Concurrent Investment Advisors, LLC Purchases in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
227
+ 1.03%
$90.91 - $102.21 $20.6K - $23.2K
22.3K $2.05B
AWK
American Water Works Company, Inc.

Utilities
315
+ 2.39%
$123.83 - $146.07 $39K - $46K
13.5K $1.68B
NXPI
Nxp Semiconductors N.V.

Technology
20
+ 0.25%
$207.27 - $255.58 $4.15K - $5.11K
8.06K $1.67B
ADBE
Adobe Inc.

Technology
90
+ 2.17%
$437.39 - $552.96 $39.4K - $49.8K
4.24K $1.89B
LHX
L3 Harris Technologies, Inc.

Industrials
1.14K
+ 6.25%
$208.94 - $264.22 $238K - $301K
19.4K $4.08B
SNY
Sanofi

Healthcare
973
+ 2.63%
$45.89 - $57.31 $44.7K - $55.8K
37.9K $1.83B
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.21K
+ 2.58%
$28.89 - $33.95 $92.7K - $109K
128K $3.7B
TSCO
Tractor Supply CO

Consumer Cyclical
48.4K
+ 399.05%
$52.59 - $303.74 $2.55M - $14.7M
60.6K $3.21B
TGT
Target Corp

Consumer Defensive
2.3K
+ 7.31%
$121.59 - $160.69 $280K - $370K
33.8K $4.56B
PSX
Phillips 66

Energy
105
+ 0.51%
$110.35 - $138.93 $11.6K - $14.6K
20.7K $2.36B
PFE
Pfizer Inc

Healthcare
27
+ 0.02%
$24.8 - $30.19 $670 - $815
151K $4B
XLP
Consumer Staples Sector Spdr

ETFs
1.2K
+ 1.13%
N/A
108K $8.45B
PG
Procter & Gamble CO

Consumer Defensive
834
+ 0.89%
$161.05 - $179.7 $134K - $150K
94.9K $15.9B
DHI
Horton D R Inc

Consumer Cyclical
387
+ 3.91%
$137.24 - $194.56 $53.1K - $75.3K
10.3K $1.44B
ABBV
Abb Vie Inc.

Healthcare
4.98K
+ 7.2%
$164.99 - $203.87 $822K - $1.02M
74.1K $13.2B
GD
General Dynamics Corp

Industrials
300
+ 1.98%
$260.28 - $314.03 $78.1K - $94.2K
15.5K $4.08B
AMD
Advanced Micro Devices Inc

Technology
881
+ 5.37%
$118.88 - $172.8 $105K - $152K
17.3K $2.09B
HD
Home Depot, Inc.

Consumer Cyclical
82
+ 0.16%
$385.02 - $431.37 $31.6K - $35.4K
52.3K $20.3B
VEA
Vanguard Ftse Developed Market

ETFs
4.98K
+ 2.24%
$47.57 - $52.44 $237K - $261K
227K $10.9B
IEMG
Ishares Inc

ETFs
12K
+ 4.04%
N/A
309K $16.1B
NEE
Nextera Energy Inc

Utilities
1.43K
+ 1.59%
$69.77 - $85.43 $99.7K - $122K
91.5K $6.56B
XOM
Exxon Mobil Corp

Energy
4.9K
+ 2.97%
$105.51 - $125.37 $517K - $614K
170K $18.3B
IFV
First Trust Dorsey Wright Inte

ETFs
3.64K
+ 0.52%
$19.09 - $20.83 $69.5K - $75.8K
701K $13.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
33.2K
+ 8.4%
$87.1 - $98.49 $2.89M - $3.27M
428K $37.4B
LLY
Eli Lilly & CO

Healthcare
611
+ 2.57%
$727.2 - $932.06 $444K - $569K
24.4K $18.9B
Activity Summary
Buys All Purchases 626 New Holdings 100 Increased Positions 526 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 43 Puts 11
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