Concert Wealth Management Inc. current holdings: USA Stocks
Concert Wealth Management Inc. reported $0.39 billion in share positions in stocks (listed in the US), 266 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are AAPL, MSFT, CVX.
- AAPL: Country of operation United States; Class COM; Shares 272,248; Value $30,802,000.
- MSFT: Country of operation United States; Class COM; Shares 293,973; Value $16,957,000.
- CVX: Country of operation United States; Class COM; Shares 99,927; Value $10,274,000.
- SBUX: Country of operation United States; Class COM; Shares 180,290; Value $9,766,000.
Form 13F-HR as filed (SEC CIK 1456534): quarter ended 2016-09-30, filed 2016-10-27. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 272,248 | $30,802,000 | 7.73% | 2016-09-30 | 2016-10-27 | |
| MSFT MICROSOFT CORP | United States | COM | 293,973 | $16,957,000 | 4.25% | 2016-09-30 | 2016-10-27 | +783.61% |
| CVX CHEVRON CORP NEW | United States | COM | 99,927 | $10,274,000 | 2.58% | 2016-09-30 | 2016-10-27 | +98.58% |
| SBUX STARBUCKS CORP | United States | COM | 180,290 | $9,766,000 | 2.45% | 2016-09-30 | 2016-10-27 | +76.27% |
| XOMXXXX EXXON MOBIL CORP | COM | 95,959 | $8,374,000 | 2.10% | 2016-09-30 | 2016-10-27 | ||
| T AT&T INC | United States | COM | 206,434 | $8,363,000 | 2.10% | 2016-09-30 | 2016-10-27 | -20.18% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 158,939 | $8,239,000 | 2.07% | 2016-09-30 | 2016-10-27 | -11.54% |
| BAC BANK AMER CORP | United States | COM | 477,393 | $7,477,000 | 1.88% | 2016-09-30 | 2016-10-27 | +251.18% |
| AMZN AMAZON COM INC | United States | COM | 8,585 | $7,214,000 | 1.81% | 2016-09-30 | 2016-10-27 | +489.13% |
| BA BOEING CO | United States | COM | 52,208 | $6,881,000 | 1.73% | 2016-09-30 | 2016-10-27 | +42.46% |
| META FACEBOOK INC | United States | CL A | 49,775 | $6,378,000 | 1.60% | 2016-09-30 | 2016-10-27 | +475.96% |
| PM PHILIP MORRIS INTL INC | United States | COM | 63,892 | $6,211,000 | 1.56% | 2016-09-30 | 2016-10-27 | +99.44% |
| INTC INTEL CORP | United States | COM | 163,684 | $6,193,000 | 1.55% | 2016-09-30 | 2016-10-27 | +207.10% |
| PFE PFIZER INC | United States | COM | 181,537 | $6,149,000 | 1.54% | 2016-09-30 | 2016-10-27 | -10.63% |
| MO ALTRIA GROUP INC | United States | COM | 86,554 | $5,476,000 | 1.37% | 2016-09-30 | 2016-10-27 | +8.68% |
| JPM JPMORGAN CHASE & CO | United States | COM | 81,466 | $5,428,000 | 1.36% | 2016-09-30 | 2016-10-27 | +403.05% |
| CSCO CISCO SYS INC | United States | COM | 154,568 | $4,909,000 | 1.23% | 2016-09-30 | 2016-10-27 | +237.14% |
| WFC WELLS FARGO & CO NEW | United States | COM | 110,970 | $4,898,000 | 1.23% | 2016-09-30 | 2016-10-27 | +81.75% |
| PG PROCTER AND GAMBLE CO | United States | COM | 54,308 | $4,874,000 | 1.22% | 2016-09-30 | 2016-10-27 | +65.26% |
| JNJ JOHNSON & JOHNSON | United States | COM | 39,435 | $4,670,000 | 1.17% | 2016-09-30 | 2016-10-27 | +126.50% |
| COST COSTCO WHSL CORP NEW | United States | COM | 29,521 | $4,506,000 | 1.13% | 2016-09-30 | 2016-10-27 | +506.25% |
