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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
51 AUTOMATIC DATA PROCESSING IN 162 16 0.00%
52 AUTOMATIC DATA PROCESSING IN 2,914 299 0.07%
53 BAKER HUGHES INC 3,827 248 0.06%
54 BAKER HUGHES INC 1 0 0.00%
55 BANCROFT FD LTD 10,708 217 0.05%
56 BANK AMER CORP 160,070 3,547 0.80%
57 BANK AMER CORP 455 10 0.00%
58 BAXTER INTL INC 82 4 0.00%
59 BAXTER INTL INC 13,118 581 0.13%
60 BB&T CORP 5,670 268 0.06%
61 BERKSHIRE HATHAWAY INC DEL 1,810 293 0.07%
62 BERKSHIRE HATHAWAY INC DEL 4 976 0.22%
63 BIOGEN INC 1,872 533 0.12%
64 BLACKROCK ENHANCED CAP INC 33,189 455 0.10%
65 BLACKROCK ENHANCED EQT DIV T 21,802 177 0.04%
66 BLACKROCK INCOME TR INC 11,684 74 0.02%
67 BLACKROCK INTL GRWTH & INC T 11,131 62 0.01%
68 BLACKSTONE GROUP L P 30,179 815 0.18%
69 BLACKSTONE GSO STRATEGIC CR FD COM SHS BEN IN 10,619 162 0.04%
70 BOEING CO 76 12 0.00%
71 BOEING CO 20,333 3,178 0.72%
72 BP PLC 7,389 278 0.06%
73 BRISTOL MYERS SQUIBB CO 93 5 0.00%
74 BRISTOL MYERS SQUIBB CO 34,226 2,009 0.45%
75 Bank of America Corp Warrants Exp 01/16/19 34,047 339 0.08%
76 CALAMOS CONV & HIGH INCOME F 16,164 169 0.04%
77 CALAMOS CONV OPPORTUNITIES & 14,982 150 0.03%
78 CALAMOS GBL DYN INCOME FUND COM 45,093 316 0.07%
79 CALAMOS STRATEGIC TOTL RETN 24,053 247 0.06%
80 CAMPBELL SOUP CO 7,827 471 0.11%
81 CARLISLE COS INC 2,136 238 0.05%
82 CARNIVAL CORP 4,659 242 0.05%
83 CARNIVAL CORP 192 10 0.00%
84 CATERPILLAR INC 5,393 499 0.11%
85 CBS CORP NEW 14,448 917 0.21%
86 CEDAR FAIR L P 3,225 207 0.05%
87 CELGENE CORP 62 7 0.00%
88 CELGENE CORP 10,001 1,159 0.26%
89 CENTRAL SECS CORP COM 34,623 755 0.17%
90 CHENIERE ENERGY INC 8,251 337 0.08%
91 CHENIERE ENERGY INC 1,000 8 0.00% Call
92 CHEVRON CORP NEW 159 19 0.00%
93 CHEVRON CORP NEW 35,007 4,132 0.93%
94 CIGNA CORPORATION 5,183 688 0.16%
95 CIGNA CORPORATION 0 0 0.00%
96 CISCO SYS INC 955 30 0.01%
97 CISCO SYS INC 39,517 1,192 0.27%
98 CLAYMORE EXCHANGE TRD FD TR 27,682 1,197 0.27%
99 COCA COLA CO 43,798 1,817 0.41%
100 COCA COLA CO 1,600 0 0.00% Call
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