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
ONON
On Holding Ag

Consumer Cyclical
259
+ 2.83%
$46.3 - $59.54 $12K - $15.4K
9.41K $516M
DPZ
Dominos Pizza Inc

Consumer Cyclical
188
+ 8.67%
$408.59 - $476.19 $76.8K - $89.5K
2.36K $989M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.42K
+ 11.74%
$43.02 - $47.32 $104K - $115K
23K $996M
BSX
Boston Scientific Corp

Healthcare
12
+ 0.12%
$83.62 - $91.5 $1K - $1.1K
9.74K $870M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
10.1K
New
$5.34 - $5.65 $53.9K - $57K
10.1K $54.7M
CTSH
Cognizant Technology Solutions Corp

Technology
727
+ 12.2%
$74.37 - $82.32 $54.1K - $59.8K
6.69K $514M
PGR
Progressive Corp

Financial Services
551
+ 9.97%
$239.6 - $268.88 $132K - $148K
6.08K $1.46B
BWXT
Bwx Technologies, Inc.

Industrials
364
+ 7.38%
$111.39 - $133.28 $40.5K - $48.5K
5.29K $590M
MNST
Monster Beverage Corp

Consumer Defensive
868
+ 4.64%
$49.24 - $56.38 $42.7K - $48.9K
19.6K $1.03B
NDAQ
Nasdaq, Inc.

Financial Services
29
+ 0.25%
$70.87 - $83.05 $2.06K - $2.41K
11.5K $891M
CTVA
Corteva, Inc.

Basic Materials
1.05K
+ 22.56%
$55.21 - $64.13 $58.2K - $67.6K
5.73K $326M
ERC
Allspring Multi Sector Income Fund

Financial Services
6.1K
+ 44.3%
$8.84 - $9.54 $53.9K - $58.2K
19.9K $183M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.17K
+ 6.28%
$69.58 - $74.87 $81.4K - $87.6K
19.8K $1.39B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
2.2K
+ 30.17%
$29.02 - $32.11 $63.8K - $70.6K
9.48K $275M
MKC
Mccormick & CO Inc

Consumer Defensive
1.02K
+ 20.73%
$73.97 - $84.09 $75.1K - $85.4K
5.91K $451M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
2.75K
+ 6.76%
$19.8 - $20.06 $54.5K - $55.2K
43.5K $862M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1.25K
+ 3.66%
$52.19 - $52.87 $65.1K - $65.9K
35.4K $1.85B
FCNCA
First Citizens Bancshares Inc

Financial Services
8
+ 7.34%
$1818.92 - $2353.08 $14.6K - $18.8K
117 $247M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
621
+ 3.43%
$9.71 - $15.34 $6.03K - $9.53K
18.7K $249M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
775
+ 5.35%
$59.74 - $60.03 $46.3K - $46.5K
15.3K $913M
CBRE
Cbre Group, Inc.

Real Estate
35
+ 0.61%
$119.22 - $140.71 $4.17K - $4.92K
5.73K $753M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.54K
+ 7.58%
$31.23 - $33.51 $173K - $186K
78.7K $2.47B
ROKU
Roku, Inc

Communication Services
597
+ 16.27%
$64.08 - $84.12 $38.3K - $50.2K
4.27K $317M
Canadian Pacific Kansas City
1.04K
+ 41.83%
N/A
3.52K $255M
TRV
Travelers Companies, Inc.

Financial Services
77
+ 2.18%
$225.97 - $266.66 $17.4K - $20.5K
3.6K $868M
HPQ
Hp Inc

Technology
1.92K
+ 27.91%
$32.46 - $39.3 $62.4K - $75.6K
8.81K $288M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
201
+ 1.85%
$121.89 - $135.52 $24.5K - $27.2K
11.1K $1.38B
IDXX
Idexx Laboratories Inc

Healthcare
231
+ 36.67%
$406.92 - $495.42 $94K - $114K
861 $356M
GWW
W.W. Grainger, Inc.

Industrials
30
+ 8.02%
$1023.06 - $1220.93 $30.7K - $36.6K
404 $426M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.06K
+ 2.97%
$34.42 - $35.88 $105K - $110K
106K $3.68B
WTW
Willis Towers Watson PLC

Financial Services
50
+ 4.69%
$287.99 - $332.53 $14.4K - $16.6K
1.12K $350M
FSCO
Fs Cr Opportunities Corp Com
25
+ 0.03%
N/A
75.5K $515M
SCHV
Schwab Strategic Tr Us Large C

ETFs
47.6K
+ 214.27%
$25.79 - $80.4 $1.23M - $3.83M
69.9K $1.82B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
95
+ 0.05%
$17.93 - $18.8 $1.7K - $1.79K
177K $3.23B
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
4.48K
+ 27.47%
$10.39 - $11.25 $46.5K - $50.4K
20.8K $217M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
2.73K
+ 14.32%
$13.42 - $14.34 $36.7K - $39.2K
21.8K $298M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
3.1K
+ 27.8%
$10.2 - $10.51 $31.6K - $32.6K
14.3K $147M
VDE
Vanguard Energy ETF

ETFs
481
+ 2.1%
$116.67 - $136.78 $56.1K - $65.8K
23.4K $2.83B
Thomson Reuters Corp
269
+ 22.91%
N/A
1.44K $231M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.37K
+ 3.61%
$36.54 - $37.53 $86.7K - $89K
68K $2.5B
Blackrock ETF Trust Ii
1.18K
+ 5.69%
N/A
21.9K $1.14B
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
3.09K
+ 25.66%
$11.72 - $12.36 $36.2K - $38.2K
15.1K $179M
ETN
Eaton Corp PLC

Industrials
63
+ 0.33%
$326.96 - $377.52 $20.6K - $23.8K
19.3K $6.39B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.56K
+ 5.44%
$45.17 - $47.23 $116K - $121K
49.7K $2.25B
EXC
Exelon Corp

Utilities
1.46K
+ 15.77%
$36.22 - $40.97 $53K - $59.9K
10.7K $404M
CHY
Calamos Convertible & High Income Fund

Financial Services
1.81K
+ 7.51%
$11.79 - $12.56 $21.4K - $22.7K
25.9K $315M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
97
+ 0.34%
$72.62 - $77.83 $7.04K - $7.55K
28.5K $2.11B
MSCI
Msci Inc.

Financial Services
32
+ 7.08%
$569.09 - $635.99 $18.2K - $20.4K
484 $290M
DSI
Ishares Msci Kld 400 Social Et

ETFs
206
+ 9.27%
$107.41 - $115.71 $22.1K - $23.8K
2.43K $268M
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