| ABBV ABBVIE INC | United States | COM | 64,157 | $4,042,000 | 1.01% | 2016-09-30 | 2016-10-27 | +317.46% |
| MRK MERCK & CO INC | United States | COM | 65,063 | $4,036,000 | 1.01% | 2016-09-30 | 2016-10-27 | +150.68% |
| F FORD MTR CO DEL | United States | COM PAR $0.01 | 323,439 | $3,908,000 | 0.98% | 2016-09-30 | 2016-10-27 | +1.91% |
| HD HOME DEPOT INC | United States | COM | 29,008 | $3,735,000 | 0.94% | 2016-09-30 | 2016-10-27 | +123.84% |
| BMY BRISTOL MYERS SQUIBB CO | United States | COM | 65,191 | $3,519,000 | 0.88% | 2016-09-30 | 2016-10-27 | +16.58% |
| QCOM QUALCOMM INC | United States | COM | 51,080 | $3,505,000 | 0.88% | 2016-09-30 | 2016-10-27 | +168.76% |
| KO COCA COLA CO | United States | COM | 82,449 | $3,486,000 | 0.87% | 2016-09-30 | 2016-10-27 | +105.20% |
| AMGN AMGEN INC | United States | COM | 20,738 | $3,469,000 | 0.87% | 2016-09-30 | 2016-10-27 | +153.97% |
| KHC KRAFT HEINZ CO | United States | COM | 35,775 | $3,205,000 | 0.80% | 2016-09-30 | 2016-10-27 | -73.80% |
| ADBE ADOBE SYS INC | United States | COM | 28,994 | $3,154,000 | 0.79% | 2016-09-30 | 2016-10-27 | +114.82% |
| DVA DAVITA INC | United States | COM | 47,415 | $3,134,000 | 0.79% | 2016-09-30 | 2016-10-27 | +165.16% |
| DIS DISNEY WALT CO | United States | COM DISNEY | 32,851 | $3,059,000 | 0.77% | 2016-09-30 | 2016-10-27 | +13.51% |
| MCD MCDONALDS CORP | United States | COM | 25,897 | $2,992,000 | 0.75% | 2016-09-30 | 2016-10-27 | +102.83% |
| V VISA INC | United States | COM CL A | 34,392 | $2,843,000 | 0.71% | 2016-09-30 | 2016-10-27 | +342.42% |
| TXN TEXAS INSTRS INC | United States | COM | 37,925 | $2,661,000 | 0.67% | 2016-09-30 | 2016-10-27 | +301.38% |
| GILD GILEAD SCIENCES INC | United States | COM | 32,704 | $2,603,000 | 0.65% | 2016-09-30 | 2016-10-27 | +91.20% |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 23,808 | $2,599,000 | 0.65% | 2016-09-30 | 2016-10-27 | -14.11% |
| WMT WAL-MART STORES INC | United States | COM | 35,640 | $2,560,000 | 0.64% | 2016-09-30 | 2016-10-27 | +344.26% |
| PEP PEPSICO INC | United States | COM | 23,209 | $2,531,000 | 0.63% | 2016-09-30 | 2016-10-27 | +18.31% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 15,844 | $2,526,000 | 0.63% | 2016-09-30 | 2016-10-27 | +44.86% |
| PYPL PAYPAL HLDGS INC | United States | COM | 61,110 | $2,490,000 | 0.62% | 2016-09-30 | 2016-10-27 | +31.54% |
| GLD SPDR GOLD TRUST | United States | GOLD SHS | 19,758 | $2,486,000 | 0.62% | 2016-09-30 | 2016-10-27 | +204.75% |
| KMB KIMBERLY CLARK CORP | United States | COM | 18,179 | $2,296,000 | 0.58% | 2016-09-30 | 2016-10-27 | -21.52% |
| NVDA NVIDIA CORP | United States | COM | 32,299 | $2,209,000 | 0.55% | 2016-09-30 | 2016-10-27 | +13187.13% |
| SO SOUTHERN CO | United States | COM | 41,634 | $2,131,000 | 0.53% | 2016-09-30 | 2016-10-27 | +62.67% |
| ABT ABBOTT LABS | United States | COM | 49,828 | $2,097,000 | 0.53% | 2016-09-30 | 2016-10-27 | +138.71% |
