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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
1001 ISHARES INC 786 60 0.01%
1002 ISHARES TRUST NEW ZEALAND ETF 1,222 60 0.01%
1003 LLOYDS BANKING GROUP PLC 20,417 59 0.01%
1004 VANGUARD INDEX FDS 519 58 0.01%
1005 VANGUARD SCOTTSDALE FDS 868 58 0.01%
1006 ISHARES TR 551 57 0.01%
1007 PAYPAL HLDGS INC 1,370 57 0.01%
1008 ISHARES TR 819 57 0.01%
1009 UNION PAC CORP 596 56 0.01%
1010 GLOBAL X FDS 2,289 56 0.01%
1011 WISDOMTREE TR 888 54 0.01%
1012 POWERSHARES ETF TRUST 2,220 54 0.01%
1013 OFFICE DEPOT INC 15,919 54 0.01%
1014 PERKINELMER INC 978 54 0.01%
1015 ABBOTT LABS 1,310 54 0.01%
1016 ISHARES TR 425 53 0.01%
1017 AQUA AMERICA INC 1,762 53 0.01%
1018 ISHARES 1,358 52 0.01%
1019 ISHARES TR 1,298 51 0.01%
1020 UNITEDHEALTH GROUP INC 360 51 0.01%
1021 SCHWAB EMERGING MARKETS EQUITY ETF 2,196 51 0.01%
1022 SPDR INDEX SHS FDS 1,902 51 0.01%
1023 WISDOMTREE TR 1,963 51 0.01%
1024 ISHARES TR 1,000 51 0.01%
1025 POWERSHARES ETF TRUST 1,555 51 0.01%
1026 ISHARES 1,953 50 0.01%
1027 ISHARES TR 846 50 0.01%
1028 QUALCOMM INC 700 50 0.01%
1029 SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL US 1,588 49 0.01%
1030 ISHARES TR 462 49 0.01%
1031 ISHARES 907 49 0.01%
1032 MANITOWOC INC 10,255 49 0.01%
1033 ISHARES TR 417 49 0.01%
1034 LIBERTY ALL STAR GROWTH FD I 11,470 48 0.01%
1035 DISCOVER FINL SVCS 820 48 0.01%
1036 WAL-MART STORES INC 678 48 0.01%
1037 SPDR SERIES TRUST 809 47 0.01%
1038 ABBVIE INC 766 47 0.01%
1039 RYDEX ETF TRUST 1,521 47 0.01%
1040 ISHARES TR 318 47 0.01%
1041 ISHARES TR 601 47 0.01%
1042 NOVARTIS A G 595 47 0.01%
1043 ISHARES TR 706 47 0.01%
1044 ISHARES TR 419 47 0.01%
1045 ISHARES INC 1,010 46 0.01%
1046 SPDR INDEX SHS FDS 1,445 46 0.01%
1047 PROSHARES TR 700 46 0.01%
1048 VANGUARD INTL EQUITY INDEX F 942 46 0.01%
1049 3M CO 263 46 0.01%
1050 CLAYMORE EXCHANGE TRD FD TR 1,146 45 0.01%
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