Concurrent Investment Advisors, LLC Sells in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJK
Ishares S&P Midcap 400 Growth

ETFs
-145K
- 89.77%
$90.66 - $99.46 $13.1M - $14.4M
16.5K $1.5B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-125K
- 58.72%
$75.1 - $82.99 $9.38M - $10.4M
87.8K $6.64B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19.3K
- 9.41%
$521.84 - $558.82 $10.1M - $10.8M
186K $100B
XLU
Utilities Sector Spdr

ETFs
-75.8K
- 44.95%
$74.89 - $82.93 $5.68M - $6.29M
92.8K $7.03B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-57.4K
- 45.16%
$88.59 - $94.57 $5.08M - $5.43M
69.7K $6.19B
IEFA
Ishares Tr

ETFs
-26.2K
- 5.81%
$70.06 - $77.43 $1.83M - $2.02M
424K $29.8B
MRK
Merck & Co., Inc.

Healthcare
-21.8K
- 18.59%
$96.31 - $114.76 $2.1M - $2.5M
95.5K $9.5B
JNJ
Johnson & Johnson

Healthcare
-8.21K
- 8.07%
$143.34 - $165.86 $1.18M - $1.36M
93.5K $13.5B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-47.6K
- 6.32%
$48.48 - $49.47 $2.31M - $2.35M
705K $34.3B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-45.8K
- 79.39%
$55.45 - $61.08 $2.54M - $2.8M
11.9K $659M
KO
Coca Cola CO

Consumer Defensive
-17.2K
- 9.97%
$61.74 - $71.71 $1.06M - $1.24M
155K $9.68B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-40.7K
- 9.04%
$61.68 - $67.87 $2.51M - $2.76M
409K $25.5B
ORCC
Owl Rock Capital Corp

Financial Services
-179K
- 46.75%
N/A
204K $3.09B
XLV
Select Sector Spdr Fund Health

ETFs
-3.56K
- 2.96%
$136.28 - $154.74 $485K - $551K
117K $16B
VTI
Vanguard Total Stock Market Et

ETFs
-11.6K
- 7.51%
$280.04 - $302.45 $3.25M - $3.51M
143K $41.4B
AVDE
American Centy ETF Tr Avantis

ETFs
-18.2K
- 10.68%
$60.9 - $66.69 $1.11M - $1.21M
152K $9.33B
UNH
Unitedhealth Group Inc

Healthcare
-666
- 3.03%
$485.52 - $625.25 $323K - $416K
21.3K $10.8B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15.3K
- 10.32%
$126.68 - $134.74 $1.94M - $2.06M
133K $17B
OMFL
Invesco Exchange Traded Self I

ETFs
-38.4K
- 56.19%
$52.49 - $56.58 $2.01M - $2.17M
29.9K $1.62B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-88.3K
- 43.57%
$20.08 - $20.61 $1.77M - $1.82M
114K $2.3B
MCHP
Microchip Technology Inc

Technology
-4.23K
- 6.05%
$55.51 - $79.05 $235K - $334K
65.6K $3.76B
SO
Southern CO

Utilities
-14.3K
- 17.92%
$81.5 - $94.15 $1.17M - $1.35M
65.7K $5.41B
EFV
Msci Eafe Value ETF

ETFs
-27.7K
- 45.73%
$51.78 - $57.15 $1.43M - $1.58M
32.8K $1.72B
CVS
Cvs Health Corp

Healthcare
-13.6K
- 22.3%
$43.78 - $67.46 $594K - $915K
47.2K $2.12B
PEP
Pepsico Inc

Consumer Defensive
-78
- 0.09%
$151.29 - $176.1 $11.8K - $13.7K
91.1K $13.9B
VGLT
Vanguard Long Term Treasury Et

ETFs
-26.1K
- 87.67%
$55.1 - $61.74 $1.44M - $1.61M
3.67K $203M
DOW
Dow Inc.

Basic Materials
-24.7K
- 56.95%
$39.1 - $55.34 $965K - $1.37M
18.7K $749M
GIS
General Mills Inc

Consumer Defensive
-19.2K
- 55.6%
$62.78 - $74.62 $1.2M - $1.43M
15.3K $976M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-14.3K
- 62.82%
$72.97 - $96.75 $1.05M - $1.39M
8.49K $630M
BSY
Bentley Systems Inc

Technology
-19K
- 11.95%
$46.59 - $51.09 $885K - $971K
140K $6.54B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-16.7K
- 11.62%
$77.02 - $78.58 $1.29M - $1.32M
127K $9.84B
PSA
Public Storage

Real Estate
-3.82K
- 74.87%
$289.33 - $360.21 $1.11M - $1.38M
1.28K $384M
ED
Consolidated Edison Inc

Utilities
-12.4K
- 62.72%
$88.87 - $107.38 $1.1M - $1.33M
7.38K $658M
CVX
Chevron Corp

Energy
-7.88K
- 8.58%
$141.15 - $162.53 $1.11M - $1.28M
84K $12.2B
VZ
Verizon Communications Inc

Communication Services
-10.5K
- 5.55%
$39.6 - $45.21 $417K - $476K
179K $7.15B
MCD
Mcdonalds Corp

Consumer Cyclical
-2.92K
- 8.65%
$288.47 - $316.54 $842K - $924K
30.8K $8.94B
NVO
Novo Nordisk A S

Healthcare
-1.38K
- 3.79%
$85.0 - $120.04 $117K - $166K
35K $3.01B
BNL
Broadstone Net Lease, Inc.

Real Estate
-42K
- 20.21%
$15.86 - $18.7 $667K - $786K
166K $2.63B
JLL
Jones Lang Lasalle Inc

Real Estate
-3.28K
- 11.4%
$246.93 - $283.67 $809K - $930K
25.5K $6.44B
KHC
Kraft Heinz CO

Consumer Defensive
-34.8K
- 68.61%
$30.1 - $36.02 $1.05M - $1.25M
15.9K $489M
AMGN
Amgen Inc

Healthcare
-243
- 1.24%
$258.78 - $328.31 $62.9K - $79.8K
19.4K $5.06B
LMT
Lockheed Martin Corp

Industrials
-10
- 0.08%
$479.66 - $614.62 $4.8K - $6.15K
12.3K $5.98B
PRU
Prudential Financial Inc

Financial Services
-9.61K
- 41.83%
$114.59 - $129.52 $1.1M - $1.24M
13.4K $1.58B
PKG
Packaging Corp Of America

Consumer Cyclical
-5.51K
- 60.79%
$211.98 - $248.85 $1.17M - $1.37M
3.55K $800M
USB
Us Bancorp \De\

Financial Services
-27K
- 36.65%
$43.98 - $53.66 $1.19M - $1.45M
46.7K $2.23B
SBLK
Star Bulk Carriers Corp.

Industrials
-30.6K
- 40.3%
$14.7 - $23.59 $449K - $721K
45.3K $677M
FTGC
First Trust Global Tactical CO

ETFs
-44.7K
- 29.2%
$23.23 - $24.25 $1.04M - $1.08M
108K $2.6B
UBER
Uber Technologies, Inc

Technology
-381
- 0.57%
$59.93 - $86.34 $22.8K - $32.9K
66.3K $4B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-9.36K
- 83.32%
$105.85 - $112.84 $991K - $1.06M
1.87K $207M
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email