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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 CONSOLIDATED EDISON INC 16,410 1,209 0.27%
102 CLAYMORE EXCHANGE TRD FD TR 27,682 1,197 0.27%
103 ISHARES TR 5,326 1,196 0.27%
104 FIRST TR EXCHANGE-TRADED FD 13,128 1,195 0.27%
105 CISCO SYS INC 39,517 1,192 0.27%
106 PROSHARES TR 10,662 1,187 0.27%
107 GOLDMAN SACHS GROUP INC 4,872 1,166 0.26%
108 CELGENE CORP 10,001 1,159 0.26%
109 WISDOMTREE TR 14,253 1,157 0.26%
110 ISHARES TR 16,590 1,147 0.26%
111 VANGUARD INDEX FDS 11,627 1,130 0.26%
112 ISHARES TR 6,746 1,118 0.25%
113 WISDOMTREE TR 13,839 1,115 0.25%
114 RYDEX ETF TRUST 10,112 1,094 0.25%
115 DU PONT E I DE NEMOURS & CO 14,951 1,094 0.25%
116 LOCKHEED MARTIN CORP 4,388 1,085 0.25%
117 RYDEX ETF TRUST 6,822 1,077 0.24%
118 COMCAST CORP NEW 15,078 1,042 0.24%
119 ISHARES INC 24,386 1,036 0.23%
120 SOUTHWEST AIRLS CO 20,693 1,026 0.23%
121 POWERSHARES DB CMDTY IDX TRA 65,071 1,025 0.23%
122 LILLY ELI & CO 13,783 1,013 0.23%
123 MCDONALDS CORP 8,336 1,009 0.23%
124 GENESEE AND WYOMING INC INC CL A 14,475 990 0.22%
125 POWERSHARES ETF TRUST 43,176 989 0.22%
126 NETFLIX INC 7,963 982 0.22%
127 BERKSHIRE HATHAWAY INC DEL 4 976 0.22%
128 VISA INC 12,445 968 0.22%
129 SPDR SERIES TRUST 17,297 968 0.22%
130 NIKE INC 19,045 966 0.22%
131 TASER INTL INC 39,694 957 0.22%
132 UNITEDHEALTH GROUP INC 5,967 954 0.22%
133 MONDELEZ INTL INC 21,532 952 0.22%
134 SPDR SERIES TRUST 36,411 946 0.21%
135 WISDOMTREE TR 18,802 933 0.21%
136 VANGUARD INDEX FDS 11,214 928 0.21%
137 POWERSHARES ETF TRUST 35,439 918 0.21%
138 CBS CORP NEW 14,448 917 0.21%
139 ISHARES TR 8,155 914 0.21%
140 VANGUARD SPECIALIZED FUNDS 10,619 908 0.21%
141 MERCK & CO INC 15,246 899 0.20%
142 UNION PAC CORP 8,754 898 0.20%
143 FIRST TRUST VALUELINE 100 EXCHANGE-TRADED FUND 41,424 892 0.20%
144 DELTA AIRLINES INC DEL 17,977 884 0.20%
145 APPLIED MATLS INC 27,188 882 0.20%
146 NUVEEN DOW 30 DYNAMIC OVERWR 58,195 875 0.20%
147 RYDEX ETF TRUST 13,611 867 0.20%
148 FEDEX CORP 4,642 865 0.20%
149 LOWES COS INC 12,170 862 0.19%
150 ORACLE CORP 22,209 855 0.19%
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