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
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
15.5K
+ 29.94%
$22.12 - $23.69 $342K - $366K
67.1K $1.57B
CARY
Angel Oak Fds Tr Income Etf(De
19.8K
+ 96.19%
N/A
40.4K $841M
EQIX
Equinix Inc

Real Estate
592
+ 22.35%
$772.6 - $846.01 $457K - $501K
3.24K $2.48B
MFC
Manulife Financial Corp

Financial Services
9.12K
+ 61.23%
$31.41 - $34.43 $287K - $314K
24K $871M
SAIC
Science Applications International Corp

Technology
4.01K
+ 140.58%
$88.62 - $102.83 $355K - $412K
6.85K $690M
EBAY
Ebay Inc

Consumer Cyclical
4.81K
+ 151.26%
$80.85 - $99.58 $389K - $479K
7.99K $696M
AMP
Ameriprise Financial Inc

Financial Services
826
+ 62.43%
$440.8 - $497.79 $364K - $411K
2.15K $1.05B
HCA
Hca Healthcare, Inc.

Healthcare
665
+ 29.09%
$410.68 - $476.61 $273K - $317K
2.95K $1.38B
XLB
Select Sector Spdr Fd Material

ETFs
22K
+ 163.43%
$84.72 - $89.9 $1.86M - $1.98M
35.5K $1.61B
FLEX
Flex Ltd.

Technology
6.43K
+ 139.27%
$56.13 - $66.1 $361K - $425K
11K $667M
LUV
Southwest Airlines CO

Industrials
1.76K
+ 5.1%
$29.67 - $34.68 $52.1K - $60.9K
36.2K $1.5B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
15K
+ 54.3%
$27.24 - $27.76 $407K - $415K
42.5K $1.16B
SNY
Sanofi

Healthcare
7.77K
+ 61.53%
$48.09 - $52.34 $374K - $407K
20.4K $989M
MPWR
Monolithic Power Systems Inc

Technology
442
+ 74.79%
$904.44 - $1105.05 $400K - $488K
1.03K $936M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.07K
+ 35.03%
$256.75 - $275.06 $274K - $294K
4.12K $1.18B
EXEL
Exelixis, Inc.

Healthcare
7.51K
+ 31.42%
$34.54 - $43.59 $259K - $327K
31.4K $1.38B
ATO
Atmos Energy Corp

Utilities
2.44K
+ 38.64%
$168.85 - $179.19 $412K - $437K
8.75K $1.47B
EA
Electronic Arts Inc.

Communication Services
1.86K
+ 72.93%
$199.89 - $202.0 $372K - $376K
4.41K $901M
Ab Active Etfs Inc
15.1K
+ 23.17%
N/A
80.2K $2.04B
BP
Bp PLC

Energy
10.7K
+ 31.43%
$32.78 - $37.35 $352K - $401K
44.9K $1.56B
SYY
Sysco Corp

Consumer Defensive
8.17K
+ 31.65%
$72.9 - $83.27 $596K - $680K
34K $2.5B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
4.92K
+ 3.84%
$53.7 - $56.5 $264K - $278K
133K $7.39B
NSC
Norfolk Southern Corp

Industrials
1.81K
+ 14.71%
$279.53 - $300.15 $505K - $542K
14.1K $4.07B
SCHC
Schwab Strategic Tr Intl Small

ETFs
8.3K
+ 76.12%
$44.43 - $46.12 $369K - $383K
19.2K $875M
CVS
Cvs Health Corp

Healthcare
3.87K
+ 21.5%
$76.69 - $83.04 $296K - $321K
21.8K $1.73B
VGIT
Vanguard Intermediate Term Tre

ETFs
6.28K
+ 43.99%
$59.84 - $60.54 $376K - $380K
20.5K $1.23B
VONV
Vanguard Russell 1000 Value Et

ETFs
3.84K
+ 55.61%
$87.55 - $91.32 $336K - $351K
10.7K $992M
SKYW
Skywest Inc

Industrials
3.73K
+ 95.2%
$95.04 - $101.89 $354K - $380K
7.64K $767M
NDAQ
Nasdaq, Inc.

Financial Services
1.27K
+ 4.42%
$85.42 - $91.4 $109K - $116K
30K $2.91B
TDG
Trans Digm Group Inc

Industrials
276
+ 51.59%
$1237.71 - $1359.3 $342K - $375K
811 $1.08B
CTSH
Cognizant Technology Solutions Corp

Technology
3.66K
+ 91.8%
$65.47 - $74.66 $240K - $273K
7.65K $634M
AMCX
Amc Networks Inc.

Communication Services
35K
+ 133.99%
$7.07 - $8.27 $248K - $290K
61.2K $582M
SRE
Sempra Energy

Utilities
4.53K
+ 21.13%
$89.26 - $94.01 $405K - $426K
26K $2.29B
CASH
Meta Financial Group Inc

Financial Services
5.28K
+ 137.25%
$67.02 - $76.92 $354K - $406K
9.13K $648M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
7.5K
+ 146.45%
$71.33 - $86.27 $535K - $647K
12.6K $771M
FVD
First Tr Value Line Divid Inde

ETFs
9.21K
+ 2.25%
$45.0 - $46.25 $414K - $426K
418K $19.3B
IDEV
Ishares Core Msci Intl Develop

ETFs
4.24K
+ 110.3%
$79.1 - $82.39 $335K - $349K
8.08K $667M
DT
Dynatrace, Inc.

Technology
9.21K
+ 115.09%
$46.06 - $50.95 $424K - $469K
17.2K $746M
INSM
Insmed Inc

Healthcare
1.67K
+ 73.66%
$147.28 - $194.39 $246K - $324K
3.93K $684M
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.47K
+ 6.11%
$50.56 - $50.76 $378K - $379K
130K $6.56B
DOV
Dover Corp

Industrials
1.46K
+ 59.49%
$161.16 - $183.97 $235K - $268K
3.91K $763M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.1K
+ 7.65%
$66.04 - $69.67 $271K - $286K
57.8K $4.03B
IDV
Ishares Tr

ETFs
7.7K
+ 47.3%
$35.91 - $38.56 $276K - $297K
24K $946M
VNLA
Janus Henderson Short Duration

ETFs
7.31K
+ 13.37%
$49.13 - $49.33 $359K - $360K
62K $3.04B
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.63K
+ 62.78%
$50.39 - $55.82 $284K - $314K
14.6K $827M
IONQ
Ion Q, Inc.

Technology
15.7K
+ 73.7%
$45.4 - $82.09 $713K - $1.29M
37K $1.66B
MAS
Masco Corp

Industrials
6.09K
+ 115.22%
$59.36 - $71.0 $361K - $432K
11.4K $722M
AMT
American Tower Corp

Real Estate
2.31K
+ 68.99%
$176.64 - $193.32 $408K - $446K
5.65K $992M
PEG
Public Service Enterprise Group Inc

Utilities
4.9K
+ 33.41%
$79.86 - $84.83 $392K - $416K
19.6K $1.57B
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