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
EBAY
Ebay Inc

Consumer Cyclical
-519
- 14.03%
$75.33 - $100.77 $39.1K - $52.3K
3.18K $289M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
-320
- 0.73%
$9.34 - $10.15 $2.99K - $3.25K
43.7K $438M
FLEX
Flex Ltd.

Technology
-421
- 8.36%
$48.49 - $59.33 $20.4K - $25K
4.61K $267M
SKYY
First Trust Cloud Computing Et

ETFs
-79
- 3.72%
$118.24 - $138.53 $9.34K - $10.9K
2.04K $275M
JBLU
Jetblue Airways Corp

Industrials
-125
- 0.48%
$4.23 - $5.49 $529 - $686
26K $128M
First Tr Exchng Traded Fd Vi
-573
- 2.24%
N/A
25.1K $919M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-374
- 0.59%
$76.16 - $78.59 $28.5K - $29.4K
62.6K $4.89B
TM
Toyota Motor Corp

Consumer Cyclical
-83
- 4.58%
$167.86 - $202.79 $13.9K - $16.8K
1.73K $330M
Core Scientific Inc New
-10.5K
- 4.4%
N/A
228K $4.09B
TROW
Price T Rowe Group Inc

Financial Services
-55
- 1.36%
$98.67 - $111.52 $5.43K - $6.13K
3.99K $409M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2
- 0.28%
$567.09 - $607.37 $1.13K - $1.21K
717 $427M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-33
- 0.64%
$39.06 - $43.42 $1.29K - $1.43K
5.1K $221M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-7
- 0.75%
$339.37 - $366.46 $2.38K - $2.57K
927 $339M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-574
- 3.62%
$45.13 - $48.29 $25.9K - $27.7K
15.3K $738M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-216
- 1.94%
$42.28 - $45.71 $9.13K - $9.87K
10.9K $496M
BNOV
Innovator U.S. Equity Buffer E

ETFs
-317
- 1.94%
$41.22 - $43.5 $13.1K - $13.8K
16.1K $698M
VAW
Vanguard Materials ETF

ETFs
-117
- 2.47%
$193.21 - $210.15 $22.6K - $24.6K
4.61K $945M
Linde PLC
-73
- 0.73%
N/A
9.93K $4.72B
VONV
Vanguard Russell 1000 Value Et

ETFs
-53
- 0.76%
$84.55 - $89.54 $4.48K - $4.75K
6.91K $617M
BCS
Barclays PLC

Financial Services
-2.51K
- 6.86%
$17.88 - $21.05 $44.9K - $52.9K
34.1K $706M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1
- 0.04%
$79.39 - $90.39 $79.4 - $90.4
2.8K $248M
IYY
Ishares Tr

ETFs
-72
- 2.15%
$150.75 - $162.82 $10.9K - $11.7K
3.28K $533M
CFG
Citizens Financial Group Inc

Financial Services
-308
- 5.9%
$46.1 - $53.65 $14.2K - $16.5K
4.91K $261M
First Tr Exchng Traded Fd Vi
-531
- 1.68%
N/A
31K $1.18B
JXN
Jackson Financial Inc.

Financial Services
-14
- 0.56%
$84.06 - $103.8 $1.18K - $1.45K
2.49K $252M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.59K
- 8.81%
$53.54 - $64.21 $85.3K - $102K
16.5K $986M
PPL
Ppl Corp

Utilities
-9
- 0.09%
$33.54 - $37.24 $302 - $335
9.5K $353M
AXP
American Express CO

Financial Services
-780
- 3.54%
$294.27 - $342.31 $230K - $267K
21.3K $7.06B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-7.32K
- 14.35%
$275.84 - $326.36 $2.02M - $2.39M
43.7K $14.3B
PPA
Invesco Exchange Traded Fd Tr

ETFs
-91
- 2.63%
$139.82 - $155.45 $12.7K - $14.1K
3.36K $523M
IFRA
Ishares Tr

ETFs
-785
- 3.76%
$49.77 - $52.82 $39.1K - $41.5K
20.1K $1.06B
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-146
- 2.24%
$49.31 - $57.77 $7.2K - $8.43K
6.38K $363M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-914
- 12.46%
$83.08 - $100.2 $75.9K - $91.6K
6.42K $644M
BOTZ
Global X Fds

ETFs
-1.32K
- 4.4%
$32.14 - $35.96 $42.3K - $47.4K
28.6K $1.02B
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-24
- 0.17%
$56.63 - $60.72 $1.36K - $1.46K
14.5K $872M
APA
Apa Corp

Energy
-1.04K
- 9.76%
$18.06 - $24.69 $18.8K - $25.8K
9.64K $234M
UAL
United Airlines Holdings, Inc.

Industrials
-403
- 8.66%
$80.05 - $109.36 $32.3K - $44.1K
4.25K $410M
ROKU
Roku, Inc

Communication Services
-138
- 3.13%
$79.98 - $101.78 $11K - $14K
4.27K $428M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.9K
- 4.85%
$82.42 - $87.03 $239K - $252K
57K $4.96B
MCK
Mckesson Corp

Healthcare
-48
- 2.42%
$659.01 - $772.54 $31.6K - $37.1K
1.94K $1.5B
VPU
Vanguard Utilities ETF

ETFs
-66
- 1.55%
$175.25 - $189.41 $11.6K - $12.5K
4.19K $794M
SII
Sprott Inc.

Financial Services
-425
- 7.18%
$62.54 - $83.38 $26.6K - $35.4K
5.49K $457M
SYM
Symbotic Inc.

Financial Services
-1.15K
- 15.65%
$39.68 - $63.21 $45.5K - $72.4K
6.18K $333M
BNL
Broadstone Net Lease, Inc.

Real Estate
-10K
- 7.96%
$15.75 - $18.78 $158K - $189K
116K $2.08B
WLDN
Willdan Group, Inc.

Industrials
-1.98K
- 27.98%
$63.73 - $120.35 $126K - $239K
5.11K $494M
DHI
Horton D R Inc

Consumer Cyclical
-1.09K
- 18.72%
$129.82 - $184.04 $142K - $201K
4.74K $803M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-249
- 1.62%
$91.28 - $97.59 $22.7K - $24.3K
15.1K $1.45B
STE
Steris PLC

Healthcare
-58
- 0.62%
$221.21 - $252.43 $12.8K - $14.6K
9.31K $2.3B
ING
Ing Groep Nv

Financial Services
-777
- 4.44%
$22.0 - $26.08 $17.1K - $20.3K
16.7K $436M
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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