| HONZZZZ HONEYWELL INTL INC | COM | 17,689 | $2,065,000 | 0.52% | 2016-09-30 | 2016-10-27 | ||
| SLF SUN LIFE FINL INC | COM | 62,408 | $2,039,000 | 0.51% | 2016-09-30 | 2016-10-27 | +142.96% | |
| SRE SEMPRA ENERGY | United States | COM | 18,806 | $2,011,000 | 0.50% | 2016-09-30 | 2016-10-27 | +45.87% |
| USB US BANCORP DEL | United States | COM NEW | 46,110 | $1,973,000 | 0.49% | 2016-09-30 | 2016-10-27 | +35.56% |
| SLB SCHLUMBERGER LTD | COM | 24,599 | $1,950,000 | 0.49% | 2016-09-30 | 2016-10-27 | -36.58% | |
| ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 2,670 | $1,935,000 | 0.49% | 2016-09-30 | 2016-10-27 | +411.77% |
| COP CONOCOPHILLIPS | United States | COM | 44,233 | $1,923,000 | 0.48% | 2016-09-30 | 2016-10-27 | +188.57% |
| ORCL ORACLE CORP | United States | COM | 48,275 | $1,904,000 | 0.48% | 2016-09-30 | 2016-10-27 | +250.79% |
| WY WEYERHAEUSER CO | United States | COM | 59,165 | $1,893,000 | 0.47% | 2016-09-30 | 2016-10-27 | -38.79% |
| BDX BECTON DICKINSON & CO | United States | COM | 10,402 | $1,864,000 | 0.47% | 2016-09-30 | 2016-10-27 | +32.01% |
| AFL AFLAC INC | United States | COM | 25,342 | $1,826,000 | 0.46% | 2016-09-30 | 2016-10-27 | +216.25% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 7,250 | $1,732,000 | 0.43% | 2016-09-30 | 2016-10-27 | +113.67% |
| LLY LILLY ELI & CO | United States | COM | 21,480 | $1,724,000 | 0.43% | 2016-09-30 | 2016-10-27 | +1375.99% |
| NKE NIKE INC | United States | CL B | 31,695 | $1,663,000 | 0.42% | 2016-09-30 | 2016-10-27 | -31.93% |
| CAT CATERPILLAR INC DEL | United States | COM | 18,621 | $1,651,000 | 0.41% | 2016-09-30 | 2016-10-27 | +831.22% |
| EOG EOG RES INC | United States | COM | 16,951 | $1,647,000 | 0.41% | 2016-09-30 | 2016-10-27 | +44.41% |
| NFLX NETFLIX INC | United States | COM | 16,552 | $1,622,000 | 0.41% | 2016-09-30 | 2016-10-27 | +612.98% |
| BMO BANK MONTREAL QUE | COM | 24,393 | $1,603,000 | 0.40% | 2016-09-30 | 2016-10-27 | +158.67% | |
| AKAM AKAMAI TECHNOLOGIES INC | United States | COM | 29,010 | $1,538,000 | 0.39% | 2016-09-30 | 2016-10-27 | +104.66% |
| TGT TARGET CORP | United States | COM | 20,683 | $1,418,000 | 0.36% | 2016-09-30 | 2016-10-27 | +127.77% |
| AXP AMERICAN EXPRESS CO | United States | COM | 22,164 | $1,416,000 | 0.36% | 2016-09-30 | 2016-10-27 | +376.89% |
| UNP UNION PAC CORP | United States | COM | 14,455 | $1,410,000 | 0.35% | 2016-09-30 | 2016-10-27 | +181.09% |
| NWBI NORTHWEST BANCSHARES INC MD | United States | COM | 88,141 | $1,397,000 | 0.35% | 2016-09-30 | 2016-10-27 | -5.03% |
| ED CONSOLIDATED EDISON INC | United States | COM | 18,321 | $1,381,000 | 0.35% | 2016-09-30 | 2016-10-27 | +37.22% |
| GIS GENERAL MLS INC | United States | COM | 20,972 | $1,343,000 | 0.34% | 2016-09-30 | 2016-10-27 | -47.06% |
| MDLZ MONDELEZ INTL INC | United States | CL A | 29,000 | $1,275,000 | 0.32% | 2016-09-30 | 2016-10-27 | +35.13% |
| OXY OCCIDENTAL PETE CORP DEL | United States | COM | 17,163 | $1,254,000 | 0.31% | 2016-09-30 | 2016-10-27 | — split 2020-03-09, ratio not on file |
