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
UNP
Union Pacific Corp

Industrials
14K
+ 64.51%
$216.37 - $237.41 $3.02M - $3.32M
35.6K $8.24B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5.16K
+ 719.53%
$577.77 - $604.78 $2.98M - $3.12M
5.88K $3.54B
HPE
Hewlett Packard Enterprise CO

Technology
131K
+ 133.54%
$22.5 - $26.25 $2.96M - $3.45M
230K $5.52B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
30.6K
+ 92.72%
$102.37 - $105.36 $3.13M - $3.22M
63.5K $6.46B
APH
Amphenol Corp

Technology
21K
+ 109.66%
$121.7 - $143.85 $2.56M - $3.02M
40.2K $5.43B
PEP
Pepsico Inc

Consumer Defensive
19.2K
+ 20.38%
$138.84 - $153.71 $2.67M - $2.95M
113K $16.3B
XLG
Invesco Exchange Traded Fd Tr

ETFs
46.3K
+ 29.68%
$56.5 - $60.52 $2.62M - $2.8M
202K $12B
ETN
Eaton Corp PLC

Industrials
14.3K
+ 51.88%
$352.39 - $387.75 $5.03M - $5.53M
41.7K $13.3B
NKE
Nike, Inc.

Consumer Cyclical
52K
+ 89.15%
$60.8 - $74.57 $3.16M - $3.88M
110K $7.03B
IJS
Ishares S&P Smallcap 600 Value

ETFs
24.1K
+ 65.97%
$105.91 - $113.18 $2.56M - $2.73M
60.7K $6.91B
AFL
Aflac Inc

Financial Services
26.3K
+ 63.54%
$105.7 - $115.01 $2.78M - $3.02M
67.6K $7.46B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
36.1K
+ 15.09%
$55.63 - $58.98 $2.01M - $2.13M
275K $16.6B
OMFL
Invesco Exchange Traded Self I

ETFs
44K
+ 52.32%
$59.09 - $61.05 $2.6M - $2.69M
128K $7.83B
GILD
Gilead Sciences, Inc.

Healthcare
16.8K
+ 30.38%
$110.56 - $125.2 $1.86M - $2.1M
72.1K $8.85B
PKG
Packaging Corp Of America

Consumer Cyclical
13.4K
+ 243.94%
$195.59 - $215.64 $2.61M - $2.88M
18.8K $3.89B
PSX
Phillips 66

Energy
22.7K
+ 66.69%
$126.76 - $142.32 $2.87M - $3.23M
56.7K $7.31B
DELL
Dell Technologies Inc.

Technology
23.2K
+ 146.36%
$133.76 - $164.88 $3.1M - $3.82M
39K $4.91B
CGGO
Capital Group Global Growth Eq

ETFs
74.9K
+ 81.18%
$33.63 - $35.51 $2.52M - $2.66M
167K $5.79B
SWK
Stanley Black & Decker, Inc.

Industrials
35.4K
+ 349.42%
$64.43 - $75.42 $2.28M - $2.67M
45.5K $3.38B
SFLR
Innovator Etfs Tr Equity Manag
69.8K
+ 118.15%
N/A
129K $4.75B
SPGI
S&P Global Inc.

Financial Services
4.25K
+ 39.54%
$472.05 - $502.96 $2.01M - $2.14M
15K $7.84B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.2K
+ 9.16%
$137.47 - $143.13 $2.09M - $2.17M
181K $25.9B
Fidelity Covington Trust
67.1K
+ 126.03%
N/A
120K $4.55B
LDOS
Leidos Holdings, Inc.

Technology
14.3K
New
$184.41 - $199.55 $2.63M - $2.85M
14.3K $2.57B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
23.5K
+ 16.97%
$117.68 - $124.18 $2.77M - $2.92M
162K $19.4B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
61.2K
+ 720.54%
$39.09 - $41.28 $2.39M - $2.53M
69.7K $2.87B
BKR
Baker Hughes CO

Energy
59.7K
+ 94.06%
$44.47 - $49.08 $2.65M - $2.93M
123K $5.61B
Barrick Mng Corp
53.2K
+ 322.83%
N/A
69.7K $3.04B
LEN
Lennar Corp

Consumer Cyclical
26.7K
+ 249.32%
$117.91 - $130.07 $3.15M - $3.47M
37.4K $3.84B
BNDX
Vanguard Total International B

ETFs
55.3K
+ 33.24%
$49.3 - $49.91 $2.73M - $2.76M
222K $10.7B
ADBE
Adobe Inc.

Technology
7.14K
+ 119.77%
$325.07 - $359.91 $2.32M - $2.57M
13.1K $4.58B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
106K
+ 84.44%
$23.54 - $23.93 $2.5M - $2.54M
232K $5.49B
XLY
Select Sector Spdr Consumer Di

ETFs
63.3K
+ 149.11%
$228.75 - $242.18 $14.5M - $15.3M
106K $12.6B
MBB
Ishares Tr

ETFs
25.7K
+ 75.43%
$94.9 - $96.23 $2.44M - $2.47M
59.8K $5.7B
Blackrock ETF Trust
62.3K
+ 127.21%
N/A
111K $4.29B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
19.2K
+ 863.09%
$120.73 - $128.98 $2.32M - $2.48M
21.4K $2.72B
CIEN
Ciena Corp

Technology
9.77K
+ 589.38%
$151.45 - $209.52 $1.48M - $2.05M
11.4K $2.67B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
47K
+ 48.6%
$50.57 - $50.77 $2.38M - $2.39M
144K $7.28B
Fidelity Covington Trust
51.4K
+ 13.74%
N/A
425K $15.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
31.2K
+ 103.2%
$70.2 - $73.89 $2.19M - $2.31M
61.5K $4.52B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
64K
+ 56.32%
$37.19 - $37.8 $2.38M - $2.42M
178K $6.64B
LHX
L3 Harris Technologies, Inc.

Industrials
9.2K
+ 30.55%
$283.87 - $306.76 $2.61M - $2.82M
39.3K $11.5B
PFN
Pimco Income Strategy Fund Ii

Financial Services
312K
New
$7.37 - $7.64 $2.3M - $2.38M
312K $2.34B
UYLD
Angel Oak Fds Tr Ultrashort In
45.5K
+ 236.98%
N/A
64.7K $3.31B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
38.4K
+ 210.65%
$59.91 - $60.13 $2.3M - $2.31M
56.6K $3.39B
BBY
Best Buy CO Inc

Consumer Cyclical
35.2K
+ 100.57%
$70.43 - $84.0 $2.48M - $2.96M
70.3K $3.12B
Atlassian Corporation
13.6K
New
N/A
13.6K $2.21B
SBUX
Starbucks Corp

Consumer Cyclical
26.7K
+ 24.99%
$78.46 - $87.26 $2.09M - $2.33M
133K $11.2B
ABC
Amerisourcebergen Corp

Healthcare
5.86K
+ 69.77%
N/A
14.3K $4.82B
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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