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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
1 BANK AMER CORP 477,326 7,476 0.91%
2 GENERAL ELECTRIC CO 350,426 10,405 1.26%
3 FORD MTR CO DEL 322,998 3,903 0.47%
4 LIBERTY ALL STAR EQUITY FD 307,697 1,594 0.19%
5 BIO PATH HOLDINGS INC 302,645 424 0.05%
6 MICROSOFT CORP 283,297 16,340 1.99%
7 APPLE INC 265,354 30,023 3.65%
8 FRONTIER COMMUNICATIONS CORP 264,321 1,091 0.13%
9 TCW STRATEGIC INCOME FD INC 246,797 1,307 0.16%
10 AT&T INC 203,627 8,249 1.00%
11 ARROW INVTS TR 196,364 2,025 0.25%
12 ALPS ETF TR 190,247 2,410 0.29%
13 PFIZER INC 180,462 6,114 0.74%
14 STARBUCKS CORP 170,732 9,248 1.12%
15 VERIZON COMMUNICATIONS INC 156,510 8,112 0.99%
16 INTEL CORP 154,266 5,837 0.71%
17 CISCO SYS INC 144,340 4,584 0.56%
18 ProFire Energy 135,786 168 0.02%
19 FERRELLGAS PARTNERS L.P. UNIT LTD PART 125,703 1,458 0.18%
20 SPDR PORTFOLIO AGGREGATE BOND ETF 122,078 7,233 0.88%
21 SELECT SECTOR SPDR TR 116,857 2,272 0.28%
22 AMERICA MOVIL SAB DE CV 107,526 1,230 0.15%
23 POWERSHARES ETF TRUST 105,819 4,475 0.54%
24 WELLS FARGO & CO NEW 103,905 4,590 0.56%
25 CHEVRON CORP NEW 96,829 9,956 1.21%
26 EXXON MOBIL CORP 94,448 8,241 1.00%
27 NORTHWEST BANCSHARES INC MD COM 88,141 1,397 0.17%
28 ISHARES TR 85,357 3,867 0.47%
29 ALTRIA GROUP INC 85,337 5,398 0.66%
30 ELLSWORTH GROWTH AND INCOME FU COM 83,699 685 0.08%
31 RITE AID CORP 83,039 636 0.08%
32 COCA COLA CO 82,168 3,475 0.42%
33 HCP INC 80,094 3,046 0.37%
34 JPMORGAN CHASE & CO 78,619 5,239 0.64%
35 KEYCORP 75,691 922 0.11%
36 BP PLC 73,608 2,591 0.31%
37 POWERSHARES ETF TRUST RUSSELL MIDCAP PURE 72,614 2,280 0.28%
38 POWERSHARES ETF TR II 71,787 1,088 0.13%
39 POWERSHARES QQQ TRUST 70,043 8,313 1.01%
40 Alcoa 69,307 696 0.08%
41 GLOBAL X FDS 68,943 1,472 0.18%
42 PROSHARES TR 66,919 3,635 0.44%
43 FIDELITY 66,671 2,104 0.26%
44 Ishares - Japan 66,147 831 0.10%
45 NUVEEN DOW 30 DYNAMIC OVERWR 65,313 939 0.11%
46 SELECT SECTOR SPDR TR 64,936 4,595 0.56%
47 MCDERMOTT INTL INC 64,800 331 0.04%
48 BRISTOL MYERS SQUIBB CO 64,497 3,481 0.42%
49 LUMEN TECHNOLOGIES INC 64,446 1,766 0.21%
50 MERCK & CO INC 63,828 3,961 0.48%
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