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
FDD
First Trust Stoxx European Sel

ETFs
25.5K
+ 76.97%
$15.77 - $16.62 $402K - $423K
58.6K $1.02B
XHYI
Bondbloxx ETF Tr Usd High Yiel

ETFs
12.9K
+ 89.49%
$37.96 - $38.54 $491K - $498K
27.4K $1.05B
Innovator Etfs Trust
8.92K
+ 100.0%
N/A
17.8K $958M
NTAP
Net App, Inc.

Technology
4.93K
+ 140.32%
$109.44 - $121.82 $539K - $600K
8.44K $904M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15.6K
+ 36.77%
$29.81 - $42.36 $466K - $662K
58.1K $2.15B
HCI
Hci Group, Inc.

Financial Services
2.52K
+ 138.48%
$179.99 - $206.4 $453K - $520K
4.34K $832M
DHR
Danaher Corp

Healthcare
1.14K
+ 15.83%
$202.46 - $223.01 $231K - $254K
8.35K $1.91B
XHYF
Bondbloxx ETF Tr Usd High Yiel

ETFs
12.8K
+ 87.78%
$37.59 - $38.18 $481K - $489K
27.4K $1.04B
KR
Kroger CO

Consumer Defensive
8.4K
+ 90.05%
$63.15 - $69.15 $530K - $581K
17.7K $1.11B
KAPR
Innovator U.S. Small Cap Power

ETFs
13.1K
+ 100.0%
$34.03 - $34.65 $444K - $452K
26.1K $917M
PRU
Prudential Financial Inc

Financial Services
3.03K
+ 21.66%
$99.13 - $107.85 $300K - $326K
17K $1.92B
FYX
First Tr Small Cap Core Alphad

ETFs
1.4K
+ 1.9%
$105.19 - $112.13 $147K - $157K
75.1K $8.5B
ITW
Illinois Tool Works Inc

Industrials
3.18K
+ 14.48%
$242.03 - $260.73 $769K - $828K
25.1K $6.19B
NOC
Northrop Grumman Corp

Industrials
981
+ 40.54%
$558.0 - $637.95 $547K - $626K
3.4K $1.94B
BLBD
Blue Bird Corp

Consumer Cyclical
12.1K
+ 121.78%
$49.98 - $57.16 $606K - $693K
22.1K $1.04B
LNC
Lincoln National Corp

Financial Services
8.68K
+ 46.75%
$38.04 - $42.0 $330K - $365K
27.3K $1.21B
ILMN
Illumina, Inc.

Healthcare
1.63K
+ 23.82%
$91.0 - $123.54 $149K - $202K
8.49K $1.11B
THC
Tenet Healthcare Corp

Healthcare
2.44K
+ 46.16%
$189.58 - $216.17 $462K - $527K
7.72K $1.53B
GWW
W.W. Grainger, Inc.

Industrials
424
+ 73.61%
$926.21 - $979.0 $393K - $415K
1K $1.01B
BE
Bloom Energy Corp

Industrials
5.2K
+ 202.73%
$86.06 - $142.37 $447K - $740K
7.76K $674M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.79K
+ 12.71%
$279.76 - $298.12 $780K - $831K
24.7K $6.9B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
13.2K
+ 35.8%
$28.1 - $30.05 $371K - $397K
50.1K $1.52B
ELV
Elevance Health, Inc.

Healthcare
1.12K
+ 50.72%
$303.78 - $362.34 $341K - $407K
3.33K $1.17B
EXLS
Exl Service Holdings, Inc.

Technology
11.2K
+ 77.67%
$38.54 - $43.71 $431K - $488K
25.6K $1.08B
VXF
Vanguard Extended Market ETF

ETFs
2.17K
+ 12.34%
$204.22 - $215.05 $444K - $468K
19.8K $4.14B
VIRT
Virtu Financial, Inc.

Financial Services
14.2K
+ 131.7%
$32.38 - $36.01 $460K - $512K
25K $833M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.35K
+ 16.46%
$46.85 - $47.44 $438K - $444K
66.2K $3.11B
BALT
Innovator Etfs Tr
13K
+ 86.25%
$32.7 - $33.07 $426K - $431K
28.1K $943M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.77K
+ 29.83%
$136.84 - $145.3 $516K - $548K
16.4K $2.25B
KEYS
Keysight Technologies, Inc.

Technology
573
+ 4.91%
$159.49 - $186.18 $91.4K - $107K
12.3K $2.49B
EVER
Ever Quote, Inc.

Communication Services
14.8K
+ 132.34%
$19.35 - $26.45 $286K - $391K
26K $701M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
30.8K
+ 142.07%
$12.3 - $14.06 $379K - $433K
52.4K $742M
CBRE
Cbre Group, Inc.

Real Estate
2.69K
+ 77.03%
$149.99 - $164.2 $403K - $442K
6.18K $994M
KMB
Kimberly Clark Corp

Consumer Defensive
7.34K
+ 57.41%
$100.05 - $123.23 $734K - $904K
20.1K $2.03B
First Tr Exchng Traded Fd Vi
9.76K
+ 31.44%
N/A
40.8K $1.62B
SQ
Block, Inc.

Technology
8.02K
+ 69.49%
N/A
19.6K $1.27B
GIS
General Mills Inc

Consumer Defensive
10.8K
+ 60.96%
$45.98 - $50.93 $499K - $552K
28.6K $1.33B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.7K
+ 167.59%
$84.91 - $90.88 $399K - $427K
7.5K $682M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
14.5K
+ 44.71%
$27.18 - $28.91 $395K - $420K
47.1K $1.32B
VBR
Vanguard Small Cap Value ETF

ETFs
1.31K
+ 2.64%
$201.42 - $211.15 $264K - $277K
51K $10.8B
HYLS
First Tr Tactical High Yield L

ETFs
10.5K
+ 13.61%
$41.67 - $42.1 $438K - $443K
87.8K $3.67B
EES
Wisdomtree U.S. Smallcap Fund

ETFs
7.22K
+ 64.23%
$53.25 - $56.36 $385K - $407K
18.5K $1.05B
FHN
First Horizon Corp

Financial Services
16.4K
+ 68.41%
$19.94 - $23.43 $326K - $384K
40.3K $963M
AIG
American International Group, Inc.

Financial Services
3.98K
+ 34.33%
$76.15 - $84.05 $303K - $335K
15.6K $1.33B
FE
Firstenergy Corp

Utilities
9.62K
+ 105.85%
$45.46 - $47.69 $438K - $459K
18.7K $838M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.75K
+ 29.65%
$37.61 - $39.41 $367K - $384K
42.7K $1.69B
EAT
Brinker International, Inc

Consumer Cyclical
2.61K
+ 103.73%
$102.29 - $133.46 $267K - $348K
5.13K $736M
Core Scientific Inc New
81.6K
+ 35.77%
N/A
310K $4.51B
CSL
Carlisle Companies Inc

Industrials
1.34K
+ 94.22%
$306.54 - $340.49 $410K - $455K
2.75K $881M
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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