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
SOUN
Soundhound Ai, Inc.

Technology
10.9K
+ 72.41%
$10.11 - $18.05 $110K - $196K
25.9K $416M
Rbb Fd Inc
88
+ 0.09%
N/A
97.1K $3.1B
OKE
Oneok Inc

Energy
11.6K
+ 16.89%
$71.36 - $83.47 $825K - $965K
80K $5.84B
LUV
Southwest Airlines CO

Industrials
8.21K
+ 31.28%
$29.06 - $37.7 $239K - $310K
34.5K $1.1B
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.15K
+ 6.12%
$102.17 - $110.66 $118K - $127K
20K $2.21B
IDXX
Idexx Laboratories Inc

Healthcare
147
+ 9.87%
$514.61 - $682.78 $75.6K - $100K
1.64K $1.05B
ITB
Ishares Tr

ETFs
1.46K
+ 23.4%
$94.18 - $117.14 $137K - $171K
7.69K $825M
NET
Cloudflare, Inc.

Technology
876
+ 30.47%
$181.39 - $228.28 $159K - $200K
3.75K $805M
EXLS
Exl Service Holdings, Inc.

Technology
5.43K
+ 60.53%
$41.4 - $45.43 $225K - $246K
14.4K $633M
CVS
Cvs Health Corp

Healthcare
1.78K
+ 11.0%
$58.75 - $76.5 $105K - $136K
18K $1.36B
IHDG
Wisdomtree Tr

ETFs
1.42K
+ 0.87%
$43.81 - $46.31 $62.1K - $65.7K
165K $7.6B
TXN
Texas Instruments Inc

Technology
4.11K
+ 18.74%
N/A
26K $4.78B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
3.83K
+ 11.54%
$39.39 - $42.09 $151K - $161K
37K $1.55B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
660
+ 1.75%
$64.14 - $69.37 $42.3K - $45.8K
38.3K $2.64B
MRVL
Marvell Technology, Inc.

Technology
1.14K
+ 5.68%
$62.31 - $84.07 $71K - $95.8K
21.2K $1.78B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
10.8K
+ 6.94%
$20.84 - $21.03 $226K - $228K
167K $3.49B
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.66K
+ 19.44%
$65.64 - $78.22 $503K - $599K
47K $3.15B
First Tr Exchange Traded Fd
7.66K
+ 11.42%
N/A
74.7K $1.28B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
7.99K
+ 13.36%
$21.89 - $23.17 $175K - $185K
67.8K $1.57B
MTZ
Mastec Inc

Industrials
219
+ 5.17%
$168.23 - $212.81 $36.8K - $46.6K
4.46K $949M
AZO
Autozone Inc

Consumer Cyclical
15
+ 5.36%
$3649.42 - $4354.54 $54.7K - $65.3K
295 $1.27B
VFF
Village Farms International, Inc.

Consumer Defensive
47.7K
+ 127.66%
$1.12 - $3.33 $53.5K - $159K
85.1K $266M
CORP
Pimco Investment Grade Corp Bd

ETFs
2.22K
+ 43.94%
$95.87 - $99.18 $212K - $220K
7.26K $716M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
10.4K
+ 16.22%
$6.18 - $9.0 $64.1K - $93.3K
74.3K $669M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.2K
+ 1.43%
$92.18 - $95.14 $111K - $114K
85.2K $8.1B
FN
Fabrinet

Technology
289
+ 17.94%
$277.04 - $389.47 $80.1K - $113K
1.9K $693M
MA
Mastercard Inc

Financial Services
89
+ 0.37%
$550.18 - $598.96 $49K - $53.3K
24K $13.7B
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
4.26K
+ 64.22%
$41.64 - $45.4 $177K - $193K
10.9K $494M
SBUX
Starbucks Corp

Consumer Cyclical
10.5K
+ 10.95%
$81.9 - $96.86 $862K - $1.02M
107K $9.02B
DVYE
Ishares Emerging Markets Divid

ETFs
6.6K
+ 43.71%
$28.5 - $30.64 $188K - $202K
21.7K $644M
VZ
Verizon Communications Inc

Communication Services
931
+ 0.37%
$40.84 - $45.06 $38K - $42K
251K $11B
FPX
First Trust Us Equity Opportun

ETFs
538
+ 9.47%
$141.57 - $166.21 $76.2K - $89.4K
6.22K $1.03B
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
4.74K
+ 61.56%
$35.41 - $38.93 $168K - $184K
12.4K $483M
DASH
Door Dash, Inc.

Communication Services
542
+ 22.57%
$234.5 - $272.5 $127K - $148K
2.94K $800M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.05K
+ 3.99%
$99.12 - $99.52 $203K - $204K
53.4K $5.31B
TLRY
Tilray Brands, Inc.

Healthcare
107K
+ 631.36%
$0.42 - $1.85 $44.9K - $198K
124K $214M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
8.08K
+ 18.53%
$21.15 - $22.45 $171K - $181K
51.7K $1.15B
ALB
Albemarle Corp

Basic Materials
1.45K
+ 30.61%
$62.9 - $88.1 $91K - $127K
6.17K $500M
Barrick Mng Corp
306
+ 1.89%
N/A
16.5K $540M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
9.24K
+ 61.86%
$20.71 - $22.29 $191K - $206K
24.2K $520M
HYLB
Xtrackers Usd High Yield Corp

ETFs
5.36K
+ 95.32%
$36.55 - $37.16 $196K - $199K
11K $407M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.84K
+ 6.55%
$60.99 - $64.39 $112K - $119K
30K $1.93B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.05K
+ 9.07%
$137.51 - $145.26 $145K - $153K
12.6K $1.8B
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
3.49K
+ 82.09%
$49.98 - $52.24 $175K - $182K
7.75K $405M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.91K
+ 7.26%
$52.55 - $54.37 $153K - $158K
43K $2.33B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.15K
+ 9.97%
$42.43 - $45.05 $134K - $142K
34.8K $1.53B
IYZ
Ishares Tr Us Telecommunicatio

ETFs
1.85K
+ 3.61%
$29.27 - $32.3 $54.1K - $59.7K
53.1K $1.71B
Mntn Inc
14K
+ 62.22%
N/A
36.5K $677M
BLBD
Blue Bird Corp

Consumer Cyclical
959
+ 10.66%
$42.75 - $60.86 $41K - $58.4K
9.95K $573M
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