Concurrent Investment Advisors, LLC Sells in Q4 2024

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-57.1K
- 25.09%
$3.53 - $7.8 $201K - $445K
170K $649M
PAYX
Paychex Inc

Industrials
-8.17K
- 29.83%
$135.86 - $148.73 $1.11M - $1.21M
19.2K $2.7B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-20.6K
- 64.25%
$40.06 - $45.21 $824K - $930K
11.5K $466M
Kenvue Inc
-36.9K
- 68.97%
N/A
16.6K $355M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-38.6K
- 8.75%
$17.65 - $18.18 $681K - $701K
402K $7.12B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-5.86K
- 2.26%
$34.83 - $38.05 $204K - $223K
254K $8.95B
AMT
American Tower Corp

Real Estate
-2.35K
- 30.19%
$179.4 - $232.01 $421K - $545K
5.43K $995M
Capital Group Dividend Growe
-20.2K
- 10.9%
N/A
165K $4.91B
VIG
Vanguard Dividend Appreciation

ETFs
-3.24K
- 4.36%
N/A
71K $13.9B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-13.4K
- 13.78%
$45.07 - $47.1 $606K - $633K
84.1K $3.8B
NKE
Nike, Inc.

Consumer Cyclical
-976
- 1.86%
$73.36 - $89.13 $71.6K - $87K
51.5K $3.9B
BX
Blackstone Inc.

Financial Services
-7.98K
- 23.4%
$148.45 - $199.05 $1.18M - $1.59M
26.1K $4.5B
FCX
Freeport Mcmoran Inc

Basic Materials
-6.35K
- 16.86%
$38.08 - $50.82 $242K - $323K
31.3K $1.19B
MDT
Medtronic PLC

Healthcare
-173
- 0.26%
$79.61 - $92.24 $13.8K - $16K
65.9K $5.26B
IEF
Ishares Barclays

ETFs
-6.06K
- 28.28%
$92.08 - $98.18 $558K - $595K
15.4K $1.42B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-25.9K
- 11.48%
$17.21 - $18.41 $446K - $477K
200K $3.45B
DVN
Devon Energy Corp

Energy
-6.42K
- 8.85%
$30.52 - $42.96 $196K - $276K
66.1K $2.16B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-11.2K
- 13.28%
$42.84 - $45.38 $479K - $507K
73K $3.14B
CARR
Carrier Global Corp

Industrials
-4.05K
- 12.85%
$66.69 - $82.65 $270K - $334K
27.4K $1.87B
AMAT
Applied Materials Inc

Technology
-1.42K
- 13.38%
$161.44 - $213.89 $228K - $303K
9.16K $1.49B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-12K
- 25.92%
$43.84 - $48.76 $527K - $587K
34.4K $1.51B
HAL
Halliburton CO

Energy
-14.4K
- 12.15%
$25.77 - $31.99 $372K - $462K
104K $2.84B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.32K
- 11.15%
$59.25 - $72.99 $196K - $242K
26.4K $1.58B
VHT
Vanguard Health Care ETF

ETFs
-769
- 5.52%
$250.81 - $283.3 $193K - $218K
13.2K $3.34B
OMFS
Invesco Exchange Traded Self I

ETFs
-14.6K
- 70.84%
$38.83 - $43.9 $567K - $641K
6.01K $238M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-6.54K
- 23.57%
$81.68 - $82.93 $534K - $542K
21.2K $1.74B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.34K
- 1.52%
$113.92 - $127.38 $266K - $298K
151K $17.4B
UPS
United Parcel Service Inc

Industrials
-412
- 0.89%
$122.65 - $138.35 $50.5K - $57K
46K $5.8B
FVD
First Tr Value Line Divid Inde

ETFs
-2.77K
- 1.33%
$43.4 - $46.7 $120K - $129K
206K $8.97B
UNP
Union Pacific Corp

Industrials
-689
- 3.65%
$223.15 - $249.32 $154K - $172K
18.2K $4.15B
HSY
Hershey CO

Consumer Defensive
-1.52K
- 14.03%
$168.67 - $193.65 $257K - $295K
9.33K $1.58B
HCA
Hca Healthcare, Inc.

Healthcare
-667
- 24.68%
$297.52 - $415.61 $198K - $277K
2.04K $611M
MPC
Marathon Petroleum Corp

Energy
-370
- 1.99%
$131.65 - $174.84 $48.7K - $64.7K
18.2K $2.55B
UL
Unilever PLC

Consumer Defensive
-626
- 1.16%
$56.7 - $64.64 $35.5K - $40.5K
53.5K $3.03B
HTRB
Hartford Fds Total Return Bd E

ETFs
-11K
- 16.31%
$33.33 - $35.01 $366K - $384K
56.3K $1.88B
CSCO
Cisco Systems, Inc.

Technology
-31.2K
- 13.54%
$52.45 - $60.02 $1.64M - $1.87M
199K $11.8B
TXN
Texas Instruments Inc

Technology
-566
- 3.0%
N/A
18.3K $3.43B
Linde PLC
-331
- 5.93%
N/A
5.25K $2.2B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-147
- 4.1%
$501.29 - $612.85 $73.7K - $90.1K
3.44K $1.79B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-187
- 21.72%
$701.85 - $1046.91 $131K - $196K
674 $480M
IGT
International Game Technology PLC

Consumer Cyclical
-10K
- 15.54%
$17.07 - $21.4 $171K - $214K
54.3K $959M
CGMS
Capital Grp Core Plus Income E
-11.5K
- 6.85%
N/A
156K $4.26B
RTX
Raytheon Technologies Corp

Industrials
-492
- 0.77%
$114.45 - $127.21 $56.3K - $62.6K
63.8K $7.38B
OKE
Oneok Inc

Energy
-9.74K
- 15.72%
$92.28 - $117.05 $899K - $1.14M
52.2K $5.24B
EFG
Msci Eafe Growth ETF

ETFs
-1.86K
- 9.15%
$96.83 - $106.88 $180K - $198K
18.4K $1.78B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.33K
- 7.73%
$49.79 - $51.14 $315K - $324K
75.6K $3.79B
CMCSA
Comcast Corp

Communication Services
-3.9K
- 6.62%
$37.39 - $45.14 $146K - $176K
55K $2.06B
INTC
Intel Corp

Technology
-5.87K
- 7.22%
$19.07 - $26.23 $112K - $154K
75.4K $1.51B
SLB
Schlumberger Limited

Energy
-7.65K
- 38.77%
$36.83 - $45.59 $282K - $349K
12.1K $463M
Activity Summary
Buys All Purchases 626 New Holdings 100 Increased Positions 526 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 43 Puts 11
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