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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 JOHNSON & JOHNSON 42,059 4,387 0.67%
52 ISHARES 20 YEAR TREASURY BOND ETF 34,433 4,337 0.66%
53 AT&T INC 126,589 4,252 0.65%
54 QUALCOMM INC 55,716 4,125 0.63%
55 PHILIP MORRIS INTL INC 46,721 3,799 0.58%
56 JPMORGAN CHASE & CO 58,969 3,696 0.56%
57 CISCO SYS INC 131,326 3,655 0.56%
58 SPDR PORTFOLIO AGGREGATE BOND ETF 62,180 3,624 0.55%
59 PROSHARES TR 34,199 3,440 0.52%
60 ALTRIA GROUP INC 69,022 3,396 0.52%
61 TEXAS INSTRS INC 63,421 3,387 0.52%
62 ISHARES TR 27,643 3,305 0.50%
63 SYNAPTICS INC 47,074 3,239 0.49%
64 REALTY INCOME CORP 67,258 3,210 0.49%
65 ADVISORSHARES TR 76,670 3,154 0.48%
66 WELLS FARGO CO NEW 57,374 3,136 0.48%
67 UNITED TECHNOLOGIES CORP 26,809 3,093 0.47%
68 FACEBOOK INC 38,950 3,047 0.46%
69 PFIZER INC 94,326 2,925 0.45%
70 COSTCO WHSL CORP NEW 20,238 2,867 0.44%
71 AMGEN INC 17,743 2,837 0.43%
72 AMERICAN EXPRESS CO 30,469 2,834 0.43%
73 SELECT SECTOR SPDR TR 56,996 2,768 0.42%
74 FS KKR CAPITAL CORP COM 277,939 2,763 0.42% PRN
75 SELECT SECTOR SPDR TR 65,816 2,715 0.41%
76 MERCK & CO INC 47,640 2,708 0.41%
77 SCHWAB U.S. BROAD MARKET ETF 53,755 2,676 0.41%
78 ETFS GOLD TR 22,280 2,582 0.39%
79 ISHARES NASDAQ BIOTECHNOLOGY ETF 4,832 2,571 0.39%
80 SPDR SER TR 32,240 2,550 0.39%
81 HCP INC 57,945 2,547 0.39%
82 YAHOO INC 48,498 2,443 0.37%
83 CONOCOPHILLIPS 35,276 2,433 0.37%
84 AMERIGAS PARTNERS L P 50,057 2,408 0.37%
85 AMERICA MOVIL SAB DE CV 108,063 2,396 0.37%
86 POWERSHARES ETF TRUST 35,266 2,351 0.36%
87 POWERSHARES ETF TRUST RUSSELL MIDCAP PURE 73,905 2,343 0.36%
88 ISHARES TR 58,979 2,332 0.36%
89 AMAZON COM INC 7,479 2,331 0.36%
90 POWERSHARES ETF TRUST 25,289 2,310 0.35%
91 POWERSHARES ETF TRUST 55,891 2,289 0.35%
92 POWERSHARES EXCHANGE TRADED FD TR DYNAMIC MARKET PORT 30,580 2,254 0.34%
93 DU PONT E I DE NEMOURS & CO 30,186 2,234 0.34%
94 ISHARES TR 18,662 2,232 0.34%
95 DOW CHEM CO 48,672 2,224 0.34%
96 VANGUARD WORLD FD 17,620 2,215 0.34%
97 ABBVIE INC 32,903 2,159 0.33%
98 SPDR SERIES TRUST 19,726 2,140 0.33%
99 ISHARES TR 22,287 2,130 0.33%
100 AKAMAI TECHNOLOGIES INC 33,743 2,126 0.32%
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