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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
351 ISHARES TR 6,831 600,000 0.07%
352 VANGUARD BD INDEX FDS 7,592 606,000 0.07%
353 Greenhaven Continuous Commodit 22,478 607,000 0.07%
354 SOUTHWESTERN ENERGY CO 14,010 611,000 0.07%
355 POWERSHARES ETF TRUST RUSSELL 2000 PURE GROWTH 25,410 618,000 0.08%
356 VANGUARD INDEX FDS 7,248 619,000 0.08%
357 WOODWARD INC 12,352 619,000 0.08%
358 BECTON DICKINSON & CO 5,709 621,000 0.08%
359 ELLSWORTH GROWTH AND INCOME FU COM 73,126 626,000 0.08%
360 REALTY INCOME CORP 14,442 629,000 0.08%
361 CBS CORP NEW 10,562 632,000 0.08%
362 TJX COS INC NEW 13,372 652,000 0.08%
363 3M CO 4,765 655,000 0.08%
364 ISHARES TR 6,576 658,000 0.08%
365 AMERICAN AIRLS GROUP INC 16,511 663,000 0.08%
366 ISHARES TR 13,780 666,000 0.08%
367 POWERSHARES ETF TRUST 32,176 672,000 0.08%
368 CENTRAL SECS CORP COM 29,670 679,000 0.08%
369 FIRST TR VALUE LINE DIVID INSHS 31,780 680,000 0.08%
370 TWENTY FIRST CENTY FOX INC 20,499 682,000 0.08%
371 SELECT SECTOR SPDR TR 15,056 687,000 0.08%
372 COHEN & STEERS INFRASTRUCTUR 28,570 693,000 0.08%
373 Oaktree Cap Grp Llc 14,935 697,000 0.09%
374 FIRST TR MLP & ENERGY INCOME F COM 32,570 697,000 0.09% PRN
375 ISHARES TR 10,928 698,000 0.09%
376 PRICE T ROWE GROUP INC 8,968 701,000 0.09%
377 DELTA AIRLINES INC DEL 18,654 701,000 0.09%
378 RYDEX ETF TRUST 17,296 709,000 0.09%
379 WEYERHAEUSER CO 23,056 712,000 0.09%
380 JOY GLOBAL INCORPORATED 11,979 713,000 0.09%
381 POWERSHARES ETF TRUST 38,534 716,000 0.09%
382 WHOLE FOODS MKT INC 20,582 723,000 0.09%
383 NORDSTROM INC 10,893 725,000 0.09%
384 APPLIED MATLS INC 34,360 729,000 0.09%
385 TRAVELERS COMPANIES INC 8,063 731,000 0.09%
386 PROSHARES TR 6,697 738,000 0.09% PRN
387 WAL-MART STORES INC 10,257 740,000 0.09%
388 VANGUARD INDEX FDS 6,530 741,000 0.09%
389 POWERSHARES DB CMDTY IDX TRA 30,692 746,000 0.09%
390 DEVON ENERGY CORP NEW 9,888 755,000 0.09%
391 FIRST TRUST VALUELINE 100 EXCHANGE-TRADED FUND 37,821 757,000 0.09%
392 AUTOMATIC DATA PROCESSING IN 10,279 759,000 0.09%
393 WESTERN DIGITAL CORP 8,513 760,000 0.09%
394 POWERSHARES ETF TRUST II 30,295 762,000 0.09%
395 SCHWAB US AGGREGATE BOND ETF 15,086 765,000 0.09%
396 VANGUARD WORLD FDS 7,141 771,000 0.09%
397 LAS VEGAS SANDS CORP 10,642 773,000 0.09%
398 FIRST TR EXCHANGE TRADED FD 14,423 774,000 0.09%
399 ISHARES TR 7,173 792,000 0.10%
400 PIMCO ETF TR 7,716 795,000 0.10%
Page 8 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.