Concurrent Investment Advisors, LLC Incresed Positions in Q4 2025

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LYV
Live Nation Entertainment, Inc.

Communication Services
429
+ 33.57%
$134.79 - $158.88 $57.8K - $68.2K
1.71K $243M
Thomson Reuters Corp
708
+ 27.88%
N/A
3.25K $428M
VUSB
Vanguard Bd Index Fds
701
+ 8.91%
N/A
8.57K $427M
WPM
Wheaton Precious Metals Corp.

Basic Materials
78
+ 1.89%
$94.37 - $113.5 $7.36K - $8.85K
4.2K $494M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
501
+ 5.19%
$34.91 - $39.57 $17.5K - $19.8K
10.2K $374M
MUST
Columbia ETF Tr I Multi Sector

ETFs
1.52K
+ 11.14%
$20.45 - $20.73 $31.1K - $31.5K
15.2K $313M
CORP
Pimco Investment Grade Corp Bd

ETFs
382
+ 5.26%
$97.88 - $99.61 $37.4K - $38.1K
7.64K $748M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.11K
+ 10.94%
$25.25 - $25.65 $27.9K - $28.3K
11.2K $289M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
4.05K
+ 4.57%
$13.56 - $14.22 $54.9K - $57.6K
92.7K $1.28B
EXC
Exelon Corp

Utilities
1.11K
+ 9.16%
$44.97 - $48.24 $49.7K - $53.4K
13.2K $575M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
471
+ 13.34%
$67.47 - $69.84 $31.8K - $32.9K
4K $276M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
945
+ 2.34%
$53.84 - $54.32 $50.9K - $51.3K
41.4K $2.22B
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
582
+ 6.47%
N/A
9.58K $469M
SCHO
Schwab Short Term Us Treasury

ETFs
1.22K
+ 2.9%
$24.31 - $24.46 $29.7K - $29.9K
43.4K $1.06B
BOKF
Bok Financial Corp

Financial Services
44
+ 1.37%
$104.31 - $115.53 $4.59K - $5.08K
3.25K $385M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
175
+ 8.52%
$138.52 - $146.24 $24.2K - $25.6K
2.23K $317M
TMC
Tmc The Metals CO Inc.

Basic Materials
5.4K
+ 15.97%
$4.99 - $10.69 $26.9K - $57.7K
39.2K $242M
SCM
Stellus Capital Investment Corp

Financial Services
2.47K
+ 19.02%
$11.64 - $13.1 $28.8K - $32.4K
15.5K $196M
POST
Post Holdings, Inc.

Consumer Defensive
431
+ 22.17%
$101.83 - $109.41 $43.9K - $47.2K
2.38K $235M
XAR
Spdr S&P Aerospace & Defense E

ETFs
72
+ 5.22%
$227.13 - $251.24 $16.4K - $18.1K
1.45K $350M
First Tr Exchng Traded Fd Vi
1.24K
+ 7.85%
N/A
17K $338M
HTRB
Hartford Fds Total Return Bd E

ETFs
768
+ 12.38%
$34.29 - $34.81 $26.3K - $26.7K
6.97K $238M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
518
+ 5.25%
$41.91 - $43.15 $21.7K - $22.4K
10.4K $450M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
193
+ 0.95%
N/A
20.5K $760M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
130
+ 6.06%
$184.47 - $199.8 $24K - $26K
2.28K $435M
FSK
Fs Kkr Capital Corp

Financial Services
1.81K
+ 7.8%
$14.16 - $15.65 $25.7K - $28.4K
25.1K $371M
MTG
Mgic Investment Corp

Financial Services
316
+ 1.83%
$26.36 - $28.48 $8.33K - $9K
17.6K $514M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
120
+ 1.77%
$106.97 - $112.08 $12.8K - $13.4K
6.91K $773M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.34K
+ 10.5%
$14.19 - $14.63 $19K - $19.6K
14.1K $207M
AYI
Acuity Brands Inc

Industrials
21
+ 2.16%
$342.59 - $370.46 $7.19K - $7.78K
995 $358M
HTGC
Hercules Capital, Inc.

Financial Services
1.31K
+ 5.67%
$16.7 - $18.75 $21.9K - $24.5K
24.4K $459M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
89
+ 3.36%
$132.94 - $139.8 $11.8K - $12.4K
2.74K $382M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
405
+ 4.26%
$30.18 - $31.82 $12.2K - $12.9K
9.92K $312M
KOCT
Innovator Laddered Fund Of U.S
164
+ 0.65%
N/A
25.2K $849M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
21
+ 0.2%
$46.43 - $48.4 $975 - $1.02K
10.4K $502M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1.5K
+ 1.65%
$8.93 - $9.14 $13.4K - $13.7K
92.7K $840M
VMO
Invesco Municipal Opportunity Trust

Financial Services
2.44K
+ 7.84%
$9.54 - $9.77 $23.2K - $23.8K
33.5K $320M
PWB
Invesco Exchange Traded Fd Tr

ETFs
70
+ 1.1%
$124.19 - $131.31 $8.69K - $9.19K
6.42K $816M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
228
+ 2.21%
$43.28 - $43.85 $9.87K - $10K
10.5K $468M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
190
+ 2.45%
$51.71 - $52.8 $9.82K - $10K
7.94K $424M
CPT
Camden Property Trust

Real Estate
114
+ 5.58%
$97.58 - $105.59 $11.1K - $12K
2.16K $237M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
423
+ 6.66%
N/A
6.78K $315M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
51
+ 1.79%
$89.98 - $107.11 $4.59K - $5.46K
2.9K $314M
PJUN
Innovator U.S. Equity Power Bu

ETFs
300
+ 3.51%
$40.79 - $41.47 $12.2K - $12.4K
8.85K $371M
PIPR
Piper Sandler Companies

Financial Services
68
+ 9.88%
$319.26 - $351.19 $21.7K - $23.9K
756 $257M
IWL
Ishares Tr Russell 200 ETF

ETFs
15
+ 0.45%
$163.11 - $172.47 $2.45K - $2.59K
3.35K $572M
ETR
Entergy Corp

Utilities
276
+ 2.59%
$93.4 - $97.65 $25.8K - $27K
10.9K $1.01B
Grayscale Bitcoin Mini Tr Et
2.3K
+ 37.88%
N/A
8.35K $324M
IGF
Ishares Global Infrastructure

ETFs
235
+ 2.54%
$60.97 - $62.49 $14.3K - $14.7K
9.47K $581M
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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