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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 (2017Q1)
Original 13F HR (0001085146-17-001171) filed in 2017.05.10
#
Name
Shares
Value ($)
%
Options
Notes
651 FEDEX CORP 25 5 0.00%
652 ISHARES TR 28 5 0.00%
653 SPDR PORTFOLIO AGGREGATE BOND ETF 82 5 0.00%
654 VANGUARD BD INDEX FDS 69 5 0.00%
655 INDEXIQ ETF TR 185 5 0.00%
656 VANGUARD CHARLOTTE FDS 91 5 0.00%
657 BRISTOL MYERS SQUIBB CO 93 5 0.00%
658 ISHARES TR 46 5 0.00%
659 UNION PAC CORP 44 5 0.00%
660 ISHARES TR 48 5 0.00%
661 ELECTRONIC ARTS INC 62 5 0.00%
662 ADOBE INC 38 4 0.00%
663 ISHARES TR 150 4 0.00%
664 BAXTER INTL INC 82 4 0.00%
665 YUM BRANDS INC 68 4 0.00%
666 INTL PAPER CO 89 4 0.00%
667 VANGUARD INDEX FDS 50 4 0.00%
668 EBAY INC 150 4 0.00%
669 SALESFORCE COM INC 53 4 0.00%
670 MONDELEZ INTL INC 83 4 0.00%
671 AFLAC INC 64 4 0.00%
672 VANGUARD INTL EQUITY INDEX F 79 3 0.00%
673 WEYERHAEUSER CO 105 3 0.00%
674 KANSAS CITY SOUTHERN 31 3 0.00%
675 CONSTELLATION BRANDS INC 22 3 0.00%
676 INTUITIVE SURGICAL INC 5 3 0.00%
677 ISHARES TR 21 2 0.00%
678 CONOCOPHILLIPS 40 2 0.00%
679 ISHARES TR 13 2 0.00%
680 EMERSON ELEC CO 33 2 0.00%
681 VANGUARD INTL EQUITY INDEX F 52 2 0.00%
682 NOVARTIS A G 25 2 0.00%
683 PNC FINL SVCS GROUP INC 17 2 0.00%
684 STAPLES INC 82 1 0.00%
685 CONSOLIDATED EDISON INC 0 0 0.00%
686 HEWLETT PACKARD ENTERPRISE C 0 0 0.00%
687 PHILLIPS 66 1 0 0.00%
688 CIGNA CORPORATION 0 0 0.00%
689 HARTFORD FINL SVCS GROUP INC 1 0 0.00%
690 ISHARES TR 0 0 0.00%
691 V F CORP 1 0 0.00%
692 BAKER HUGHES INC 1 0 0.00%
693 NVIDIA CORPORATION 1,800 74 0.02% Call
694 ISHARES TR 9,000 13 0.00% Call
695 CHENIERE ENERGY INC 1,000 8 0.00% Call
696 INTUITIVE SURGICAL INC 600 0 0.00% Call
697 COCA COLA CO 1,600 0 0.00% Call
698 MICROSOFT CORP 500 0 0.00% Call
699 FACEBOOK INC 300 0 0.00% Call
700 NIKE INC 100 0 0.00% Call
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