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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
51 DISNEY WALT CO 23,269 1,904,000 0.23%
52 SELECT SECTOR SPDR TR 86,882 1,891,000 0.23%
53 POWERSHARES ETF TRUST 49,521 1,881,000 0.23%
54 REVENUESHARES ETF TR SMALL CAP 32,772 1,786,000 0.22%
55 ISHARES TR 16,548 1,772,000 0.22%
56 HONEYWELL INTL INC 19,688 1,769,000 0.22%
57 DU PONT E I DE NEMOURS & CO 27,570 1,759,000 0.22%
58 VANGUARD INDEX FDS 14,244 1,758,000 0.22%
59 CSX CORP 58,572 1,723,000 0.21%
60 BANK AMER CORP 116,768 1,711,000 0.21% PRN
61 ISHARES TR 22,238 1,641,000 0.20%
62 HALLIBURTON CO 24,248 1,640,000 0.20%
63 UNITED TECHNOLOGIES CORP 14,714 1,617,000 0.20%
64 SPDR DOW JONES INDL AVRG ETF 9,751 1,612,000 0.20%
65 POWERSHARES DWA NASDAQ MOMENTUM PORTFOLIO 23,740 1,597,000 0.20%
66 * SANDRIDGE ENERGY INC COM 226,240 1,594,000 0.20%
67 ISHARES TR 17,708 1,586,000 0.19%
68 EMERSON ELEC CO 25,292 1,571,000 0.19%
69 WISDOMTREE TR 22,505 1,568,000 0.19%
70 CLAYMORE EXCHANGE TRD FD TR 33,949 1,531,000 0.19%
71 VANGUARD SPECIALIZED FUNDS 20,295 1,522,000 0.19%
72 ISHARES NASDAQ BIOTECHNOLOGY ETF 2,804 1,519,000 0.19%
73 JPMORGAN CHASE & CO 27,477 1,498,000 0.18%
74 ABBVIE INC 27,151 1,491,000 0.18%
75 AFLAC INC 24,075 1,491,000 0.18%
76 UNITED RENTALS INC 14,060 1,434,000 0.18%
77 SELECT SECTOR SPDR TR 14,626 1,434,000 0.18%
78 ISHARES TR 18,934 1,428,000 0.18%
79 ISHARES TR 38,788 1,427,000 0.17%
80 YAHOO INC 41,619 1,422,000 0.17%
81 SELECT SECTOR SPDR TR 23,841 1,405,000 0.17%
82 VISA INC 7,034 1,404,000 0.17%
83 METLIFE INC 26,306 1,391,000 0.17%
84 AMGEN INC 11,973 1,368,000 0.17%
85 VANGUARD WORLD FD 12,498 1,365,000 0.17%
86 ADOBE INC 19,311 1,358,000 0.17%
87 ISHARES RUSSELL 1000 ETF 12,426 1,349,000 0.17%
88 ORACLE CORP 35,378 1,349,000 0.17%
89 VANGUARD INDEX FDS 13,545 1,346,000 0.16%
90 CUMMINS INC 9,100 1,345,000 0.16%
91 EBAY INC 27,267 1,339,000 0.16%
92 ISHARES TR 11,455 1,338,000 0.16%
93 TCW STRATEGIC INCOME FD INC 246,330 1,335,000 0.16%
94 VANGUARD WORLD FDS 13,106 1,332,000 0.16%
95 HOME DEPOT INC 16,771 1,329,000 0.16%
96 JOHNSON CTLS INTL PLC 28,213 1,328,000 0.16%
97 POTASH CORP SASK INC 36,273 1,322,000 0.16%
98 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 14,065 1,310,000 0.16%
99 PEPSICO INC 15,355 1,304,000 0.16%
100 COCA COLA CO 31,754 1,290,000 0.16%
Page 2 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.