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
UBER
Uber Technologies, Inc

Technology
4.63K
+ 4.11%
$86.91 - $99.57 $402K - $461K
117K $11.5B
TFC
Truist Financial Corp

Financial Services
12.7K
+ 8.82%
$42.83 - $47.07 $546K - $600K
157K $7.19B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
27.4K
+ 11.99%
N/A
256K $6.62B
HOOD
Robinhood Markets, Inc.

Technology
939
+ 5.62%
$91.27 - $143.18 $85.7K - $134K
17.6K $2.53B
IWD
Ishares Russell 1000 Val ETF

ETFs
3.72K
+ 17.08%
$192.76 - $203.86 $717K - $758K
25.5K $5.19B
PSX
Phillips 66

Energy
3.28K
+ 10.66%
$118.37 - $139.46 $388K - $457K
34K $4.62B
PHYS
Sprott Physical Gold Trust

Financial Services
28.4K
+ 129.19%
$25.02 - $29.62 $711K - $842K
50.4K $1.49B
OMFL
Invesco Exchange Traded Self I

ETFs
12.4K
+ 17.23%
$57.41 - $60.45 $710K - $747K
84.1K $5.07B
STX
Seagate Technology Holdings PLC

Technology
2.41K
+ 63.89%
$142.01 - $236.06 $342K - $568K
6.17K $1.46B
IONQ
Ion Q, Inc.

Technology
11.9K
+ 125.4%
$36.79 - $75.14 $436K - $891K
21.3K $1.31B
VO
Vanguard Mid Cap ETF

ETFs
387
+ 0.69%
$279.83 - $293.74 $108K - $114K
56.2K $16.5B
VNLA
Janus Henderson Short Duration

ETFs
17.8K
+ 48.33%
$48.99 - $49.29 $872K - $878K
54.7K $2.69B
CGGO
Capital Group Global Growth Eq

ETFs
20.8K
+ 29.1%
$31.71 - $34.17 $660K - $711K
92.3K $3.15B
DGRO
Ishares Core Dividend Growth E

ETFs
10.5K
+ 28.31%
$64.12 - $68.08 $672K - $713K
47.5K $3.23B
PWR
Quanta Services, Inc.

Industrials
1.89K
+ 93.52%
$372.29 - $421.68 $704K - $798K
3.92K $1.62B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
16.4K
+ 7.37%
$29.19 - $31.2 $479K - $512K
239K $7.41B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
10.9K
+ 28.04%
$70.85 - $76.96 $770K - $836K
49.6K $3.77B
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
20K
+ 139.57%
$37.9 - $40.19 $758K - $804K
34.3K $1.38B
ASML
Asml Holding Nv

Technology
61
+ 1.32%
$689.63 - $968.09 $42.1K - $59.1K
4.68K $4.53B
Circle Internet Group Inc
6.7K
+ 509.9%
N/A
8.01K $1.06B
QUBT
Quantum Computing Inc.

Technology
46.3K
+ 88.49%
$14.33 - $23.27 $664K - $1.08M
98.7K $1.82B
EEM
Ishares Msci Emerging Markets

ETFs
9.04K
+ 14.36%
$48.07 - $53.4 $434K - $483K
72K $3.84B
ABR
Arbor Realty Trust Inc

Real Estate
58.6K
+ 102.49%
$10.7 - $12.21 $627K - $715K
116K $1.41B
FNDE
Schwab Fundamental Emerging Mk

ETFs
9.64K
+ 6.75%
$33.13 - $36.31 $319K - $350K
153K $5.52B
FAST
Fastenal CO

Industrials
12.1K
+ 41.66%
$42.47 - $50.39 $512K - $608K
41K $2.01B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.01K
+ 30.88%
$103.83 - $179.9 $209K - $362K
8.52K $1.52B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.28K
+ 1.84%
$100.63 - $112.27 $129K - $144K
70.8K $7.82B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.55K
+ 12.95%
$53.81 - $57.52 $514K - $549K
83.3K $4.79B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15K
+ 134.91%
$50.85 - $51.35 $762K - $769K
26.1K $1.34B
GM
General Motors CO

Consumer Cyclical
9.32K
+ 55.79%
$48.89 - $61.24 $456K - $571K
26K $1.59B
DVN
Devon Energy Corp

Energy
15.6K
+ 23.81%
$31.75 - $36.99 $495K - $577K
81.1K $2.84B
BNDX
Vanguard Total International B

ETFs
15K
+ 9.88%
$49.0 - $49.51 $734K - $741K
166K $8.23B
USFR
Wisdomtree Floating Rate Treas

ETFs
14.8K
+ 4.75%
$50.23 - $50.48 $745K - $749K
327K $16.4B
First Tr Exchng Traded Fd Vi
14.2K
+ 7.96%
N/A
193K $7.57B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.8K
+ 8.93%
$282.75 - $294.19 $508K - $529K
21.9K $6.44B
Managed Portfolio Series
27.8K
+ 183.4%
N/A
43K $1.1B
MRK
Merck & Co., Inc.

Healthcare
3.23K
+ 3.49%
$77.6 - $87.37 $251K - $282K
95.8K $8.04B
TDIV
First Trust Nasdaq Technology

ETFs
5.76K
+ 33.48%
$89.27 - $100.33 $514K - $578K
23K $2.26B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
14.2K
+ 78.18%
$47.76 - $48.46 $676K - $686K
32.3K $1.56B
GTO
Invesco Actively Managed ETF T

ETFs
13.7K
+ 25.32%
$46.43 - $47.91 $634K - $654K
67.6K $3.21B
DFAI
Dimensional ETF Tr

ETFs
15.1K
+ 20.93%
$34.05 - $36.55 $515K - $553K
87.4K $3.18B
LEN
Lennar Corp

Consumer Cyclical
4.55K
+ 73.9%
$107.73 - $142.4 $490K - $648K
10.7K $1.35B
SO
Southern CO

Utilities
4.51K
+ 5.51%
$90.83 - $96.0 $410K - $433K
86.4K $8.18B
IWF
Ishares Russell 1000 Gr ETF

ETFs
727
+ 10.9%
$420.11 - $472.68 $305K - $344K
7.4K $3.47B
BBY
Best Buy CO Inc

Consumer Cyclical
7.8K
+ 28.63%
$64.12 - $78.46 $500K - $612K
35K $859M
PKG
Packaging Corp Of America

Consumer Cyclical
2.33K
+ 74.18%
$191.41 - $220.25 $447K - $514K
5.48K $1.19B
FTHI
First Trust Exchange Traded Fd

ETFs
21.7K
+ 23.26%
$22.76 - $23.92 $494K - $520K
115K $2.73B
VCR
Vanguard Consumer Discretionar

ETFs
272
+ 1.93%
$359.61 - $401.35 $97.8K - $109K
14.4K $5.69B
DAL
Delta Air Lines, Inc.

Industrials
4.28K
+ 9.9%
$49.0 - $61.97 $210K - $265K
47.5K $2.7B
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
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