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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 iShares Mortgage Real Estate C 170,113 1,992 0.30%
2 YUM BRANDS INC 6,656 486 0.07%
3 YAHOO INC 1,700 0 0.00% Call
4 YAHOO INC 293 15 0.00%
5 YAHOO INC 48,498 2,443 0.37%
6 XILINX INC 17,882 771 0.12%
7 XILINX INC 10,700 6 0.00% Call
8 XCEL ENERGY INC 9,933 359 0.05%
9 WisdomTree Earnings 500 ETF 4,010 289 0.04% PRN
10 Welltower Inc. 17,039 1,284 0.20%
11 WOODWARD INC 12,352 608 0.09%
12 WISDOMTREE TR 5,706 425 0.06%
13 WISDOMTREE TR 14,051 865 0.13%
14 WISDOMTREE TR 6,601 287 0.04%
15 WISDOMTREE TR 13,734 1,281 0.20%
16 WISDOMTREE TR 5,430 304 0.05%
17 WISDOMTREE TR 22,996 1,134 0.17%
18 WISDOMTREE TR 8,445 598 0.09%
19 WISDOMTREE TR 10,054 222 0.03%
20 WISDOMTREE TR 19,782 831 0.13%
21 WISDOMTREE TR 22,743 1,698 0.26%
22 WISDOMTREE TR 11,608 576 0.09%
23 WISDOMTREE TR 5,388 444 0.07%
24 WISDOMTREE TR 16,898 1,304 0.20%
25 WISDOMTREE TR 7,742 337 0.05%
26 WISDOMTREE TR 12,317 1,032 0.16%
27 WISDOMTREE TOTAL 4,264 313 0.05%
28 WISDOMTREE GLOBAL 7,508 325 0.05%
29 WILLIAMS SONOMA INC 3,580 270 0.04%
30 WHITING PETE CORP NEW 33,880 1,120 0.17%
31 WEYERHAEUSER CO 33,709 1,208 0.18%
32 WESTERN DIGITAL CORP 7,693 850 0.13%
33 WESTERN ASSET INTER MUNI FD 17,869 174 0.03%
34 WELLS FARGO & CO NEW 5,950 327 0.05%
35 WELLS FARGO & CO NEW 57,374 3,136 0.48%
36 WELLS FARGO & CO NEW 484 27 0.00%
37 WELLS FARGO & CO NEW 65 4 0.00%
38 WELLS FARGO & CO NEW 200 0 0.00% Call
39 WALGREENS BOOTS ALLIANCE INC 4,462 340 0.05%
40 WAL-MART STORES INC 14,382 1,237 0.19%
41 WABCO HLDGS INC 4,797 500 0.08%
42 Vantage Drilling Company 11,360 5 0.00%
43 Van Eck 9,053 279 0.04%
44 VMWARE INC 2,582 214 0.03%
45 VISA INC 1,252 329 0.05%
46 VISA INC 5,426 1,423 0.22%
47 VIACOM INC NEW 10,998 841 0.13%
48 VERTEX PHARMACEUTICALS INC 9,290 1,112 0.17%
49 VERIZON COMMUNICATIONS INC 119,766 5,597 0.85%
50 VANGUARD WORLD FDS 9,819 1,051 0.16%
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