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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
51 REALTY INCOME CORP 57,053 2,945,000 0.39%
52 MCDONALDS CORP 24,834 2,943,000 0.39%
53 MERCK & CO INC 55,295 2,929,000 0.39%
54 SSGA ACTIVE ETF TR 59,496 2,890,000 0.39%
55 SCHWAB U.S. BROAD MARKET ETF 57,276 2,810,000 0.38%
56 QUALCOMM INC 55,390 2,739,000 0.37%
57 GILEAD SCIENCES INC 26,780 2,705,000 0.36%
58 VANGUARD INTL EQUITY INDEX F 81,689 2,673,000 0.36%
59 UNITED TECHNOLOGIES CORP 27,642 2,657,000 0.35%
60 WISDOMTREE TR 52,477 2,632,000 0.35%
61 COCA COLA CO 59,082 2,534,000 0.34%
62 ADOBE INC 26,741 2,512,000 0.34%
63 SELECT SECTOR SPDR TR 104,049 2,474,000 0.33%
64 SELECT SECTOR SPDR TR 57,498 2,469,000 0.33%
65 FIRST TR EXCHANGE TRADED FD 99,813 2,334,000 0.31%
66 ABBOTT LABS 52,022 2,316,000 0.31%
67 PEPSICO INC 23,085 2,289,000 0.31%
68 WISDOMTREE TR 85,820 2,266,000 0.30%
69 SELECT SECTOR SPDR TR 37,125 2,236,000 0.30%
70 KRAFT HEINZ CO 30,350 2,210,000 0.30%
71 ISHARES RUSSELL 3000 ETF 18,132 2,184,000 0.29%
72 POWERSHARES ETF TRUST RUSSELL MIDCAP PURE 72,189 2,176,000 0.29%
73 CONOCOPHILLIPS 46,573 2,176,000 0.29%
74 RYDEX ETF TRUST 28,084 2,159,000 0.29%
75 POWERSHARES EXCHANGE TRADED FD TR DYNAMIC MARKET PORT 29,492 2,152,000 0.29%
76 VISA INC 27,663 2,145,000 0.29%
77 ISHARES TR 50,503 2,111,000 0.28%
78 VANGUARD WORLD FD 15,794 2,097,000 0.28%
79 SCHWAB U.S. LARGE-CAP GROWTH ETF 39,704 2,097,000 0.28%
80 SELECT SECTOR SPDR TR 39,545 2,096,000 0.28%
81 PAYPAL HLDGS INC 57,942 2,093,000 0.28%
82 SPDR SERIES TRUST 60,491 2,079,000 0.28%
83 DOW CHEM CO 40,602 2,077,000 0.28%
84 GOLDMAN SACHS GROUP INC 11,417 2,059,000 0.27%
85 ALPS ETF TR 169,753 2,052,000 0.27%
86 ISHARES TR 16,591 2,032,000 0.27%
87 BIOGEN INC 6,593 2,023,000 0.27%
88 NIKE INC 31,307 1,970,000 0.26%
89 US BANCORP DEL 45,970 1,957,000 0.26%
90 ISHARES TR 18,078 1,956,000 0.26%
91 HCP INC 50,964 1,954,000 0.26%
92 VANGUARD INDEX FDS 18,481 1,933,000 0.26%
93 SELECT SECTOR SPDR TR 26,641 1,913,000 0.26%
94 VANGUARD TAX-MANAGED FDS 52,048 1,912,000 0.26%
95 KIMBERLY CLARK CORP 14,962 1,902,000 0.25%
96 ISHARES TR 29,267 1,897,000 0.25%
97 SPDR SER TR 44,620 1,870,000 0.25%
98 POWERSHARES DWA NASDAQ MOMENTUM PORTFOLIO 24,669 1,839,000 0.25%
99 ISHARES TR 30,801 1,814,000 0.24%
100 SEMPRA ENERGY 19,141 1,804,000 0.24%
Page 2 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.