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
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-162
- 1.12%
$47.78 - $52.76 $7.74K - $8.55K
14.4K $748M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-1.4K
- 2.52%
$47.63 - $50.52 $66.5K - $70.5K
54.1K $2.72B
IBB
Ishares Biotechnology ETF

ETFs
-77
- 1.93%
$127.63 - $144.37 $9.83K - $11.1K
3.92K $566M
ABCB
Ameris Bancorp

Financial Services
-121
- 1.47%
$65.68 - $76.41 $7.95K - $9.25K
8.13K $596M
TALO
Talos Energy Inc.

Energy
-60
- 0.1%
$7.79 - $10.24 $467 - $614
60.7K $582M
CRH.L
Crh PLC

Basic Materials
-195
- 6.03%
N/A
3.04K $364M
ETR
Entergy Corp

Utilities
-390
- 3.53%
$80.93 - $93.55 $31.6K - $36.5K
10.7K $993M
LMND
Lemonade, Inc.

Financial Services
-168
- 1.92%
$36.28 - $60.96 $6.1K - $10.2K
8.59K $460M
MLM
Martin Marietta Materials Inc

Basic Materials
-1
- 0.1%
$546.36 - $631.12 $546 - $631
979 $617M
AMAT
Applied Materials Inc

Technology
-837
- 7.21%
$156.25 - $204.95 $131K - $172K
10.8K $2.2B
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1
- -0.0%
$40.15 - $43.86 $40.2 - $43.9
23K $1B
QTEC
First Trust Nasdaq 100 Technol

ETFs
-219
- 2.65%
$208.95 - $229.72 $45.8K - $50.3K
8.03K $1.84B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-31
- 0.47%
$185.88 - $207.44 $5.76K - $6.43K
6.55K $1.32B
PAAS
Pan American Silver Corp

Basic Materials
-48
- 0.54%
$27.02 - $38.81 $1.3K - $1.86K
8.84K $342M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.01K
- 0.72%
$97.75 - $100.75 $197K - $203K
279K $28B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-940
- 1.1%
$27.61 - $29.15 $26K - $27.4K
84.3K $2.46B
ATO
Atmos Energy Corp

Utilities
-61
- 0.96%
$151.51 - $170.75 $9.24K - $10.4K
6.31K $1.08B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.1K
- 7.82%
$98.99 - $112.2 $307K - $348K
36.6K $4.05B
VIS
Vanguard Industrial ETF

ETFs
-64
- 0.89%
$281.0 - $296.29 $18K - $19K
7.17K $2.12B
American Healthcare Reit Inc
-14
- 0.07%
N/A
19.8K $830M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.92K
- 0.99%
$81.75 - $84.54 $239K - $247K
292K $24.5B
POOL
Pool Corp

Industrials
-171
- 2.0%
$292.13 - $333.62 $50K - $57K
8.4K $2.6B
JOBY
Joby Aviation, Inc.

Industrials
-2.93K
- 10.18%
$9.81 - $20.39 $28.8K - $59.8K
25.9K $418M
TSCO
Tractor Supply CO

Consumer Cyclical
-2.31K
- 3.82%
$54.08 - $62.65 $125K - $145K
58.2K $3.31B
CLF
Cleveland Cliffs Inc.

Basic Materials
-1.08K
- 3.69%
$8.12 - $12.84 $8.77K - $13.9K
28.2K $344M
KEYS
Keysight Technologies, Inc.

Technology
-32
- 0.27%
$158.51 - $178.15 $5.07K - $5.7K
11.7K $2.04B
PHM
Pultegroup Inc

Consumer Cyclical
-362
- 5.45%
$108.0 - $141.42 $39.1K - $51.2K
6.29K $831M
XEL
Xcel Energy Inc

Utilities
-222
- 1.77%
$67.56 - $80.65 $15K - $17.9K
12.3K $993M
MGV
Vanguard Mega Cap Value

ETFs
-360
- 1.21%
$129.46 - $137.85 $46.6K - $49.6K
29.4K $4.05B
RYT
Invesco S&P 500 Equal Weight T

ETFs
-3.55K
- 4.44%
N/A
76.5K $3.41B
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.02K
- 8.63%
$10.78 - $19.82 $21.8K - $40.1K
21.4K $418M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.85K
- 3.98%
$39.37 - $44.24 $112K - $126K
68.6K $3B
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-241
- 1.45%
N/A
16.4K $1.98B
ADI
Analog Devices Inc

Technology
-85
- 0.33%
$220.68 - $255.63 $18.8K - $21.7K
25.3K $6.23B
ALL
Allstate Corp

Financial Services
-37
- 0.27%
$192.0 - $214.65 $7.1K - $7.94K
13.8K $2.95B
BDX
Becton Dickinson & CO

Healthcare
-104
- 0.76%
$172.41 - $199.66 $17.9K - $20.8K
13.6K $2.55B
BWXT
Bwx Technologies, Inc.

Industrials
-468
- 6.76%
$136.45 - $184.37 $63.9K - $86.3K
6.46K $1.19B
PSTG
Pure Storage, Inc.

Technology
-208
- 2.54%
$54.47 - $88.29 $11.3K - $18.4K
7.99K $669M
Ark 21 Shares Bitcoin ETF
-2.22K
- 1.74%
N/A
125K $4.77B
ENB
Enbridge Inc

Energy
-1.16K
- 2.24%
$43.79 - $50.46 $50.7K - $58.4K
50.5K $2.55B
IQV
Iqvia Holdings Inc.

Healthcare
-461
- 4.98%
$157.68 - $200.82 $72.7K - $92.6K
8.79K $1.67B
GPC
Genuine Parts CO

Consumer Cyclical
-227
- 1.58%
$122.23 - $142.77 $27.7K - $32.4K
14.1K $1.95B
SE
Sea LTD

Consumer Cyclical
-839
- 4.2%
$146.23 - $196.5 $123K - $165K
19.2K $3.42B
DD
Du Pont De Nemours, Inc.

Basic Materials
-758
- 2.36%
$69.9 - $78.26 $53K - $59.3K
31.4K $2.45B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-5.34K
- 4.01%
$50.7 - $54.86 $271K - $293K
128K $7.01B
AVDE
American Centy ETF Tr Avantis

ETFs
-2.92K
- 2.95%
$73.24 - $79.04 $214K - $231K
96.2K $7.59B
MSI
Motorola Solutions, Inc.

Technology
-76
- 0.97%
$408.73 - $490.3 $31.1K - $37.3K
7.78K $3.56B
VXF
Vanguard Extended Market ETF

ETFs
-195
- 1.09%
$193.58 - $213.07 $37.7K - $41.5K
17.6K $3.69B
NOC
Northrop Grumman Corp

Industrials
-6
- 0.25%
$498.9 - $609.32 $2.99K - $3.66K
2.42K $1.47B
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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