Concurrent Investment Advisors, LLC Incresed Positions in Q4 2025

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
2.01M
+ 381.48%
$72.65 - $82.5 $146M - $166M
2.53M $206B
NVDA
Nvidia Corp

Technology
610K
+ 79.51%
$179.83 - $207.04 $110M - $126M
1.38M $257B
AAPL
Apple Inc.

Technology
340K
+ 48.37%
$245.27 - $275.25 $83.3M - $93.5M
1.04M $279B
GOOGL
Alphabet Inc.

Communication Services
151K
+ 64.83%
$236.57 - $291.31 $35.7M - $44M
384K $120B
AMZN
Amazon Com Inc

Consumer Cyclical
229K
+ 54.86%
$213.04 - $254.0 $48.7M - $58.1M
646K $149B
GOOG
Alphabet Inc.

Communication Services
135K
+ 93.98%
$237.49 - $291.74 $32M - $39.3M
278K $87.3B
MSFT
Microsoft Corp

Technology
133K
+ 30.97%
$496.82 - $542.07 $65.9M - $71.9M
561K $271B
META
Meta Platforms, Inc.

Communication Services
73.3K
+ 121.28%
$609.01 - $751.67 $44.6M - $55.1M
134K $88.2B
AVGO
Broadcom Inc.

Technology
118K
+ 83.88%
$324.63 - $385.98 $38.2M - $45.5M
258K $89.4B
MU
Micron Technology Inc

Technology
131K
+ 603.21%
$181.6 - $253.3 $23.8M - $33.2M
153K $43.6B
IVV
Ishares Core S&P 500 ETF

ETFs
49.1K
+ 50.08%
$656.2 - $690.71 $32.2M - $33.9M
147K $101B
JPM
Jpmorgan Chase & CO

Financial Services
104K
+ 78.77%
$294.11 - $320.41 $30.7M - $33.4M
237K $76.3B
IWD
Ishares Russell 1000 Val ETF

ETFs
154K
+ 602.57%
$199.44 - $208.01 $30.6M - $31.9M
179K $37.7B
CGGR
Capital Group Growth ETF Shs C

ETFs
678K
+ 119.91%
$43.04 - $45.68 $29.2M - $31M
1.24M $55.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40.8K
+ 16.53%
$600.51 - $631.95 $24.5M - $25.8M
288K $180B
SPY
Spdr S&P 500 ETF Trust

ETFs
36.3K
+ 17.37%
$653.02 - $687.39 $23.7M - $25M
245K $167B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
228K
+ 174.7%
$114.27 - $121.15 $26.1M - $27.7M
359K $43.2B
BAC
Bank Of America Corp

Financial Services
443K
+ 117.63%
$48.65 - $54.11 $21.5M - $24M
819K $45.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
54K
+ 730.51%
$459.47 - $491.71 $24.8M - $26.6M
61.4K $29.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
34.4K
+ 22.11%
$589.5 - $635.77 $20.3M - $21.8M
190K $117B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
406K
+ 84.34%
$52.54 - $55.77 $21.3M - $22.7M
888K $47.7B
LLY
Eli Lilly & CO

Healthcare
11.5K
+ 39.59%
$799.57 - $1025.28 $9.17M - $11.8M
40.4K $43.4B
JNJ
Johnson & Johnson

Healthcare
85.9K
+ 71.31%
$185.98 - $199.58 $16M - $17.1M
206K $42.7B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
51.5K
+ 117.94%
$325.34 - $368.61 $16.8M - $19M
95.2K $34.3B
IWR
Ishares Russell Mid Cap ETF

ETFs
203K
+ 1138.03%
$94.02 - $97.61 $19.1M - $19.8M
221K $21.2B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
383K
+ 46.42%
$49.78 - $50.16 $19.1M - $19.2M
1.21M $60.4B
IVW
Ishares S&P 500 Growth ETF

ETFs
140K
+ 44.96%
$118.29 - $126.28 $16.6M - $17.7M
453K $55.8B
XLK
Technology Sector Spdr

ETFs
252K
+ 176.65%
$278.39 - $304.13 $70.2M - $76.7M
395K $56.8B
MRK
Merck & Co., Inc.

Healthcare
138K
+ 143.74%
$82.49 - $92.93 $11.4M - $12.8M
233K $24.6B
SPTS
Spdr Portfolio Short Term Trea

ETFs
553K
+ 1665.71%
$29.23 - $29.39 $16.2M - $16.3M
586K $17.2B
XLF
Financial Sector Spdr

ETFs
291K
+ 97.2%
$51.76 - $53.77 $15M - $15.6M
590K $32.3B
CGDV
Capital Group Divid Value ETF

ETFs
331K
+ 47.66%
$41.33 - $43.47 $13.7M - $14.4M
1.03M $44.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
190K
+ 117.22%
$76.84 - $80.86 $14.6M - $15.3M
351K $28.2B
CME
Cme Group Inc.

Financial Services
56.3K
+ 460.85%
$261.53 - $285.04 $14.7M - $16M
68.5K $18.7B
GS
Goldman Sachs Group Inc

Financial Services
16.2K
+ 121.45%
$744.6 - $838.97 $12.1M - $13.6M
29.6K $26B
IWV
Ishares Russell 3000 ETF

ETFs
36.8K
+ 63.52%
$371.33 - $389.89 $13.7M - $14.4M
94.8K $36.7B
MGC
Vanguard Mega Cap ETF

ETFs
57.8K
+ 624.42%
$239.57 - $253.74 $13.9M - $14.7M
67.1K $16.9B
CB
Chubb LTD

Financial Services
44K
+ 184.03%
$268.2 - $296.22 $11.8M - $13M
67.8K $21.2B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
245K
+ 120.04%
$54.27 - $56.85 $13.3M - $13.9M
449K $25.5B
JCI
Johnson Controls International PLC

Industrials
115K
+ 1437.54%
$105.55 - $122.66 $12.1M - $14.1M
123K $14.7B
FTSL
First Trust Senior Ln Fund

ETFs
294K
+ 1473.8%
$45.62 - $45.98 $13.4M - $13.5M
314K $14.4B
HD
Home Depot, Inc.

Consumer Cyclical
50.7K
+ 73.22%
$358.03 - $397.02 $18.2M - $20.1M
120K $41.3B
IWM
Ishares Russell 2000 ETF

ETFs
52.6K
+ 87.6%
$236.79 - $250.33 $12.5M - $13.2M
113K $27.7B
Capital Group Core Balanced
355K
+ 72.56%
N/A
844K $29.8B
CSCO
Cisco Systems, Inc.

Technology
142K
+ 64.94%
$67.46 - $78.0 $9.58M - $11.1M
361K $27.8B
AMD
Advanced Micro Devices Inc

Technology
47.4K
+ 103.63%
$164.01 - $264.33 $7.77M - $12.5M
93.1K $19.9B
V
Visa Inc.

Financial Services
33.4K
+ 44.03%
$325.75 - $352.42 $10.9M - $11.8M
109K $38.3B
IYW
Ishares Dj Us Tech ETF

ETFs
57.6K
+ 60.5%
$192.8 - $211.27 $11.1M - $12.2M
153K $30.5B
MGK
Vanguard Mega Cap Growth ETF

ETFs
26.3K
+ 40.15%
$394.96 - $425.89 $10.4M - $11.2M
91.9K $37.9B
Activity Summary
Buys All Purchases 1456 New Holdings 348 Increased Positions 1108 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 42 Puts 7
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