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
FDL
First Tr Morningstar Dividend

ETFs
13.1K
+ 12.19%
$39.59 - $43.95 $517K - $574K
120K $4.84B
T Rowe Price ETF Inc
10.3K
+ 57.4%
N/A
28.2K $939M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.34K
+ 6.89%
$42.26 - $43.93 $268K - $278K
98.3K $4.25B
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
13.1K
New
$19.44 - $28.35 $254K - $371K
13.1K $337M
DGRO
Ishares Core Dividend Growth E

ETFs
6.08K
+ 20.39%
$60.73 - $64.94 $369K - $395K
35.9K $2.2B
HAWX
Ishares Tr Currency Hedged Msc

ETFs
10.5K
+ 101.03%
$31.99 - $33.51 $337K - $353K
21K $676M
Ftai Aviation LTD
2.01K
+ 53.74%
N/A
5.76K $829M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.3K
New
$26.63 - $30.23 $327K - $371K
12.3K $327M
RF
Regions Financial Corp

Financial Services
13.5K
+ 84.38%
$22.45 - $27.47 $303K - $371K
29.5K $694M
Sitio Royalties Corp
16.1K
New
N/A
16.1K $308M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.2K
+ 2.1%
$49.03 - $53.35 $108K - $118K
107K $5.49B
VNLA
Janus Henderson Short Duration

ETFs
6.1K
+ 69.95%
$48.82 - $49.11 $298K - $300K
14.8K $725M
SYY
Sysco Corp

Consumer Defensive
4.36K
+ 18.57%
$73.63 - $81.77 $321K - $356K
27.8K $2.13B
DRI
Darden Restaurants Inc

Consumer Cyclical
1.27K
+ 49.26%
$155.96 - $188.66 $198K - $240K
3.85K $718M
KRE
Spdr S&P Regional Banking ETF

ETFs
4.87K
New
$54.6 - $68.9 $266K - $335K
4.87K $294M
MDU
Mdu Resources Group Inc

Industrials
16.3K
New
$15.1 - $30.28 $246K - $493K
16.3K $294M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
17.3K
New
$16.46 - $17.94 $285K - $311K
17.3K $285M
VOT
Vanguard Mid Cap Growth Index

ETFs
403
+ 2.29%
$241.48 - $274.89 $97.3K - $111K
18K $4.57B
USMF
Wisdomtree Tr Us Multifactor F

ETFs
5.69K
New
$48.43 - $52.86 $276K - $301K
5.69K $283M
SMR
Nuscale Power Corp

Industrials
15.6K
New
$11.69 - $30.21 $183K - $473K
15.6K $281M
BE
Bloom Energy Corp

Industrials
12.5K
New
$9.04 - $27.45 $113K - $344K
12.5K $278M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
6.95K
+ 2.82%
$19.62 - $21.98 $136K - $153K
254K $5.27B
FANG
Diamondback Energy, Inc.

Energy
1.96K
+ 36.88%
$153.06 - $199.5 $300K - $391K
7.28K $1.19B
SRE
Sempra Energy

Utilities
1.91K
+ 7.31%
$80.81 - $94.77 $155K - $181K
28.1K $2.46B
C
Citigroup Inc

Financial Services
2.15K
+ 14.02%
$61.31 - $72.5 $132K - $156K
17.5K $1.23B
RDVY
First Trust Rising Dividend Ac

ETFs
4.74K
+ 2.44%
$58.65 - $64.37 $278K - $305K
199K $11.8B
ADI
Analog Devices Inc

Technology
2.63K
+ 15.93%
$206.35 - $236.48 $542K - $621K
19.1K $4.06B
RKLB
Rocket Lab Usa, Inc.

Industrials
1.96K
+ 14.39%
$9.23 - $28.44 $18.1K - $55.7K
15.6K $396M
MO
Altria Group, Inc.

Consumer Defensive
3.04K
+ 3.62%
$49.06 - $57.74 $149K - $175K
86.9K $4.55B
BMY
Bristol Myers Squibb CO

Healthcare
2.21K
+ 7.83%
$51.92 - $59.94 $115K - $132K
30.4K $1.72B
HDV
Ishares Core High Dividend ETF

ETFs
2.42K
+ 88.79%
$110.82 - $121.28 $268K - $293K
5.14K $576M
UHS
Universal Health Services Inc

Healthcare
1.42K
New
$175.8 - $236.9 $250K - $337K
1.42K $255M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.17K
+ 7.42%
$134.53 - $150.65 $427K - $478K
46K $6.22B
PAVE
Global X Fds Us Infrastructure

ETFs
6.49K
+ 47.28%
$40.41 - $45.95 $262K - $298K
20.2K $817M
UYLD
Angel Oak Fds Tr Ultrashort In
4.95K
+ 49.13%
N/A
15K $767M
Ge Vernova Inc
72
+ 2.35%
N/A
3.14K $1.03B
FHN
First Horizon Corp

Financial Services
9.84K
+ 87.8%
$14.91 - $21.42 $147K - $211K
21K $424M
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.3K
New
$60.38 - $78.79 $199K - $260K
3.3K $249M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
8.82K
New
$27.09 - $32.06 $239K - $283K
8.82K $247M
HOOD
Robinhood Markets, Inc.

Technology
6.56K
New
$22.33 - $43.2 $146K - $283K
6.56K $244M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.58K
+ 6.87%
$100.16 - $100.7 $259K - $260K
40.1K $4.03B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.99K
+ 30.32%
$51.54 - $52.55 $257K - $262K
21.5K $1.11B
TDIV
First Trust Nasdaq Technology

ETFs
3.47K
+ 20.61%
$78.03 - $82.13 $271K - $285K
20.3K $1.59B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11K
+ 48.65%
$33.77 - $44.09 $372K - $486K
33.7K $1.14B
AFLG
First Tr Exchange Traded Fd Vi
6.94K
New
N/A
6.94K $240M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
22.2K
New
$10.65 - $11.42 $236K - $253K
22.2K $239M
CGUS
Capital Group Core Equity ETF
6.18K
+ 19.31%
$33.96 - $36.24 $210K - $224K
38.1K $1.33B
Viper Energy Inc
3.47K
+ 20.45%
N/A
20.5K $1B
QDEF
Flexshares Quality Div Defensi

ETFs
3.38K
New
$70.22 - $73.73 $237K - $249K
3.38K $237M
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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