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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
851 FS KKR CAPITAL CORP COM 351,200 3,462 0.45%
852 CISCO SYS INC 127,557 3,487 0.45%
853 FACEBOOK INC 41,471 3,559 0.46%
854 AMAZON COM INC 8,189 3,560 0.46%
855 WELLS FARGO CO NEW 64,093 3,604 0.47%
856 PHILIP MORRIS INTL INC 45,296 3,629 0.47%
857 ALTRIA GROUP INC 76,222 3,726 0.48%
858 SCHWAB U.S. BROAD MARKET ETF 78,477 3,949 0.51%
859 INTEL CORP 132,291 4,019 0.52%
860 JPMORGAN CHASE & CO 59,761 4,043 0.52%
861 ETFS GOLD TR 37,840 4,328 0.56%
862 JOHNSON & JOHNSON 44,799 4,364 0.56%
863 QUALCOMM INC 72,555 4,557 0.59%
864 PFIZER INC 137,415 4,619 0.60%
865 AT&T INC 145,960 5,184 0.67%
866 BRISTOL MYERS SQUIBB CO 78,264 5,203 0.67%
867 SPDR PORTFOLIO AGGREGATE BOND ETF 94,883 5,443 0.70%
868 BANK AMER CORP 324,651 5,524 0.71%
869 VERIZON COMMUNICATIONS INC 120,501 5,622 0.73%
870 PROCTER AND GAMBLE CO 71,898 5,631 0.73%
871 BOEING CO 42,017 5,824 0.75%
872 EXXON MOBIL CORP 71,139 5,906 0.76%
873 DAVITA INC 74,797 5,943 0.77%
874 ISHARES TR 63,592 6,331 0.82%
875 CHEVRON CORP NEW 76,150 7,341 0.95%
876 ISHARES TR 129,387 7,699 0.99%
877 SPDR SERIES TRUST 167,847 7,829 1.01%
878 GENERAL ELECTRIC CO 318,720 8,469 1.09%
879 POWERSHARES QQQ TRUST 81,854 8,765 1.13%
880 STARBUCKS CORP 185,119 9,920 1.28%
881 MICROSOFT CORP 266,519 11,753 1.52%
882 CLAYMORE EXCHANGE TRD FD TR 531,069 12,079 1.56%
883 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 549,062 12,198 1.57%
884 ISHARES TR 98,713 12,304 1.59%
885 SPDR S&P 500 ETF TR 62,044 12,771 1.65%
886 UNITED PARCEL SERVICE INC 303,883 17,159 2.21%
887 APPLE INC 227,536 28,580 3.69%
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