $285.33 $31.5K - $53.9K
13K $2.72B
WSO
Watsco Inc

Industrials
-96
- 3.86%
$463.86 - $530.75 $44.5K - $51K
2.39K $1.22B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-745
- 0.89%
$44.72 - $46.25 $33.3K - $34.5K
83.4K $3.84B
RGLD
Royal Gold Inc

Basic Materials
-84
- 4.53%
$132.55 - $163.51 $11.1K - $13.7K
1.77K $289M
CCI
Crown Castle International Corp

Real Estate
-349
- 5.76%
$84.33 - $106.39 $29.4K - $37.1K
5.71K $595M
FIDI
Fidelity Covington Tr

ETFs
-3.78K
- 5.77%
$19.41 - $22.35 $73.4K - $84.5K
61.7K $1.32B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-1K
- 7.03%
$25.2 - $68.74 $25.2K - $68.7K
13.2K $391M
LNC
Lincoln National Corp

Financial Services
-193
- 1.46%
$30.06 - $39.23 $5.8K - $7.57K
13K $467M
ENB
Enbridge Inc

Energy
-992
- 1.98%
$41.54 - $45.45 $41.2K - $45.1K
49.1K $2.18B
HUSV
First Tr ETF Iii Horizon Manag
-1.13K
- 3.22%
N/A
33.9K $1.36B
SGOL
Abrdn Gold ETF Trust

ETFs
-30
- 0.25%
$25.14 - $29.82 $754 - $895
12K $356M
VDE
Vanguard Energy ETF

ETFs
-1.03K
- 4.4%
$119.14 - $132.76 $122K - $136K
22.3K $2.9B
VRSN
Verisign Inc

Technology
-11
- 0.78%
$205.1 - $254.74 $2.26K - $2.8K
1.4K $355M
PAA
Plains All American Pipeline LP

Energy
-24
- 0.09%
$17.32 - $20.96 $416 - $503
27.8K $557M
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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