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
PSX
Phillips 66

Energy
22.7K
+ 66.69%
$126.76 - $142.32 $2.87M - $3.23M
56.7K $7.31B
DELL
Dell Technologies Inc.

Technology
23.2K
+ 146.36%
$133.76 - $164.88 $3.1M - $3.82M
39K $4.91B
CGGO
Capital Group Global Growth Eq

ETFs
74.9K
+ 81.18%
$33.63 - $35.51 $2.52M - $2.66M
167K $5.79B
SWK
Stanley Black & Decker, Inc.

Industrials
35.4K
+ 349.42%
$64.43 - $75.42 $2.28M - $2.67M
45.5K $3.38B
SFLR
Innovator Etfs Tr Equity Manag
69.8K
+ 118.15%
N/A
129K $4.75B
SPGI
S&P Global Inc.

Financial Services
4.25K
+ 39.54%
$472.05 - $502.96 $2.01M - $2.14M
15K $7.84B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.2K
+ 9.16%
$137.47 - $143.13 $2.09M - $2.17M
181K $25.9B
Fidelity Covington Trust
67.1K
+ 126.03%
N/A
120K $4.55B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
23.5K
+ 16.97%
$117.68 - $124.18 $2.77M - $2.92M
162K $19.4B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
61.2K
+ 720.54%
$39.09 - $41.28 $2.39M - $2.53M
69.7K $2.87B
Barrick Mng Corp
53.2K
+ 322.83%
N/A
69.7K $3.04B
LEN
Lennar Corp

Consumer Cyclical
26.7K
+ 249.32%
$117.91 - $130.07 $3.15M - $3.47M
37.4K $3.84B
BNDX
Vanguard Total International B

ETFs
55.3K
+ 33.24%
$49.3 - $49.91 $2.73M - $2.76M
222K $10.7B
ADBE
Adobe Inc.

Technology
7.14K
+ 119.77%
$325.07 - $359.91 $2.32M - $2.57M
13.1K $4.58B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
106K
+ 84.44%
$23.54 - $23.93 $2.5M - $2.54M
232K $5.49B
XLY
Select Sector Spdr Consumer Di

ETFs
63.3K
+ 149.11%
$228.75 - $242.18 $14.5M - $15.3M
106K $12.6B
MBB
Ishares Tr

ETFs
25.7K
+ 75.43%
$94.9 - $96.23 $2.44M - $2.47M
59.8K $5.7B
Blackrock ETF Trust
62.3K
+ 127.21%
N/A
111K $4.29B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
19.2K
+ 863.09%
$120.73 - $128.98 $2.32M - $2.48M
21.4K $2.72B
CIEN
Ciena Corp

Technology
9.77K
+ 589.38%
$151.45 - $209.52 $1.48M - $2.05M
11.4K $2.67B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
47K
+ 48.6%
$50.57 - $50.77 $2.38M - $2.39M
144K $7.28B
Fidelity Covington Trust
51.4K
+ 13.74%
N/A
425K $15.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
31.2K
+ 103.2%
$70.2 - $73.89 $2.19M - $2.31M
61.5K $4.52B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
64K
+ 56.32%
$37.19 - $37.8 $2.38M - $2.42M
178K $6.64B
LHX
L3 Harris Technologies, Inc.

Industrials
9.2K
+ 30.55%
$283.87 - $306.76 $2.61M - $2.82M
39.3K $11.5B
UYLD
Angel Oak Fds Tr Ultrashort In
45.5K
+ 236.98%
N/A
64.7K $3.31B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
38.4K
+ 210.65%
$59.91 - $60.13 $2.3M - $2.31M
56.6K $3.39B
BBY
Best Buy CO Inc

Consumer Cyclical
35.2K
+ 100.57%
$70.43 - $84.0 $2.48M - $2.96M
70.3K $3.12B
SBUX
Starbucks Corp

Consumer Cyclical
26.7K
+ 24.99%
$78.46 - $87.26 $2.09M - $2.33M
133K $11.2B
ABC
Amerisourcebergen Corp

Healthcare
5.86K
+ 69.77%
N/A
14.3K $4.82B
NEM
Newmont Corp

Basic Materials
19.8K
+ 155.77%
$78.63 - $98.27 $1.56M - $1.95M
32.6K $3.25B
ITA
Ishares Tr

ETFs
9.15K
+ 25.65%
$205.04 - $218.9 $1.88M - $2M
44.8K $9.62B
SLV
I Shares Silver Trust

ETFs
11.8K
+ 19.07%
$42.4 - $49.17 $500K - $580K
73.7K $4.74B
Pimco ETF Tr
79.5K
+ 121.4%
N/A
145K $3.87B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
17.7K
+ 34.09%
$119.13 - $120.38 $2.11M - $2.14M
69.8K $8.33B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
27.1K
+ 948.76%
$75.19 - $77.98 $2.04M - $2.11M
29.9K $2.32B
PM
Philip Morris International Inc.

Consumer Defensive
13.6K
+ 28.61%
$144.33 - $160.86 $1.96M - $2.19M
61.1K $9.8B
WM
Waste Management Inc

Industrials
9.64K
+ 33.57%
$196.77 - $219.98 $1.9M - $2.12M
38.4K $8.43B
NVO
Novo Nordisk A S

Healthcare
46K
+ 83.97%
$45.68 - $59.65 $2.1M - $2.74M
101K $5.12B
XLI
Industrial Sector Spdr

ETFs
13.1K
+ 26.81%
$149.9 - $155.79 $1.96M - $2.04M
61.8K $9.59B
CMI
Cummins Inc

Industrials
1.87K
+ 14.89%
$407.98 - $484.34 $764K - $907K
14.4K $7.37B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25.4K
+ 5.09%
$63.25 - $66.24 $1.61M - $1.68M
525K $34.6B
DHIL
Diamond Hill Investment Group Inc

Financial Services
3
+ 0.0%
$126.29 - $142.54 $379 - $428
67.6K $11.5B
TGT
Target Corp

Consumer Defensive
15.8K
+ 28.13%
$85.53 - $97.77 $1.35M - $1.54M
71.8K $7.02B
AFLG
First Tr Exchange Traded Fd Vi
50.7K
+ 138.44%
N/A
87.3K $3.41B
LOW
Lowes Companies Inc

Consumer Cyclical
10.1K
+ 22.6%
$225.0 - $247.99 $2.26M - $2.49M
54.5K $13.1B
JBL
Jabil Inc

Technology
8.41K
+ 236.11%
$193.99 - $222.32 $1.63M - $1.87M
12K $2.73B
DVN
Devon Energy Corp

Energy
49.5K
+ 61.11%
$31.74 - $35.84 $1.57M - $1.78M
131K $4.78B
W
Wayfair Inc.

Consumer Cyclical
15.2K
+ 40.77%
$74.28 - $112.5 $1.13M - $1.71M
52.5K $5.27B
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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