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
VCR
Vanguard Consumer Discretionar

ETFs
504
+ 3.51%
$376.54 - $399.33 $190K - $201K
14.9K $5.86B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.49K
+ 18.42%
$38.05 - $43.23 $94.9K - $108K
16K $682M
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
9.04K
+ 7.61%
N/A
128K $1.95B
MKC
Mccormick & CO Inc

Consumer Defensive
2.3K
+ 30.72%
$63.83 - $68.91 $146K - $158K
9.77K $665M
FXU
First Tr Exchange Traded Fd Ut

ETFs
3.91K
+ 15.26%
$45.44 - $47.36 $178K - $185K
29.5K $1.33B
FEMB
First Tr ETF Emerging Markets

ETFs
5.29K
+ 34.78%
$29.14 - $29.78 $154K - $157K
20.5K $610M
PLTM
Granite Shares Platinum Trust

ETFs
5.97K
+ 59.66%
$14.75 - $16.48 $88K - $98.4K
16K $315M
MGV
Vanguard Mega Cap Value

ETFs
442
+ 1.5%
$135.26 - $140.13 $59.8K - $61.9K
29.8K $4.21B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.21K
+ 38.71%
$50.85 - $51.0 $163K - $164K
11.5K $585M
A
Agilent Technologies, Inc.

Healthcare
1.04K
+ 43.0%
$136.62 - $151.52 $143K - $158K
3.47K $472M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.26K
+ 2.33%
$136.54 - $144.07 $172K - $182K
55.4K $7.82B
VOX
Vanguard Communication Service

ETFs
705
+ 18.42%
$180.26 - $190.8 $127K - $135K
4.53K $878M
VRSK
Verisk Analytics, Inc.

Industrials
1.03K
+ 40.09%
$208.0 - $249.55 $213K - $256K
3.58K $801M
TY
Tri Continental Corp

Financial Services
6.41K
+ 16.69%
$33.61 - $34.62 $215K - $222K
44.8K $1.46B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.34K
+ 10.76%
$74.62 - $78.21 $398K - $418K
54.9K $3.93B
WTFC
Wintrust Financial Corp

Financial Services
546
+ 5.24%
$120.24 - $132.64 $65.7K - $72.4K
11K $1.53B
American Healthcare Reit Inc
1.13K
+ 5.71%
N/A
20.9K $983M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.45K
+ 31.02%
$95.72 - $101.47 $139K - $147K
6.12K $610M
KNSL
Kinsale Capital Group, Inc.

Financial Services
476
+ 46.21%
$388.45 - $478.99 $185K - $228K
1.51K $589M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
10.6K
+ 48.73%
$15.41 - $15.87 $164K - $169K
32.5K $498M
PFG
Principal Financial Group Inc

Financial Services
1.5K
+ 43.94%
$78.39 - $85.26 $118K - $128K
4.93K $435M
PDEC
Innovator U.S. Equity Power Bu
2.06K
+ 4.65%
N/A
46.3K $2.01B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
5.94K
+ 33.06%
$24.85 - $25.28 $148K - $150K
23.9K $596M
WES
Western Midstream Partners, LP

Energy
3.7K
+ 59.15%
$37.26 - $39.65 $138K - $147K
9.95K $393M
SPG
Simon Property Group Inc

Real Estate
1.24K
+ 3.84%
$173.35 - $185.76 $215K - $230K
33.5K $6.2B
MODL
Victory Portfolios Ii Victorys
2.94K
+ 55.39%
N/A
8.24K $392M
CTRA
Coterra Energy Inc.

Energy
4.53K
+ 46.33%
$22.58 - $26.79 $102K - $121K
14.3K $376M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
990
+ 15.82%
$125.44 - $132.11 $124K - $131K
7.25K $948M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2.82K
+ 22.24%
N/A
15.5K $666M
AN
Autonation, Inc.

Consumer Cyclical
1.03K
+ 18.54%
$190.8 - $224.38 $196K - $230K
6.57K $1.36B
BNL
Broadstone Net Lease, Inc.

Real Estate
11.6K
+ 9.99%
$17.75 - $18.83 $206K - $218K
128K $2.22B
UAL
United Airlines Holdings, Inc.

Industrials
676
+ 15.9%
$90.77 - $104.05 $61.4K - $70.3K
4.93K $551M
FTHI
First Trust Exchange Traded Fd

ETFs
6.35K
+ 5.52%
$23.34 - $23.94 $148K - $152K
121K $2.87B
EFG
Msci Eafe Growth ETF

ETFs
1.22K
+ 12.37%
$112.91 - $117.61 $138K - $144K
11.1K $1.26B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
6.12K
+ 34.85%
$22.89 - $23.27 $140K - $142K
23.7K $544M
EL
Estee Lauder Companies Inc

Consumer Defensive
620
+ 14.27%
$86.09 - $102.52 $53.4K - $63.6K
4.97K $520M
VV
Vanguard Large Cap ETF

ETFs
223
+ 2.39%
$301.9 - $317.98 $67.3K - $70.9K
9.56K $3.01B
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.29K
+ 4.51%
$76.15 - $82.04 $98.2K - $106K
29.8K $2.35B
IYF
Ishares Tr

ETFs
993
+ 60.07%
$120.85 - $126.31 $120K - $125K
2.65K $341M
APA
Apa Corp

Energy
5.21K
+ 54.05%
$21.66 - $25.12 $113K - $131K
14.8K $363M
JXN
Jackson Financial Inc.

Financial Services
1.06K
+ 42.47%
$92.13 - $103.82 $97.5K - $110K
3.55K $379M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.05K
+ 6.35%
$100.8 - $103.83 $106K - $109K
17.6K $1.83B
BRO
Brown & Brown, Inc.

Financial Services
3.61K
+ 31.39%
$76.42 - $95.96 $276K - $347K
15.1K $1.21B
SEMR
Se Mrush Holdings, Inc.

Technology
2.18K
+ 10.52%
$6.75 - $7.83 $14.7K - $17K
22.8K $272M
FOXA
Fox Corp

Communication Services
1.18K
+ 31.93%
$57.0 - $66.71 $67.3K - $78.7K
4.88K $356M
DXCM
Dexcom Inc

Healthcare
1.9K
+ 46.69%
$54.84 - $71.06 $104K - $135K
5.96K $396M
SF
Stifel Financial Corp

Financial Services
265
+ 3.53%
$107.06 - $125.02 $28.4K - $33.1K
7.77K $974M
AER
Aer Cap Holdings N.V.

Industrials
239
+ 6.28%
$119.82 - $137.67 $28.6K - $32.9K
4.04K $581M
FDS
Factset Research Systems Inc

Financial Services
348
+ 6.52%
$253.62 - $294.11 $88.3K - $102K
5.68K $1.65B
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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