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
EEM
Ishares Msci Emerging Markets

ETFs
71.4K
+ 99.18%
$51.94 - $56.01 $3.71M - $4M
143K $7.84B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
155K
+ 1955.81%
$25.75 - $26.12 $3.99M - $4.05M
163K $4.19B
TMO
Thermo Fisher Scientific Inc.

Healthcare
6.02K
+ 131.36%
$524.58 - $588.02 $3.16M - $3.54M
10.6K $6.14B
Nebius Group N.V.
49.3K
+ 680.98%
N/A
56.5K $4.73B
GD
General Dynamics Corp

Industrials
11.7K
+ 61.13%
$330.59 - $353.77 $3.87M - $4.14M
30.9K $10.4B
Blackrock ETF Trust
118K
+ 114.49%
N/A
220K $7.33B
AVUV
American Centy ETF Tr Avantis

ETFs
34.9K
+ 37.8%
$95.19 - $100.66 $3.32M - $3.52M
127K $13B
NOW
Service Now, Inc.

Technology
46.9K
+ 1058.02%
$835.79 - $946.29 $39.2M - $44.4M
51.4K $7.87B
AMAT
Applied Materials Inc

Technology
12.5K
+ 116.42%
$209.95 - $240.89 $2.63M - $3.02M
23.3K $5.99B
DVY
Ishares Tr

ETFs
26.7K
+ 361.42%
$138.1 - $143.11 $3.69M - $3.82M
34.1K $4.82B
CVX
Chevron Corp

Energy
26.4K
+ 21.78%
$148.9 - $157.72 $3.93M - $4.16M
147K $22.5B
MP
Mp Materials Corp.

Basic Materials
75.2K
+ 916.52%
$51.95 - $98.65 $3.91M - $7.42M
83.4K $4.21B
RSP
Invesco S&P 500 Equal Weight E

ETFs
18.3K
+ 22.46%
$185.12 - $192.11 $3.38M - $3.51M
99.5K $19.1B
ISRG
Intuitive Surgical Inc

Healthcare
3.99K
+ 34.71%
$429.59 - $576.2 $1.71M - $2.3M
15.5K $8.77B
TJX
Tjx Companies Inc

Consumer Cyclical
19.3K
+ 27.21%
$138.56 - $147.63 $2.67M - $2.84M
90K $13.8B
CI
Cigna Corp

Healthcare
13K
+ 269.82%
$244.41 - $311.0 $3.18M - $4.04M
17.8K $4.9B
VST
Vistra Corp.

Utilities
22K
+ 745.57%
$171.56 - $210.85 $3.77M - $4.63M
24.9K $4.02B
XLU
Utilities Sector Spdr

ETFs
184K
+ 184.68%
$87.89 - $92.9 $16.2M - $17.1M
284K $12.1B
WBD
Warner Bros. Discovery, Inc.

Communication Services
111K
+ 520.98%
$17.1 - $23.05 $1.91M - $2.57M
133K $3.83B
LMT
Lockheed Martin Corp

Industrials
7.41K
+ 54.28%
$452.1 - $514.24 $3.35M - $3.81M
21K $10.2B
APP
App Lovin Corp

Technology
5.29K
+ 108.59%
$552.64 - $704.09 $2.92M - $3.72M
10.2K $6.84B
WFC
Wells Fargo & Company

Financial Services
29.1K
+ 43.52%
$77.62 - $87.3 $2.26M - $2.54M
96.1K $8.95B
CGCP
Capital Group Core Plus Income

ETFs
148K
+ 50.96%
$22.64 - $22.98 $3.35M - $3.4M
439K $9.93B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
6.9K
+ 242.87%
$402.9 - $437.15 $2.78M - $3.01M
9.73K $4.41B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
24.2K
+ 284.08%
$153.8 - $189.34 $3.72M - $4.58M
32.7K $4.8B
HON
Honeywell International Inc

Industrials
19.5K
+ 52.54%
$194.07 - $220.67 $3.79M - $4.31M
56.7K $11.1B
CGUS
Capital Group Core Equity ETF
78.2K
+ 65.83%
$38.81 - $40.67 $3.03M - $3.18M
197K $7.92B
Blackrock ETF Trust Ii
62.1K
+ 49.36%
N/A
188K $9.92B
BK
Bank Of New York Mellon Corp

Financial Services
25.7K
+ 100.34%
$104.54 - $112.64 $2.68M - $2.89M
51.3K $5.95B
PANW
Palo Alto Networks Inc

Technology
22.9K
+ 42.02%
$204.77 - $221.38 $4.69M - $5.07M
77.4K $14.3B
SHOP
Shopify Inc.

Technology
17.5K
+ 65.8%
$146.04 - $179.01 $2.55M - $3.13M
44.1K $7.1B
DE
Deere & CO

Industrials
6.61K
+ 107.59%
$439.11 - $480.78 $2.9M - $3.18M
12.7K $5.94B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
20.2K
+ 147.58%
$149.52 - $158.91 $3.03M - $3.22M
33.9K $5.19B
UNP
Union Pacific Corp

Industrials
14K
+ 64.51%
$216.37 - $237.41 $3.02M - $3.32M
35.6K $8.24B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5.16K
+ 719.53%
$577.77 - $604.78 $2.98M - $3.12M
5.88K $3.54B
HPE
Hewlett Packard Enterprise CO

Technology
131K
+ 133.54%
$22.5 - $26.25 $2.96M - $3.45M
230K $5.52B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
30.6K
+ 92.72%
$102.37 - $105.36 $3.13M - $3.22M
63.5K $6.46B
APH
Amphenol Corp

Technology
21K
+ 109.66%
$121.7 - $143.85 $2.56M - $3.02M
40.2K $5.43B
PEP
Pepsico Inc

Consumer Defensive
19.2K
+ 20.38%
$138.84 - $153.71 $2.67M - $2.95M
113K $16.3B
XLG
Invesco Exchange Traded Fd Tr

ETFs
46.3K
+ 29.68%
$56.5 - $60.52 $2.62M - $2.8M
202K $12B
ETN
Eaton Corp PLC

Industrials
14.3K
+ 51.88%
$352.39 - $387.75 $5.03M - $5.53M
41.7K $13.3B
NKE
Nike, Inc.

Consumer Cyclical
52K
+ 89.15%
$60.8 - $74.57 $3.16M - $3.88M
110K $7.03B
IJS
Ishares S&P Smallcap 600 Value

ETFs
24.1K
+ 65.97%
$105.91 - $113.18 $2.56M - $2.73M
60.7K $6.91B
ADI
Analog Devices Inc

Technology
8.14K
+ 32.12%
$225.32 - $246.37 $1.83M - $2.01M
33.5K $9.08B
AFL
Aflac Inc

Financial Services
26.3K
+ 63.54%
$105.7 - $115.01 $2.78M - $3.02M
67.6K $7.46B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
36.1K
+ 15.09%
$55.63 - $58.98 $2.01M - $2.13M
275K $16.6B
OMFL
Invesco Exchange Traded Self I

ETFs
44K
+ 52.32%
$59.09 - $61.05 $2.6M - $2.69M
128K $7.83B
GILD
Gilead Sciences, Inc.

Healthcare
16.8K
+ 30.38%
$110.56 - $125.2 $1.86M - $2.1M
72.1K $8.85B
PKG
Packaging Corp Of America

Consumer Cyclical
13.4K
+ 243.94%
$195.59 - $215.64 $2.61M - $2.88M
18.8K $3.89B
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