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Institutional Investment Manager
Concert Wealth Management Inc.
Concert Wealth Management Inc. (CIK: 0001456534) incorporated in California, located at 1900 The Alameda, San Jose, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 586 holdings with a total value of $815,784,000.
#
Name
Shares
Value ($)
%
Options
Notes
251 FIRST SOLAR INC 5,860 408,000 0.05%
252 EATON VANCE TAX MANAGED DIVE 36,744 411,000 0.05%
253 ALLSTATE CORP 7,465 412,000 0.05%
254 GT ADVANCED TECHNOLOGIES INC COM 23,250 413,000 0.05%
255 PIMCO HIGH INCOME FD 31,644 414,000 0.05%
256 SPDR SER TR 2,776 417,000 0.05%
257 KEYCORP 30,585 417,000 0.05%
258 PROSHARES TR 3,743 418,000 0.05%
259 CALAMOS GBL DYN INCOME FUND COM 44,513 419,000 0.05%
260 PowerShares Zacks Micro Cap ETF 25,855 420,000 0.05%
261 FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 14,657 422,000 0.05%
262 VANGUARD INDEX FDS 4,407 425,000 0.05%
263 LIBERTY ALL STAR EQUITY FD 74,267 427,000 0.05%
264 ISHARES 6,516 428,000 0.05%
265 ISHARES 10,607 429,000 0.05%
266 Altisource Residential Corp 17,513 433,000 0.05%
267 BLACKROCK INC 1,436 434,000 0.05%
268 RADIAN GROUP INC 30,755 435,000 0.05%
269 VANGUARD NAT RES LLC COM UNIT 13,833 435,000 0.05%
270 ISHARES TR 5,215 435,000 0.05%
271 LOWES COS INC 9,474 436,000 0.05%
272 ISHARES TR 8,015 439,000 0.05%
273 ISHARES U.S. UTILITIES ETF 4,100 439,000 0.05%
274 POWERSHARES ETF TR II 31,482 441,000 0.05%
275 ISHARES RUSSELL 2000 GROWTH ETF 3,281 445,000 0.05%
276 Tortoise Egy Infrastruct 9,048 445,000 0.05%
277 CLAYMORE EXCHANGE TRD FD TR 19,963 448,000 0.05%
278 ISHARES MSCI SPAN CP ETF 10,800 449,000 0.06%
279 ALLIANZGI EQUITY CONV INCO 22,789 450,000 0.06%
280 VANGUARD INDEX FDS 4,547 451,000 0.06%
281 FORTINET INC 18,732 455,000 0.06%
282 COMPANHIA DE SANEAMENTO BASI 43,830 457,000 0.06%
283 Medtronic Inc 7,460 459,000 0.06%
284 MCKESSON CORP 2,578 461,000 0.06%
285 ISHARES TR 4,579 462,000 0.06%
286 PEPCO HOLDINGS INC 17,108 462,000 0.06%
287 WISDOMTREE TR 5,869 466,000 0.06%
288 ACUITY BRANDS INC 3,388 466,000 0.06%
289 BT GROUP PLC 7,349 468,000 0.06%
290 JPMORGAN CHASE & CO 9,166 468,000 0.06%
291 NOVO-NORDISK A S 10,480 468,000 0.06%
292 NUVEEN PREM INCOME MUN FD 2 34,267 470,000 0.06%
293 ISHARES TR 4,340 472,000 0.06%
294 WYNN RESORTS LTD 2,356 472,000 0.06%
295 SCHWAB U.S. MID-CAP ETF 12,262 472,000 0.06%
296 US BANCORP DEL 11,694 478,000 0.06%
297 MANITOWOC INC COM 14,895 479,000 0.06%
298 FLUOR CORP NEW 6,643 480,000 0.06%
299 MARATHON OIL CORP 13,064 482,000 0.06%
300 DOMINION ENERGY INC 6,894 483,000 0.06%
Page 6 of 12

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-001463, filed 2014.07.31).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.