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.
- DIAX: Country of operation United States; Class SHS; Shares 65,313; Value $939,000.
- KEY: Country of operation United States; Class COM; Shares 75,691; Value $922,000.
- SYK: Country of operation United States; Class COM; Shares 7,824; Value $910,000.
- MMM: Country of operation United States; Class COM; Shares 5,111; Value $903,000.
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 |
|---|---|---|---|---|---|---|---|---|
| DIAX NUVEEN DOW 30 DYN OVERWRITE | United States | SHS | 65,313 | $939,000 | 0.24% | 2016-09-30 | 2016-10-27 | |
| KEY KEYCORP NEW | United States | COM | 75,691 | $922,000 | 0.23% | 2016-09-30 | 2016-10-27 | +65.32% |
| SYK STRYKER CORP | United States | COM | 7,824 | $910,000 | 0.23% | 2016-09-30 | 2016-10-27 | +139.47% |
| MMM 3M CO | United States | COM | 5,111 | $903,000 | 0.23% | 2016-09-30 | 2016-10-27 | +14.35% |
| VLO VALERO ENERGY CORP NEW | United States | COM | 16,874 | $896,000 | 0.22% | 2016-09-30 | 2016-10-27 | +631.55% |
| EMR EMERSON ELEC CO | United States | COM | 16,305 | $888,000 | 0.22% | 2016-09-30 | 2016-10-27 | +188.46% |
| SHW SHERWIN WILLIAMS CO | United States | COM | 3,133 | $860,000 | 0.22% | 2016-09-30 | 2016-10-27 | +258.32% |
| SWKS SKYWORKS SOLUTIONS INC | United States | COM | 10,866 | $828,000 | 0.21% | 2016-09-30 | 2016-10-27 | +15.63% |
| PCAR PACCAR INC | United States | COM | 13,893 | $820,000 | 0.21% | 2016-09-30 | 2016-10-27 | +185.28% |
| EBAY EBAY INC | United States | COM | 24,581 | $809,000 | 0.20% | 2016-09-30 | 2016-10-27 | +219.79% |
| WWD WOODWARD INC | United States | COM | 12,904 | $807,000 | 0.20% | 2016-09-30 | 2016-10-27 | +427.82% |
| D DOMINION RES INC VA NEW | United States | COM | 10,788 | $799,000 | 0.20% | 2016-09-30 | 2016-10-27 | -18.35% |
| FDX FEDEX CORP | United States | COM | 4,574 | $796,000 | 0.20% | 2016-09-30 | 2016-10-27 | +104.23% |
| AYI ACUITY BRANDS INC | United States | COM | 2,973 | $786,000 | 0.20% | 2016-09-30 | 2016-10-27 | +16.70% |
| DAL DELTA AIR LINES INC DEL | United States | COM NEW | 19,412 | $764,000 | 0.19% | 2016-09-30 | 2016-10-27 | +115.63% |
| BAX BAXTER INTL INC | United States | COM | 15,782 | $752,000 | 0.19% | 2016-09-30 | 2016-10-27 | -50.67% |
| MLM MARTIN MARIETTA MATLS INC | United States | COM | 4,217 | $751,000 | 0.19% | 2016-09-30 | 2016-10-27 | +167.48% |
| GLW CORNING INC | United States | COM | 31,420 | $744,000 | 0.19% | 2016-09-30 | 2016-10-27 | +571.08% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4,919 | $706,000 | 0.18% | 2016-09-30 | 2016-10-27 | ||
| VRTX VERTEX PHARMACEUTICALS INC | United States | COM | 8,064 | $702,000 | 0.18% | 2016-09-30 | 2016-10-27 | +503.98% |
| CMI CUMMINS INC | United States | COM | 5,447 | $697,000 | 0.17% | 2016-09-30 | 2016-10-27 | +306.84% |
| MPC MARATHON PETE CORP | United States | COM | 17,234 | $697,000 | 0.17% | 2016-09-30 | 2016-10-27 | +865.83% |
