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
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.62K
+ 45.85%
$45.48 - $45.92 $119K - $120K
8.32K $380M
SUN
Sunoco LP

Energy
2.1K
+ 49.26%
$48.93 - $54.5 $103K - $114K
6.35K $333M
PEN
Penumbra Inc

Healthcare
90
+ 5.71%
$225.54 - $280.29 $20.3K - $25.2K
1.67K $518M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
4.78K
+ 35.3%
$24.8 - $25.02 $119K - $120K
18.3K $456M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
746
+ 7.75%
$82.92 - $88.2 $61.9K - $65.8K
10.4K $934M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.18K
+ 40.43%
$91.84 - $96.06 $108K - $113K
4.09K $389M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
5.94K
+ 17.68%
$20.02 - $20.12 $119K - $120K
39.5K $792M
OXY
Occidental Petroleum Corp

Energy
3.96K
+ 53.36%
$39.75 - $47.72 $157K - $189K
11.4K $468M
DVOL
First Tr ETF Vi Dorsey Wright
3.43K
+ 45.48%
N/A
11K $385M
ONDS
Ondas Holdings Inc.

Technology
10.4K
+ 139.01%
$5.25 - $11.29 $54.7K - $118K
17.9K $175M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
5.08K
+ 21.04%
$20.84 - $22.1 $106K - $112K
29.3K $636M
TM
Toyota Motor Corp

Consumer Cyclical
345
+ 19.97%
$185.22 - $211.24 $63.9K - $72.9K
2.07K $444M
KHC
Kraft Heinz CO

Consumer Defensive
6.06K
+ 32.24%
$23.72 - $26.28 $144K - $159K
24.9K $603M
FICO
Fair Isaac Corp

Technology
37
+ 14.23%
$1512.71 - $1879.55 $56K - $69.5K
297 $502M
Tidal Trust Ii
2.58K
+ 16.41%
N/A
18.3K $1.08B
VTRS
Viatris Inc

Healthcare
2.87K
+ 9.56%
$9.74 - $11.2 $27.9K - $32.1K
32.9K $409M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.42K
+ 30.14%
$20.53 - $20.66 $111K - $112K
23.4K $482M
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.23K
+ 38.83%
$45.42 - $46.3 $101K - $103K
7.97K $375M
IFRA
Ishares Tr

ETFs
2.19K
+ 10.91%
$52.02 - $54.04 $114K - $118K
22.3K $1.17B
Viper Energy Inc
2.55K
+ 8.98%
N/A
30.9K $1.19B
DDOG
Datadog, Inc.

Technology
889
+ 43.73%
$151.17 - $199.72 $134K - $178K
2.92K $397M
SOFI
So Fi Technologies, Inc.

Financial Services
5.32K
+ 3.87%
$25.24 - $32.21 $134K - $171K
143K $3.74B
LYG
Lloyds Banking Group PLC

Financial Services
16.6K
+ 69.41%
$4.42 - $5.03 $73.5K - $83.6K
40.6K $215M
RACE
Ferrari N.V.

Consumer Cyclical
741
+ 50.89%
$378.72 - $504.09 $281K - $374K
2.2K $812M
TRGP
Targa Resources Corp.

Energy
453
+ 35.47%
$146.3 - $173.23 $66.3K - $78.5K
1.73K $319M
VLO
Valero Energy Corp

Energy
962
+ 13.97%
$156.39 - $181.76 $150K - $175K
7.85K $1.28B
IWY
Ishares Tr Russell 200 Growth

ETFs
364
+ 29.19%
$268.43 - $288.26 $97.7K - $105K
1.61K $446M
RMD
Resmed Inc

Healthcare
746
+ 32.35%
$244.46 - $283.36 $182K - $211K
3.05K $735M
D
Dominion Energy, Inc

Utilities
3.08K
+ 10.3%
$58.49 - $61.69 $180K - $190K
32.9K $1.93B
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.64K
+ 33.01%
$42.31 - $46.37 $69.4K - $76.1K
6.61K $316M
IYJ
Ishares Tr

ETFs
656
+ 34.64%
$142.48 - $148.68 $93.5K - $97.5K
2.55K $378M
BXSL
Blackstone Secured Lending Fund

Financial Services
3.76K
+ 44.16%
$25.02 - $27.16 $94.1K - $102K
12.3K $323M
FIW
First Trust Water ETF

ETFs
1.06K
+ 27.04%
$110.5 - $115.7 $117K - $122K
4.96K $539M
ING
Ing Groep Nv

Financial Services
2.43K
+ 14.54%
$23.66 - $26.51 $57.5K - $64.4K
19.1K $536M
MELI
Mercadolibre Inc

Consumer Cyclical
163
+ 23.02%
$2024.98 - $2360.76 $330K - $385K
871 $1.76B
Rbb Fd Inc
270
+ 0.28%
N/A
97.4K $3.2B
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
2K
+ 30.77%
$50.48 - $50.65 $101K - $101K
8.5K $429M
FNDF
Schwab Fundamental Intl Large

ETFs
1.69K
+ 17.21%
$42.35 - $45.18 $71.5K - $76.3K
11.5K $520M
CPNG
Coupang, Inc.

Consumer Cyclical
7.61K
+ 80.5%
$28.22 - $32.56 $215K - $248K
17.1K $402M
First Tr Exchange Traded Fd
4.84K
+ 4.62%
N/A
110K $1.86B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.14K
+ 2.13%
$99.21 - $99.52 $113K - $113K
54.5K $5.41B
First Tr Exchange Traded Fd
3.71K
+ 52.6%
N/A
10.8K $299M
WST
West Pharmaceutical Services Inc

Healthcare
311
+ 39.32%
$261.17 - $307.25 $81.2K - $95.6K
1.1K $303M
MTZ
Mastec Inc

Industrials
338
+ 7.58%
$190.08 - $221.36 $64.2K - $74.8K
4.8K $1.04B
Ea Series Trust
391
+ 1.49%
N/A
26.7K $958M
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.95K
+ 37.03%
$48.21 - $50.77 $94K - $99K
7.21K $355M
Southstate Bk Corp
1.48K
+ 14.92%
N/A
11.4K $1.07B
IWC
Russell Micro Cap ETF

ETFs
253
+ 4.23%
$147.86 - $159.95 $37.4K - $40.5K
6.23K $983M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
8.51K
+ 41.68%
$10.29 - $10.44 $87.5K - $88.8K
28.9K $302M
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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