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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 (2014Q4)
Original 13F HR (0001085146-15-000403) filed in 2015.02.11
#
Name
Shares
Value ($)
%
Options
Notes
1 UNITED PARCEL SERVICE INC 229,174 25,469 3.89%
2 APPLE INC 222,411 24,551 3.75%
3 POWERSHARES QQQ TRUST 107,491 11,100 1.69%
4 SPDR S&P 500 ETF TR 53,592 11,018 1.68%
5 MICROSOFT CORP 213,039 9,899 1.51%
6 ISHARES TR 38,562 7,980 1.22%
7 CHEVRON CORP NEW 70,152 7,868 1.20%
8 GENERAL ELECTRIC CO 293,611 7,452 1.14%
9 PROCTER AND GAMBLE CO 76,055 6,924 1.06%
10 STARBUCKS CORP 76,397 6,253 0.95%
11 EXXON MOBIL CORP 65,617 6,060 0.92%
12 DAVITA INC 74,043 5,611 0.86%
13 VERIZON COMMUNICATIONS INC 119,766 5,597 0.85%
14 BANK AMER CORP 304,280 5,442 0.83%
15 BOEING CO 41,708 5,406 0.82%
16 INTEL CORP 140,244 5,104 0.78%
17 BRISTOL MYERS SQUIBB CO 76,772 4,545 0.69%
18 JOHNSON & JOHNSON 42,059 4,387 0.67%
19 ISHARES 20 YEAR TREASURY BOND ETF 34,433 4,337 0.66%
20 AT&T INC 126,589 4,252 0.65%
21 QUALCOMM INC 55,716 4,125 0.63%
22 PHILIP MORRIS INTL INC 46,721 3,799 0.58%
23 JPMORGAN CHASE & CO 58,969 3,696 0.56%
24 CISCO SYS INC 131,326 3,655 0.56%
25 SPDR PORTFOLIO AGGREGATE BOND ETF 62,180 3,624 0.55%
26 PROSHARES TR 34,199 3,440 0.52%
27 ALTRIA GROUP INC 69,022 3,396 0.52%
28 TEXAS INSTRS INC 63,421 3,387 0.52%
29 ISHARES TR 27,643 3,305 0.50%
30 SYNAPTICS INC 47,074 3,239 0.49%
31 REALTY INCOME CORP 67,258 3,210 0.49%
32 ADVISORSHARES TR 76,670 3,154 0.48%
33 WELLS FARGO & CO NEW 57,374 3,136 0.48%
34 UNITED TECHNOLOGIES CORP 26,809 3,093 0.47%
35 FACEBOOK INC 38,950 3,047 0.46%
36 PFIZER INC 94,326 2,925 0.45%
37 COSTCO WHSL CORP NEW 20,238 2,867 0.44%
38 AMGEN INC 17,743 2,837 0.43%
39 AMERICAN EXPRESS CO 30,469 2,834 0.43%
40 SELECT SECTOR SPDR TR 56,996 2,768 0.42%
41 FS KKR CAPITAL CORP COM 277,939 2,763 0.42% PRN
42 SELECT SECTOR SPDR TR 65,816 2,715 0.41%
43 MERCK & CO INC 47,640 2,708 0.41%
44 SCHWAB U.S. BROAD MARKET ETF 53,755 2,676 0.41%
45 ETFS GOLD TR 22,280 2,582 0.39%
46 ISHARES NASDAQ BIOTECHNOLOGY ETF 4,832 2,571 0.39%
47 SPDR SER TR 32,240 2,550 0.39%
48 HCP INC 57,945 2,547 0.39%
49 YAHOO INC 48,498 2,443 0.37%
50 CONOCOPHILLIPS 35,276 2,433 0.37%
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