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Institutional Investment Manager
Concert Wealth Management Inc.
Concert Wealth Management Inc. (CIK: 0001456534) incorporated in California, located at 1900 The Alameda, San Jose, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Original 13F HR (0001085146-16-004576) filed in 2016.10.27
#
Name
Shares
Value ($)
%
Options
Notes
951 SPDR SERIES TRUST 1,597 61 0.01%
952 ISHARES 805 61 0.01%
953 VANGUARD WORLD FDS 665 60 0.01%
954 ISHARES INC 786 60 0.01%
955 ISHARES TR 570 60 0.01%
956 ISHARES TRUST NEW ZEALAND ETF 1,222 60 0.01%
957 LLOYDS BANKING GROUP PLC 20,417 59 0.01%
958 VANGUARD INDEX FDS 519 58 0.01%
959 VANGUARD SCOTTSDALE FDS 868 58 0.01%
960 PAYPAL HLDGS INC 1,370 57 0.01%
961 ISHARES TR 551 57 0.01%
962 ISHARES TR 819 57 0.01%
963 UNION PAC CORP 596 56 0.01%
964 GLOBAL X FDS 2,289 56 0.01%
965 WISDOMTREE TR 888 54 0.01%
966 PERKINELMER INC 978 54 0.01%
967 ABBOTT LABS 1,310 54 0.01%
968 POWERSHARES ETF TRUST 2,220 54 0.01%
969 OFFICE DEPOT INC 15,919 54 0.01%
970 AQUA AMERICA INC 1,762 53 0.01%
971 ISHARES TR 425 53 0.01%
972 ISHARES 1,358 52 0.01%
973 ISHARES TR 1,000 51 0.01%
974 ISHARES TR 1,298 51 0.01%
975 WISDOMTREE TR 1,963 51 0.01%
976 SCHWAB EMERGING MARKETS EQUITY ETF 2,196 51 0.01%
977 UNITEDHEALTH GROUP INC 360 51 0.01%
978 SPDR INDEX SHS FDS 1,902 51 0.01%
979 POWERSHARES ETF TRUST 1,555 51 0.01%
980 ISHARES TR 846 50 0.01%
981 ISHARES 1,953 50 0.01%
982 QUALCOMM INC 700 50 0.01%
983 ISHARES TR 417 49 0.01%
984 MANITOWOC INC 10,255 49 0.01%
985 ISHARES TR 462 49 0.01%
986 ISHARES 907 49 0.01%
987 SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL US 1,588 49 0.01%
988 LIBERTY ALL STAR GROWTH FD I 11,470 48 0.01%
989 WAL-MART STORES INC 678 48 0.01%
990 DISCOVER FINL SVCS 820 48 0.01%
991 SPDR SERIES TRUST 809 47 0.01%
992 ISHARES TR 706 47 0.01%
993 ISHARES TR 318 47 0.01%
994 ISHARES TR 419 47 0.01%
995 ABBVIE INC 766 47 0.01%
996 NOVARTIS A G 595 47 0.01%
997 ISHARES TR 601 47 0.01%
998 RYDEX ETF TRUST 1,521 47 0.01%
999 3M CO 263 46 0.01%
1000 VANGUARD INTL EQUITY INDEX F 942 46 0.01%
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