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
LAMR
Lamar Advertising CO

Real Estate
400
+ 23.53%
$116.11 - $129.63 $46.4K - $51.9K
2.1K $266M
Bunge Global Sa
389
+ 13.63%
N/A
3.24K $289M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
880
+ 6.08%
$58.18 - $60.69 $51.2K - $53.4K
15.4K $929M
USA
Liberty All Star Equity Fund

Financial Services
10K
+ 9.7%
$6.07 - $6.47 $60.8K - $64.8K
113K $711M
EQT
Eqt Corp

Energy
1.12K
+ 23.0%
$51.8 - $60.84 $58.2K - $68.4K
6.01K $322M
SAN
Banco Santander, S.A.

Financial Services
3.44K
+ 27.3%
$9.65 - $11.03 $33.2K - $37.9K
16K $188M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
92
+ 0.34%
$21.08 - $22.44 $1.94K - $2.06K
26.9K $622M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
529
+ 12.71%
N/A
4.69K $279M
PPA
Invesco Exchange Traded Fd Tr

ETFs
318
+ 9.45%
$150.5 - $159.55 $47.9K - $50.7K
3.68K $577M
PAA
Plains All American Pipeline LP

Energy
1.57K
+ 5.64%
$15.85 - $17.04 $24.9K - $26.8K
29.4K $529M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
1.52K
+ 13.19%
$34.68 - $36.33 $52.7K - $55.3K
13.1K $466M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1.39K
+ 40.32%
$71.69 - $105.67 $99.6K - $147K
4.84K $367M
IRM
Iron Mountain Inc

Real Estate
1.89K
+ 34.21%
$91.37 - $106.46 $173K - $201K
7.41K $615M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
572
+ 4.91%
$46.46 - $47.6 $26.6K - $27.2K
12.2K $597M
IYK
Ishares U.S. Consumer Staples

ETFs
964
+ 10.67%
$66.27 - $69.53 $63.9K - $67K
10K $669M
GRMN
Garmin LTD

Technology
827
+ 30.63%
$194.13 - $259.77 $161K - $215K
3.53K $716M
Global X Fds
556
+ 2.96%
N/A
19.4K $1.94B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
499
+ 12.41%
$78.97 - $83.03 $39.4K - $41.4K
4.52K $373M
DHS
Wisdomtree Tr U.S

ETFs
450
+ 17.85%
$97.62 - $101.16 $43.9K - $45.5K
2.97K $303M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
813
+ 15.74%
$51.23 - $52.62 $41.6K - $42.8K
5.98K $317M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
548
+ 10.97%
$72.75 - $76.17 $39.9K - $41.7K
5.54K $415M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
21.8K
+ 166.81%
N/A
34.9K $97.9M
IOO
Ishares Tr Global 100 ETF

ETFs
90
+ 1.68%
$118.15 - $126.87 $10.6K - $11.4K
5.46K $692M
NGVT
Ingevity Corp

Basic Materials
40
+ 0.37%
$46.2 - $57.17 $1.85K - $2.29K
10.8K $641M
WCC
Wesco International Inc

Industrials
38
+ 3.5%
$208.29 - $267.15 $7.92K - $10.2K
1.13K $275M
First Tr Exchng Traded Fd Vi
440
+ 1.76%
N/A
25.5K $964M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
810
+ 4.27%
$52.21 - $52.72 $42.3K - $42.7K
19.8K $1.04B
EWJ
Ishares Msci Japan ETF

ETFs
518
+ 9.25%
$78.36 - $84.34 $40.6K - $43.7K
6.12K $494M
ACHR
Archer Aviation Inc.

Industrials
10.4K
+ 63.62%
$7.88 - $13.64 $82.1K - $142K
26.8K $201M
RKT
Rocket Companies, Inc.

Financial Services
2.31K
+ 18.69%
$15.61 - $19.59 $36.1K - $45.3K
14.7K $284M
BOTZ
Global X Fds

ETFs
548
+ 1.91%
$35.15 - $38.25 $19.3K - $21K
29.2K $1.06B
First Tr Exch Traded Fd Iii
2.15K
+ 9.25%
N/A
25.4K $544M
APLD
Applied Blockchain, Inc.

Financial Services
318
+ 1.51%
$23.06 - $37.76 $7.33K - $12K
21.3K $523M
EMN
Eastman Chemical CO

Basic Materials
465
+ 3.25%
$57.89 - $64.37 $26.9K - $29.9K
14.8K $944M
DISV
Dimensional ETF Tr Dimensional

ETFs
461
+ 4.61%
$35.06 - $36.3 $16.2K - $16.7K
10.5K $398M
INDA
Ishares Msci India Index Fund

ETFs
526
+ 8.61%
$52.3 - $55.29 $27.5K - $29.1K
6.64K $359M
BKH
Black Hills Corp

Utilities
168
+ 4.59%
$59.76 - $72.17 $10K - $12.1K
3.83K $266M
FEX
First Tr Large Cap Core Alphde

ETFs
298
+ 12.69%
$113.91 - $118.65 $33.9K - $35.4K
2.65K $314M
MRNA
Moderna, Inc.

Healthcare
179
+ 1.92%
$23.56 - $28.49 $4.22K - $5.1K
9.53K $281M
Tko Group Holdings Inc
145
+ 11.22%
N/A
1.44K $300M
Labcorp Holdings Inc
552
+ 20.12%
N/A
3.3K $827M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
422
+ 5.04%
$95.75 - $96.31 $40.4K - $40.6K
8.8K $844M
S
Sentinel One, Inc.

Technology
5.15K
+ 34.47%
$16.36 - $18.0 $84.3K - $92.8K
20.1K $302M
FPX
First Trust Us Equity Opportun

ETFs
327
+ 5.26%
$156.44 - $170.2 $51.2K - $55.7K
6.55K $1.07B
AOA
Ishares Tr Core Aggressive All

ETFs
236
+ 2.06%
$86.51 - $90.12 $20.4K - $21.3K
11.7K $1.05B
NNI
Nelnet Inc

Financial Services
158
+ 7.71%
$125.99 - $132.69 $19.9K - $21K
2.21K $294M
AOM
Ishares Tr Core Moderate Alloc

ETFs
713
+ 5.43%
$47.0 - $48.26 $33.5K - $34.4K
13.8K $660M
PMAR
Innovator U.S. Equity Power Bu

ETFs
426
+ 2.67%
$43.59 - $44.34 $18.6K - $18.9K
16.4K $737M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
377
+ 8.72%
$86.2 - $93.3 $32.5K - $35.2K
4.7K $426M
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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