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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
74.2K
+ 26.59%
$99.87 - $101.27 $7.41M - $7.51M
353K $35.3B
FN
Fabrinet

Technology
14.9K
+ 783.53%
$361.94 - $486.91 $5.39M - $7.25M
16.8K $7.64B
MA
Mastercard Inc

Financial Services
11.9K
+ 49.5%
$536.85 - $580.45 $6.39M - $6.9M
35.9K $20.5B
BMY
Bristol Myers Squibb CO

Healthcare
115K
+ 204.03%
$42.6 - $49.08 $4.89M - $5.64M
171K $9.23B
QUAL
Ishares Msci Usa Quality Facto

ETFs
31.9K
+ 40.32%
$191.01 - $199.18 $6.1M - $6.36M
111K $22.1B
C
Citigroup Inc

Financial Services
50.2K
+ 94.46%
$93.93 - $102.87 $4.72M - $5.17M
103K $12.1B
ACN
Accenture PLC

Technology
21.3K
+ 73.95%
$234.02 - $253.35 $4.98M - $5.39M
50.1K $13.4B
QCOM
Qualcomm Inc

Technology
35.2K
+ 66.24%
$153.59 - $187.68 $5.4M - $6.6M
88.3K $15.1B
UPS
United Parcel Service Inc

Industrials
53.9K
+ 97.82%
$82.87 - $97.4 $4.46M - $5.25M
109K $10.8B
DGRO
Ishares Core Dividend Growth E

ETFs
86.3K
+ 181.77%
$66.93 - $69.17 $5.78M - $5.97M
134K $9.29B
TFC
Truist Financial Corp

Financial Services
112K
+ 70.95%
$41.09 - $45.64 $4.58M - $5.09M
269K $13.2B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
22K
+ 39.79%
$242.67 - $261.79 $5.34M - $5.76M
77.3K $19.6B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
16.7K
+ 57.63%
$280.66 - $305.09 $4.68M - $5.09M
45.6K $13.9B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
76.5K
+ 111.86%
$67.15 - $70.77 $5.13M - $5.41M
145K $10.4B
XLP
Consumer Staples Sector Spdr

ETFs
72K
+ 52.21%
N/A
210K $16.3B
IBB
Ishares Biotechnology ETF

ETFs
31.8K
+ 809.74%
$148.51 - $164.96 $4.72M - $5.24M
35.7K $6.02B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
138K
+ 31.12%
$40.28 - $40.85 $5.57M - $5.65M
583K $23.5B
NEE
Nextera Energy Inc

Utilities
57.3K
+ 34.54%
$78.18 - $86.03 $4.48M - $4.93M
223K $17.9B
PFE
Pfizer Inc

Healthcare
220K
+ 103.57%
$24.23 - $27.37 $5.32M - $6.01M
432K $10.7B
FCX
Freeport Mcmoran Inc

Basic Materials
85.8K
+ 106.9%
$38.65 - $43.31 $3.32M - $3.72M
166K $8.43B
AMGN
Amgen Inc

Healthcare
12.4K
+ 46.54%
$290.13 - $341.71 $3.59M - $4.23M
38.9K $12.7B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
91K
+ 79.94%
$36.51 - $41.12 $3.32M - $3.74M
205K $9.38B
OEF
Ishares S&P 100 ETF

ETFs
14K
+ 52.98%
N/A
40.4K $13.8B
OKE
Oneok Inc

Energy
67.3K
+ 84.14%
$64.31 - $72.98 $4.33M - $4.91M
147K $10.8B
Vanguard Calif Tax Free Fds
49.4K
+ 131.26%
N/A
87.1K $8.73B
INTC
Intel Corp

Technology
127K
+ 148.97%
$34.71 - $41.53 $4.41M - $5.27M
212K $7.83B
Arista Networks Inc
39.4K
+ 234.35%
N/A
56.2K $7.37B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
96.5K
+ 81.77%
$49.98 - $50.59 $4.82M - $4.88M
214K $10.8B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
110K
+ 298.21%
$41.14 - $42.95 $4.54M - $4.74M
147K $6.42B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
63.2K
+ 112.33%
$72.21 - $75.0 $4.56M - $4.74M
119K $8.97B
MDT
Medtronic PLC

Healthcare
49.9K
+ 93.75%
$90.06 - $98.43 $4.49M - $4.91M
103K $9.91B
DIS
Walt Disney CO

Communication Services
42.9K
+ 61.97%
$105.69 - $116.65 $4.54M - $5.01M
112K $12.8B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
65.4K
+ 640.33%
$67.07 - $73.01 $4.39M - $4.77M
75.6K $5.49B
BOND
Pimco Active Bond Exchange Tra

ETFs
53.1K
+ 10.51%
$93.0 - $94.55 $4.94M - $5.02M
558K $51.9B
Capital Grp Fixed Incm ETF T
179K
+ 102.02%
N/A
355K $9.41B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
56.7K
+ 27.91%
$82.69 - $83.12 $4.69M - $4.71M
260K $21.5B
NEAR
Blackrock Short Maturity Bond

ETFs
90.6K
+ 114.81%
$51.08 - $51.37 $4.63M - $4.65M
170K $8.66B
PG
Procter & Gamble CO

Consumer Defensive
40.5K
+ 32.99%
$145.5 - $153.18 $5.89M - $6.2M
163K $23.4B
Tidal Trust I
183K
+ 532.58%
N/A
218K $5.39B
RDVY
First Trust Rising Dividend Ac

ETFs
56.2K
+ 20.64%
$65.02 - $68.31 $3.65M - $3.84M
328K $22.8B
CWB
Spdr Bloomberg Convertible Sec

ETFs
50.5K
+ 1670.69%
$88.49 - $93.64 $4.47M - $4.73M
53.5K $4.77B
VRT
Vertiv Holdings CO

Industrials
27.1K
+ 317.84%
N/A
35.6K $5.77B
EFV
Msci Eafe Value ETF

ETFs
58.1K
+ 70.97%
$66.73 - $70.99 $3.88M - $4.13M
140K $10B
CRM
Salesforce, Inc.

Technology
12.5K
+ 19.96%
$235.69 - $263.41 $2.95M - $3.3M
75.3K $13.1B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
81.5K
+ 696.32%
$51.77 - $52.69 $4.22M - $4.29M
93.2K $4.82B
Blackrock ETF Trust Ii
86.7K
+ 105.87%
N/A
169K $8.21B
VB
Vanguard Small Cap ETF

ETFs
15.4K
+ 31.92%
$248.1 - $260.08 $3.83M - $4.02M
63.8K $16.5B
ASML
Asml Holding Nv

Technology
3.33K
+ 71.13%
$936.19 - $1075.45 $3.12M - $3.58M
8.01K $8.57B
VIG
Vanguard Dividend Appreciation

ETFs
15.1K
+ 8.77%
N/A
187K $41.1B
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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