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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
501 PROSHARES TRUST DJ BRKFLD GLB ETF 6,673 291 0.04%
502 PROSHARES ULTRA MIDCAP 400 7,898 582 0.09%
503 PROSHARES ULTRAPRO QQQ 3,256 317 0.05%
504 PROSHARES ULTRPRO SP500 ETF 3,363 446 0.07%
505 PROTECTIVE LIFE CO 3,640 254 0.04%
506 PRUDENTIAL FINL INC 12,916 1,170 0.18%
507 PUBLIC STORAGE 3,070 566 0.09%
508 PUBLIC SVC ENTERPRISE GRP IN 21,560 889 0.14%
509 PULTE GROUP INC 12,373 262 0.04%
510 PUTNAM MANAGED MUN INCOME TR 24,400 177 0.03%
511 Petroleum & Resources Cp 17,584 418 0.06%
512 QUALCOMM INC 1,900 0 0.00% Call
513 QUALCOMM INC 3,466 254 0.04%
514 QUALCOMM INC 55,716 4,125 0.63%
515 RADIAN GROUP INC 28,190 470 0.07%
516 RAYTHEON CO 7,139 774 0.12%
517 REALTY INCOME CORP 67,258 3,210 0.49%
518 RED HAT INC 7,584 526 0.08%
519 REGENERON PHARMACEUTICALS 758 312 0.05%
520 RITE AID CORP 20,999 159 0.02%
521 ROYAL BK CDA MONTREAL QUE 10,836 748 0.11%
522 ROYAL DUTCH SHELL PLC 8,348 559 0.09%
523 ROYCE MICRO CAP TR INC 30,925 312 0.05%
524 RR DONNELLEY & SONS CO 12,967 217 0.03%
525 RYDEX ETF TRUST 7,746 701 0.11%
526 RYDEX ETF TRUST 6,915 983 0.15%
527 RYDEX ETF TRUST 4,440 543 0.08%
528 RYDEX ETF TRUST 2,537 200 0.03%
529 RYDEX ETF TRUST 24,738 1,980 0.30%
530 RYDEX ETF TRUST 17,060 930 0.14%
531 RYDEX ETF TRUST 16,060 717 0.11%
532 RYDEX ETF TRUST 5,484 782 0.12%
533 RYDEX S&P CNSMR DISCRETIONARY 4,723 419 0.06%
534 SANOFI 15,932 731 0.11%
535 SCHLUMBERGER LTD 19,892 1,705 0.26%
536 SCHWAB EMERGING MARKETS EQUITY ETF 9,957 236 0.04%
537 SCHWAB INTERNATIONAL EQUITY ETF 9,179 265 0.04%
538 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 8,495 244 0.04%
539 SCHWAB U.S. BROAD MARKET ETF 53,755 2,676 0.41%
540 SCHWAB U.S. MID-CAP ETF 12,755 519 0.08%
541 SCHWAB US AGGREGATE BOND ETF 28,206 1,475 0.23%
542 SCHWAB US DIVIDEND EQUITY ETF 19,058 766 0.12%
543 SELECT SECTOR SPDR TR 22,914 1,089 0.17%
544 SELECT SECTOR SPDR TR 4,876 239 0.04%
545 SELECT SECTOR SPDR TR 23,673 1,622 0.25%
546 SELECT SECTOR SPDR TR 56,996 2,768 0.42%
547 SELECT SECTOR SPDR TR 13,015 1,028 0.16%
548 SELECT SECTOR SPDR TR 65,816 2,715 0.41%
549 SELECT SECTOR SPDR TR 22,347 1,612 0.25%
550 SELECT SECTOR SPDR TR 72,661 1,788 0.27%
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