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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 FS KKR CAPITAL CORP COM 277,939 2,763 0.42% PRN
2 POWERSHARES ETF DYNAMIC BIOTECHNOLOGY & GENOME 21,507 1,079 0.16% PRN
3 LIFE STORAGE 10,575 921 0.14% PRN
4 POWERSHARES ETF TRUST 67,538 912 0.14% PRN
5 CBL & ASSOC PPTYS INC 40,122 776 0.12% PRN
6 HARTFORD FINL SVCS GROUP INC 17,228 717 0.11% PRN
7 FIRST TR MLP & ENERGY INCOME F COM 30,832 665 0.10% PRN
8 ISHARES TR 4,075 652 0.10% PRN
9 ISHARES COHEN & STEERS REIT ETF 5,787 558 0.09% PRN
10 GENESIS ENERGY LP COM UNITS NPV 12,894 547 0.08% PRN
11 ISHARES INC 6,838 382 0.06% PRN
12 WisdomTree Earnings 500 ETF 4,010 289 0.04% PRN
13 SPDR SERIES TRUST 8,409 281 0.04% PRN
14 BRANDYWINE RLTY TR 16,605 269 0.04% PRN
15 Targa Resources Partners LP 5,380 258 0.04% PRN
16 ISHARES TR 8,401 214 0.03% PRN
17 CHIQUITA BRANDS INTL INC 15,000 15 0.00% PRN
18 UNITED PARCEL SERVICE INC 229,174 25,469 3.89%
19 APPLE INC 222,411 24,551 3.75%
20 POWERSHARES QQQ TRUST 107,491 11,100 1.69%
21 SPDR S&P 500 ETF TR 53,592 11,018 1.68%
22 MICROSOFT CORP 213,039 9,899 1.51%
23 ISHARES TR 38,562 7,980 1.22%
24 CHEVRON CORP NEW 70,152 7,868 1.20%
25 GENERAL ELECTRIC CO 293,611 7,452 1.14%
26 PROCTER AND GAMBLE CO 76,055 6,924 1.06%
27 STARBUCKS CORP 76,397 6,253 0.95%
28 EXXON MOBIL CORP 65,617 6,060 0.92%
29 DAVITA INC 74,043 5,611 0.86%
30 VERIZON COMMUNICATIONS INC 119,766 5,597 0.85%
31 BANK AMER CORP 304,280 5,442 0.83%
32 BOEING CO 41,708 5,406 0.82%
33 INTEL CORP 140,244 5,104 0.78%
34 BRISTOL MYERS SQUIBB CO 76,772 4,545 0.69%
35 JOHNSON & JOHNSON 42,059 4,387 0.67%
36 ISHARES 20 YEAR TREASURY BOND ETF 34,433 4,337 0.66%
37 AT&T INC 126,589 4,252 0.65%
38 QUALCOMM INC 55,716 4,125 0.63%
39 PHILIP MORRIS INTL INC 46,721 3,799 0.58%
40 JPMORGAN CHASE & CO 58,969 3,696 0.56%
41 CISCO SYS INC 131,326 3,655 0.56%
42 SPDR PORTFOLIO AGGREGATE BOND ETF 62,180 3,624 0.55%
43 PROSHARES TR 34,199 3,440 0.52%
44 ALTRIA GROUP INC 69,022 3,396 0.52%
45 TEXAS INSTRS INC 63,421 3,387 0.52%
46 ISHARES TR 27,643 3,305 0.50%
47 SYNAPTICS INC 47,074 3,239 0.49%
48 REALTY INCOME CORP 67,258 3,210 0.49%
49 ADVISORSHARES TR 76,670 3,154 0.48%
50 WELLS FARGO & CO NEW 57,374 3,136 0.48%
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