News + Filings Holdings
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Concert Wealth Management Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Apple Inc.
| AAPL | Common | 0 | -47,138 | 0 | -6,785,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 0 | -21,833 | 0 | -5,275,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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CHEVRON CORP
| CVX | Common | 0 | -19,897 | 0 | -2,072,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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INVESCO QQQ TRUST, SERIES 1
| QQQQ | UNIT SER 1 | 0 | -11,750 | 0 | -1,623,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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iSHARES TRUST
| IVW | S&P500 GRW | 0 | -10,708 | 0 | -1,465,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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RYDEX ETF TRUST
| RYT | Common | 0 | -11,527 | 0 | -1,435,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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INTUITIVE SURGICAL INC
| ISRG | Common | 0 | -1,500 | 0 | -1,403,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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Schwab US Dividend Equity ETF
| SCHD | common | 0 | -30,530 | 0 | -1,380,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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iSHARES TRUST
| IVV | Common | 0 | -5,518 | 0 | -1,342,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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AbbVie Inc.
| ABBV | COM | 0 | -17,870 | 0 | -1,297,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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JOHNSON & JOHNSON
| JNJ | Common | 0 | -9,137 | 0 | -1,207,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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WisdomTree Trust
| DHS | Common | 0 | -16,560 | 0 | -1,134,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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CONSOLIDATED EDISON INC
| ED | Common | 0 | -13,830 | 0 | -1,118,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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MICROSOFT CORP
| MSFT | Common | 0 | -15,749 | 0 | -1,086,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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AMAZON COM INC
| AMZN | Common | 0 | -1,086 | 0 | -1,052,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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BANK OF AMERICA CORP /DE/
| BAC | Common | 0 | -37,592 | 0 | -989,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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QUALCOMM INC/DE
| QCOM | Common | 0 | -16,785 | 0 | -931,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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ABBOTT LABORATORIES
| ABT | Common | 0 | -53,096 | 0 | -914,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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EUROZINC MINING CORP
| EZM | CMN | 0 | -24,274 | 0 | -864,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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RYDEX ETF TRUST
| RSP | S&P 500 EQ TRD | 0 | -8,631 | 0 | -801,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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PROCTER & GAMBLE Co
| PG | Common | 0 | -9,179 | 0 | -801,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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BOEING CO
| BA | Common | 0 | -3,800 | 0 | -756,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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SELECT SECTOR SPDR TRUST
| XLP | Common | 0 | -13,363 | 0 | -727,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 0 | -9,029 | 0 | -724,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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SELECT SECTOR SPDR TRUST
| XLK | COM | 0 | -13,170 | 0 | -717,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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KKR & Co. Inc.
| KKR | Common | 0 | -37,625 | 0 | -699,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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WisdomTree Trust
| DON | MIDCAP DIVI FD | 0 | -7,012 | 0 | -689,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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INTEL CORP
| INTC | Common | 0 | -20,358 | 0 | -685,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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GENERAL ELECTRIC CO
| GE | Common | 0 | -24,893 | 0 | -674,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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Blackstone Inc.
| BX | Common | 0 | -20,014 | 0 | -667,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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INVESCO EXCHANGE-TRADED FUND TRUST
| PRF | Common | 0 | -6,000 | 0 | -620,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 0 | -3,296 | 0 | -616,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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WELLS FARGO & COMPANY/MN
| WFC | Common | 0 | -11,093 | 0 | -615,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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EXXON MOBIL CORP
| XOM | Common | 0 | -7,624 | 0 | -613,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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COHEN & STEERS INFRASTRUCTURE FUND INC
| UTF | Common | 0 | -25,285 | 0 | -598,000 | 0.00 | 0.00 |
Hist
| 09/30/2017 |
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