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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)
Original 13F HR (0001085146-15-001727) filed in 2015.08.12
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 227,536 28,580 3.69%
2 UNITED PARCEL SERVICE INC 303,883 17,159 2.21%
3 SPDR S&P 500 ETF TR 62,044 12,771 1.65%
4 ISHARES TR 98,713 12,304 1.59%
5 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 549,062 12,198 1.57%
6 CLAYMORE EXCHANGE TRD FD TR 531,069 12,079 1.56%
7 MICROSOFT CORP 266,519 11,753 1.52%
8 STARBUCKS CORP 185,119 9,920 1.28%
9 POWERSHARES QQQ TRUST 81,854 8,765 1.13%
10 GENERAL ELECTRIC CO 318,720 8,469 1.09%
11 SPDR FTSE SP OILGAS EXP ETF 167,847 7,829 1.01%
12 ISHARES TR 129,387 7,699 0.99%
13 CHEVRON CORP NEW 76,150 7,341 0.95%
14 iShares iBonds Mar 2018 Term Corp exFncl 63,592 6,331 0.82%
15 DAVITA INC 74,797 5,943 0.77%
16 EXXON MOBIL CORP 71,139 5,906 0.76%
17 BOEING CO 42,017 5,824 0.75%
18 PROCTER AND GAMBLE CO 71,898 5,631 0.73%
19 VERIZON COMMUNICATIONS INC 120,501 5,622 0.73%
20 BANK AMER CORP 324,651 5,524 0.71%
21 SPDR PORTFOLIO AGGREGATE BOND ETF 94,883 5,443 0.70%
22 BRISTOL MYERS SQUIBB CO 78,264 5,203 0.67%
23 AT&T INC 145,960 5,184 0.67%
24 PFIZER INC 137,415 4,619 0.60%
25 QUALCOMM INC 72,555 4,557 0.59%
26 JOHNSON & JOHNSON 44,799 4,364 0.56%
27 ETFS GOLD TR 37,840 4,328 0.56%
28 JPMORGAN CHASE & CO 59,761 4,043 0.52%
29 INTEL CORP 132,291 4,019 0.52%
30 SCHWAB U.S. BROAD MARKET ETF 78,477 3,949 0.51%
31 ALTRIA GROUP INC 76,222 3,726 0.48%
32 PHILIP MORRIS INTL INC 45,296 3,629 0.47%
33 WELLS FARGO & CO NEW 64,093 3,604 0.47%
34 AMAZON COM INC 8,189 3,560 0.46%
35 FACEBOOK INC 41,471 3,559 0.46%
36 CISCO SYS INC 127,557 3,487 0.45%
37 FS KKR CAPITAL CORP COM 351,200 3,462 0.45%
38 TEXAS INSTRS INC 65,448 3,373 0.44%
39 VANGUARD BD INDEX FDS 40,094 3,257 0.42%
40 ABBVIE INC 46,773 3,145 0.41%
41 FORD MTR CO DEL 205,195 3,098 0.40%
42 COSTCO WHSL CORP NEW 22,813 3,091 0.40%
43 ISHARES TR 14,772 3,064 0.40%
44 UNITED TECHNOLOGIES CORP 26,989 2,995 0.39%
45 MERCK & CO INC 51,672 2,940 0.38%
46 POWERSHARES N/C 6/4/18 46137V613 32,012 2,899 0.37%
47 RYDEX ETF TRUST 35,486 2,833 0.37%
48 AMGEN INC 18,386 2,818 0.36%
49 POWERSHARES GLOBAL ETF FTSE RAFI EMERGING 146,241 2,814 0.36%
50 FIRST TR EXCHANGE TRADED FD 112,761 2,754 0.36%
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