Concurrent Investment Advisors, LLC Incresed Positions in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BROS
Dutch Bros Inc.

Consumer Cyclical
782K
+ 317.38%
$30.72 - $55.82 $24M - $43.7M
1.03M $53.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
474K
+ 140.82%
$96.64 - $101.23 $45.8M - $48M
811K $78.6B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
35.4K
+ 601.39%
$417.69 - $450.94 $14.8M - $16M
41.3K $17.6B
AVGO
Broadcom Inc.

Technology
27.9K
+ 24.02%
$159.67 - $250.0 $4.46M - $6.99M
144K $33.5B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
131K
+ 86.44%
$91.29 - $91.8 $11.9M - $12M
282K $25.8B
AMZN
Amazon Com Inc

Consumer Cyclical
11.9K
+ 4.29%
$180.88 - $232.93 $2.15M - $2.77M
288K $63.3B
NVDA
Nvidia Corp

Technology
32.7K
+ 5.73%
$117.0 - $148.88 $3.82M - $4.87M
604K $81B
TSLA
Tesla, Inc.

Consumer Cyclical
12.6K
+ 27.26%
$213.65 - $479.86 $2.69M - $6.04M
58.8K $23.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
16.5K
+ 14.13%
$481.22 - $538.17 $7.93M - $8.87M
133K $68B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
275K
+ 1026.05%
$39.3 - $41.34 $10.8M - $11.4M
302K $11.9B
AAPL
Apple Inc.

Technology
3.73K
+ 0.74%
$221.69 - $259.02 $826K - $965K
509K $123B
IVE
Ishares S&P 500 Value ETF

ETFs
46.6K
+ 109.04%
$189.5 - $206.17 $8.84M - $9.62M
89.4K $17.1B
WMT
Walmart Inc.

Consumer Defensive
40.4K
+ 13.63%
$79.1 - $95.7 $3.2M - $3.87M
337K $30.4B
JPM
Jpmorgan Chase & CO

Financial Services
11.7K
+ 12.57%
$205.18 - $250.29 $2.4M - $2.92M
105K $25.1B
GOOGL
Alphabet Inc.

Communication Services
6.82K
+ 4.07%
$161.86 - $196.66 $1.1M - $1.34M
174K $33B
META
Meta Platforms, Inc.

Communication Services
8.03K
+ 20.63%
$554.08 - $632.68 $4.45M - $5.08M
47K $27.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.9K
+ 2.88%
$567.81 - $607.81 $2.78M - $2.98M
175K $103B
SPYG
Spdr Portfolio

ETFs
41.1K
+ 20.95%
$81.74 - $91.38 $3.36M - $3.76M
237K $20.9B
Ishares Bitcoin Trust ETF
81.1K
+ 858.96%
N/A
90.6K $4.81B
NFLX
Netflix Inc

Communication Services
3.06K
+ 34.4%
$687.65 - $936.56 $2.1M - $2.87M
12K $10.7B
COST
Costco Wholesale Corp

Consumer Defensive
3.71K
+ 42.18%
$873.59 - $994.69 $3.24M - $3.69M
12.5K $11.5B
VUG
Vanguard Growth ETF

ETFs
3.81K
+ 5.13%
$378.79 - $428.11 $1.44M - $1.63M
78.1K $32B
GS
Goldman Sachs Group Inc

Financial Services
5.5K
+ 115.81%
$486.1 - $608.57 $2.67M - $3.35M
10.3K $5.87B
BOND
Pimco Active Bond Exchange Tra

ETFs
53.4K
+ 16.27%
$90.42 - $94.5 $4.83M - $5.04M
382K $34.5B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
71.1K
+ 46.17%
$51.09 - $55.27 $3.63M - $3.93M
225K $11.5B
XLF
Financial Sector Spdr

ETFs
53.5K
+ 22.71%
$44.89 - $51.34 $2.4M - $2.75M
289K $14B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
40.5K
+ 151.88%
$73.49 - $86.09 $2.98M - $3.49M
67.2K $5.18B
CMI
Cummins Inc

Industrials
8.85K
+ 296.02%
$324.93 - $383.42 $2.88M - $3.39M
11.8K $4.13B
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
122K
+ 173.57%
$21.45 - $24.97 $2.62M - $3.06M
193K $4.62B
AXP
American Express CO

Financial Services
9.32K
+ 83.2%
$267.35 - $305.57 $2.49M - $2.85M
20.5K $6.09B
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.22K
+ 17.3%
$316.94 - $357.88 $1.97M - $2.23M
42.2K $14.5B
CGGR
Capital Group Growth ETF Shs C

ETFs
74.6K
+ 168.6%
$34.49 - $39.24 $2.57M - $2.93M
119K $4.42B
IBM
International Business Machines Corp

Technology
13.2K
+ 38.46%
$204.9 - $238.04 $2.71M - $3.15M
47.6K $10.5B
BOTZ
Global X Fds

ETFs
87.4K
+ 820.36%
$31.11 - $34.18 $2.72M - $2.99M
98.1K $3.13B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
38K
+ 31.35%
$66.77 - $71.52 $2.54M - $2.72M
159K $11B
SPG
Simon Property Group Inc

Real Estate
15.3K
+ 49.62%
$167.23 - $183.84 $2.56M - $2.82M
46.2K $7.96B
XLG
Invesco Exchange Traded Fd Tr

ETFs
50.3K
+ 75.98%
$46.94 - $51.62 $2.36M - $2.6M
117K $5.82B
FCVT
First Tr Exchange Traded Fd Iv

ETFs
69.7K
+ 87.62%
$35.35 - $38.58 $2.46M - $2.69M
149K $5.49B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
52.1K
+ 263.66%
$50.37 - $50.6 $2.63M - $2.64M
71.9K $3.62B
BK
Bank Of New York Mellon Corp

Financial Services
33.5K
+ 465.27%
$70.82 - $81.87 $2.38M - $2.75M
40.8K $3.13B
CGDV
Capital Group Divid Value ETF

ETFs
83.3K
+ 26.47%
$35.16 - $37.12 $2.93M - $3.09M
398K $14B
TMUS
T Mobile Us, Inc.

Communication Services
11.2K
+ 248.81%
$206.1 - $246.94 $2.3M - $2.76M
15.7K $3.46B
GOOG
Alphabet Inc.

Communication Services
245
+ 0.23%
$163.08 - $198.16 $40K - $48.5K
107K $20.4B
USFR
Wisdomtree Floating Rate Treas

ETFs
47.6K
+ 17.13%
$50.23 - $50.46 $2.39M - $2.4M
325K $16.4B
OEF
Ishares S&P 100 ETF

ETFs
8.23K
+ 215.71%
N/A
12K $3.48B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.8K
+ 131.84%
$198.04 - $221.51 $2.14M - $2.4M
19K $4.01B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.89K
+ 10.93%
$442.29 - $483.08 $2.61M - $2.85M
59.8K $27.1B
VB
Vanguard Small Cap ETF

ETFs
9.07K
+ 25.02%
$233.76 - $261.58 $2.12M - $2.37M
45.3K $10.9B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
22.6K
+ 326.06%
$100.22 - $100.73 $2.26M - $2.27M
29.5K $2.96B
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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