Dark
Light
System
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 POWERSHARES ETF DYNAMIC BIOTECHNOLOGY & GENOME 20,818 1,221 0.16% PRN
2 ISHARES TR 4,735 803 0.10% PRN
3 POWERSHARES ETF TRUST 48,950 648 0.08% PRN
4 HARTFORD FINL SVCS GROUP INC 15,187 630 0.08% PRN
5 ISHARES COHEN & STEERS REIT ETF 3,881 349 0.05% PRN
6 WisdomTree Earnings 500 ETF 4,010 287 0.04% PRN
7 APPLE INC 227,536 28,580 3.69%
8 UNITED PARCEL SERVICE INC 303,883 17,159 2.21%
9 SPDR S&P 500 ETF TR 62,044 12,771 1.65%
10 ISHARES TR 98,713 12,304 1.59%
11 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 549,062 12,198 1.57%
12 CLAYMORE EXCHANGE TRD FD TR 531,069 12,079 1.56%
13 MICROSOFT CORP 266,519 11,753 1.52%
14 STARBUCKS CORP 185,119 9,920 1.28%
15 POWERSHARES QQQ TRUST 81,854 8,765 1.13%
16 GENERAL ELECTRIC CO 318,720 8,469 1.09%
17 SPDR SERIES TRUST 167,847 7,829 1.01%
18 ISHARES TR 129,387 7,699 0.99%
19 CHEVRON CORP NEW 76,150 7,341 0.95%
20 iShares iBonds Mar 2018 Term Corp exFncl 63,592 6,331 0.82%
21 DAVITA INC 74,797 5,943 0.77%
22 EXXON MOBIL CORP 71,139 5,906 0.76%
23 BOEING CO 42,017 5,824 0.75%
24 PROCTER AND GAMBLE CO 71,898 5,631 0.73%
25 VERIZON COMMUNICATIONS INC 120,501 5,622 0.73%
26 BANK AMER CORP 324,651 5,524 0.71%
27 SPDR PORTFOLIO AGGREGATE BOND ETF 94,883 5,443 0.70%
28 BRISTOL MYERS SQUIBB CO 78,264 5,203 0.67%
29 AT&T INC 145,960 5,184 0.67%
30 PFIZER INC 137,415 4,619 0.60%
31 QUALCOMM INC 72,555 4,557 0.59%
32 JOHNSON & JOHNSON 44,799 4,364 0.56%
33 ETFS GOLD TR 37,840 4,328 0.56%
34 JPMORGAN CHASE & CO 59,761 4,043 0.52%
35 INTEL CORP 132,291 4,019 0.52%
36 SCHWAB U.S. BROAD MARKET ETF 78,477 3,949 0.51%
37 ALTRIA GROUP INC 76,222 3,726 0.48%
38 PHILIP MORRIS INTL INC 45,296 3,629 0.47%
39 WELLS FARGO & CO NEW 64,093 3,604 0.47%
40 AMAZON COM INC 8,189 3,560 0.46%
41 FACEBOOK INC 41,471 3,559 0.46%
42 CISCO SYS INC 127,557 3,487 0.45%
43 FS KKR CAPITAL CORP COM 351,200 3,462 0.45%
44 TEXAS INSTRS INC 65,448 3,373 0.44%
45 VANGUARD BD INDEX FDS 40,094 3,257 0.42%
46 ABBVIE INC 46,773 3,145 0.41%
47 FORD MTR CO DEL 205,195 3,098 0.40%
48 COSTCO WHSL CORP NEW 22,813 3,091 0.40%
49 ISHARES TR 14,772 3,064 0.40%
50 UNITED TECHNOLOGIES CORP 26,989 2,995 0.39%
Page 1 of 18