Concert Wealth Management Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Concert Wealth Management Inc. 13F Holdings
CIK 0001456534 · SAN JOSE, CA
As of Sep 30, 2017, Concert Wealth Management Inc. reported
25 positions worth $24.7K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 30,009 | $3.9K | 15.74% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 16,244 |
|
.8K
7.27% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 27,578 |
.7K | 6.80% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 31,574 |
.7K | 6.74% |
| RESONANT INC | RESN | Technology | 348,202 |
.5K | 6.25% |
| Aberdeen Std Physical Swiss Gold | SGOL | — | 11,991 |
.5K | 6.02% |
| GWG HLDGS INC | GWGHQ | Financial Services | 1,444,000 |
.4K | 5.85% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 12,401 |
.4K | 5.51% |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 25,654 |
.3K | 5.06% |
| VANGUARD VALUE INDEX FUND | VTV | — | 10,849 |
.1K | 4.38% |
| ISHARES MSCI BIC ETF | BKF | — | 18,239 | $786.0 | 3.18% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 10,150 | $753.0 | 3.05% |
| PROSHARES TR | SJB | — | 30,392 | $703.0 | 2.85% |
| SPDR SERIES TRUST | — | — | 23,448 | $659.0 | 2.67% |
| SPDR(R) DOW JONES GLOBAL REAL ESTATE ETF | RWO | — | 13,359 | $634.0 | 2.57% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 16,385 | $551.0 | 2.23% |
| POWERSHARES | DBC | — | 34,894 | $533.0 | 2.16% |
| DIREXION DAILY MID CAP BULL 3X SHARES | — | — | 12,110 | $489.0 | 1.98% |
| FIRST TRUST LONG/SHORT EQUITY ETF | FTLS | — | 12,905 | $482.0 | 1.95% |
| AT&T INC | T | Communication Services | 11,675 | $458.0 | 1.86% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 12,608 | $340.0 | 1.38% |
| NEW YORK LIFE INVESTMENTS ET | — | — | 11,385 | $338.0 | 1.37% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 10,392 | $287.0 | 1.16% |
| BBX CAP CORP NEW | BVH | Consumer Cyclical | 34,794 | $257.0 | 1.04% |
| SPROTT PHYSICAL GOLD TRUST | PHYS | — | 21,592 | $229.0 | 0.93% |