13F-HR filed by Concert Wealth Management Inc.
Concert Wealth Management Inc. filed this 13F-HR for the quarter ended 2017-09-30, filed 2017-11-14, with 25 holding rows worth $24,688,000.
- Accession
- 0001085146-17-002388
- Filer
- CIK 1456534
- Filed
- 2017-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2017
A holdings report, 25 entries on the cover page, a total value of $24,688,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $24,688,000 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 managerHoward Financial
- included managerGood Harbor Financial
- included managerAdhesion Wealth Advisor Solutions
- included managerLord Abbett
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 |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 30,009 | $3,887,000 | thousands by filing date | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 16,244 | $1,795,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 27,578 | $1,678,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 31,574 | $1,664,000 | thousands by filing date | |
| RESONANT INC | 76118L102 | COM | 348,202 | $1,542,000 | thousands by filing date | |
| ETFS Gold Trust | 26922Y105 | ETF | 11,991 | $1,486,000 | thousands by filing date | |
| GWG HLDGS INC | 36192A109 | COM | 1,444,000 | $1,444,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 12,401 | $1,361,000 | thousands by filing date | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 25,654 | $1,250,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 10,849 | $1,082,000 | thousands by filing date | |
| ISHARES MSCI BIC ETF | 464286657 | ETF | 18,239 | $786,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 10,150 | $753,000 | thousands by filing date | |
| PROSHARES TR | 74347R131 | SHRT HGH YIELD | 30,392 | $703,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A516 | ST INTL BBG ETF | 23,448 | $659,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 13,359 | $634,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 16,385 | $551,000 | thousands by filing date | |
| POWERSHARES | 73935S105 | EXCHANGE TRADED | 34,894 | $533,000 | thousands by filing date | |
| DIREXION SHARES ETF TRUST | 25459W730 | CMN | 12,110 | $489,000 | thousands by filing date | |
| FIRST TR EXCH TRADED FD III | 33739P103 | LNG/SHT EQUITY | 12,905 | $482,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 11,675 | $458,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 12,608 | $340,000 | thousands by filing date | |
| NEW YORK LIFE INVESTMENTS ET | 45409B107 | NYLI HEDGE MULTI | 11,385 | $338,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 10,392 | $287,000 | thousands by filing date | |
| BBX CAP CORP NEW | 05491N104 | CL A | 34,794 | $257,000 | thousands by filing date | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 21,592 | $229,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-17-002388 | this filing | 2017-11-14 | acceptance time not in the bulk data set |