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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 (2015Q3)
Portfolio Summary: 705 holdings with a total value of $738,432,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ISHARES TR 61,819 1,737,000 0.24%
102 HONEYWELL INTL INC 18,348 1,732,000 0.23%
103 POWERSHARES DWA NASDAQ MOMENTUM PORTFOLIO 24,110 1,731,000 0.23%
104 NIKE INC 13,639 1,677,000 0.23%
105 SELECT SECTOR SPDR TR 27,324 1,666,000 0.23%
106 ISHARES TR 28,949 1,651,000 0.22%
107 VANGUARD SPECIALIZED FUNDS 22,378 1,649,000 0.22%
108 SELECT SECTOR SPDR TR 35,017 1,647,000 0.22%
109 FIDELITY 55,717 1,647,000 0.22%
110 ISHARES TR 13,004 1,619,000 0.22%
111 SELECT SECTOR SPDR TR 24,206 1,608,000 0.22%
112 SPDR SER TR 22,378 1,608,000 0.22%
113 VANGUARD BD INDEX FDS 19,834 1,592,000 0.22%
114 SEMPRA ENERGY 16,275 1,575,000 0.21%
115 ISHARES TR 39,693 1,571,000 0.21%
116 KIMBERLY CLARK CORP 14,392 1,568,000 0.21%
117 VANGUARD INTL EQUITY INDEX F 31,753 1,559,000 0.21%
118 YAHOO INC 53,999 1,557,000 0.21%
119 BP PLC SPONS 50,929 1,552,000 0.21%
120 SCHLUMBERGER LTD 22,615 1,547,000 0.21%
121 ISHARES TR 39,712 1,529,000 0.21%
122 WISDOMTREE TR 22,405 1,515,000 0.21%
123 ISHARES TR 13,001 1,509,000 0.20%
124 ISHARES TR 13,576 1,499,000 0.20%
125 ISHARES TR 12,414 1,493,000 0.20%
126 ISHARES TR 9,449 1,473,000 0.20%
127 SPDR SER TR 54,437 1,465,000 0.20%
128 BIOGEN INC 5,016 1,460,000 0.20%
129 AFLAC Inc 25,087 1,457,000 0.20%
130 ORACLE CORP 40,026 1,453,000 0.20%
131 LILLY ELI & CO 17,209 1,439,000 0.19%
132 PROSHARES TR 22,019 1,431,000 0.19%
133 PROSHARES TR 30,429 1,419,000 0.19%
134 CSX CORP 51,930 1,402,000 0.19%
135 ISHARES TR 10,174 1,393,000 0.19%
136 ISHARES TR 12,706 1,392,000 0.19%
137 Becton Dickinson & C 10,460 1,389,000 0.19%
138 POWERSHARES ETF TRUST 47,258 1,387,000 0.19%
139 SELECT SECTOR SPDR TR 27,583 1,365,000 0.18%
140 BERKSHIRE HATHAWAY INC-DEL CL 7 1,365,000 0.18%
141 GLOBAL X FDS 66,436 1,309,000 0.18%
142 DU PONT E I DE NEMOURS & CO 26,959 1,298,000 0.18%
143 ISHARES RUSSELL 1000 ETF 12,013 1,287,000 0.17%
144 GENERAL MLS INC 22,819 1,286,000 0.17%
145 VANGUARD WORLD FDS 10,591 1,286,000 0.17%
146 JOHNSON CTLS INTL PLC 31,292 1,284,000 0.17%
147 MORGAN STANLEY 40,329 1,276,000 0.17%
148 TCW STRATEGIC INCOME FD INC 244,622 1,271,000 0.17%
149 WISDOMTREE TR 16,288 1,265,000 0.17%
150 SPDR INDEX SHS FDS 49,298 1,250,000 0.17%
Page 3 of 15

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-002121, filed 2015.11.02).

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.