Concurrent Investment Advisors, LLC Incresed Positions in Q3 2025

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.5K
+ 6.75%
$132.9 - $142.03 $1.39M - $1.49M
166K $23.3B
NEAR
Blackrock Short Maturity Bond

ETFs
51.5K
+ 187.66%
$50.8 - $51.32 $2.62M - $2.64M
78.9K $4.05B
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.86K
+ 12.6%
$182.33 - $194.5 $1.62M - $1.72M
79.2K $15.4B
IVE
Ishares S&P 500 Value ETF

ETFs
9.18K
+ 16.64%
$194.44 - $206.51 $1.78M - $1.89M
64.3K $13.3B
FTCS
First Trust Capital Strength E

ETFs
13.5K
+ 3.06%
$89.72 - $93.74 $1.21M - $1.27M
455K $42.6B
VGT
Vanguard Information Technolog

ETFs
408
+ 1.6%
$656.44 - $753.15 $268K - $307K
25.9K $19.3B
Capital Group Global Equity
70.2K
+ 41.95%
N/A
238K $7.31B
EFV
Msci Eafe Value ETF

ETFs
32.3K
+ 65.05%
$62.79 - $68.42 $2.03M - $2.21M
81.9K $5.56B
VT
Vanguard Total World Stk Index

ETFs
13.9K
+ 26.62%
$128.41 - $138.03 $1.78M - $1.91M
66K $9.09B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
32.9K
+ 92.6%
$64.75 - $69.05 $2.13M - $2.27M
68.4K $4.71B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.78K
+ 15.01%
$224.68 - $282.71 $848K - $1.07M
28.9K $8.08B
ITA
Ishares Tr

ETFs
8.66K
+ 32.09%
$184.73 - $209.26 $1.6M - $1.81M
35.7K $7.46B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
49.4K
+ 80.55%
$45.26 - $46.63 $2.24M - $2.3M
111K $5.12B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
20.8K
+ 106.26%
$82.22 - $96.68 $1.71M - $2.01M
40.3K $3.89B
Vanguard Calif Tax Free Fds
22.7K
+ 152.68%
N/A
37.6K $3.76B
SHOP
Shopify Inc.

Technology
12.1K
+ 83.11%
$112.11 - $157.12 $1.35M - $1.9M
26.6K $3.95B
AMD
Advanced Micro Devices Inc

Technology
9.43K
+ 26.0%
$134.8 - $184.42 $1.27M - $1.74M
45.7K $7.39B
CAT
Caterpillar Inc

Industrials
268
+ 1.16%
$390.92 - $477.15 $105K - $128K
23.3K $11.1B
NEE
Nextera Energy Inc

Utilities
16.8K
+ 11.28%
$69.77 - $77.54 $1.17M - $1.3M
166K $12.5B
VEA
Vanguard Ftse Developed Market

ETFs
21.7K
+ 7.8%
$56.02 - $60.3 $1.21M - $1.31M
299K $17.9B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
14.2K
+ 11.14%
$94.17 - $99.95 $1.34M - $1.42M
142K $14.2B
RTX
Raytheon Technologies Corp

Industrials
3.67K
+ 5.28%
$144.19 - $167.33 $529K - $613K
73.1K $12.2B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
43.9K
+ 62.66%
$30.06 - $36.69 $1.32M - $1.61M
114K $4.18B
PANW
Palo Alto Networks Inc

Technology
10.3K
+ 23.18%
$167.06 - $208.19 $1.71M - $2.14M
54.5K $11.1B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.65K
+ 3.58%
$148.97 - $165.88 $544K - $606K
106K $17.4B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
45K
+ 11.27%
$39.58 - $40.74 $1.78M - $1.83M
444K $18B
SCHX
Schwab Strategic Tr Us Large C

ETFs
43.1K
+ 9.41%
$24.46 - $26.5 $1.06M - $1.14M
502K $13.2B
LHX
L3 Harris Technologies, Inc.

Industrials
1.44K
+ 5.01%
$252.18 - $305.41 $362K - $438K
30.1K $9.19B
BOND
Pimco Active Bond Exchange Tra

ETFs
14.7K
+ 2.99%
$90.83 - $93.81 $1.33M - $1.38M
505K $47.1B
GLW
Corning Inc

Technology
18.2K
+ 128.26%
$51.6 - $82.03 $940K - $1.49M
32.4K $2.66B
APP
App Lovin Corp

Technology
221
+ 4.76%
$335.1 - $718.54 $74.1K - $159K
4.87K $3.5B
AVUV
American Centy ETF Tr Avantis

ETFs
11.7K
+ 14.53%
$90.37 - $102.12 $1.06M - $1.2M
92.4K $9.2B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
23.1K
+ 12.78%
$52.12 - $55.33 $1.21M - $1.28M
204K $11.3B
GE
General Electric CO

Industrials
449
+ 1.15%
$244.75 - $305.63 $110K - $137K
39.7K $11.7B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
26.1K
+ 11.78%
$43.65 - $46.42 $1.14M - $1.21M
247K $11.5B
BKR
Baker Hughes CO

Energy
28.6K
+ 82.13%
$38.68 - $50.55 $1.11M - $1.45M
63.4K $3.09B
VB
Vanguard Small Cap ETF

ETFs
3.77K
+ 8.46%
$237.58 - $259.17 $897K - $978K
48.4K $12.3B
MUR
Murphy Oil Corp

Energy
58.5K
+ 512.13%
$22.13 - $30.03 $1.3M - $1.76M
69.9K $1.99B
Capital Group Dividend Growe
44.6K
+ 24.93%
N/A
224K $7.75B
SFLR
Innovator Etfs Tr Equity Manag
45.9K
+ 350.33%
N/A
59.1K $2.13B
EME
Emcor Group, Inc.

Industrials
145
+ 1.05%
$530.88 - $655.83 $77K - $95.1K
14K $9.07B
DFAS
Dimensional ETF Tr U S Small C

ETFs
22.3K
+ 70.87%
$63.41 - $69.69 $1.41M - $1.55M
53.7K $3.67B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
664
+ 0.13%
$62.09 - $66.51 $41.2K - $44.2K
499K $32.6B
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.4K
+ 10.99%
$51.78 - $57.89 $800K - $894K
156K $8.97B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.13K
+ 1.26%
N/A
251K $24.9B
TJX
Tjx Companies Inc

Consumer Cyclical
965
+ 1.38%
$121.35 - $144.54 $117K - $139K
70.8K $10.2B
LOW
Lowes Companies Inc

Consumer Cyclical
1.3K
+ 3.02%
$215.01 - $273.02 $280K - $355K
44.5K $11.2B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.41K
+ 2.52%
$110.74 - $122.12 $377K - $416K
139K $16.8B
Fidelity Covington Trust
41K
+ 334.51%
N/A
53.3K $1.95B
Activity Summary
Buys All Purchases 874 New Holdings 166 Increased Positions 708 Sells All Sells 498 Reductions 498 Sold out 0 Options Calls 42 Puts 24
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