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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.54K
+ 33.2%
$131.66 - $144.0 $202K - $221K
6.16K $814M
VBK
Vanguard Small Cap Growth ETF

ETFs
279
+ 4.52%
$264.18 - $304.19 $73.7K - $84.9K
6.45K $1.81B
AB
Alliancebernstein Holding L.P.

Financial Services
3.52K
+ 31.14%
$34.59 - $38.68 $122K - $136K
14.8K $549M
IWV
Ishares Russell 3000 ETF

ETFs
382
+ 13.1%
$323.08 - $349.08 $123K - $133K
3.3K $1.1B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.04K
+ 15.14%
$209.89 - $233.24 $219K - $243K
7.93K $1.69B
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.28K
+ 38.12%
$28.88 - $29.33 $152K - $155K
19.1K $555M
BCS
Barclays PLC

Financial Services
10.1K
+ 97.71%
$11.65 - $13.67 $118K - $139K
20.5K $273M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
2.61K
+ 5.39%
$25.22 - $28.15 $65.9K - $73.6K
51.1K $1.37B
TTD
Trade Desk, Inc.

Technology
597
+ 6.47%
$108.7 - $139.51 $64.9K - $83.3K
9.82K $1.15B
CGGO
Capital Group Global Growth Eq

ETFs
5.72K
+ 21.82%
$29.21 - $30.67 $167K - $175K
31.9K $932M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.76K
+ 7.2%
$160.89 - $176.18 $284K - $311K
26.3K $4.25B
BDN
Brandywine Realty Trust

Real Estate
25.1K
New
$5.07 - $6.53 $127K - $164K
25.1K $140M
EMLP
First Tr Exchange Traded Iv

ETFs
2.2K
+ 7.66%
$33.69 - $38.24 $73.9K - $83.9K
30.9K $1.1B
AVK
Advent Convertible & Income Fund

Financial Services
11.6K
+ 78.54%
$11.13 - $12.5 $129K - $145K
26.3K $310M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.76K
+ 3.79%
$52.0 - $55.66 $91.3K - $97.7K
48.1K $2.57B
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
899
+ 30.77%
$97.09 - $120.01 $87.3K - $108K
3.82K $413M
TWLO
Twilio Inc

Communication Services
743
+ 65.06%
$63.73 - $114.96 $47.4K - $85.4K
1.89K $204M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.4K
+ 22.62%
$46.48 - $51.32 $112K - $123K
13K $627M
SBR
Sabine Royalty Trust

Energy
597
+ 2.16%
$60.18 - $66.67 $35.9K - $39.8K
28.2K $1.83B
Teekay Corporation LTD
18.1K
New
N/A
18.1K $126M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
30.6K
+ 157.18%
$18.41 - $40.87 $563K - $1.25M
50K $925M
ENB
Enbridge Inc

Energy
841
+ 1.71%
$40.4 - $43.92 $34K - $36.9K
50.1K $2.13B
MPLX
Mplx LP

Energy
1.8K
+ 15.97%
$43.77 - $51.66 $78.9K - $93.1K
13.1K $626M
WULF
Terawulf Inc.

Financial Services
22K
New
$3.82 - $8.82 $84K - $194K
22K $125M
APLD
Applied Blockchain, Inc.

Financial Services
16.1K
New
$5.97 - $10.68 $96.2K - $172K
16.1K $123M
IMTB
Ishares Tr

ETFs
3.48K
+ 29.35%
$42.29 - $44.45 $147K - $154K
15.3K $650M
AZN
Astrazeneca PLC

Healthcare
4.24K
+ 33.43%
$63.2 - $79.58 $268K - $337K
16.9K $1.11B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.62K
+ 12.04%
$51.33 - $53.74 $186K - $195K
33.7K $1.74B
SQ
Block, Inc.

Technology
186
+ 3.2%
$65.06 - $98.92 $12.1K - $18.4K
5.99K $509M
AJG
Arthur J. Gallagher & Co.

Financial Services
355
+ 4.66%
$278.49 - $315.16 $98.9K - $112K
7.98K $2.26B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.3K
+ 43.62%
$79.95 - $89.42 $104K - $116K
4.29K $358M
GEL
Genesis Energy LP

Energy
91K
New
$9.92 - $13.67 $903K - $1.24M
91K $118M
IJS
Ishares S&P Smallcap 600 Value

ETFs
633
+ 1.25%
$104.59 - $118.05 $66.2K - $74.7K
51.3K $5.57B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.13K
+ 24.83%
$57.38 - $61.11 $122K - $130K
10.7K $625M
VXF
Vanguard Extended Market ETF

ETFs
53
+ 0.4%
$179.17 - $207.15 $9.5K - $11K
13.2K $2.5B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.76K
+ 4.23%
$91.94 - $100.02 $437K - $476K
117K $10.9B
G
Genpact LTD

Technology
2.01K
+ 28.34%
$38.17 - $46.82 $76.6K - $94K
9.09K $390M
DG
Dollar General Corp

Consumer Defensive
1.99K
+ 45.33%
$73.27 - $84.47 $146K - $168K
6.39K $485M
SLV
I Shares Silver Trust

ETFs
6.29K
+ 23.7%
$26.33 - $31.74 $166K - $200K
32.8K $864M
PWR
Quanta Services, Inc.

Industrials
150
+ 4.33%
$296.05 - $346.6 $44.4K - $52K
3.61K $1.14B
AMCX
Amc Networks Inc.

Communication Services
10.7K
New
$7.66 - $9.92 $81.9K - $106K
10.7K $106M
JKHY
Henry Jack & Associates Inc

Technology
615
+ 23.02%
$171.12 - $186.18 $105K - $115K
3.29K $576M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1K
+ 7.59%
$17.13 - $34.23 $17.2K - $34.4K
14.2K $344M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.09%
$229.85 - $335.91 $230 - $336
1.06K $348M
WDAY
Workday, Inc.

Technology
278
+ 14.8%
$233.85 - $279.91 $65K - $77.8K
2.16K $557M
DVY
Ishares Tr

ETFs
882
+ 16.99%
$129.55 - $143.41 $114K - $126K
6.07K $797M
VONG
Vanguard Russell 1000 Growth E

ETFs
630
+ 13.78%
$95.27 - $107.82 $60K - $67.9K
5.2K $537M
FTLS
First Tr Long/Short Equity ETF

ETFs
723
+ 3.51%
$63.1 - $67.29 $45.6K - $48.7K
21.3K $1.4B
APH
Amphenol Corp

Technology
609
+ 4.92%
$62.07 - $75.35 $37.8K - $45.9K
13K $901M
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email