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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
151 WISDOMTREE TR 11,694 923,000 0.11%
152 SPDR PORTFOLIO AGGREGATE BOND ETF 15,974 922,000 0.11%
153 GOLDMAN SACHS GROUP INC 5,710 920,000 0.11%
154 DOW 30 ENHANCED PREMIUM & IN 68,439 919,000 0.11%
155 CONSOLIDATED EDISON INC 15,788 908,000 0.11%
156 EMC 35,837 892,000 0.11%
157 FEDEX CORP 6,100 892,000 0.11%
158 PIMCO ETF TR 8,245 886,000 0.11%
159 WISDOMTREE TR 19,238 886,000 0.11%
160 MERCK & CO INC 16,031 881,000 0.11%
161 CISCO SYS INC 37,860 875,000 0.11%
162 ENERGY TRANSFER PRTNRS L P 15,680 874,000 0.11%
163 ALPS ETF TR 47,087 866,000 0.11%
164 XILINX INC 19,131 864,000 0.11%
165 MONDELEZ INTL INC 24,220 853,000 0.10%
166 EOG RES INC 7,429 853,000 0.10%
167 UNION PAC CORP 9,345 851,000 0.10%
168 CELGENE CORP 10,266 843,000 0.10%
169 VIACOM CLASS B 10,167 842,000 0.10%
170 SELECT SECTOR SPDR TR 13,706 842,000 0.10%
171 ISHARES GOLD TRUST ISHARES ETF 69,409 836,000 0.10%
172 SPDR SERIES TRUST 28,294 836,000 0.10%
173 VERTEX PHARMACEUT 9,086 831,000 0.10%
174 RYDEX ETF TRUST 6,294 827,000 0.10%
175 POWERSHARES ETF TRUST 40,109 824,000 0.10%
176 POWERSHARES HIGH YIELD EQUITY DIVIDEND ACHIEVERS PORTFOLIO 66,956 821,000 0.10% PRN
177 POWERSHARES ETF TRUST 45,707 818,000 0.10%
178 CATERPILLAR INC 8,016 817,000 0.10%
179 COLGATE PALMOLIVE CO 12,211 813,000 0.10%
180 NOVARTIS A G 9,338 809,000 0.10%
181 RYDEX ETF TRUST 6,585 809,000 0.10%
182 Sovran Self Storage, Inc. 10,525 808,000 0.10% PRN
183 POWERSHARES ETF TRUST 18,969 804,000 0.10% PRN
184 Wisdomtree High Dividend 14,380 801,000 0.10%
185 VANGUARD INDEX FDS 9,320 799,000 0.10%
186 CIGNA CORPORATION 8,987 798,000 0.10%
187 PIMCO ETF TR 7,716 795,000 0.10%
188 ISHARES TR 7,173 792,000 0.10%
189 FIRST TR EXCHANGE TRADED FD 14,423 774,000 0.09%
190 LAS VEGAS SANDS CORP 10,642 773,000 0.09%
191 VANGUARD WORLD FDS 7,141 771,000 0.09%
192 SCHWAB US AGGREGATE BOND ETF 15,086 765,000 0.09%
193 POWERSHARES ETF TRUST II DWA DEVELOPED MKTS 30,295 762,000 0.09%
194 WESTERN DIGITAL CORP 8,513 760,000 0.09%
195 AUTOMATIC DATA PROCESSING IN 10,279 759,000 0.09%
196 FIRST TR VALUE LINE 100 ETF 37,821 757,000 0.09%
197 DEVON ENERGY CORP NEW 9,888 755,000 0.09%
198 POWERSHARES DB CMDTY IDX TRA 30,692 746,000 0.09%
199 VANGUARD INDEX FDS 6,530 741,000 0.09%
200 WAL-MART STORES INC 10,257 740,000 0.09%
Page 4 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.