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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 SPDR S&P 500 ETF TR 2,300 7 0.00% Put
2 POWERSHARES QQQ TRUST 800 0 0.00% Put
3 UNITED PARCEL SERVICE INC 15,000 0 0.00% Put
4 SPDR DOW JONES INDL AVRG ETF 200 0 0.00% Put
5 CHEVRON CORP NEW 400 0 0.00% Put
6 MICROSOFT CORP 5,600 30 0.00% Call
7 NVIDIA CORPORATION 10,300 23 0.00% Call
8 XILINX INC 10,700 6 0.00% Call
9 AMAZON COM INC 300 6 0.00% Call
10 POTASH CORP SASK INC 11,500 2 0.00% Call
11 HONEYWELL INTL INC 500 2 0.00% Call
12 CHEVRON CORP NEW 700 0 0.00% Call
13 INTERNATIONAL BUSINESS MACHS 100 0 0.00% Call
14 YAHOO INC 1,700 0 0.00% Call
15 AKAMAI TECHNOLOGIES INC 300 0 0.00% Call
16 WELLS FARGO & CO NEW 200 0 0.00% Call
17 MCDERMOTT INTL INC 12,600 0 0.00% Call
18 FORD MTR CO DEL 11,200 0 0.00% Call
19 MERCK & CO INC 700 0 0.00% Call
20 FACEBOOK INC 500 0 0.00% Call
21 PACCAR INC 200 0 0.00% Call
22 ARIAD PHARMACEUTICALS ORD (NMS) 700 0 0.00% Call
23 BANK AMER CORP 1,400 0 0.00% Call
24 PHILIP MORRIS INTL INC 100 0 0.00% Call
25 UNITED PARCEL SERVICE INC 48,300 0 0.00% Call
26 UNION PAC CORP 100 0 0.00% Call
27 TJX COS INC NEW 700 0 0.00% Call
28 POWERSHARES QQQ TRUST 2,500 0 0.00% Call
29 STARBUCKS CORP 500 0 0.00% Call
30 COSTCO WHSL CORP NEW 100 0 0.00% Call
31 SPDR DOW JONES INDL AVRG ETF 700 0 0.00% Call
32 QUALCOMM INC 1,900 0 0.00% Call
33 * SANDRIDGE ENERGY INC COM 13,900 0 0.00% Call
34 UNITED PARCEL SERVICE INC 229,174 25,469 3.89%
35 APPLE INC 222,411 24,551 3.75%
36 POWERSHARES QQQ TRUST 107,491 11,100 1.69%
37 SPDR S&P 500 ETF TR 53,592 11,018 1.68%
38 MICROSOFT CORP 213,039 9,899 1.51%
39 ISHARES TR 38,562 7,980 1.22%
40 CHEVRON CORP NEW 70,152 7,868 1.20%
41 GENERAL ELECTRIC CO 293,611 7,452 1.14%
42 PROCTER AND GAMBLE CO 76,055 6,924 1.06%
43 STARBUCKS CORP 76,397 6,253 0.95%
44 EXXON MOBIL CORP 65,617 6,060 0.92%
45 DAVITA INC 74,043 5,611 0.86%
46 VERIZON COMMUNICATIONS INC 119,766 5,597 0.85%
47 BANK AMER CORP 304,280 5,442 0.83%
48 BOEING CO 41,708 5,406 0.82%
49 INTEL CORP 140,244 5,104 0.78%
50 BRISTOL MYERS SQUIBB CO 76,772 4,545 0.69%
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