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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 VANGUARD WORLD FDS 12,649 566,000 0.07%
252 VALERO ENERGY CORP NEW 11,614 562,000 0.07%
253 WISDOMTREE TR 8,083 555,000 0.07%
254 MCDONALDS CORP 5,655 552,000 0.07%
255 PIONEER NAT RES CO 2,510 548,000 0.07%
256 KIMBERLY CLARK CORP 5,067 547,000 0.07%
257 BLACKROCK ENHANCED CAP INC 38,516 540,000 0.07%
258 RYDEX ETF TRUST 6,572 540,000 0.07%
259 SPDR INDEX SHS FDSDJ GLB RL ES ETF 12,513 538,000 0.07%
260 HARTFORD FINL SVCS GROUP INC 15,586 535,000 0.07% PRN
261 Petroleum & Resources Corporat 17,723 535,000 0.07%
262 SPDR SERIES TRUST 13,288 529,000 0.06%
263 SPANSION INC 25,500 529,000 0.06%
264 LAM RESEARCH CORP 8,166 528,000 0.06%
265 DIREXION SHS ETF TR 5,580 524,000 0.06%
266 GABELLI DIVID INCOME TR 24,705 524,000 0.06%
267 MORGAN STANLEY 16,917 523,000 0.06%
268 ISHARES TR 4,209 520,000 0.06%
269 RYDEX ETF TRUST 4,287 518,000 0.06%
270 VANGUARD LONG TERM BOND ETF 5,920 515,000 0.06%
271 ISHARES TR 5,497 509,000 0.06%
272 ISHARES TR 4,851 506,000 0.06%
273 AMERICAN ELEC PWR INC 9,213 501,000 0.06%
274 CLAYMORE EXCHANGE TRD FD TR 19,678 501,000 0.06%
275 BLACKSTONE GROUP L P 15,272 500,000 0.06%
276 TOTAL S A 7,216 498,000 0.06%
277 PUBLIC STORAGE 2,961 494,000 0.06%
278 VANGUARD BD INDEX FDS 5,934 493,000 0.06%
279 POWERSHARES ETF TRUST 4,932 491,000 0.06%
280 PROSHARES TR 7,032 491,000 0.06%
281 EATON VANCE SHORT COM 32,671 490,000 0.06%
282 VANGUARD MALVERN FDS 10,005 490,000 0.06%
283 VANGUARD INDEX FDS 5,196 489,000 0.06%
284 SPDR SER TR 16,046 486,000 0.06%
285 BP PLC 9,527 485,000 0.06%
286 FIDELITY 17,019 484,000 0.06%
287 DOMINION ENERGY INC 6,894 483,000 0.06%
288 MARATHON OIL CORP 13,064 482,000 0.06%
289 FLUOR CORP NEW 6,643 480,000 0.06%
290 MANITOWOC INC COM 14,895 479,000 0.06%
291 US BANCORP DEL 11,694 478,000 0.06%
292 WYNN RESORTS LTD 2,356 472,000 0.06%
293 SCHWAB U.S. MID-CAP ETF 12,262 472,000 0.06%
294 ISHARES TR 4,340 472,000 0.06%
295 NUVEEN PREM INCOME MUN FD 2 34,267 470,000 0.06%
296 JPMORGAN CHASE & CO 9,166 468,000 0.06%
297 BT GROUP PLC 7,349 468,000 0.06%
298 NOVO-NORDISK A S 10,480 468,000 0.06%
299 WISDOMTREE TR 5,869 466,000 0.06%
300 ACUITY BRANDS INC 3,388 466,000 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.