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
T
At&T Inc.

Communication Services
88.5K
+ 24.68%
$24.44 - $27.55 $2.16M - $2.44M
447K $11.1B
IMFL
Invesco Ex Tr Self Indx Fd Tr
30.3K
+ 95.72%
$27.57 - $29.25 $835K - $886K
61.9K $1.85B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
41.5K
+ 277.6%
$23.38 - $23.82 $970K - $989K
56.5K $1.32B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.43K
+ 84.2%
$506.07 - $566.91 $726K - $813K
3.14K $1.9B
CMCSA
Comcast Corp

Communication Services
36.3K
+ 46.32%
$26.98 - $31.09 $980K - $1.13M
115K $3.43B
NFLX
Netflix Inc

Communication Services
213K
+ 1238.42%
$110.29 - $1241.35 $23.5M - $265M
231K $21.6B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.08K
+ 50.85%
$426.99 - $455.46 $886K - $945K
6.16K $2.74B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
753
+ 41.67%
$557.73 - $694.99 $420K - $523K
2.56K $1.98B
TPR
Tapestry, Inc.

Consumer Cyclical
7.28K
+ 373.91%
$98.81 - $117.14 $719K - $853K
9.23K $1.18B
Blackrock Inc
1.56K
+ 20.89%
N/A
9.01K $9.64B
DASH
Door Dash, Inc.

Communication Services
4.77K
+ 161.91%
$195.21 - $281.74 $930K - $1.34M
7.71K $1.75B
SPOT
Spotify Technology S.A.

Communication Services
1.79K
+ 195.51%
$616.91 - $707.3 $1.1M - $1.26M
2.7K $1.57B
DSI
Ishares Msci Kld 400 Social Et

ETFs
7.1K
+ 160.74%
$123.63 - $130.75 $878K - $928K
11.5K $1.48B
FMF
First Trust Managed Futures St

ETFs
20K
+ 139.82%
$48.06 - $49.61 $961K - $992K
34.3K $1.61B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.4K
+ 31.79%
$42.26 - $44.28 $776K - $813K
76.2K $3.38B
BDX
Becton Dickinson & CO

Healthcare
4.2K
+ 30.77%
$176.39 - $193.93 $740K - $814K
17.8K $3.46B
SHW
Sherwin Williams CO

Basic Materials
3.63K
+ 26.49%
$330.74 - $354.45 $1.2M - $1.29M
17.3K $5.62B
EMB
Ishares Tr

ETFs
8.78K
+ 56.55%
$94.63 - $97.03 $831K - $852K
24.3K $2.34B
DOW
Dow Inc.

Basic Materials
36K
+ 85.71%
$20.65 - $25.73 $744K - $927K
78.1K $1.83B
FTCS
First Trust Capital Strength E

ETFs
14.8K
+ 3.25%
$90.55 - $93.84 $1.34M - $1.39M
470K $43.5B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5.53K
+ 60.61%
$142.82 - $150.36 $790K - $831K
14.7K $2.18B
SOXX
Ishares Semiconductor ETF

ETFs
1.4K
+ 9.85%
$271.99 - $309.6 $380K - $432K
15.6K $4.69B
Managed Portfolio Series
32.6K
+ 75.92%
N/A
75.6K $1.94B
Bitmine Immersion Tecnologie
41.5K
+ 358.72%
N/A
53.1K $1.44B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
8.57K
+ 13.64%
$100.33 - $100.69 $860K - $863K
71.4K $7.16B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
17.2K
+ 205.23%
$47.89 - $48.53 $824K - $835K
25.6K $1.22B
POWL
Powell Industries Inc

Industrials
2.5K
+ 160.31%
$301.06 - $408.37 $751K - $1.02M
4.05K $1.29B
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.73K
+ 95.61%
$122.36 - $133.85 $701K - $767K
11.7K $1.61B
AEM
Agnico Eagle Mines LTD

Basic Materials
4.8K
+ 298.82%
$155.17 - $185.52 $745K - $890K
6.41K $1.09B
ACAD
Acadia Pharmaceuticals Inc

Healthcare
27.3K
+ 168.25%
$20.06 - $24.13 $547K - $658K
43.5K $1.16B
CAH
Cardinal Health Inc

Healthcare
1.98K
+ 23.67%
$153.27 - $206.06 $303K - $407K
10.3K $2.12B
IBKR
Interactive Brokers Group, Inc.

Financial Services
13.3K
+ 124.06%
$64.77 - $73.08 $862K - $973K
24K $1.55B
WRB
Berkley W R Corp

Financial Services
11.8K
+ 392.79%
$71.34 - $78.46 $839K - $923K
14.8K $1.03B
IGM
Ishares Expanded Tech Sector E

ETFs
5.23K
+ 13.45%
$124.25 - $135.72 $650K - $710K
44.1K $5.7B
XLRE
Select Sector Spdr Tr Real Est

ETFs
20.2K
+ 204.05%
$40.65 - $42.74 $822K - $865K
30.1K $1.22B
HSY
Hershey CO

Consumer Defensive
4.52K
+ 92.01%
$162.31 - $195.56 $733K - $883K
9.42K $1.72B
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
8.65K
+ 332.32%
N/A
11.2K $1B
DOCN
Digital Ocean Holdings, Inc.

Technology
13.6K
+ 148.91%
$35.87 - $51.67 $486K - $700K
22.7K $1.09B
ICE
Intercontinental Exchange, Inc.

Financial Services
5.46K
+ 31.17%
$145.59 - $162.64 $795K - $888K
23K $3.72B
TER
Teradyne, Inc

Technology
3.44K
+ 188.54%
$132.08 - $187.59 $454K - $645K
5.26K $1.02B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
5K
+ 2.23%
$34.7 - $37.35 $173K - $187K
229K $8.72B
Circle Internet Group Inc
15K
+ 187.51%
N/A
23K $1.83B
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.01K
+ 217.04%
$358.39 - $376.54 $721K - $758K
2.94K $1.1B
OMF
One Main Holdings, Inc.

Financial Services
9.68K
+ 102.4%
$52.15 - $61.38 $505K - $594K
19.1K $1.29B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.74K
+ 99.95%
$72.17 - $75.74 $703K - $738K
19.5K $1.47B
CLH
Clean Harbors Inc

Industrials
3.18K
+ 209.41%
$204.29 - $246.19 $650K - $783K
4.7K $1.1B
EOG
Eog Resources Inc

Energy
7.88K
+ 66.37%
$105.0 - $111.92 $827K - $882K
19.7K $2.07B
ANF
Abercrombie & Fitch CO

Consumer Cyclical
4.74K
+ 134.01%
$66.65 - $86.16 $316K - $408K
8.27K $1.04B
HAWX
Ishares Tr Currency Hedged Msc

ETFs
17.1K
+ 45.01%
$37.65 - $39.83 $643K - $680K
55K $2.17B
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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