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
JMEE
J P Morgan Exchange Traded Fd

ETFs
10.9K
+ 29.69%
$61.3 - $64.67 $666K - $702K
47.4K $3.05B
DHI
Horton D R Inc

Consumer Cyclical
5.89K
+ 124.2%
$142.43 - $174.95 $838K - $1.03M
10.6K $1.53B
SJNK
Spdr Bloomberg Short Term High

ETFs
28.8K
+ 212.81%
$25.2 - $25.57 $727K - $738K
42.4K $1.07B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.35K
+ 5.97%
$78.65 - $79.19 $736K - $741K
166K $13.1B
Ea Series Trust
6.2K
+ 188.59%
N/A
9.49K $1.09B
USB
Us Bancorp \De\

Financial Services
7.25K
+ 11.05%
$45.28 - $48.26 $328K - $350K
72.8K $3.89B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.47K
+ 9.94%
$92.34 - $95.43 $782K - $808K
93.7K $8.82B
T Rowe Price ETF Inc
17.7K
+ 24.5%
N/A
89.8K $3.43B
PAAS
Pan American Silver Corp

Basic Materials
11.5K
+ 130.06%
$33.2 - $42.03 $382K - $483K
20.3K $1.05B
FITB
Fifth Third Bancorp

Financial Services
14.8K
+ 187.03%
$40.36 - $44.41 $598K - $657K
22.7K $1.06B
IR
Ingersoll Rand Inc.

Industrials
9.33K
+ 94.52%
$75.47 - $84.18 $704K - $786K
19.2K $1.52B
Global X Fds
14.3K
+ 34.99%
N/A
55.3K $3.58B
SO
Southern CO

Utilities
15.6K
+ 18.01%
$90.58 - $99.72 $1.41M - $1.55M
102K $8.89B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
30K
+ 44.17%
$23.12 - $23.41 $693K - $701K
97.8K $2.27B
ADSK
Autodesk, Inc.

Technology
2.61K
+ 79.17%
N/A
5.9K $1.75B
BCS
Barclays PLC

Financial Services
21K
+ 61.47%
$19.36 - $22.51 $406K - $472K
55.1K $1.4B
JCPB
J P Morgan Exchange Traded Fd

ETFs
15.1K
+ 13.99%
$47.34 - $48.01 $714K - $724K
123K $5.82B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
7.83K
+ 67.01%
$83.65 - $86.6 $655K - $678K
19.5K $1.68B
ROBT
First Tr Exchange Traded Fd Vi

ETFs
13.4K
+ 335.17%
$51.86 - $56.58 $696K - $759K
17.4K $904M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
13.6K
+ 252.07%
$50.83 - $51.07 $691K - $694K
19K $966M
WELL
Welltower Inc.

Real Estate
2.92K
+ 14.98%
$165.94 - $193.82 $485K - $566K
22.4K $4.16B
Te Connectivity PLC
2.93K
+ 118.15%
N/A
5.41K $1.23B
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
47.3K
+ 136.18%
$9.72 - $11.9 $459K - $562K
82K $1.03B
AUSF
Global X Fds Adaptive U S Fact

ETFs
14.5K
+ 37.63%
$44.91 - $46.56 $651K - $675K
53K $2.46B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
9.91K
+ 4.15%
$30.8 - $32.74 $305K - $324K
249K $8.07B
TSCO
Tractor Supply CO

Consumer Cyclical
21.1K
+ 36.33%
$52.49 - $56.37 $1.11M - $1.19M
79.3K $3.97B
NXPI
Nxp Semiconductors N.V.

Technology
3.69K
+ 27.3%
$197.1 - $231.42 $728K - $854K
17.2K $3.74B
ROK
Rockwell Automation, Inc

Industrials
1.45K
+ 61.28%
$333.75 - $394.54 $483K - $571K
3.81K $1.48B
Ishares Bitcoin Trust ETF
31.1K
+ 53.72%
N/A
88.9K $4.41B
NVS
Novartis Ag

Healthcare
3.97K
+ 36.57%
$121.8 - $132.39 $483K - $525K
14.8K $2.04B
VOE
Vanguard Mid Cap Value Index F

ETFs
3.09K
+ 8.49%
$169.53 - $176.53 $524K - $545K
39.5K $7B
AZO
Autozone Inc

Consumer Cyclical
269
+ 91.19%
$3576.14 - $4253.71 $962K - $1.14M
564 $1.91B
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.85K
+ 43.58%
$178.37 - $198.46 $509K - $566K
9.4K $1.96B
ENB
Enbridge Inc

Energy
16.3K
+ 32.27%
$46.39 - $50.07 $756K - $816K
66.8K $3.19B
SAP
Sap Se

Technology
3.06K
+ 73.52%
$238.9 - $280.46 $732K - $859K
7.23K $1.76B
JKHY
Henry Jack & Associates Inc

Technology
2.84K
+ 77.69%
$146.26 - $167.17 $415K - $474K
6.49K $1.18B
Pgim Rock ETF Tr
19.2K
+ 28.47%
N/A
86.6K $2.67B
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.56K
+ 55.64%
$210.33 - $273.65 $328K - $427K
4.36K $1.24B
CUBI
Customers Bancorp, Inc.

Financial Services
8.01K
+ 127.48%
$60.52 - $70.11 $485K - $562K
14.3K $1.05B
STE
Steris PLC

Healthcare
2.26K
+ 24.24%
$235.48 - $267.99 $531K - $605K
11.6K $2.93B
LVHI
Franklin International Low Vol

ETFs
12.1K
+ 14.14%
$34.73 - $36.81 $420K - $445K
97.6K $3.59B
EMR
Emerson Electric CO

Industrials
4.09K
+ 8.1%
$126.01 - $140.03 $515K - $572K
54.6K $7.24B
TT
Trane Technologies PLC

Industrials
2.62K
+ 21.47%
$408.5 - $448.65 $1.07M - $1.18M
14.8K $5.77B
CSX
Csx Corp

Industrials
16.5K
+ 53.16%
$34.88 - $36.67 $574K - $604K
47.4K $1.72B
CEG
Constellation Energy Corp

Utilities
1.42K
+ 30.58%
$335.74 - $401.43 $478K - $572K
6.08K $2.15B
FANG
Diamondback Energy, Inc.

Energy
3.8K
+ 71.52%
$137.29 - $149.2 $522K - $567K
9.11K $1.37B
ARRY
Array Technologies, Inc.

Technology
60.6K
+ 135.89%
$7.6 - $10.29 $461K - $624K
105K $971M
HQY
Healthequity, Inc.

Healthcare
6.68K
+ 288.09%
$87.78 - $101.77 $586K - $680K
9K $824M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
15K
+ 9.63%
$44.75 - $45.38 $670K - $679K
170K $7.67B
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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