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
FID
First Tr Exchange Trded Fd Vi

ETFs
2.04K
+ 3.59%
$19.48 - $20.38 $39.8K - $41.6K
59K $1.21B
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.11K
+ 13.62%
$69.11 - $73.37 $76.9K - $81.7K
9.29K $666M
TRN
Trinity Industries Inc

Industrials
7.93K
+ 10.6%
$24.9 - $28.34 $197K - $225K
82.7K $2.19B
FLO
Flowers Foods Inc

Consumer Defensive
11.1K
+ 76.11%
$11.37 - $13.16 $126K - $146K
25.7K $279M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.01K
+ 6.22%
$47.86 - $48.14 $96.1K - $96.7K
34.3K $1.64B
DFIV
Dimensional ETF Tr

ETFs
991
+ 9.52%
$45.13 - $48.25 $44.7K - $47.8K
11.4K $569M
RL
Ralph Lauren Corp

Consumer Cyclical
154
+ 18.8%
$309.29 - $340.21 $47.6K - $52.4K
973 $344M
GUNR
Flexshares Tr Morningstar Glob

ETFs
864
+ 3.76%
$42.74 - $44.85 $36.9K - $38.8K
23.8K $1.09B
NOK
Nokia Corp

Technology
5.19K
+ 16.32%
$4.82 - $7.77 $25K - $40.3K
37K $239M
HLN
Haleon PLC

Healthcare
6.82K
+ 44.73%
$8.79 - $9.9 $59.9K - $67.5K
22.1K $223M
SPYI
Shp ETF Tr Neos S&P 500 High I
1.54K
+ 8.78%
N/A
19K $999M
APG
A Pi Group Corp

Industrials
1.41K
+ 18.24%
$33.64 - $38.36 $47.5K - $54.1K
9.15K $350M
MGM
Mgm Resorts International

Consumer Cyclical
1.94K
+ 27.7%
$30.72 - $34.75 $59.5K - $67.3K
8.93K $326M
SII
Sprott Inc.

Financial Services
23
+ 0.42%
$79.75 - $93.06 $1.83K - $2.14K
5.52K $540M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.19K
+ 37.85%
$19.7 - $19.78 $82.6K - $82.9K
15.3K $301M
FTGC
First Trust Global Tactical CO

ETFs
14.7K
+ 15.19%
$25.56 - $27.34 $375K - $401K
111K $2.59B
ARCC
Ares Capital Corp

Financial Services
4.7K
+ 6.77%
$18.9 - $20.61 $88.8K - $96.9K
74.2K $1.5B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.05K
+ 3.87%
$25.2 - $26.46 $51.6K - $54.2K
54.9K $1.44B
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.2K
+ 14.44%
$55.36 - $56.52 $66.5K - $67.9K
9.52K $543M
FJAN
First Exc Trd Viii Cboe Vest U
1.35K
+ 26.91%
N/A
6.35K $329M
JEPI
J P Morgan Exchange Traded Fd

ETFs
963
+ 0.6%
$56.0 - $57.6 $53.9K - $55.5K
161K $9.23B
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.25K
+ 32.72%
$52.37 - $53.91 $65.6K - $67.5K
5.08K $279M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.46K
+ 27.89%
$56.44 - $58.38 $82.5K - $85.3K
6.7K $374M
VTWG
Vanguard Russell 2000 Growth E

ETFs
222
+ 2.11%
$227.0 - $244.79 $50.4K - $54.3K
10.7K $2.53B
AIQ
Global X Funds Global X Artifi

ETFs
708
+ 2.7%
$48.93 - $53.56 $34.6K - $37.9K
26.9K $1.37B
Vanguard Wellington Fd
760
+ 9.5%
N/A
8.76K $890M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
107
+ 0.63%
$79.18 - $82.25 $8.47K - $8.8K
17.2K $1.44B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.33K
+ 25.15%
$28.9 - $30.17 $67.2K - $70.1K
11.6K $348M
DG
Dollar General Corp

Consumer Defensive
67
+ 3.06%
$95.94 - $106.44 $6.43K - $7.13K
2.25K $299M
RNST
Renasant Corp

Financial Services
2.37K
+ 37.76%
$33.59 - $37.31 $79.7K - $88.5K
8.66K $305M
BEN
Franklin Resources Inc

Financial Services
2.72K
+ 25.75%
$22.1 - $23.8 $60K - $64.6K
13.3K $317M
BOX
Box Inc

Technology
2.99K
+ 42.69%
$31.11 - $33.53 $92.9K - $100K
9.98K $298M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
766
+ 3.28%
$54.06 - $55.46 $41.4K - $42.5K
24.1K $1.35B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
725
+ 37.28%
$100.68 - $106.15 $73K - $77K
2.67K $274M
TUSI
Touchstone ETF Tr Ultra Short
2.8K
+ 3.36%
N/A
86.2K $2.18B
VRSN
Verisign Inc

Technology
509
+ 33.93%
$232.82 - $275.44 $119K - $140K
2.01K $488M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.5K
+ 8.17%
$42.34 - $44.12 $63.4K - $66K
19.8K $875M
NFRA
Flexshares Stoxx Global Broad

ETFs
1.5K
+ 14.3%
$62.04 - $64.19 $93.1K - $96.3K
12K $726M
PNOV
Innovator U.S. Equity Power Bu
1.2K
+ 5.87%
N/A
21.6K $904M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.25K
+ 29.22%
$19.54 - $19.6 $63.4K - $63.6K
14.4K $281M
FTNT
Fortinet, Inc.

Technology
1.53K
+ 12.25%
$80.54 - $87.52 $123K - $134K
14K $1.11B
NET
Cloudflare, Inc.

Technology
643
+ 17.14%
$210.01 - $253.3 $135K - $163K
4.39K $866M
XYL
Xylem Inc.

Industrials
579
+ 37.33%
$142.73 - $152.95 $82.6K - $88.6K
2.13K $290M
SKY
Skyline Champion Corp

Consumer Cyclical
383
+ 10.98%
$64.26 - $84.03 $24.6K - $32.2K
3.87K $327M
ABCB
Ameris Bancorp

Financial Services
709
+ 8.72%
$69.41 - $74.91 $49.2K - $53.1K
8.84K $656M
HDV
Ishares Core High Dividend ETF

ETFs
542
+ 8.19%
$118.22 - $122.79 $64.1K - $66.6K
7.16K $871M
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.16K
+ 6.1%
$38.23 - $38.65 $44.2K - $44.6K
20.1K $786M
Linde PLC
1.27K
+ 12.8%
N/A
11.2K $4.77B
HOOD
Robinhood Markets, Inc.

Technology
5.21K
+ 29.55%
$121.53 - $152.46 $633K - $795K
22.8K $2.58B
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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