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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
51 VANGUARD WORLD FDS 6,142 658 0.10%
52 VANGUARD WORLD FDS 11,795 1,479 0.23%
53 VANGUARD WORLD FDS 3,363 392 0.06%
54 VANGUARD WORLD FDS 9,819 1,051 0.16%
55 VANGUARD WORLD FDS 22,744 1,132 0.17%
56 VANGUARD WORLD FD 13,332 1,390 0.21%
57 VANGUARD WORLD FD 6,984 715 0.11%
58 VANGUARD WORLD FD 6,225 773 0.12%
59 VANGUARD WORLD FD 17,620 2,215 0.34%
60 VANGUARD WORLD FD 4,682 518 0.08%
61 VANGUARD WHITEHALL FDS 7,800 538 0.08%
62 VANGUARD TAX-MANAGED FDS 10,433 395 0.06%
63 VANGUARD SPECIALIZED PORTFOL 16,101 1,302 0.20%
64 VANGUARD INTL EQUITY INDEX F 13,255 529 0.08%
65 VANGUARD INTL EQUITY INDEX F 14,372 668 0.10%
66 VANGUARD INTL EQUITY INDEX F 17,977 943 0.14%
67 VANGUARD INDEX FDS 11,325 1,147 0.18%
68 VANGUARD INDEX FDS 10,194 1,286 0.20%
69 VANGUARD INDEX FDS 9,884 1,046 0.16%
70 VANGUARD INDEX FDS 4,448 466 0.07%
71 VANGUARD INDEX FDS 11,148 997 0.15%
72 VANGUARD INDEX FDS 1,996 246 0.04%
73 VANGUARD INDEX FDS 3,175 266 0.04%
74 VANGUARD INDEX FDS 4,210 489 0.07%
75 VANGUARD INDEX FDS 22,193 1,785 0.27%
76 VANGUARD BD INDEX FDS 16,173 1,295 0.20%
77 VANGUARD BD INDEX FDS 6,270 517 0.08%
78 VANGUARD BD INDEX FDS 5,968 506 0.08%
79 VANECK MORNINGSTAR WIDE MOAT E 12,818 404 0.06%
80 VALMONT INDS INC 1,688 216 0.03%
81 VALERO ENERGY CORP NEW 8,300 414 0.06%
82 VALEANT PHARMACEUTICALS INTL 1,665 238 0.04%
83 V F CORP 3,547 266 0.04%
84 US BANCORP DEL 42,533 1,894 0.29%
85 UNITEDHEALTH GROUP INC 7,203 726 0.11%
86 UNITED TECHNOLOGIES CORP 2,524 290 0.04%
87 UNITED TECHNOLOGIES CORP 26,809 3,093 0.47%
88 UNITED STATES COMMODITY INDEX FUND 5,017 240 0.04%
89 UNITED RENTALS INC 16,489 1,675 0.26%
90 UNITED RENTALS INC 65 7 0.00%
91 UNITED PARCEL SERVICE INC 2,598 289 0.04%
92 UNITED PARCEL SERVICE INC 269 29 0.00%
93 UNITED PARCEL SERVICE INC 229,174 25,469 3.89%
94 UNITED PARCEL SERVICE INC 15,000 0 0.00% Put
95 UNITED PARCEL SERVICE INC 48,300 0 0.00% Call
96 UNITED CONTL HLDGS INC 3,077 207 0.03%
97 UNION PAC CORP 38 5 0.00%
98 UNION PAC CORP 24 3 0.00%
99 UNION PAC CORP 11,597 1,384 0.21%
100 UNION PAC CORP 26 3 0.00%
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