| BIGGQ BIG LOTS INC | United States | COM | 26,190 | $1,250,000 | 0.31% | 2016-09-30 | 2016-10-27 | |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 8,808 | $1,242,000 | 0.31% | 2016-09-30 | 2016-10-27 | +167.81% |
| AMAT APPLIED MATLS INC | United States | COM | 40,968 | $1,236,000 | 0.31% | 2016-09-30 | 2016-10-27 | +1598.21% |
| URI UNITED RENTALS INC | United States | COM | 15,416 | $1,210,000 | 0.30% | 2016-09-30 | 2016-10-27 | +1192.57% |
| TJX TJX COS INC NEW | United States | COM | 15,996 | $1,196,000 | 0.30% | 2016-09-30 | 2016-10-27 | +257.85% |
| PSX PHILLIPS 66 | United States | COM | 14,807 | $1,193,000 | 0.30% | 2016-09-30 | 2016-10-27 | +213.16% |
| CLX CLOROX CO DEL | United States | COM | 9,466 | $1,180,000 | 0.30% | 2016-09-30 | 2016-10-27 | -34.81% |
| CSX CSX CORP | United States | COM | 37,964 | $1,153,000 | 0.29% | 2016-09-30 | 2016-10-27 | +361.46% |
| BIIB BIOGEN INC | United States | COM | 3,597 | $1,133,000 | 0.28% | 2016-09-30 | 2016-10-27 | -27.46% |
| MCK MCKESSON CORP | United States | COM | 6,653 | $1,113,000 | 0.28% | 2016-09-30 | 2016-10-27 | +418.63% |
| LOW LOWES COS INC | United States | COM | 15,444 | $1,110,000 | 0.28% | 2016-09-30 | 2016-10-27 | +159.33% |
| CRM SALESFORCE COM INC | United States | COM | 15,302 | $1,090,000 | 0.27% | 2016-09-30 | 2016-10-27 | +215.87% |
| CMCSA COMCAST CORP NEW | United States | CL A | 16,298 | $1,085,000 | 0.27% | 2016-09-30 | 2016-10-27 | -30.52% |
| TRV TRAVELERS COMPANIES INC | United States | COM | 9,474 | $1,080,000 | 0.27% | 2016-09-30 | 2016-10-27 | +217.08% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 6,682 | $1,079,000 | 0.27% | 2016-09-30 | 2016-10-27 | +468.14% |
| CVS CVS HEALTH CORP | United States | COM | 12,043 | $1,075,000 | 0.27% | 2016-09-30 | 2016-10-27 | -2.12% |
| O REALTY INCOME CORP | United States | COM | 15,750 | $1,053,000 | 0.26% | 2016-09-30 | 2016-10-27 | -14.97% |
| MET METLIFE INC | United States | COM | 23,467 | $1,041,000 | 0.26% | 2016-09-30 | 2016-10-27 | +140.41% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 11,692 | $1,034,000 | 0.26% | 2016-09-30 | 2016-10-27 | +196.83% |
| PRU PRUDENTIAL FINL INC | United States | COM | 12,642 | $1,022,000 | 0.26% | 2016-09-30 | 2016-10-27 | +40.92% |
| IP INTL PAPER CO | United States | COM | 21,115 | $1,018,000 | 0.26% | 2016-09-30 | 2016-10-27 | -26.67% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 36,152 | $1,003,000 | 0.25% | 2016-09-30 | 2016-10-27 | +30.37% |
| MS MORGAN STANLEY | United States | COM NEW | 31,216 | $999,000 | 0.25% | 2016-09-30 | 2016-10-27 | +501.25% |
| HIG HARTFORD FINL SVCS GROUP INC | United States | COM | 23,096 | $984,000 | 0.25% | 2016-09-30 | 2016-10-27 | +193.90% |
| MA MASTERCARD INCORPORATED | United States | CL A | 9,636 | $982,000 | 0.25% | 2016-09-30 | 2016-10-27 | +453.78% |
| CL COLGATE PALMOLIVE CO | United States | COM | 13,031 | $967,000 | 0.24% | 2016-09-30 | 2016-10-27 | +16.62% |
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