| ALL ALLSTATE CORP | United States | COM | 10,031 | $693,000 | 0.17% | 2016-09-30 | 2016-10-27 | +225.85% |
| EL LAUDER ESTEE COS INC | United States | CL A | 7,836 | $690,000 | 0.17% | 2016-09-30 | 2016-10-27 | +6.56% |
| RY ROYAL BK CDA MONTREAL QUE | COM | 11,105 | $688,000 | 0.17% | 2016-09-30 | 2016-10-27 | +222.47% | |
| ALK ALASKA AIR GROUP INC | United States | COM | 10,445 | $688,000 | 0.17% | 2016-09-30 | 2016-10-27 | -39.37% |
| ECF ELLSWORTH GROWTH & INCOME FD | United States | COM | 83,699 | $685,000 | 0.17% | 2016-09-30 | 2016-10-27 | |
| FTNT FORTINET INC | United States | COM | 18,425 | $682,000 | 0.17% | 2016-09-30 | 2016-10-27 | +2282.35% |
| YUM YUM BRANDS INC | United States | COM | 7,499 | $678,000 | 0.17% | 2016-09-30 | 2016-10-27 | +110.98% |
| GDV GABELLI DIVD & INCOME TR | United States | COM | 34,196 | $658,000 | 0.17% | 2016-09-30 | 2016-10-27 | +48.15% |
| PPL PPL CORP | United States | COM | 18,553 | $639,000 | 0.16% | 2016-09-30 | 2016-10-27 | -5.76% |
| LUV SOUTHWEST AIRLS CO | United States | COM | 16,099 | $632,000 | 0.16% | 2016-09-30 | 2016-10-27 | +8.20% |
| TSLA TESLA MTRS INC | United States | COM | 3,036 | $615,000 | 0.15% | 2016-09-30 | 2016-10-27 | +2494.03% |
| PSA PUBLIC STORAGE | United States | COM | 2,749 | $613,000 | 0.15% | 2016-09-30 | 2016-10-27 | +27.98% |
| FFIV F5 NETWORKS INC | United States | COM | 4,934 | $612,000 | 0.15% | 2016-09-30 | 2016-10-27 | +251.47% |
| TSN TYSON FOODS INC | United States | CL A | 8,011 | $598,000 | 0.15% | 2016-09-30 | 2016-10-27 | -31.73% |
| CMS CMS ENERGY CORP | United States | COM | 13,733 | $582,000 | 0.15% | 2016-09-30 | 2016-10-27 | +51.04% |
| PNW PINNACLE WEST CAP CORP | United States | COM | 7,451 | $566,000 | 0.14% | 2016-09-30 | 2016-10-27 | +22.91% |
| MU MICRON TECHNOLOGY INC | United States | COM | 31,477 | $560,000 | 0.14% | 2016-09-30 | 2016-10-27 | +5890.33% |
| TROW PRICE T ROWE GROUP INC | United States | COM | 8,360 | $559,000 | 0.14% | 2016-09-30 | 2016-10-27 | +57.16% |
| COR AMERISOURCEBERGEN CORP | United States | COM | 6,909 | $557,000 | 0.14% | 2016-09-30 | 2016-10-27 | +280.79% |
| CALM CAL MAINE FOODS INC | United States | COM NEW | 13,983 | $550,000 | 0.14% | 2016-09-30 | 2016-10-27 | +77.87% |
| MAR MARRIOTT INTL INC NEW | United States | CL A | 8,223 | $545,000 | 0.14% | 2016-09-30 | 2016-10-27 | +437.09% |
| JBLU JETBLUE AIRWAYS CORP | United States | COM | 31,204 | $534,000 | 0.13% | 2016-09-30 | 2016-10-27 | -75.17% |
| COF CAPITAL ONE FINL CORP | United States | COM | 7,199 | $515,000 | 0.13% | 2016-09-30 | 2016-10-27 | +173.51% |
| PCG PG&E CORP | United States | COM | 8,378 | $512,000 | 0.13% | 2016-09-30 | 2016-10-27 | — split 2019-01-14, ratio not on file |
| OMC OMNICOM GROUP INC | United States | COM | 5,960 | $505,000 | 0.13% | 2016-09-30 | 2016-10-27 | -12.78% |
| EA ELECTRONIC ARTS INC | United States | COM | 5,784 | $494,000 | 0.12% | 2016-09-30 | 2016-10-27 | |
