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
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
45.3K
+ 132.02%
$38.81 - $40.53 $1.76M - $1.84M
79.7K $3.31B
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.5K
+ 60.12%
$142.79 - $150.05 $1.79M - $1.88M
33.4K $4.97B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
50K
+ 22.54%
$33.05 - $33.87 $1.65M - $1.69M
272K $9.31B
DRI
Darden Restaurants Inc

Consumer Cyclical
10.3K
+ 313.94%
$171.59 - $193.49 $1.77M - $2M
13.6K $2.5B
Capital Group Equity ETF Tr
60.2K
+ 19.48%
N/A
369K $10.6B
COP
Conocophillips

Energy
20.5K
+ 31.22%
$85.66 - $95.46 $1.76M - $1.96M
86.2K $8.07B
Celestica Inc
6.05K
+ 454.62%
N/A
7.38K $2.18B
Rocket Lab Corp
20.6K
+ 113.28%
N/A
38.8K $2.7B
ORCL
Oracle Corp

Technology
57.3K
+ 52.88%
$217.57 - $313.0 $12.5M - $17.9M
166K $32.3B
SPYG
Spdr Portfolio

ETFs
10.6K
+ 3.52%
$102.4 - $109.39 $1.09M - $1.16M
312K $33.3B
ET
Energy Transfer LP

Energy
117K
+ 53.76%
$16.29 - $17.01 $1.9M - $1.98M
333K $5.5B
USFR
Wisdomtree Floating Rate Treas

ETFs
34.9K
+ 10.67%
$50.24 - $50.4 $1.75M - $1.76M
362K $18.2B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
13.6K
+ 9.56%
$98.0 - $102.56 $1.33M - $1.39M
156K $16B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
8.3K
+ 7.86%
$161.21 - $171.97 $1.34M - $1.43M
114K $19.1B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.28K
+ 6.23%
$454.87 - $482.76 $1.04M - $1.1M
38.8K $18.7B
AEP
American Electric Power CO Inc

Utilities
13.8K
+ 36.95%
$112.75 - $122.73 $1.56M - $1.7M
51.3K $5.91B
SYK
Stryker Corp

Healthcare
5.63K
+ 36.71%
$353.81 - $388.35 $1.99M - $2.19M
21K $7.37B
TXN
Texas Instruments Inc

Technology
11.3K
+ 43.46%
N/A
37.3K $6.48B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.86K
+ 17.74%
$245.79 - $258.02 $1.93M - $2.03M
52.2K $13.1B
VCIT
Vanguard Intermediate Term Cor

ETFs
21.3K
+ 7.29%
$83.45 - $84.82 $1.77M - $1.8M
313K $26.2B
AZN
Astrazeneca PLC

Healthcare
11.7K
+ 30.5%
$81.15 - $89.4 $953K - $1.05M
50.2K $4.62B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
25.8K
+ 10.44%
$46.45 - $49.01 $1.2M - $1.27M
273K $13.1B
BROS
Dutch Bros Inc.

Consumer Cyclical
2.12K
+ 1.24%
$47.66 - $59.87 $101K - $127K
173K $10.6B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
58.5K
+ 22.84%
N/A
314K $8.25B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10K
+ 70.68%
$176.58 - $207.02 $1.77M - $2.07M
24.2K $4.49B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
31.9K
+ 97.12%
$48.5 - $49.38 $1.55M - $1.57M
64.7K $3.23B
PHYS
Sprott Physical Gold Trust

Financial Services
43.4K
+ 86.14%
$29.62 - $33.31 $1.29M - $1.45M
93.9K $3.1B
CL
Colgate Palmolive CO

Consumer Defensive
20.5K
+ 76.35%
$74.98 - $79.86 $1.54M - $1.64M
47.3K $3.74B
MMM
3 M CO

Industrials
9.11K
+ 35.26%
$148.75 - $171.6 $1.36M - $1.56M
35K $5.6B
GTO
Invesco Actively Managed ETF T

ETFs
33.3K
+ 49.3%
$47.44 - $47.93 $1.58M - $1.6M
101K $4.79B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
33.2K
+ 289.42%
$44.53 - $47.25 $1.48M - $1.57M
44.6K $2.09B
MAR
Marriott International Inc

Consumer Cyclical
3.69K
+ 44.49%
$259.04 - $291.9 $955K - $1.08M
12K $3.72B
DFAU
Dimensional ETF Tr

ETFs
31.8K
+ 66.66%
$44.77 - $47.01 $1.42M - $1.5M
79.6K $3.72B
RWL
Invesco Exchange Traded Fd Tr

ETFs
12.7K
+ 63.75%
$108.48 - $113.54 $1.38M - $1.45M
32.7K $3.75B
ABT
Abbott Laboratories

Healthcare
17.1K
+ 23.92%
$123.62 - $134.59 $2.12M - $2.31M
88.8K $11.1B
BKNG
Booking Holdings Inc.

Consumer Cyclical
290
+ 53.51%
$4804.01 - $5424.55 $1.39M - $1.57M
832 $4.45B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.96K
+ 1.58%
N/A
255K $26.4B
CDNS
Cadence Design Systems Inc

Technology
4.94K
+ 313.8%
$314.93 - $353.36 $1.55M - $1.74M
6.51K $2.03B
QTUM
ETF Ser Solutions Defiance Qua
13.2K
+ 282.17%
N/A
17.8K $1.96B
HYLB
Xtrackers Usd High Yield Corp

ETFs
39.7K
+ 361.8%
$36.54 - $37.14 $1.45M - $1.47M
50.7K $1.87B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
7.38K
+ 82.36%
$124.39 - $154.88 $918K - $1.14M
16.3K $2.63B
IHDG
Wisdomtree Tr

ETFs
20.7K
+ 12.57%
$45.93 - $48.13 $952K - $997K
186K $9.03B
AON
Aon PLC

Financial Services
4.05K
+ 591.39%
$326.07 - $366.93 $1.32M - $1.49M
4.74K $1.67B
MSI
Motorola Solutions, Inc.

Technology
5.13K
+ 65.96%
$379.98 - $462.26 $1.95M - $2.37M
12.9K $4.95B
SCHW
Schwab Charles Corp

Financial Services
13K
+ 65.79%
$91.91 - $97.71 $1.2M - $1.27M
32.9K $3.29B
KKR
Kkr & Co. Inc.

Financial Services
11K
+ 125.57%
$117.52 - $127.65 $1.29M - $1.4M
19.7K $2.51B
COST
Costco Wholesale Corp

Consumer Defensive
2.94K
+ 16.02%
$910.94 - $954.99 $2.67M - $2.8M
21.3K $18.3B
SHAK
Shake Shack Inc.

Consumer Cyclical
17.4K
+ 552.53%
$86.76 - $96.79 $1.51M - $1.68M
20.5K $1.66B
BWXT
Bwx Technologies, Inc.

Industrials
8.28K
+ 128.22%
$177.88 - $215.86 $1.47M - $1.79M
14.7K $2.55B
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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