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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 (2015Q4)
Portfolio Summary: 710 holdings with a total value of $748,806,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 YAHOO INC 53,928 1,798,000 0.24%
102 SELECT SECTOR SPDR TR 35,602 1,797,000 0.24%
103 AKAMAI TECHNOLOGIES INC 34,005 1,791,000 0.24%
104 HONEYWELL INTL INC 17,212 1,782,000 0.24%
105 VANGUARD SPECIALIZED FUNDS 22,904 1,782,000 0.24%
106 VANGUARD INTL EQUITY INDEX F 40,857 1,773,000 0.24%
107 PEPCO HOLDINGS INC 67,729 1,763,000 0.24%
108 INTERNATIONAL BUSINESS MACHS 12,682 1,749,000 0.23%
109 PROSHARES TR 22,264 1,739,000 0.23%
110 SPDR SER TR 23,552 1,728,000 0.23%
111 WISDOMTREE TR 23,848 1,708,000 0.23%
112 ISHARES TR 43,924 1,707,000 0.23%
113 ORACLE CORP 45,859 1,678,000 0.22%
114 BECTON DICKINSON & CO 10,757 1,663,000 0.22%
115 FIDELITY 54,250 1,662,000 0.22%
116 PRICELINE GRP INC 1,280 1,636,000 0.22%
117 SPDR SERIES TRUST 23,101 1,616,000 0.22%
118 ISHARES TR 12,811 1,594,000 0.21%
119 SPDR GOLD TR 15,616 1,582,000 0.21%
120 SALESFORCE COM INC 19,771 1,556,000 0.21%
121 ISHARES TR 9,538 1,528,000 0.20%
122 AMERICA MOVIL SAB DE CV 108,183 1,521,000 0.20%
123 ISHARES TR 10,842 1,514,000 0.20%
124 DU PONT E I DE NEMOURS & CO 22,608 1,502,000 0.20%
125 AFLAC INC 24,944 1,494,000 0.20%
126 POWERSHARES ETF TRUST 47,558 1,484,000 0.20%
127 LILLY ELI & CO 17,569 1,479,000 0.20%
128 PROSHARES TR 23,109 1,460,000 0.19%
129 INTUITIVE SURGICAL INC 2,655 1,448,000 0.19%
130 MORGAN STANLEY 45,098 1,438,000 0.19%
131 BP PLC 45,740 1,426,000 0.19%
132 GLOBAL X FDS 72,074 1,423,000 0.19%
133 AMERICAN EXPRESS CO 20,424 1,411,000 0.19%
134 TOYOTA MOTOR CORP 11,450 1,401,000 0.19%
135 PROSHARES TR 28,374 1,395,000 0.19%
136 SCHLUMBERGER LTD 19,894 1,372,000 0.18%
137 WISDOMTREE TR 16,970 1,358,000 0.18%
138 METLIFE INC 28,044 1,355,000 0.18%
139 VANGUARD INDEX FDS 16,907 1,349,000 0.18%
140 TCW STRATEGIC INCOME FD INC 250,622 1,323,000 0.18%
141 UNITED RENTALS INC 18,044 1,311,000 0.18%
142 GENERAL MLS INC 22,516 1,301,000 0.17%
143 CLOROX CO DEL 10,269 1,299,000 0.17%
144 VANGUARD ADMIRAL FDS INC 12,036 1,291,000 0.17%
145 SELECT SECTOR SPDR TR 17,278 1,286,000 0.17%
146 NETFLIX INC 11,128 1,279,000 0.17%
147 SPDR INDEX SHS FDS 49,124 1,269,000 0.17%
148 BLACKSTONE GROUP L P 42,747 1,257,000 0.17%
149 AMERIGAS PARTNERS L P 36,930 1,256,000 0.17%
150 PROSHARES TR 18,504 1,255,000 0.17%
Page 3 of 15

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-002852, filed 2016.02.09).

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.