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
FVD
First Tr Value Line Divid Inde

ETFs
-15K
- 3.54%
$44.73 - $46.86 $671K - $703K
409K $18.9B
HYLS
First Tr Tactical High Yield L

ETFs
-1.43K
- 1.82%
$41.62 - $42.32 $59.5K - $60.5K
77.3K $3.25B
VDC
Vanguard Consumer Staples ETF

ETFs
-71
- 1.52%
$212.64 - $225.25 $15.1K - $16K
4.59K $981M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-527
- 14.09%
$121.46 - $130.92 $64K - $69K
3.21K $419M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-1.13K
- 21.36%
N/A
4.16K $225M
WRB
Berkley W R Corp

Financial Services
-602
- 16.74%
$67.78 - $76.62 $40.8K - $46.1K
2.99K $229M
TMC
Tmc The Metals CO Inc.

Basic Materials
-4.07K
- 10.74%
$4.67 - $8.1 $19K - $33K
33.8K $215M
AWK
American Water Works Company, Inc.

Utilities
-258
- 1.32%
$135.05 - $147.0 $34.8K - $37.9K
19.3K $2.68B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.34K
- 14.48%
$25.21 - $25.99 $33.8K - $34.9K
7.92K $205M
MGM
Mgm Resorts International

Consumer Cyclical
-983
- 12.33%
$34.18 - $39.77 $33.6K - $39.1K
6.99K $242M
FDL
First Tr Morningstar Dividend

ETFs
-4.8K
- 4.17%
$41.96 - $44.59 $201K - $214K
110K $4.79B
EQT
Eqt Corp

Energy
-198
- 3.89%
$49.19 - $59.19 $9.74K - $11.7K
4.89K $266M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-3.57K
- 15.08%
$10.01 - $10.55 $35.8K - $37.7K
20.1K $208M
FCBC
First Community Bankshares Inc

Financial Services
-60
- 0.94%
$34.52 - $41.79 $2.07K - $2.51K
6.35K $221M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-3.82K
- 12.94%
$10.62 - $11.43 $40.6K - $43.7K
25.7K $293M
HLN
Haleon PLC

Healthcare
-771
- 4.82%
$8.72 - $10.35 $6.72K - $7.98K
15.2K $137M
POST
Post Holdings, Inc.

Consumer Defensive
-237
- 10.87%
$102.36 - $114.04 $24.3K - $27K
1.94K $209M
EW
Edwards Lifesciences Corp

Healthcare
-195
- 0.64%
$73.75 - $81.83 $14.4K - $16K
30.2K $2.35B
IAK
Ishares Tr

ETFs
-198
- 11.62%
$126.37 - $134.46 $25K - $26.6K
1.51K $202M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-1.11K
- 8.26%
$14.19 - $15.82 $15.7K - $17.5K
12.3K $175M
INDA
Ishares Msci India Index Fund

ETFs
-53
- 0.86%
$51.98 - $55.84 $2.75K - $2.96K
6.11K $318M
CADE
Cadence Bank

Financial Services
-5.49K
- 16.84%
$33.44 - $38.12 $183K - $209K
27.1K $1.02B
IYC
Ishares U.S. Consumer Discreti

ETFs
-499
- 8.72%
$98.12 - $105.85 $49K - $52.8K
5.22K $548M
PDI
Pimco Dynamic Income Fund

Financial Services
-1.95K
- 9.38%
$18.85 - $20.07 $36.7K - $39K
18.8K $372M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1K
- 4.77%
$26.44 - $27.1 $26.4K - $27.1K
20K $538M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-332
- 9.94%
$87.51 - $91.22 $29.1K - $30.3K
3.01K $274M
IMTB
Ishares Tr

ETFs
-551
- 7.55%
$42.98 - $44.52 $23.7K - $24.5K
6.75K $298M
IFRX
Infla Rx N.V.

Healthcare
-48.9K
- 59.16%
$0.8 - $1.73 $39.1K - $84.6K
33.8K $45.2M
SCHO
Schwab Short Term Us Treasury

ETFs
-832
- 1.93%
$24.23 - $24.42 $20.2K - $20.3K
42.2K $1.03B
BAH
Booz Allen Hamilton Holding Corp

Industrials
-3
- 0.07%
$97.53 - $115.95 $293 - $348
4.46K $446M
WDAY
Workday, Inc.

Technology
-84
- 2.9%
$213.69 - $247.69 $17.9K - $20.8K
2.81K $676M
IYH
Ishares Tr

ETFs
-729
- 6.47%
$54.36 - $58.96 $39.6K - $43K
10.5K $619M
AER
Aer Cap Holdings N.V.

Industrials
-274
- 6.72%
$107.25 - $124.42 $29.4K - $34.1K
3.8K $460M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-15
- 0.52%
$98.64 - $113.55 $1.48K - $1.7K
2.85K $295M
NOK
Nokia Corp

Technology
-780
- 2.4%
$4.05 - $5.23 $3.16K - $4.08K
31.8K $153M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-886
- 3.54%
$19.68 - $19.97 $17.4K - $17.7K
24.1K $478M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-135
- 2.64%
$42.56 - $49.08 $5.75K - $6.63K
4.97K $213M
G
Genpact LTD

Technology
-92
- 1.76%
$41.06 - $46.13 $3.78K - $4.24K
5.13K $215M
Bunge Global Sa
-216
- 7.04%
N/A
2.85K $232M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-283
- 9.08%
$107.27 - $113.94 $30.4K - $32.2K
2.83K $322M
CLX
Clorox CO

Consumer Defensive
-637
- 3.17%
$117.67 - $131.43 $75K - $83.7K
19.5K $2.4B
MTB
M&T Bank Corp

Financial Services
-90
- 6.72%
$183.74 - $204.05 $16.5K - $18.4K
1.25K $247M
LYG
Lloyds Banking Group PLC

Financial Services
-4.37K
- 15.42%
$4.03 - $4.63 $17.6K - $20.2K
24K $109M
CINF
Cincinnati Financial Corp

Financial Services
-249
- 7.92%
$145.8 - $158.1 $36.3K - $39.4K
2.9K $458M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-824
- 13.66%
$48.04 - $60.86 $39.6K - $50.1K
5.21K $302M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-883
- 7.76%
$20.34 - $21.61 $18K - $19.1K
10.5K $226M
IIM
Invesco Value Municipal Income Trust

Financial Services
-2.01K
- 11.89%
$11.23 - $12.55 $22.6K - $25.3K
14.9K $187M
VOX
Vanguard Communication Service

ETFs
-427
- 10.04%
$169.0 - $192.17 $72.2K - $82.1K
3.83K $719M
HEI
Heico Corp

Industrials
-12
- 1.83%
$304.5 - $337.56 $3.65K - $4.05K
643 $208M
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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