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
FYC
First Trust Small Cap Growth A

ETFs
643
+ 0.65%
$89.7 - $96.32 $57.7K - $61.9K
99.3K $9.54B
MSCI
Msci Inc.

Financial Services
1.03K
+ 230.36%
$533.34 - $593.76 $550K - $613K
1.48K $849M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.14K
+ 9.12%
$68.28 - $84.44 $214K - $265K
37.5K $3.22B
ECL
Ecolab Inc.

Basic Materials
2.53K
+ 38.23%
$253.06 - $281.35 $641K - $713K
9.16K $2.4B
FDX
Fedex Corp

Industrials
1.36K
+ 36.33%
$224.63 - $268.67 $304K - $364K
5.09K $1.47B
HWM
Howmet Aerospace Inc.

Industrials
2.58K
+ 37.19%
$184.09 - $209.74 $474K - $540K
9.5K $1.95B
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.59K
+ 179.32%
$312.18 - $378.94 $495K - $601K
2.47K $883M
ALL
Allstate Corp

Financial Services
3.25K
+ 23.61%
$190.0 - $214.3 $617K - $696K
17K $3.54B
EEMA
Ishares Msci Emerging Markets

ETFs
6.07K
+ 94.75%
$89.16 - $97.11 $541K - $589K
12.5K $1.17B
PAVE
Global X Fds Us Infrastructure

ETFs
12.2K
+ 62.39%
$46.42 - $48.56 $565K - $591K
31.7K $1.51B
RF
Regions Financial Corp

Financial Services
18.2K
+ 15.02%
$23.35 - $26.39 $424K - $479K
139K $3.77B
FLGV
Franklin Templeton ETF Trfrank

ETFs
30.5K
+ 7.74%
$20.55 - $20.89 $628K - $638K
425K $8.72B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.6K
+ 56.01%
$101.39 - $114.39 $365K - $412K
10K $1.22B
BSIG
Bright Sphere Investment Group Inc.

Financial Services
12.5K
+ 129.04%
N/A
22.3K $1.05B
AX
Axos Financial, Inc.

Financial Services
6.6K
+ 117.07%
$75.7 - $85.63 $499K - $565K
12.2K $1.05B
KMI
Kinder Morgan, Inc.

Energy
24.6K
+ 19.61%
$25.84 - $28.46 $636K - $701K
150K $4.13B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
6.1K
+ 70.52%
$86.12 - $92.36 $526K - $564K
14.8K $1.33B
Teekay Corporation LTD
58.9K
+ 128.13%
N/A
105K $947M
DEO
Diageo PLC

Consumer Defensive
8.31K
+ 51.8%
$87.26 - $98.67 $725K - $819K
24.3K $2.1B
Victory Portfolios Ii
3.01K
+ 1.26%
N/A
241K $9.51B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.48K
+ 67.42%
$91.7 - $105.68 $777K - $896K
21.1K $1.92B
KLAC
Kla Corp

Technology
243
+ 12.32%
$982.75 - $1235.28 $239K - $300K
2.22K $2.69B
Coreweave Inc
18.7K
+ 157.23%
N/A
30.6K $2.19B
CTRE
Care Trust Reit, Inc.

Real Estate
14.9K
+ 101.24%
$32.9 - $36.65 $491K - $547K
29.7K $1.07B
MET
Metlife Inc

Financial Services
9.01K
+ 20.71%
$75.97 - $82.89 $684K - $746K
52.5K $4.14B
YEAR
Ab Active Etfs Inc Ultra Short
11K
+ 58.13%
N/A
30K $1.52B
CASY
Caseys General Stores Inc

Consumer Cyclical
1.04K
+ 52.46%
$513.19 - $567.48 $535K - $592K
3.03K $1.68B
JHMM
John Hancock Multifactor Mid C

ETFs
7.97K
+ 21.13%
$62.76 - $65.54 $500K - $522K
45.7K $2.99B
BIIB
Biogen Inc.

Healthcare
2.8K
+ 178.37%
$142.26 - $167.55 $399K - $470K
4.38K $770M
TRV
Travelers Companies, Inc.

Financial Services
1.64K
+ 27.7%
$261.57 - $287.42 $429K - $472K
7.57K $2.2B
Sharkninja Inc
4.54K
+ 139.58%
N/A
7.8K $872M
NGG
National Grid PLC

Utilities
6.43K
+ 83.0%
$72.53 - $78.09 $466K - $502K
14.2K $1.1B
URBN
Urban Outfitters Inc

Consumer Cyclical
6.76K
+ 144.78%
$61.37 - $73.13 $415K - $494K
11.4K $860M
SHEL
Shell PLC

Energy
5.84K
+ 11.73%
$71.37 - $77.01 $417K - $450K
55.6K $4.09B
AIT
Applied Industrial Technologies Inc

Industrials
2.08K
+ 125.97%
$244.84 - $260.29 $508K - $540K
3.72K $956M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.18K
+ 9.82%
$56.33 - $59.22 $461K - $484K
91.4K $5.31B
CVNA
Carvana Co.

Consumer Cyclical
178
+ 1.78%
$290.14 - $395.41 $51.6K - $70.4K
10.2K $4.31B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
10.3K
+ 5.78%
$50.2 - $50.36 $515K - $517K
188K $9.44B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
23.9K
+ 14.36%
$20.77 - $20.97 $497K - $502K
191K $4B
GLW
Corning Inc

Technology
3.76K
+ 11.59%
$82.06 - $90.29 $308K - $339K
36.2K $3.17B
RSG
Republic Services, Inc.

Industrials
3.7K
+ 23.54%
$204.12 - $227.29 $755K - $841K
19.4K $4.11B
GBIL
Goldman Sachs Access Treasury

ETFs
5.06K
+ 172.24%
$99.91 - $100.24 $506K - $508K
8K $800M
MPLX
Mplx LP

Energy
8.57K
+ 65.74%
$47.8 - $53.21 $409K - $456K
21.6K $1.15B
EXPD
Expeditors International Of Washington Inc

Industrials
2.75K
+ 78.59%
$113.13 - $140.68 $311K - $386K
6.24K $929M
CTAS
Cintas Corp

Industrials
3.63K
+ 33.98%
$182.04 - $203.64 $661K - $740K
14.3K $2.69B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
10.1K
+ 15.2%
N/A
76.9K $3.83B
SLB
Schlumberger Limited

Energy
11.4K
+ 78.17%
$31.72 - $37.61 $362K - $429K
26K $999M
F
Ford Motor CO

Consumer Cyclical
19.4K
+ 7.79%
$11.41 - $13.84 $222K - $269K
269K $3.02B
ONTO
Onto Innovation Inc.

Technology
2.76K
+ 131.1%
$121.34 - $145.3 $335K - $401K
4.86K $767M
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
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