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
TXN
Texas Instruments Inc

Technology
11.3K
+ 43.46%
N/A
37.3K $6.48B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.86K
+ 17.74%
$245.79 - $258.02 $1.93M - $2.03M
52.2K $13.1B
VIAV
Viavi Solutions Inc.

Technology
95.1K
New
$12.27 - $18.16 $1.17M - $1.73M
95.1K $1.69B
EIX
Edison International

Utilities
28K
New
$52.12 - $59.08 $1.46M - $1.66M
28K $1.68B
VCIT
Vanguard Intermediate Term Cor

ETFs
21.3K
+ 7.29%
$83.45 - $84.82 $1.77M - $1.8M
313K $26.2B
AZN
Astrazeneca PLC

Healthcare
11.7K
+ 30.5%
$81.15 - $89.4 $953K - $1.05M
50.2K $4.62B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
25.8K
+ 10.44%
$46.45 - $49.01 $1.2M - $1.27M
273K $13.1B
BROS
Dutch Bros Inc.

Consumer Cyclical
2.12K
+ 1.24%
$47.66 - $59.87 $101K - $127K
173K $10.6B
Anglogold Ashanti PLC
19.3K
New
N/A
19.3K $1.64B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
58.5K
+ 22.84%
N/A
314K $8.25B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
31.9K
+ 97.12%
$48.5 - $49.38 $1.55M - $1.57M
64.7K $3.23B
PHYS
Sprott Physical Gold Trust

Financial Services
43.4K
+ 86.14%
$29.62 - $33.31 $1.29M - $1.45M
93.9K $3.1B
CL
Colgate Palmolive CO

Consumer Defensive
20.5K
+ 76.35%
$74.98 - $79.86 $1.54M - $1.64M
47.3K $3.74B
MMM
3 M CO

Industrials
9.11K
+ 35.26%
$148.75 - $171.6 $1.36M - $1.56M
35K $5.6B
GTO
Invesco Actively Managed ETF T

ETFs
33.3K
+ 49.3%
$47.44 - $47.93 $1.58M - $1.6M
101K $4.79B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
33.2K
+ 289.42%
$44.53 - $47.25 $1.48M - $1.57M
44.6K $2.09B
MAR
Marriott International Inc

Consumer Cyclical
3.69K
+ 44.49%
$259.04 - $291.9 $955K - $1.08M
12K $3.72B
DFAU
Dimensional ETF Tr

ETFs
31.8K
+ 66.66%
$44.77 - $47.01 $1.42M - $1.5M
79.6K $3.72B
RWL
Invesco Exchange Traded Fd Tr

ETFs
12.7K
+ 63.75%
$108.48 - $113.54 $1.38M - $1.45M
32.7K $3.75B
ABT
Abbott Laboratories

Healthcare
17.1K
+ 23.92%
$123.62 - $134.59 $2.12M - $2.31M
88.8K $11.1B
BKNG
Booking Holdings Inc.

Consumer Cyclical
290
+ 53.51%
$4804.01 - $5424.55 $1.39M - $1.57M
832 $4.45B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.96K
+ 1.58%
N/A
255K $26.4B
HUBB
Hubbell Inc

Industrials
3.4K
New
$408.46 - $472.57 $1.39M - $1.61M
3.4K $1.51B
SNV
Synovus Financial Corp

Financial Services
30K
New
$44.06 - $48.68 $1.32M - $1.46M
30K $1.5B
CDNS
Cadence Design Systems Inc

Technology
4.94K
+ 313.8%
$314.93 - $353.36 $1.55M - $1.74M
6.51K $2.03B
QTUM
ETF Ser Solutions Defiance Qua
13.2K
+ 282.17%
N/A
17.8K $1.96B
HYLB
Xtrackers Usd High Yield Corp

ETFs
39.7K
+ 361.8%
$36.54 - $37.14 $1.45M - $1.47M
50.7K $1.87B
SRLN
Ssga Active Trust

ETFs
35.3K
New
$41.05 - $41.54 $1.45M - $1.46M
35.3K $1.46B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
7.38K
+ 82.36%
$124.39 - $154.88 $918K - $1.14M
16.3K $2.63B
Managed Portfolio Series
57.6K
New
N/A
57.6K $1.44B
IHDG
Wisdomtree Tr

ETFs
20.7K
+ 12.57%
$45.93 - $48.13 $952K - $997K
186K $9.03B
AON
Aon PLC

Financial Services
4.05K
+ 591.39%
$326.07 - $366.93 $1.32M - $1.49M
4.74K $1.67B
MSI
Motorola Solutions, Inc.

Technology
5.13K
+ 65.96%
$379.98 - $462.26 $1.95M - $2.37M
12.9K $4.95B
SCHW
Schwab Charles Corp

Financial Services
13K
+ 65.79%
$91.91 - $97.71 $1.2M - $1.27M
32.9K $3.29B
KKR
Kkr & Co. Inc.

Financial Services
11K
+ 125.57%
$117.52 - $127.65 $1.29M - $1.4M
19.7K $2.51B
COST
Costco Wholesale Corp

Consumer Defensive
2.94K
+ 16.02%
$910.94 - $954.99 $2.67M - $2.8M
21.3K $18.3B
SHAK
Shake Shack Inc.

Consumer Cyclical
17.4K
+ 552.53%
$86.76 - $96.79 $1.51M - $1.68M
20.5K $1.66B
BWXT
Bwx Technologies, Inc.

Industrials
8.28K
+ 128.22%
$177.88 - $215.86 $1.47M - $1.79M
14.7K $2.55B
PWR
Quanta Services, Inc.

Industrials
3.14K
+ 80.15%
$412.21 - $453.83 $1.29M - $1.42M
7.05K $2.98B
APO
Apollo Global Management, Inc.

Financial Services
7.67K
+ 36.32%
$118.22 - $133.75 $907K - $1.03M
28.8K $4.17B
TRFK
Pacer Fds Tr
21K
New
N/A
21K $1.35B
AEE
Ameren Corp

Utilities
13.3K
New
$101.28 - $105.72 $1.35M - $1.4M
13.3K $1.33B
BSX
Boston Scientific Corp

Healthcare
14.2K
+ 94.03%
$94.95 - $104.98 $1.35M - $1.49M
29.4K $2.8B
VONG
Vanguard Russell 1000 Growth E

ETFs
10.7K
+ 100.69%
$118.2 - $126.51 $1.27M - $1.36M
21.4K $2.6B
SNOW
Snowflake Inc.

Technology
6.16K
+ 102.98%
$230.55 - $277.14 $1.42M - $1.71M
12.1K $2.66B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
26.5K
+ 101.78%
$51.27 - $51.8 $1.36M - $1.37M
52.6K $2.63B
QTEC
First Trust Nasdaq 100 Technol

ETFs
5.55K
+ 69.07%
$224.76 - $243.76 $1.25M - $1.35M
13.6K $3.13B
CRH.L
Crh PLC

Basic Materials
10.1K
+ 333.16%
N/A
13.2K $1.64B
First Tr Exchange Traded Fd
60.3K
+ 21.09%
N/A
346K $7.35B
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
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