Concurrent Investment Advisors, LLC Purchases in Q4 2025

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Tidal Trust I
183K
+ 532.58%
N/A
218K $5.39B
IYG
Ishares Tr

ETFs
48.8K
New
$86.19 - $90.17 $4.21M - $4.4M
48.8K $4.51B
RDVY
First Trust Rising Dividend Ac

ETFs
56.2K
+ 20.64%
$65.02 - $68.31 $3.65M - $3.84M
328K $22.8B
CWB
Spdr Bloomberg Convertible Sec

ETFs
50.5K
+ 1670.69%
$88.49 - $93.64 $4.47M - $4.73M
53.5K $4.77B
VRT
Vertiv Holdings CO

Industrials
27.1K
+ 317.84%
N/A
35.6K $5.77B
EFV
Msci Eafe Value ETF

ETFs
58.1K
+ 70.97%
$66.73 - $70.99 $3.88M - $4.13M
140K $10B
CRM
Salesforce, Inc.

Technology
12.5K
+ 19.96%
$235.69 - $263.41 $2.95M - $3.3M
75.3K $13.1B
Northern Lts Fd Tr Iii
198K
New
N/A
198K $4.31B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
81.5K
+ 696.32%
$51.77 - $52.69 $4.22M - $4.29M
93.2K $4.82B
Blackrock ETF Trust Ii
86.7K
+ 105.87%
N/A
169K $8.21B
ASML
Asml Holding Nv

Technology
3.33K
+ 71.13%
$936.19 - $1075.45 $3.12M - $3.58M
8.01K $8.57B
VIG
Vanguard Dividend Appreciation

ETFs
15.1K
+ 8.77%
N/A
187K $41.1B
EEM
Ishares Msci Emerging Markets

ETFs
71.4K
+ 99.18%
$51.94 - $56.01 $3.71M - $4M
143K $7.84B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
155K
+ 1955.81%
$25.75 - $26.12 $3.99M - $4.05M
163K $4.19B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
59.2K
New
$63.98 - $67.45 $3.79M - $3.99M
59.2K $3.98B
TMO
Thermo Fisher Scientific Inc.

Healthcare
6.02K
+ 131.36%
$524.58 - $588.02 $3.16M - $3.54M
10.6K $6.14B
Nebius Group N.V.
49.3K
+ 680.98%
N/A
56.5K $4.73B
GD
General Dynamics Corp

Industrials
11.7K
+ 61.13%
$330.59 - $353.77 $3.87M - $4.14M
30.9K $10.4B
KEY
Keycorp

Financial Services
185K
New
$16.78 - $18.63 $3.11M - $3.45M
185K $3.83B
Blackrock ETF Trust
118K
+ 114.49%
N/A
220K $7.33B
AVUV
American Centy ETF Tr Avantis

ETFs
34.9K
+ 37.8%
$95.19 - $100.66 $3.32M - $3.52M
127K $13B
NOW
Service Now, Inc.

Technology
46.9K
+ 1058.02%
$835.79 - $946.29 $39.2M - $44.4M
51.4K $7.87B
AMAT
Applied Materials Inc

Technology
12.5K
+ 116.42%
$209.95 - $240.89 $2.63M - $3.02M
23.3K $5.99B
DVY
Ishares Tr

ETFs
26.7K
+ 361.42%
$138.1 - $143.11 $3.69M - $3.82M
34.1K $4.82B
Capital Group New Geography
112K
+ 79.53%
N/A
252K $8.06B
CVX
Chevron Corp

Energy
26.4K
+ 21.78%
$148.9 - $157.72 $3.93M - $4.16M
147K $22.5B
MP
Mp Materials Corp.

Basic Materials
75.2K
+ 916.52%
$51.95 - $98.65 $3.91M - $7.42M
83.4K $4.21B
RSP
Invesco S&P 500 Equal Weight E

ETFs
18.3K
+ 22.46%
$185.12 - $192.11 $3.38M - $3.51M
99.5K $19.1B
ISRG
Intuitive Surgical Inc

Healthcare
3.99K
+ 34.71%
$429.59 - $576.2 $1.71M - $2.3M
15.5K $8.77B
TJX
Tjx Companies Inc

Consumer Cyclical
19.3K
+ 27.21%
$138.56 - $147.63 $2.67M - $2.84M
90K $13.8B
CI
Cigna Corp

Healthcare
13K
+ 269.82%
$244.41 - $311.0 $3.18M - $4.04M
17.8K $4.9B
VST
Vistra Corp.

Utilities
22K
+ 745.57%
$171.56 - $210.85 $3.77M - $4.63M
24.9K $4.02B
XLU
Utilities Sector Spdr

ETFs
184K
+ 184.68%
$87.89 - $92.9 $16.2M - $17.1M
284K $12.1B
WBD
Warner Bros. Discovery, Inc.

Communication Services
111K
+ 520.98%
$17.1 - $23.05 $1.91M - $2.57M
133K $3.83B
LMT
Lockheed Martin Corp

Industrials
7.41K
+ 54.28%
$452.1 - $514.24 $3.35M - $3.81M
21K $10.2B
APP
App Lovin Corp

Technology
5.29K
+ 108.59%
$552.64 - $704.09 $2.92M - $3.72M
10.2K $6.84B
WFC
Wells Fargo & Company

Financial Services
29.1K
+ 43.52%
$77.62 - $87.3 $2.26M - $2.54M
96.1K $8.95B
CGCP
Capital Group Core Plus Income

ETFs
148K
+ 50.96%
$22.64 - $22.98 $3.35M - $3.4M
439K $9.93B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
6.9K
+ 242.87%
$402.9 - $437.15 $2.78M - $3.01M
9.73K $4.41B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
24.2K
+ 284.08%
$153.8 - $189.34 $3.72M - $4.58M
32.7K $4.8B
HON
Honeywell International Inc

Industrials
19.5K
+ 52.54%
$194.07 - $220.67 $3.79M - $4.31M
56.7K $11.1B
Tidal Trust I
131K
New
N/A
131K $3.23B
CGUS
Capital Group Core Equity ETF
78.2K
+ 65.83%
$38.81 - $40.67 $3.03M - $3.18M
197K $7.92B
Blackrock ETF Trust Ii
62.1K
+ 49.36%
N/A
188K $9.92B
BK
Bank Of New York Mellon Corp

Financial Services
25.7K
+ 100.34%
$104.54 - $112.64 $2.68M - $2.89M
51.3K $5.95B
PANW
Palo Alto Networks Inc

Technology
22.9K
+ 42.02%
$204.77 - $221.38 $4.69M - $5.07M
77.4K $14.3B
SHOP
Shopify Inc.

Technology
17.5K
+ 65.8%
$146.04 - $179.01 $2.55M - $3.13M
44.1K $7.1B
DE
Deere & CO

Industrials
6.61K
+ 107.59%
$439.11 - $480.78 $2.9M - $3.18M
12.7K $5.94B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
20.2K
+ 147.58%
$149.52 - $158.91 $3.03M - $3.22M
33.9K $5.19B
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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