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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
101 COCA COLA CO 1,600 0 0.00% Call
102 COHEN STEERS TOTAL RETURN 11,299 136 0.03%
103 COHEN & STEERS INFRASTRUCTUR 25,672 496 0.11%
104 COHEN & STEERS QUALITY RLTY 30,102 368 0.08%
105 COLGATE PALMOLIVE CO 200 13 0.00%
106 COLGATE PALMOLIVE CO 12,505 818 0.18%
107 COMCAST CORP NEW 507 36 0.01%
108 COMCAST CORP NEW 15,078 1,042 0.24%
109 COMPANHIA DE SANEAMENTO BASI 14,950 130 0.03%
110 COMPANHIA ENERGETICA DE MINA 22,909 51 0.01%
111 CONOCOPHILLIPS 40 2 0.00%
112 CONOCOPHILLIPS 13,722 692 0.16%
113 CONSOLIDATED EDISON INC 0 0 0.00%
114 CONSOLIDATED EDISON INC 16,410 1,209 0.27%
115 CONSTELLATION BRANDS INC 22 3 0.00%
116 CONSTELLATION BRANDS INC 1,357 209 0.05%
117 COSTCO WHSL CORP NEW 17,366 2,781 0.63%
118 CREDIT SUISSE ASSET MGMT INC 12,129 38 0.01%
119 CSX CORP 37,295 1,344 0.30%
120 CUMMINS INC 3,340 459 0.10%
121 CVS HEALTH CORP 10,625 845 0.19%
122 CVS HEALTH CORP 75 6 0.00%
123 DANAHER CORP DEL 5,795 453 0.10%
124 DAVITA INC 31,562 2,027 0.46%
125 DEERE & CO 68 7 0.00%
126 DEERE & CO 3,162 325 0.07%
127 DELL TECHNOLOGIES INC 14,596 803 0.18%
128 DELTA AIRLINES INC DEL 17,977 884 0.20%
129 DEVON ENERGY CORP NEW 10,073 461 0.10%
130 DIREXION SHS ETF TR 11,504 373 0.08%
131 DISCOVER FINL SVCS 91 7 0.00%
132 DISCOVER FINL SVCS 6,510 467 0.11%
133 DISNEY WALT CO 215 22 0.00%
134 DISNEY WALT CO 28,631 2,980 0.67%
135 DOLLAR GEN CORP NEW 83 6 0.00%
136 DOLLAR GEN CORP NEW 2,737 201 0.05%
137 DOLLAR TREE INC 105 8 0.00%
138 DOLLAR TREE INC 2,890 223 0.05%
139 DOMINION ENERGY INC 105 8 0.00%
140 DOMINION ENERGY INC 8,947 685 0.15%
141 DOW CHEM CO 168 10 0.00%
142 DOW CHEM CO 13,611 774 0.17%
143 DU PONT E I DE NEMOURS & CO 14,951 1,094 0.25%
144 DU PONT E I DE NEMOURS & CO 199 15 0.00%
145 EASTMAN CHEM CO 3,030 230 0.05%
146 EATON VANCE SHORT COM 22,620 314 0.07%
147 EATON VANCE SR INCOME TR 39,200 263 0.06%
148 EATON VANCE TAX MANAGED DIVE 23,179 236 0.05%
149 EATON VANCE TAX MANAGED GLOB 10,841 108 0.02%
150 EATON VANCE TX ADV GLBL DIV 11,367 162 0.04%
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