| CGNX COGNEX CORP | United States | COM | 9,051 | $478,000 | 0.12% | 2016-09-30 | 2016-10-27 | +125.77% |
| DVN DEVON ENERGY CORP NEW | United States | COM | 10,775 | $474,000 | 0.12% | 2016-09-30 | 2016-10-27 | +5.64% |
| GPC GENUINE PARTS CO | United States | COM | 4,691 | $474,000 | 0.12% | 2016-09-30 | 2016-10-27 | +26.38% |
| DHR DANAHER CORP DEL | United States | COM | 5,978 | $471,000 | 0.12% | 2016-09-30 | 2016-10-27 | +225.38% |
| MAS MASCO CORP | United States | COM | 13,685 | $471,000 | 0.12% | 2016-09-30 | 2016-10-27 | +99.27% |
| SWK STANLEY BLACK & DECKER INC | United States | COM | 3,697 | $456,000 | 0.11% | 2016-09-30 | 2016-10-27 | -27.80% |
| PZZA PAPA JOHNS INTL INC | United States | COM | 5,745 | $453,000 | 0.11% | 2016-09-30 | 2016-10-27 | -74.22% |
| MHK MOHAWK INDS INC | United States | COM | 2,257 | $451,000 | 0.11% | 2016-09-30 | 2016-10-27 | -37.69% |
| PAAS PAN AMERICAN SILVER CORP | COM | 25,500 | $449,000 | 0.11% | 2016-09-30 | 2016-10-27 | +161.86% | |
| EW EDWARDS LIFESCIENCES CORP | United States | COM | 3,729 | $447,000 | 0.11% | 2016-09-30 | 2016-10-27 | +119.16% |
| ITW ILLINOIS TOOL WKS INC | United States | COM | 3,619 | $433,000 | 0.11% | 2016-09-30 | 2016-10-27 | +122.86% |
| PANW PALO ALTO NETWORKS INC | United States | COM | 2,669 | $428,000 | 0.11% | 2016-09-30 | 2016-10-27 | +1362.39% |
| GEL GENESIS ENERGY L P | United States | UNIT LTD PARTN | 11,177 | $424,000 | 0.11% | 2016-09-30 | 2016-10-27 | — split 2020-03-09, ratio not on file |
| APH AMPHENOL CORP NEW | United States | CL A | 6,489 | $420,000 | 0.11% | 2016-09-30 | 2016-10-27 | — split 2026-08-28, ratio not on file |
| REGN REGENERON PHARMACEUTICALS | United States | COM | 1,038 | $416,000 | 0.10% | 2016-09-30 | 2016-10-27 | +86.68% |
| ELV ANTHEM INC | United States | COM | 3,229 | $406,000 | 0.10% | 2016-09-30 | 2016-10-27 | +213.41% |
| WDC WESTERN DIGITAL CORP | United States | COM | 6,950 | $406,000 | 0.10% | 2016-09-30 | 2016-10-27 | +925.97% |
| HE HAWAIIAN ELEC INDUSTRIES | United States | COM | 13,366 | $399,000 | 0.10% | 2016-09-30 | 2016-10-27 | -69.58% |
| NAVI NAVIENT CORP | United States | COM | 27,346 | $393,000 | 0.10% | 2016-09-30 | 2016-10-27 | -37.32% |
| XEL XCEL ENERGY INC | United States | COM | 9,551 | $390,000 | 0.10% | 2016-09-30 | 2016-10-27 | +71.83% |
| DE DEERE & CO | United States | COM | 4,498 | $384,000 | 0.10% | 2016-09-30 | 2016-10-27 | +697.31% |
| QRVO QORVO INC | United States | COM | 6,861 | $383,000 | 0.10% | 2016-09-30 | 2016-10-27 | +109.45% |
| EMN EASTMAN CHEM CO | United States | COM | 5,456 | $368,000 | 0.09% | 2016-09-30 | 2016-10-27 | -2.85% |
| NXPI NXP SEMICONDUCTORS N V | COM | 3,569 | $363,000 | 0.09% | 2016-09-30 | 2016-10-27 | +131.81% | |
| GD GENERAL DYNAMICS CORP | United States | COM | 2,332 | $361,000 | 0.09% | 2016-09-30 | 2016-10-27 | +114.19% |
| SYY SYSCO CORP | United States | COM | 7,364 | $361,000 | 0.09% | 2016-09-30 | 2016-10-27 | +60.15% |
