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
Tidal ETF Tr
132K
New
N/A
132K $2.52B
JPUS
Jpmorgan Diversified Return Us

ETFs
22K
New
$114.05 - $123.77 $2.5M - $2.72M
22K $2.51B
USFR
Wisdomtree Floating Rate Treas

ETFs
47.6K
+ 17.13%
$50.23 - $50.46 $2.39M - $2.4M
325K $16.4B
OEF
Ishares S&P 100 ETF

ETFs
8.23K
+ 215.71%
N/A
12K $3.48B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.8K
+ 131.84%
$198.04 - $221.51 $2.14M - $2.4M
19K $4.01B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.89K
+ 10.93%
$442.29 - $483.08 $2.61M - $2.85M
59.8K $27.1B
VB
Vanguard Small Cap ETF

ETFs
9.07K
+ 25.02%
$233.76 - $261.58 $2.12M - $2.37M
45.3K $10.9B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
22.6K
+ 326.06%
$100.22 - $100.73 $2.26M - $2.27M
29.5K $2.96B
BSEP
Innovator U.S. Equity Buffer E

ETFs
52.1K
New
$41.8 - $43.67 $2.18M - $2.27M
52.1K $2.23B
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
112K
+ 353.36%
$20.04 - $22.53 $2.25M - $2.53M
144K $2.92B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
24K
New
$81.34 - $96.75 $1.95M - $2.32M
24K $1.95B
FMIL
Fidelity Covington Tr New Mill
40.9K
+ 244.3%
N/A
57.7K $2.65B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
54K
+ 15.04%
$29.73 - $30.81 $1.61M - $1.67M
414K $12.6B
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
16K
New
$108.0 - $116.52 $1.73M - $1.86M
16K $1.79B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
72.3K
+ 112.49%
N/A
137K $3.31B
Arista Networks Inc
15.5K
New
N/A
15.5K $1.71B
XLY
Select Sector Spdr Consumer Di

ETFs
3.77K
+ 11.46%
$194.8 - $239.43 $734K - $902K
36.7K $8.22B
MSFT
Microsoft Corp

Technology
7.55K
+ 4.2%
$406.35 - $454.46 $3.07M - $3.43M
187K $79B
ORCL
Oracle Corp

Technology
11.6K
+ 13.07%
$165.41 - $192.43 $1.91M - $2.23M
100K $16.7B
GAM
General American Investors CO Inc

Financial Services
30.7K
New
$49.57 - $55.15 $1.52M - $1.69M
30.7K $1.56B
ACN
Accenture PLC

Technology
4.58K
+ 12.87%
$343.9 - $376.86 $1.57M - $1.73M
40.2K $14.1B
ISRG
Intuitive Surgical Inc

Healthcare
2.27K
+ 23.01%
$471.27 - $550.62 $1.07M - $1.25M
12.1K $6.34B
GE
General Electric CO

Industrials
11.5K
+ 53.63%
$159.95 - $194.23 $1.84M - $2.23M
32.9K $5.36B
PDEC
Innovator U.S. Equity Power Bu
37.7K
New
N/A
37.7K $1.45B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21.6K
+ 65.36%
$65.67 - $69.79 $1.42M - $1.51M
54.7K $3.67B
VTV
Vanguard Value ETF

ETFs
15.3K
+ 6.95%
$168.32 - $181.87 $2.58M - $2.78M
236K $39.9B
Fidelity Covington Trust
50.4K
New
N/A
50.4K $1.39B
EMR
Emerson Electric CO

Industrials
6.1K
+ 14.56%
$108.13 - $134.33 $660K - $820K
48K $5.95B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
26.9K
+ 24.77%
$50.62 - $50.97 $1.36M - $1.37M
135K $6.87B
JHMM
John Hancock Multifactor Mid C

ETFs
22.2K
New
$59.61 - $64.8 $1.32M - $1.44M
22.2K $1.32B
CET
Central Securities Corp

Financial Services
28.4K
New
$45.38 - $49.1 $1.29M - $1.4M
28.4K $1.3B
PLW
Invesco 1 30 Laddered Treasury

ETFs
54.1K
+ 60.32%
N/A
144K $3.89B
MSI
Motorola Solutions, Inc.

Technology
2.65K
+ 63.72%
$449.08 - $504.6 $1.19M - $1.34M
6.81K $3.15B
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
28.8K
+ 53.1%
$44.57 - $45.47 $1.28M - $1.31M
83K $3.71B
VDC
Vanguard Consumer Staples ETF

ETFs
5.74K
+ 324.05%
$210.96 - $223.62 $1.21M - $1.28M
7.51K $1.59B
FLGV
Franklin Templeton ETF Trfrank

ETFs
66.6K
+ 42.5%
$20.03 - $21.07 $1.33M - $1.4M
223K $4.49B
TJX
Tjx Companies Inc

Consumer Cyclical
8.53K
+ 17.96%
$112.15 - $127.2 $956K - $1.08M
56K $6.77B
VCIT
Vanguard Intermediate Term Cor

ETFs
24.3K
+ 10.56%
$80.13 - $83.77 $1.94M - $2.03M
254K $20.4B
XLC
Select Sector Spdr Tr Communic

ETFs
7.58K
+ 12.19%
$89.66 - $102.16 $679K - $774K
69.8K $6.75B
ASML
Asml Holding Nv

Technology
1.86K
+ 147.39%
$658.43 - $872.27 $1.22M - $1.62M
3.12K $2.16B
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
59K
New
$18.69 - $20.73 $1.1M - $1.22M
59K $1.1B
First Tr Exchng Traded Fd Vi
31.3K
New
N/A
31.3K $1.1B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
21.9K
+ 100.3%
N/A
43.8K $2.18B
XLK
Technology Sector Spdr

ETFs
944
+ 0.77%
$220.26 - $241.44 $208K - $228K
124K $28.8B
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.3K
+ 27.97%
$57.53 - $60.83 $1.17M - $1.23M
92.7K $5.33B
APP
App Lovin Corp

Technology
3.12K
New
$130.67 - $401.5 $408K - $1.25M
3.12K $1.01B
ET
Energy Transfer LP

Energy
33.7K
+ 35.09%
$16.05 - $19.86 $541K - $670K
130K $2.54B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
33.6K
+ 185.82%
$31.24 - $37.15 $1.05M - $1.25M
51.6K $1.66B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.9K
+ 2.06%
$129.96 - $144.97 $247K - $276K
94.3K $13.1B
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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