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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 (2016Q2)
Portfolio Summary: 738 holdings with a total value of $736,992,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 NIKE INC 33,189 1,833,000 0.25%
102 SELECT SECTOR SPDR TR 25,594 1,831,000 0.25%
103 FERRELLGAS PARTNERS L.P. UNIT LTD PART 99,048 1,830,000 0.25%
104 AFLAC INC 25,146 1,819,000 0.25%
105 US BANCORP DEL 45,182 1,811,000 0.25%
106 SELECT SECTOR SPDR TR 32,548 1,807,000 0.25%
107 ISHARES TR 12,129 1,806,000 0.25%
108 LOCKHEED MARTIN CORP 7,317 1,803,000 0.24%
109 POWERSHARES DWA NASDAQ MOMENTUM PORTFOLIO 25,105 1,801,000 0.24%
110 VANGUARD BD INDEX FDS 21,074 1,778,000 0.24%
111 INTUITIVE SURGICAL INC 2,671 1,768,000 0.24%
112 BECTON DICKINSON & CO 10,230 1,729,000 0.23%
113 LILLY ELI & CO 21,143 1,675,000 0.23%
114 GENERAL MLS INC 23,279 1,659,000 0.23%
115 SUN LIFE FINL INC 50,320 1,654,000 0.22%
116 PROSHARES TR 78,392 1,651,000 0.22%
117 NVIDIA CORPORATION 34,765 1,642,000 0.22%
118 AKAMAI TECHNOLOGIES INC 28,919 1,617,000 0.22%
119 VANGUARD BD INDEX FDS 19,877 1,612,000 0.22%
120 ISHARES TR 12,986 1,593,000 0.22%
121 PROSHARES TR 22,143 1,581,000 0.21%
122 ISHARES TR 15,266 1,579,000 0.21%
123 ISHARES TR 14,357 1,578,000 0.21%
124 E M C CORP MASS COM 58,016 1,576,000 0.21%
125 METLIFE INC 39,496 1,569,000 0.21%
126 VANGUARD BD INDEX FDS 17,584 1,548,000 0.21%
127 VANGUARD WORLD FD 11,830 1,544,000 0.21%
128 VANGUARD INTL EQUITY INDEX F 35,993 1,537,000 0.21%
129 ISHARES TR 15,033 1,523,000 0.21%
130 POWERSHARES ETF TRUST 48,558 1,513,000 0.21%
131 PROSHARES TR 19,554 1,503,000 0.20%
132 ISHARES 125,926 1,481,000 0.20%
133 VANGUARD WORLD FDS 12,085 1,476,000 0.20%
134 BANK MONTREAL QUE 24,390 1,475,000 0.20%
135 CONSOLIDATED EDISON INC 18,321 1,469,000 0.20%
136 GLAXOSMITHKLINE PLC 33,240 1,443,000 0.20%
137 FIRST TR ENERGY INCOME GRO 56,107 1,432,000 0.19%
138 EOG RES INC 17,131 1,430,000 0.19%
139 GLOBAL X FDS 69,222 1,427,000 0.19%
140 CELGENE CORP 14,483 1,427,000 0.19%
141 DU PONT E I DE NEMOURS & CO 22,094 1,426,000 0.19%
142 WISDOMTREE TR 15,852 1,423,000 0.19%
143 CATERPILLAR INC 18,648 1,418,000 0.19%
144 LUMEN TECHNOLOGIES INC 48,139 1,401,000 0.19%
145 ISHARES TR 10,973 1,395,000 0.19%
146 CLOROX CO DEL 10,077 1,391,000 0.19%
147 TARGET CORP 19,798 1,385,000 0.19%
148 VANGUARD SCOTTSDALE FDS 17,111 1,384,000 0.19%
149 FIRST TR EXCHANGE TRADED FD 19,154 1,382,000 0.19%
150 AMERICAN EXPRESS CO 22,438 1,363,000 0.18%
Page 3 of 15

Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001085146-16-004095, filed 2016.08.01).

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.