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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
151 CLOROX CO DEL 10,260 1,289,000 0.17%
152 TCW STRATEGIC INCOME FD INC 246,797 1,286,000 0.17%
153 VANGUARD BD INDEX FDS 15,898 1,279,000 0.17%
154 BERKSHIRE HATHAWAY INC DEL 6 1,279,000 0.17%
155 E M C CORP MASS COM 48,021 1,278,000 0.17%
156 SPDR INDEX SHS FDS 50,217 1,277,000 0.17%
157 SALESFORCE COM INC 17,109 1,265,000 0.17%
158 EOG RES INC 17,209 1,253,000 0.17%
159 FIRST TR ENERGY INCOME GRO 53,639 1,251,000 0.17%
160 LIFE STORAGE 10,600 1,251,000 0.17%
161 SELECT SECTOR SPDR TR 15,829 1,251,000 0.17%
162 TOYOTA MOTOR CORP 11,630 1,237,000 0.17%
163 VANGUARD WORLD FDS 26,583 1,233,000 0.17%
164 FIRST TR EXCHANGE TRADED FD 56,335 1,220,000 0.16%
165 ISHARES TR 7,461 1,218,000 0.16%
166 SPDR SERIES TRUST 15,906 1,199,000 0.16%
167 GLAXOSMITHKLINE PLC 29,712 1,197,000 0.16%
168 NORTHWEST BANCSHARES INC MD COM 88,221 1,192,000 0.16%
169 LUMEN TECHNOLOGIES INC 37,123 1,191,000 0.16%
170 WISDOMTREE TR 13,122 1,187,000 0.16%
171 BLACKSTONE GROUP L P 41,998 1,176,000 0.16%
172 BIG LOTS INC 25,781 1,167,000 0.16%
173 NVIDIA CORPORATION 32,441 1,163,000 0.16%
174 OMNICOM GROUP INC 13,987 1,163,000 0.16%
175 TRAVELERS COMPANIES INC 9,947 1,162,000 0.16%
176 COMCAST CORP NEW 19,152 1,162,000 0.16%
177 SOUTHERN CO 22,097 1,144,000 0.15%
178 VANGUARD WORLD FDS 8,495 1,144,000 0.15%
179 JOHNSON CTLS INTL PLC 28,893 1,134,000 0.15%
180 PIMCO ETF TR 9,105 1,125,000 0.15%
181 PHILLIPS 66 13,002 1,118,000 0.15%
182 ISHARES TR 9,896 1,116,000 0.15%
183 ISHARES RUSSELL 1000 ETF 9,758 1,115,000 0.15%
184 SKYWORKS SOLUTIONS INC 13,928 1,085,000 0.15%
185 CLAYMORE EXCHANGE TRD FD TR 27,644 1,065,000 0.14%
186 VANGUARD SCOTTSDALE FDS 12,243 1,064,000 0.14%
187 VANGUARD INDEX FDS 12,169 1,057,000 0.14%
188 LOWES COS INC 13,771 1,042,000 0.14%
189 WISDOMTREE TR 13,718 1,041,000 0.14%
190 CELGENE CORP 10,354 1,040,000 0.14%
191 POWERSHARES ETF DYNAMIC BIOTECHNOLOGY & GENOME 26,927 1,033,000 0.14%
192 POWERSHARES ETF TRUST 16,940 1,018,000 0.14%
193 METLIFE INC 23,124 1,012,000 0.14%
194 PROSHARES TR 13,395 1,011,000 0.14%
195 RYDEX ETF TRUST 6,789 988,000 0.13%
196 FRONTIER COMMUNICATIONS CORP 176,658 985,000 0.13%
197 VANGUARD SCOTTSDALE FDS 12,232 978,000 0.13%
198 UNITEDHEALTH GROUP INC 7,555 975,000 0.13%
199 VANGUARD MORTG-BACK SEC ETF 18,045 967,000 0.13%
200 RAYTHEON CO 7,899 965,000 0.13%
Page 4 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.