| HP HELMERICH & PAYNE INC | United States | COM | 5,316 | $355,000 | 0.09% | 2016-09-30 | 2016-10-27 | -45.60% |
| AEP AMERICAN ELEC PWR INC | United States | COM | 5,446 | $351,000 | 0.09% | 2016-09-30 | 2016-10-27 | +85.80% |
| APD AIR PRODS & CHEMS INC | United States | COM | 2,294 | $346,000 | 0.09% | 2016-09-30 | 2016-10-27 | +100.76% |
| PNC PNC FINL SVCS GROUP INC | United States | COM | 3,760 | $340,000 | 0.09% | 2016-09-30 | 2016-10-27 | +146.03% |
| LVS LAS VEGAS SANDS CORP | United States | COM | 5,904 | $337,000 | 0.08% | 2016-09-30 | 2016-10-27 | -33.40% |
| TWLO TWILIO INC | United States | CL A | 5,204 | $334,000 | 0.08% | 2016-09-30 | 2016-10-27 | +351.80% |
| LEN LENNAR CORP | United States | CL A | 7,946 | $334,000 | 0.08% | 2016-09-30 | 2016-10-27 | +105.98% |
| HCA HCA HOLDINGS INC | United States | COM | 4,182 | $317,000 | 0.08% | 2016-09-30 | 2016-10-27 | +470.71% |
| EXC EXELON CORP | United States | COM | 9,453 | $315,000 | 0.08% | 2016-09-30 | 2016-10-27 | +71.23% |
| ILMN ILLUMINA INC | United States | COM | 1,732 | $315,000 | 0.08% | 2016-09-30 | 2016-10-27 | +53.92% |
| STZ CONSTELLATION BRANDS INC | United States | CL A | 1,892 | $314,000 | 0.08% | 2016-09-30 | 2016-10-27 | -32.27% |
| FSLR FIRST SOLAR INC | United States | COM | 7,887 | $313,000 | 0.08% | 2016-09-30 | 2016-10-27 | +348.04% |
| NSC NORFOLK SOUTHERN CORP | United States | COM | 3,239 | $313,000 | 0.08% | 2016-09-30 | 2016-10-27 | +222.48% |
| FL FOOT LOCKER INC | United States | COM | 4,472 | $303,000 | 0.08% | 2016-09-30 | 2016-10-27 | |
| WYNN WYNN RESORTS LTD | United States | COM | 3,096 | $302,000 | 0.08% | 2016-09-30 | 2016-10-27 | -19.70% |
| RDN RADIAN GROUP INC | United States | COM | 22,251 | $300,000 | 0.08% | 2016-09-30 | 2016-10-27 | +141.70% |
| MUE BLACKROCK MUNIHLDNGS QLTY II | United States | COM | 20,328 | $300,000 | 0.08% | 2016-09-30 | 2016-10-27 | |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 1,857 | $297,000 | 0.07% | 2016-09-30 | 2016-10-27 | +327.27% |
| VFC V F CORP | United States | COM | 5,231 | $294,000 | 0.07% | 2016-09-30 | 2016-10-27 | -72.53% |
| MCHP MICROCHIP TECHNOLOGY INC | United States | COM | 4,705 | $293,000 | 0.07% | 2016-09-30 | 2016-10-27 | +153.56% |
| MAIN MAIN STREET CAPITAL CORP | United States | COM | 8,445 | $290,000 | 0.07% | 2016-09-30 | 2016-10-27 | +62.95% |
| RVTY PERKINELMER INC | United States | COM | 5,152 | $288,000 | 0.07% | 2016-09-30 | 2016-10-27 | +172.27% |
| NG NOVAGOLD RES INC | COM NEW | 50,300 | $282,000 | 0.07% | 2016-09-30 | 2016-10-27 | +17.32% | |
| CNI CANADIAN NATL RY CO | COM | 4,298 | $281,000 | 0.07% | 2016-09-30 | 2016-10-27 | +84.33% | |
| ULTA ULTA SALON COSMETCS & FRAG I | United States | COM | 1,147 | $274,000 | 0.07% | 2016-09-30 | 2016-10-27 | +130.23% |
| HII HUNTINGTON INGALLS INDS INC | United States | COM | 1,768 | $273,000 | 0.07% | 2016-09-30 | 2016-10-27 | +69.23% |
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