Concurrent Investment Advisors, LLC Purchases in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGLB
Ishares 10+ Year Investment Gr

ETFs
11
+ 0.17%
$49.36 - $53.72 $543 - $591
6.58K $325M
ABR
Arbor Realty Trust Inc

Real Estate
110
+ 0.63%
$13.66 - $15.64 $1.5K - $1.72K
17.6K $244M
MTG
Mgic Investment Corp

Financial Services
6
+ 0.04%
$23.32 - $26.4 $140 - $158
16.2K $383M
AN
Autonation, Inc.

Consumer Cyclical
105
+ 1.97%
$155.47 - $182.16 $16.3K - $19.1K
5.43K $922M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1.78K
+ 4.41%
$19.82 - $21.55 $35.2K - $38.3K
42.1K $834M
MGM
Mgm Resorts International

Consumer Cyclical
119
+ 1.36%
$33.44 - $41.99 $3.98K - $5K
8.84K $306M
BBY
Best Buy CO Inc

Consumer Cyclical
200
+ 0.73%
$85.2 - $101.35 $17K - $20.3K
27.5K $321M
CGCP
Capital Group Core Plus Income

ETFs
11.8K
+ 3.58%
$22.13 - $23.17 $262K - $274K
342K $7.59B
EXPD
Expeditors International Of Washington Inc

Industrials
148
+ 5.28%
$110.5 - $128.26 $16.4K - $19K
2.95K $327M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
2K
+ 2.66%
$10.43 - $11.47 $20.9K - $22.9K
77.1K $813M
THC
Tenet Healthcare Corp

Healthcare
574
+ 19.57%
$125.42 - $168.52 $72K - $96.7K
3.51K $443M
RWT
Redwood Trust Inc

Real Estate
225
+ 0.57%
$6.44 - $7.7 $1.45K - $1.73K
39.5K $258M
IGE
Ishares Tr North Amern Nat Res

ETFs
391
+ 0.8%
$41.52 - $48.01 $16.2K - $18.8K
49.1K $2.1B
ATI
Allegheny Technologies Inc

Industrials
3
+ 0.07%
$52.71 - $65.96 $158 - $198
4.2K $231M
ROP
Roper Technologies Inc

Industrials
168
+ 4.4%
$519.85 - $575.95 $87.3K - $96.8K
3.99K $2.07B
MELI
Mercadolibre Inc

Consumer Cyclical
33
+ 10.61%
$1666.0 - $2117.3 $55K - $69.9K
344 $585M
AFL
Aflac Inc

Financial Services
2.17K
+ 6.51%
$100.37 - $115.27 $218K - $250K
35.4K $3.67B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.65K
+ 2.55%
$80.93 - $85.66 $539K - $570K
268K $21.7B
TDG
Trans Digm Group Inc

Industrials
42
+ 5.91%
$1239.0 - $1442.53 $52K - $60.6K
753 $954M
IRM
Iron Mountain Inc

Real Estate
218
+ 3.53%
$101.62 - $128.14 $22.2K - $27.9K
6.39K $672M
WM
Waste Management Inc

Industrials
265
+ 1.33%
$201.79 - $228.46 $53.5K - $60.5K
20.2K $4.09B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
9K
+ 4.75%
$25.79 - $27.56 $232K - $248K
198K $5.17B
WPC
W. P. Carey Inc.

Real Estate
293
+ 2.61%
$53.44 - $61.33 $15.7K - $18K
11.5K $628M
ROL
Rollins Inc

Consumer Cyclical
414
+ 1.92%
$46.35 - $51.59 $19.2K - $21.4K
22K $1.02B
STWD
Starwood Property Trust, Inc.

Real Estate
5.87K
+ 4.45%
$18.95 - $20.37 $111K - $120K
138K $2.61B
QCOM
Qualcomm Inc

Technology
4.01K
+ 9.48%
$150.4 - $178.04 $604K - $714K
46.4K $7.12B
VNQ
Vanguard Specialized Funds Van

ETFs
228
+ 1.91%
$87.85 - $98.6 $20K - $22.5K
12.2K $1.09B
DD
Du Pont De Nemours, Inc.

Basic Materials
1.45K
+ 9.4%
$75.95 - $88.05 $110K - $127K
16.8K $1.28B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
148
+ 1.08%
$70.63 - $78.23 $10.5K - $11.6K
13.8K $983M
NSC
Norfolk Southern Corp

Industrials
194
+ 1.81%
$230.6 - $277.0 $44.7K - $53.7K
10.9K $2.56B
NOC
Northrop Grumman Corp

Industrials
24
+ 1.18%
$466.52 - $543.88 $11.2K - $13.1K
2.05K $962M
HYLS
First Tr Tactical High Yield L

ETFs
508
+ 0.24%
$41.29 - $42.03 $21K - $21.4K
209K $8.62B
NEP
Nextera Energy Partners, LP

Utilities
3.39K
+ 18.79%
$15.87 - $26.96 $53.8K - $91.3K
21.4K $381M
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 0.06%
$197.36 - $217.3 $5.53K - $6.08K
50.7K $10B
SBUX
Starbucks Corp

Consumer Cyclical
2.02K
+ 4.03%
$87.44 - $102.5 $176K - $207K
52K $4.75B
O
Realty Income Corp

Real Estate
1.43K
+ 6.71%
$51.76 - $64.71 $73.9K - $92.4K
22.7K $1.21B
EEM
Ishares Msci Emerging Markets

ETFs
3.69K
+ 5.11%
$41.82 - $47.36 $154K - $175K
76K $3.18B
SJM
J M Smucker CO

Consumer Defensive
45
+ 0.33%
$106.92 - $121.75 $4.81K - $5.48K
13.5K $1.49B
ICE
Intercontinental Exchange, Inc.

Financial Services
51
+ 0.38%
$148.29 - $166.93 $7.56K - $8.51K
13.6K $2.03B
XLB
Select Sector Spdr Fd Material

ETFs
133
+ 0.97%
$83.8 - $97.58 $11.1K - $13K
13.9K $1.17B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
674
+ 1.5%
$50.06 - $55.0 $33.7K - $37.1K
45.7K $2.3B
CB
Chubb LTD

Financial Services
121
+ 0.73%
$271.57 - $301.89 $32.9K - $36.5K
16.7K $4.61B
MPWR
Monolithic Power Systems Inc

Technology
11
+ 2.1%
$560.06 - $942.58 $6.16K - $10.4K
536 $317M
KLAC
Kla Corp

Technology
10
+ 0.76%
$614.46 - $829.55 $6.14K - $8.3K
1.32K $833M
GPC
Genuine Parts CO

Consumer Cyclical
813
+ 6.48%
$113.11 - $143.63 $92K - $117K
13.4K $1.56B
DEO
Diageo PLC

Consumer Defensive
30
+ 0.2%
$118.0 - $139.88 $3.54K - $4.2K
15.2K $1.94B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
75
+ 0.25%
$68.25 - $75.42 $5.12K - $5.66K
30.1K $2.06B
COP
Conocophillips

Energy
1.52K
+ 2.64%
$95.12 - $114.72 $144K - $174K
59.1K $5.86B
NEM
Newmont Corp

Basic Materials
6.55K
+ 23.56%
$37.0 - $58.68 $242K - $384K
34.3K $1.28B
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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