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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 (2016Q1)
Portfolio Summary: 675 holdings with a total value of $747,159,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 KIMBERLY CLARK CORP 14,053 1,890,000 0.25%
102 HONEYWELL INTL INC 16,826 1,886,000 0.25%
103 GUGGENHEIM 1:1 EXC 4/9/18 739371839 15,447 1,880,000 0.25%
104 ORACLE CORP 45,855 1,863,000 0.25%
105 SEMPRA ENERGY 17,872 1,861,000 0.25%
106 US BANCORP DEL 45,830 1,852,000 0.25%
107 GOLDMAN SACHS GROUP INC 11,470 1,803,000 0.24%
108 WISDOMTREE TR 24,174 1,795,000 0.24%
109 PROSHARES TR 34,235 1,788,000 0.24%
110 ISHARES TR 12,371 1,783,000 0.24%
111 VANGUARD SPECIALIZED FUNDS 21,778 1,770,000 0.24%
112 POWERSHARES DWA NASDAQ MOMENTUM PORTFOLIO 25,155 1,767,000 0.24%
113 NIKE INC 28,741 1,766,000 0.24%
114 PRICELINE GRP INC 1,369 1,759,000 0.24%
115 SELECT SECTOR SPDR TR 25,669 1,743,000 0.23%
116 SELECT SECTOR SPDR TR 32,760 1,742,000 0.23%
117 AMERICA MOVIL SAB DE CV 107,526 1,670,000 0.22%
118 BECTON DICKINSON & CO 10,701 1,637,000 0.22%
119 PROSHARES TR 22,218 1,635,000 0.22%
120 BP PLC 53,480 1,622,000 0.22%
121 INTUITIVE SURGICAL INC 2,681 1,611,000 0.22%
122 AKAMAI TECHNOLOGIES INC 28,919 1,607,000 0.22%
123 AFLAC INC 23,823 1,502,000 0.20%
124 POWERSHARES ETF TRUST 48,558 1,500,000 0.20%
125 SCHLUMBERGER LTD 20,219 1,495,000 0.20%
126 WISDOMTREE TR 34,269 1,494,000 0.20%
127 ISHARES TR 25,901 1,476,000 0.20%
128 VANGUARD BD INDEX FDS 16,973 1,467,000 0.20%
129 WISDOMTREE TR 16,863 1,456,000 0.19%
130 VANGUARD INTL EQUITY INDEX F 33,176 1,431,000 0.19%
131 VANGUARD INDEX FDS 13,577 1,425,000 0.19%
132 GLOBAL X FDS 70,331 1,415,000 0.19%
133 ISHARES TR 11,216 1,414,000 0.19%
134 VANGUARD WORLD FDS 11,434 1,412,000 0.19%
135 LILLY ELI & CO 19,500 1,402,000 0.19%
136 DU PONT E I DE NEMOURS & CO 22,043 1,394,000 0.19%
137 ISHARES TR 35,258 1,385,000 0.19%
138 VANGUARD WORLD FD 11,220 1,384,000 0.19%
139 GENERAL MLS INC 21,731 1,377,000 0.18%
140 ISHARES TR 12,564 1,376,000 0.18%
141 LOCKHEED MARTIN CORP 6,220 1,375,000 0.18%
142 SUN LIFE FINL INC 42,591 1,375,000 0.18%
143 VANGUARD INDEX FDS 16,188 1,354,000 0.18%
144 FERRELLGAS PARTNERS L.P. UNIT LTD PART 77,401 1,344,000 0.18%
145 BANK MONTREAL QUE 23,130 1,339,000 0.18%
146 PROSHARES TR 18,503 1,325,000 0.18%
147 CONSOLIDATED EDISON INC 17,207 1,321,000 0.18%
148 TJX COS INC NEW 16,814 1,320,000 0.18%
149 AMERICAN EXPRESS CO 21,584 1,318,000 0.18%
150 PROSHARES TR 20,289 1,295,000 0.17%
Page 3 of 14

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003821, filed 2016.05.16).

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.