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
IGV
Ishares Expanded Tech Software

ETFs
9.14K
+ 327.1%
$87.5 - $110.17 $799K - $1.01M
11.9K $1.19B
LGOV
First Tr ETF Iv Long Duration

ETFs
44.5K
New
$20.75 - $22.49 $924K - $1M
44.5K $928M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.72K
+ 9.92%
$174.22 - $187.62 $1.17M - $1.26M
74.5K $13.1B
VICI
Vici Properties Inc.

Real Estate
32.4K
+ 341.48%
$28.27 - $33.19 $916K - $1.08M
41.9K $1.22B
TY
Tri Continental Corp

Financial Services
29.2K
+ 95.28%
$31.01 - $34.67 $906K - $1.01M
59.9K $1.9B
BA
Boeing CO

Industrials
2K
+ 9.68%
$138.14 - $180.72 $276K - $361K
22.7K $4.01B
XLI
Industrial Sector Spdr

ETFs
7.51K
+ 22.0%
$131.76 - $143.99 $990K - $1.08M
41.6K $5.49B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.51K
+ 307.76%
$563.99 - $620.12 $850K - $935K
2K $1.14B
First Tr Exchng Traded Fd Vi
24.7K
New
N/A
24.7K $833M
WFC
Wells Fargo & Company

Financial Services
3.64K
+ 8.8%
$54.98 - $77.35 $200K - $282K
45K $3.16B
HON
Honeywell International Inc

Industrials
1.92K
+ 9.55%
$202.84 - $236.0 $390K - $454K
22.1K $4.98B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
136K
+ 267.75%
$26.93 - $84.95 $3.67M - $11.6M
187K $5.12B
IAU
Ishares Gold Trust

ETFs
16.4K
+ 114.68%
$48.37 - $52.65 $793K - $863K
30.7K $1.52B
CAT
Caterpillar Inc

Industrials
3.92K
+ 17.96%
$360.37 - $416.88 $1.41M - $1.63M
25.7K $9.34B
ADP
Automatic Data Processing Inc

Industrials
1.09K
+ 3.69%
$280.08 - $307.97 $305K - $336K
30.6K $8.96B
FTCS
First Trust Capital Strength E

ETFs
20.8K
+ 5.97%
$87.62 - $94.03 $1.83M - $1.96M
370K $32.5B
NOW
Service Now, Inc.

Technology
328
+ 12.45%
$867.18 - $1148.42 $284K - $377K
2.96K $3.14B
AVUV
American Centy ETF Tr Avantis

ETFs
7.75K
+ 14.12%
$94.37 - $106.41 $732K - $825K
62.7K $6.05B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.15K
New
$89.97 - $98.59 $734K - $804K
8.15K $775M
XLE
Energy Sector Spdr

ETFs
10.5K
+ 18.24%
$83.32 - $97.27 $872K - $1.02M
67.8K $5.81B
EPD
Enterprise Products Partners L.P.

Energy
16.1K
+ 13.73%
$28.66 - $34.43 $463K - $556K
134K $4.19B
TUSI
Touchstone ETF Tr Ultra Short
30K
New
N/A
30K $758M
ITB
Ishares Tr

ETFs
8.17K
+ 219.18%
$103.31 - $129.34 $844K - $1.06M
11.9K $1.23B
OKTA
Okta, Inc.

Technology
9.49K
New
$71.81 - $86.11 $681K - $817K
9.49K $748M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.16K
New
$216.72 - $244.71 $684K - $773K
3.16K $743M
Lam Research Corp
10.3K
New
N/A
10.3K $743M
BTI
British American Tobacco P.L.C.

Consumer Defensive
20.1K
+ 72.72%
$34.25 - $37.94 $688K - $762K
47.7K $1.73B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
21.2K
+ 30.09%
$35.45 - $40.33 $750K - $854K
91.5K $3.28B
FYC
First Trust Small Cap Growth A

ETFs
6.14K
+ 7.74%
$72.19 - $84.64 $443K - $520K
85.5K $6.62B
SOR
Source Capital Inc

Financial Services
16.4K
New
$42.29 - $45.82 $692K - $750K
16.4K $712M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
20K
+ 6.41%
$56.06 - $61.35 $1.12M - $1.22M
332K $18.7B
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
15K
New
$46.38 - $48.42 $695K - $726K
15K $695M
CEG
Constellation Energy Corp

Utilities
3.6K
+ 112.92%
$224.28 - $285.52 $808K - $1.03M
6.79K $1.52B
IWM
Ishares Russell 2000 ETF

ETFs
3.08K
+ 5.63%
$216.13 - $242.4 $666K - $747K
57.8K $12.8B
MSTR
Microstrategy Inc

Technology
842
+ 23.24%
$162.69 - $473.83 $137K - $399K
4.47K $1.29B
Super Micro Computer Inc
22.2K
New
N/A
22.2K $678M
CRWD
Crowd Strike Holdings, Inc.

Technology
916
+ 15.74%
$275.15 - $388.2 $252K - $356K
6.74K $2.3B
PSEP
Innovator U.S. Equity Power Bu
17K
New
N/A
17K $665M
DFAI
Dimensional ETF Tr

ETFs
22.8K
New
$29.0 - $31.6 $660K - $719K
22.8K $664M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.13K
+ 34.32%
N/A
31.8K $2.95B
KMI
Kinder Morgan, Inc.

Energy
1.54K
+ 1.36%
$22.59 - $28.54 $34.7K - $43.9K
114K $3.13B
BNOV
Innovator U.S. Equity Buffer E

ETFs
16.1K
New
$38.08 - $39.98 $615K - $646K
16.1K $634M
CTAS
Cintas Corp

Industrials
4.27K
+ 65.81%
$182.7 - $226.47 $781K - $968K
10.8K $1.97B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.27K
+ 6.47%
$238.25 - $261.28 $780K - $855K
53.9K $13B
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
47.3K
+ 199.66%
N/A
71K $927M
PANW
Palo Alto Networks Inc

Technology
13.2K
+ 118.52%
$181.96 - $405.9 $2.41M - $5.37M
24.4K $4.44B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.6K
+ 83.76%
$53.94 - $58.15 $571K - $615K
23.2K $1.31B
IFRA
Ishares Tr

ETFs
13.4K
+ 94.22%
$45.94 - $51.71 $617K - $694K
27.7K $1.28B
CVNA
Carvana Co.

Consumer Cyclical
1.28K
+ 10.72%
$175.8 - $260.8 $225K - $333K
13.2K $2.68B
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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