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
PWR
Quanta Services, Inc.

Industrials
3.14K
+ 80.15%
$412.21 - $453.83 $1.29M - $1.42M
7.05K $2.98B
APO
Apollo Global Management, Inc.

Financial Services
7.67K
+ 36.32%
$118.22 - $133.75 $907K - $1.03M
28.8K $4.17B
BSX
Boston Scientific Corp

Healthcare
14.2K
+ 94.03%
$94.95 - $104.98 $1.35M - $1.49M
29.4K $2.8B
VONG
Vanguard Russell 1000 Growth E

ETFs
10.7K
+ 100.69%
$118.2 - $126.51 $1.27M - $1.36M
21.4K $2.6B
SNOW
Snowflake Inc.

Technology
6.16K
+ 102.98%
$230.55 - $277.14 $1.42M - $1.71M
12.1K $2.66B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
26.5K
+ 101.78%
$51.27 - $51.8 $1.36M - $1.37M
52.6K $2.63B
QTEC
First Trust Nasdaq 100 Technol

ETFs
5.55K
+ 69.07%
$224.76 - $243.76 $1.25M - $1.35M
13.6K $3.13B
CRH.L
Crh PLC

Basic Materials
10.1K
+ 333.16%
N/A
13.2K $1.64B
First Tr Exchange Traded Fd
60.3K
+ 21.09%
N/A
346K $7.35B
MNST
Monster Beverage Corp

Consumer Defensive
13.6K
+ 63.75%
$66.31 - $71.91 $900K - $976K
34.9K $2.67B
RGTI
Rigetti Computing, Inc.

Technology
58.5K
+ 482.21%
$25.2 - $56.12 $1.47M - $3.28M
70.6K $1.56B
VO
Vanguard Mid Cap ETF

ETFs
4.81K
+ 8.56%
$286.27 - $296.23 $1.38M - $1.43M
61.1K $17.7B
RIO
Rio Tinto PLC

Basic Materials
14.1K
+ 295.16%
$65.44 - $72.58 $921K - $1.02M
18.8K $1.51B
HEFA
Ishares Currency Hedged Msci E

ETFs
26.1K
+ 42.19%
$39.63 - $41.86 $1.04M - $1.09M
88.1K $3.64B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
15.9K
+ 349.87%
$71.13 - $74.96 $1.13M - $1.19M
20.4K $1.51B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
12.5K
+ 21.87%
$85.3 - $88.17 $1.06M - $1.1M
69.4K $6.11B
WDC
Western Digital Corp

Technology
6.12K
+ 310.3%
$113.13 - $174.22 $692K - $1.07M
8.09K $1.39B
TTWO
Take Two Interactive Software Inc

Communication Services
4.57K
+ 69.99%
$232.0 - $262.29 $1.06M - $1.2M
11.1K $2.84B
RJF
Raymond James Financial Inc

Financial Services
8.26K
+ 56.71%
$158.05 - $167.64 $1.31M - $1.38M
22.8K $3.67B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
9.97K
+ 14.08%
$106.25 - $112.78 $1.06M - $1.12M
80.8K $8.96B
PHM
Pultegroup Inc

Consumer Cyclical
10.5K
+ 166.51%
$118.23 - $137.61 $1.24M - $1.44M
16.8K $1.96B
BR
Broadridge Financial Solutions, Inc.

Technology
5.79K
+ 51.43%
$217.49 - $236.9 $1.26M - $1.37M
17K $3.8B
APD
Air Products & Chemicals, Inc.

Basic Materials
6.02K
+ 41.92%
$237.56 - $271.47 $1.43M - $1.64M
20.4K $5.04B
MNBD
Alps ETF Tr Intermediate Muni

ETFs
42.9K
+ 508.2%
$25.84 - $26.08 $1.11M - $1.12M
51.3K $1.33B
MCK
Mckesson Corp

Healthcare
1.22K
+ 62.87%
$738.06 - $859.37 $900K - $1.05M
3.16K $2.59B
GPC
Genuine Parts CO

Consumer Cyclical
10.7K
+ 75.54%
$122.69 - $140.39 $1.31M - $1.5M
24.8K $3.04B
Invesco Actively Managed Exc
42.7K
+ 95.38%
N/A
87.4K $2.23B
ROL
Rollins Inc

Consumer Cyclical
17.5K
+ 65.67%
$53.87 - $59.67 $945K - $1.05M
44.3K $2.66B
INTU
Intuit Inc

Technology
1.82K
+ 32.04%
$641.79 - $683.39 $1.16M - $1.24M
7.48K $4.95B
GM
General Motors CO

Consumer Cyclical
6.75K
+ 25.93%
$55.35 - $71.89 $374K - $485K
32.8K $2.67B
NTRA
Natera, Inc.

Healthcare
3.81K
+ 130.92%
$160.21 - $209.5 $611K - $798K
6.72K $1.54B
ARES
Ares Management Corp

Financial Services
6.54K
+ 78.94%
$140.88 - $155.5 $921K - $1.02M
14.8K $2.4B
CADE
Cadence Bank

Financial Services
21.6K
+ 79.57%
$35.39 - $39.77 $763K - $857K
48.7K $2.08B
CRS
Carpenter Technology Corp

Industrials
2.88K
+ 127.68%
$238.12 - $332.01 $686K - $957K
5.14K $1.62B
VGT
Vanguard Information Technolog

ETFs
1.17K
+ 4.5%
$736.33 - $801.52 $859K - $935K
27.1K $20.4B
ADP
Automatic Data Processing Inc

Industrials
9.38K
+ 25.17%
$250.9 - $292.94 $2.35M - $2.75M
46.6K $12B
IJK
Ishares S&P Midcap 400 Growth

ETFs
10.8K
+ 71.16%
$93.11 - $97.9 $1M - $1.05M
25.9K $2.51B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.2K
+ 32.92%
$79.55 - $80.13 $1.05M - $1.06M
53.3K $4.25B
DUK
Duke Energy Corp

Utilities
11.7K
+ 23.04%
$121.57 - $129.03 $1.43M - $1.52M
62.7K $7.35B
UNH
Unitedhealth Group Inc

Healthcare
4.33K
+ 16.86%
$320.52 - $369.92 $1.39M - $1.6M
30K $9.9B
ES
Eversource Energy

Utilities
15.4K
+ 439.02%
$70.59 - $74.88 $1.09M - $1.15M
18.9K $1.27B
IQV
Iqvia Holdings Inc.

Healthcare
3.16K
+ 35.97%
$198.17 - $223.55 $626K - $707K
11.9K $2.69B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7.52K
+ 70.58%
$125.45 - $131.1 $944K - $986K
18.2K $2.39B
PLD
Prologis, Inc.

Real Estate
3.75K
+ 9.39%
$111.23 - $127.18 $417K - $477K
43.7K $5.58B
FDN
First Tr Fd Dow Jones

ETFs
4.02K
+ 53.65%
$269.33 - $285.7 $1.08M - $1.15M
11.5K $3.1B
Vanguard Malvern Fds
12.9K
+ 133.53%
N/A
22.5K $1.76B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
15.6K
+ 264.07%
$61.42 - $63.67 $960K - $996K
21.6K $1.36B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
20.2K
+ 31.39%
$47.97 - $49.62 $969K - $1M
84.5K $4.15B
FTGS
First Tr Exchange Traded Fd Gr
27.9K
+ 438.18%
N/A
34.2K $1.21B
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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