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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
51 VERTEX PHARMACEUTICALS INC 7,774 960 0.12%
52 VERIZON COMMUNICATIONS INC 120,501 5,622 0.73%
53 VANGUARD WORLD FDS 10,757 1,342 0.17%
54 VANGUARD WORLD FDS 7,312 905 0.12%
55 VANGUARD WORLD FDS 4,672 502 0.06%
56 VANGUARD WORLD FDS 26,324 1,308 0.17%
57 VANGUARD WORLD FDS 7,396 779 0.10%
58 VANGUARD WORLD FD 6,693 717 0.09%
59 VANGUARD WORLD FD 15,984 2,233 0.29%
60 VANGUARD WORLD FD 10,691 1,136 0.15%
61 VANGUARD WORLD FD 3,132 282 0.04%
62 VANGUARD WHITEHALL FDS 9,710 652 0.08%
63 VANGUARD TAX-MANAGED FDS 212 8 0.00%
64 VANGUARD TAX-MANAGED FDS 41,814 1,657 0.21%
65 VANGUARD SPECIALIZED PORTFOL 20,303 1,608 0.21%
66 VANGUARD SCOTTSDALE FDS 1,919 215 0.03%
67 VANGUARD SCOTTSDALE FDS 9,742 829 0.11%
68 VANGUARD SCOTTSDALE FDS 3,606 287 0.04%
69 VANGUARD INTL EQUITY INDEX F 300 0 0.00% Put
70 VANGUARD INTL EQUITY INDEX F 20,949 1,016 0.13%
71 VANGUARD INTL EQUITY INDEX F 47,311 1,933 0.25%
72 VANGUARD INTL EQUITY INDEX F 9,271 380 0.05%
73 VANGUARD INTL EQUITY INDEX F 19,372 1,047 0.14%
74 VANGUARD INTL EQUITY INDEX F 10,151 489 0.06%
75 VANGUARD INDEX FDS 11,363 1,031 0.13%
76 VANGUARD INDEX FDS 9,804 1,313 0.17%
77 VANGUARD INDEX FDS 7,547 910 0.12%
78 VANGUARD INDEX FDS 6,232 667 0.09%
79 VANGUARD INDEX FDS 11,278 1,201 0.15%
80 VANGUARD INDEX FDS 10,332 950 0.12%
81 VANGUARD INDEX FDS 16,191 1,735 0.22%
82 VANGUARD INDEX FDS 1,719 219 0.03%
83 VANGUARD INDEX FDS 2,795 231 0.03%
84 VANGUARD INDEX FDS 1,785 191 0.02%
85 VANGUARD INDEX FDS 641 48 0.01%
86 VANGUARD INDEX FDS 22,587 1,684 0.22%
87 VANGUARD BD INDEX FDS 10,585 847 0.11%
88 VANGUARD BD INDEX FDS 6,621 530 0.07%
89 VANGUARD BD INDEX FDS 6,007 489 0.06%
90 VANGUARD BD INDEX FDS 40,094 3,257 0.42%
91 VANECK MORNINGSTAR WIDE MOAT E 6,783 208 0.03%
92 VALERO ENERGY CORP NEW 8,676 548 0.07%
93 VALE S A 16,560 97 0.01%
94 V F CORP 3,776 263 0.03%
95 US BANCORP DEL 42,526 1,839 0.24%
96 UNITEDHEALTH GROUP INC 9,234 1,124 0.15%
97 UNITED THERAPEUTICS CORP DEL 7,350 1,279 0.17%
98 UNITED TECHNOLOGIES CORP 26,989 2,995 0.39%
99 UNITED STATES COMMODITY INDEX FUND 7,688 367 0.05%
100 UNITED RENTALS INC 16,972 1,496 0.19%
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