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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 (2015Q2)
Portfolio Summary: 723 holdings with a total value of $775,043,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 US BANCORP DEL 42,526 1,839,000 0.24%
102 YAHOO INC 46,209 1,826,000 0.24%
103 WISDOMTREE TR 24,874 1,821,000 0.23%
104 ORACLE CORP 45,319 1,816,000 0.23%
105 DU PONT E I DE NEMOURS & CO 27,990 1,788,000 0.23%
106 PEPSICO INC 18,898 1,758,000 0.23%
107 VANGUARD INDEX FDS 23,228 1,732,000 0.22%
108 PROSHARES TR 34,158 1,681,000 0.22%
109 SELECT SECTOR SPDR TR 68,504 1,668,000 0.22%
110 VANGUARD TAX-MANAGED FDS 42,026 1,665,000 0.21%
111 SPDR INDEX SHS FDS 39,963 1,659,000 0.21%
112 SEMPRA ENERGY 16,755 1,658,000 0.21%
113 BP PLC 41,289 1,646,000 0.21%
114 CSX CORP 50,304 1,643,000 0.21%
115 ISHARES TR 41,351 1,626,000 0.21%
116 BIG LOTS INC 36,144 1,618,000 0.21%
117 ISHARES TR 14,156 1,614,000 0.21%
118 EBIX INC 49,361 1,614,000 0.21%
119 AFLAC INC 25,885 1,609,000 0.21%
120 VANGUARD SPECIALIZED FUNDS 20,303 1,608,000 0.21%
121 ISHARES RUSSELL 1000 ETF 13,785 1,598,000 0.21%
122 KIMBERLY CLARK CORP 15,048 1,597,000 0.21%
123 ISHARES TR 9,308 1,584,000 0.20%
124 SPDR SER TR 54,531 1,577,000 0.20%
125 EMERSON ELEC CO 28,360 1,568,000 0.20%
126 ISHARES TR 13,398 1,552,000 0.20%
127 SELECT SECTOR SPDR TR 20,912 1,550,000 0.20%
128 ALPS ETF TR 99,111 1,544,000 0.20%
129 METLIFE INC 27,525 1,538,000 0.20%
130 ISHARES RUSSELL 3000 ETF 12,409 1,530,000 0.20%
131 BECTON DICKINSON & CO 10,757 1,522,000 0.20%
132 CLAYMORE EXCHANGE TRD FD TR 33,174 1,522,000 0.20%
133 MORGAN STANLEY 39,155 1,520,000 0.20%
134 VANGUARD INTL EQUITY INDEX F 31,100 1,505,000 0.19%
135 UNITED RENTALS INC 16,972 1,496,000 0.19%
136 WISDOMTREE TR 17,823 1,472,000 0.19%
137 BLACKSTONE GROUP L P 36,072 1,467,000 0.19%
138 POWERSHARES ETF TRUST 47,558 1,457,000 0.19%
139 SELECT SECTOR SPDR TR 30,121 1,435,000 0.19%
140 SPDR SER TR 5,626 1,417,000 0.18%
141 LILLY ELI & CO 16,817 1,403,000 0.18%
142 SPDR INDEX SHS FDS 42,362 1,385,000 0.18%
143 VANGUARD BD INDEX FDS 17,206 1,377,000 0.18%
144 VIACOM INC NEW 21,258 1,371,000 0.18%
145 ADOBE INC 16,874 1,364,000 0.18%
146 VANGUARD WORLD FDS 10,757 1,342,000 0.17%
147 JOHNSON CTLS INTL PLC 27,065 1,336,000 0.17%
148 VANGUARD INDEX FDS 9,804 1,313,000 0.17%
149 VANGUARD WORLD FDS 26,324 1,308,000 0.17%
150 SPDR SERIES TRUST 35,418 1,296,000 0.17%
Page 3 of 15

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001727, filed 2015.08.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.