13F-HR filed by Concert Wealth Management Inc.
Concert Wealth Management Inc. filed this 13F-HR for the quarter ended 2015-03-31, filed 2015-04-27, with 546 holding rows worth $350,090,000.
- Accession
- 0001085146-15-000983
- Filer
- CIK 1456534
- Filed
- 2015-04-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2015
A holdings report, 589 entries on the cover page, a total value of $350,090,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $350,090,000 with VALUE read as thousands by filing date, 13F file number 028-13474. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerColumbia
- included managerEnvestnet
- included managerInvesco Advisors
- included managerNBE International
- included managerNBE Select
- included managerNWQ Investment
- included managerSitrin Capital Management
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 60,708 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 12,064 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SPY | 78462F103 | SHS | 3,100 | $0 | thousands by filing date | putValue filed as zero, left out of ratios. |
| SPY | 78462F103 | SHS | 600 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| Union Pacific Corporation | 907818108 | COM | 200 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| CREDIT SUISSE ASSET MGMT INC | 224916106 | COM | 16,329 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| HARLEY DAVIDSON INC COM | 412822108 | Stock | 200 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| INVESCO SR INCOME TR | 46131H107 | COM | 16,056 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SPROTT PHYSICAL SILVER TR | 85207K107 | TR UNIT | 10,950 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 19,693 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 26,097 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 28,253 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| NUVEEN CA DIVI ADV MUN | 67066Y105 | COM | 16,137 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 10,367 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| EATON VANCE TAX-MANAGED GLOB | 27829c105 | COM | 11,880 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| BLACKROCK MUNIHOLDINGS QUALITY | 09254C107 | COM | 11,538 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| BLACKROCK MUNIYIELD CALIFORNIA | 09254N103 | COM | 12,366 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| BLACKROCK CORPORATE HIGH YIELD | 09255P107 | COM | 10,258 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| FIRST TRUST MLP AND ENERGY INC | 33739B104 | COM | 22,871 | $0 | thousands by filing date | principalValue filed as zero, left out of ratios. |
| LIBERTY ALL STAR GROWTH FUND I | 529900102 | COM | 12,470 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| DIREXION SHARES ETF TRUST | 25459Y207 | NASDAQ 100 EQ WT | 12,768 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| LIONS GATE ENTMNT CORP | 535919203 | COM NEW | 10,669 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ORASURE TECHNOLOGIES INC | 68554V108 | COM | 25,900 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| EATON VANCE SHORT DURATION D | 27828V104 | COM | 34,638 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| PIMCO ETF TR | 72201R882 | 25YR ZERO U S | 20,395 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| GENCOR INDUSTRIES INC | 368678108 | COMMON STOCK | 10,157 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| G WILLI FOOD INTL LTD | M52523103 | ORD | 11,752 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| PowerShares QQQ Trust Unit Ser | 73935A104 | COM | 1,900 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| ISHARES INC | 464286301 | CMN | 18,700 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ADVISORSHARES TR | 00768Y503 | PERITUS HG YLD | 18,802 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| POWERSHARES | 73935X286 | COMMON STOCK | 14,482 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| PROSHARES | 74347R826 | MUTUAL FUNDS EQ | 13,450 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| PROFIRE ENERGY INC | 74316X101 | COM | 135,786 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SANDRIDGE ENERGY INC | 80007P307 | COM | 13,900 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| MCDERMOTT INTL INC | 580037109 | COM | 12,600 | $0 | thousands by filing date | callValue filed as zero, left out of ratios. |
| NETSUITE INC | 64118Q107 | COM | 10,173 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| NUVEEN PREM INCOME MUN FD | 67063W102 | COM | 34,267 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ISHARES TR | 464288539 | MRTG PLS CAP IDX | 28,719 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CLAYMORE EXCHANGE TRD FD TR | 18383M563 | GUGG CRP BD 2015 | 12,150 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CLAYMORE EXCHANGE TRD FD TR | 18383M548 | GUGG CRP BD 2017 | 17,978 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CLAYMORE EXCHANGE TRD FD TR | 18383M555 | GUGG CRP BD 2016 | 11,826 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| LIFEVANTAGE CORP | 53222K106 | COM | 16,066 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| LADENBURG THALMANN FINANCIAL | 50575Q102 | COM | 11,609 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| BELLATRIX EXPLORATION LTD | 078314101 | COM | 12,900 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| MANAGED HIGH YIELD PLUS FD I | 561911108 | COM | 13,805 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SOUTHERN NATL BANCORP OF VA | 843395104 | COM | 55,834 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-15-000983 | this filing | 2015-04-27 | acceptance time not in the bulk data set |