Concurrent Investment Advisors, LLC Reduced Holdings in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LUV
Southwest Airlines CO

Industrials
-1.1K
- 5.83%
$28.99 - $34.84 $31.9K - $38.4K
17.8K $598M
JBL
Jabil Inc

Technology
-25
- 1.38%
$118.97 - $147.77 $2.97K - $3.69K
1.79K $257M
KULR
Kulr Technology Group, Inc.

Technology
-2.03K
- 13.82%
$0.27 - $4.8 $547 - $9.72K
12.6K $44.8M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-1.9K
- 3.96%
$50.63 - $59.0 $95.9K - $112K
46K $2.49B
MTZ
Mastec Inc

Industrials
-132
- 2.63%
$119.94 - $147.94 $15.8K - $19.5K
4.88K $665M
Core Scientific Inc New
-3.72K
- 6.79%
N/A
51.1K $420M
FSK
Fs Kkr Capital Corp

Financial Services
-251
- 0.87%
$19.71 - $22.22 $4.95K - $5.58K
28.7K $624M
COIN
Coinbase Global, Inc.

Technology
-129
- 10.74%
$163.17 - $343.62 $21K - $44.3K
1.07K $266M
OWL
Blue Owl Capital Inc.

Financial Services
-6.41K
- 12.41%
$19.51 - $24.81 $125K - $159K
45.3K $1.05B
GRMN
Garmin LTD

Technology
-21
- 1.11%
$161.91 - $220.77 $3.4K - $4.64K
1.87K $385M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-146
- 6.26%
$138.3 - $192.95 $20.2K - $28.2K
2.19K $386M
AAL
American Airlines Group Inc.

Industrials
-748
- 5.91%
N/A
11.9K $208M
MAIN
Main Street Capital Corp

Financial Services
-1.56K
- 8.37%
$49.95 - $58.58 $78K - $91.4K
17.1K $1B
PSTG
Pure Storage, Inc.

Technology
-190
- 2.66%
$48.19 - $66.6 $9.16K - $12.7K
6.97K $428M
IVW
Ishares S&P 500 Growth ETF

ETFs
-17.8K
- 5.49%
$94.43 - $105.47 $1.68M - $1.88M
307K $31.2B
VFH
Vanguard Financial ETF

ETFs
-1.66K
- 5.09%
$108.87 - $126.2 $180K - $209K
30.9K $3.65B
ARES
Ares Management Corp

Financial Services
-295
- 4.85%
$153.38 - $183.7 $45.2K - $54.2K
5.79K $1.02B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-190
- 4.75%
$47.29 - $84.74 $8.99K - $16.1K
3.81K $282M
CME
Cme Group Inc.

Financial Services
-15
- 0.2%
$221.17 - $246.02 $3.32K - $3.69K
7.43K $1.72B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 3.47%
$4100.99 - $5300.34 $20.5K - $26.5K
139 $691M
ALK
Alaska Air Group, Inc.

Industrials
-1.31K
- 14.98%
$42.48 - $67.6 $55.8K - $88.8K
7.46K $483M
SF
Stifel Financial Corp

Financial Services
-20
- 0.27%
$93.4 - $117.72 $1.87K - $2.35K
7.43K $789M
KKR
Kkr & Co. Inc.

Financial Services
-111
- 1.7%
$129.87 - $162.87 $14.4K - $18.1K
6.42K $950M
MCK
Mckesson Corp

Healthcare
-34
- 1.99%
$482.27 - $628.5 $16.4K - $21.4K
1.68K $956M
DFS
Discover Financial Services

Financial Services
-56
- 1.52%
$136.3 - $182.67 $7.63K - $10.2K
3.62K $627M
LNG
Cheniere Energy, Inc.

Energy
-198
- 4.35%
$181.07 - $225.92 $35.9K - $44.7K
4.36K $936M
SCHW
Schwab Charles Corp

Financial Services
-5
- 0.04%
$63.31 - $82.85 $317 - $414
13.4K $993M
FDN
First Tr Fd Dow Jones

ETFs
-382
- 5.29%
$210.5 - $257.24 $80.4K - $98.3K
6.84K $1.66B
MAR
Marriott International Inc

Consumer Cyclical
-222
- 3.21%
$246.06 - $292.59 $54.6K - $65K
6.69K $1.87B
FXL
First Tr Exchange Traded Fd Fi

ETFs
-259
- 1.34%
$136.18 - $158.26 $35.3K - $41K
19.1K $2.84B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-732
- 2.48%
$77.25 - $91.3 $56.5K - $66.8K
28.8K $2.46B
WTFC
Wintrust Financial Corp

Financial Services
-62
- 0.61%
$104.15 - $138.5 $6.46K - $8.59K
10.2K $1.27B
RJF
Raymond James Financial Inc

Financial Services
-731
- 8.4%
$123.0 - $170.1 $89.9K - $124K
7.97K $1.24B
LMND
Lemonade, Inc.

Financial Services
-108
- 1.07%
$15.65 - $51.81 $1.69K - $5.6K
10K $367M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-51
- 0.35%
$127.59 - $153.41 $6.51K - $7.82K
14.5K $2.08B
MA
Mastercard Inc

Financial Services
-693
- 3.86%
$491.3 - $536.15 $340K - $372K
17.2K $9.08B
GILD
Gilead Sciences, Inc.

Healthcare
-298
- 0.99%
$83.95 - $97.9 $25K - $29.2K
29.7K $2.75B
Reddit Inc
-1.78K
- 31.55%
N/A
3.86K $631M
Ark 21 Shares Bitcoin ETF
-128
- 1.35%
N/A
9.35K $872M
VCR
Vanguard Consumer Discretionar

ETFs
-38
- 0.41%
$328.51 - $401.37 $12.5K - $15.3K
9.13K $3.43B
FISV
Fiserv Inc

Technology
-31
- 0.25%
N/A
12.3K $2.53B
EME
Emcor Group, Inc.

Industrials
-9
- 0.07%
$427.96 - $526.95 $3.85K - $4.74K
13.7K $6.21B
MS
Morgan Stanley

Financial Services
-323
- 1.85%
$104.42 - $134.99 $33.7K - $43.6K
17.1K $2.15B
FV
First Trust Dorsey Wright Focu

ETFs
-1.79K
- 0.31%
$57.47 - $62.82 $103K - $112K
567K $33.5B
MTDR
Matador Resources CO

Energy
-236
- 0.43%
$50.33 - $60.91 $11.9K - $14.4K
55.2K $3.11B
SOUN
Soundhound Ai, Inc.

Technology
-17.8K
- 35.87%
$4.51 - $24.23 $80.1K - $430K
31.8K $630M
Core Scientific Inc New
-5.16K
- 2.03%
N/A
250K $3.51B
SOFI
So Fi Technologies, Inc.

Financial Services
-11.2K
- 10.77%
$7.63 - $16.88 $85.6K - $189K
93K $1.43B
APO
Apollo Global Management, Inc.

Financial Services
-972
- 5.03%
$131.36 - $178.61 $128K - $174K
18.4K $3.03B
Activity Summary
Buys All Purchases 626 New Holdings 100 Increased Positions 526 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 43 Puts 11
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