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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 (2016Q3)
Original 13F HR (0001085146-16-004576) filed in 2016.10.27
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 265,354 30,023 3.65%
2 MICROSOFT CORP 283,297 16,340 1.99%
3 SPDR S&P 500 ETF TR 50,800 10,987 1.34%
4 GENERAL ELECTRIC CO 350,426 10,405 1.26%
5 CHEVRON CORP NEW 96,829 9,956 1.21%
6 ISHARES TR 44,338 9,641 1.17%
7 STARBUCKS CORP 170,732 9,248 1.12%
8 POWERSHARES QQQ TRUST 70,043 8,313 1.01%
9 AT&T INC 203,627 8,249 1.00%
10 EXXON MOBIL CORP 94,448 8,241 1.00%
11 VERIZON COMMUNICATIONS INC 156,510 8,112 0.99%
12 BANK AMER CORP 477,326 7,476 0.91%
13 SPDR PORTFOLIO AGGREGATE BOND ETF 122,078 7,233 0.88%
14 AMAZON COM INC 7,933 6,661 0.81%
15 BOEING CO 50,367 6,637 0.81%
16 PHILIP MORRIS INTL INC 63,249 6,149 0.75%
17 PFIZER INC 180,462 6,114 0.74%
18 ISHARES TR 53,818 6,042 0.73%
19 FACEBOOK INC 45,624 5,846 0.71%
20 INTEL CORP 154,266 5,837 0.71%
21 VANGUARD INDEX FDS 49,970 5,563 0.68%
22 ALTRIA GROUP INC 85,337 5,398 0.66%
23 JPMORGAN CHASE & CO 78,619 5,239 0.64%
24 ETFS GOLD TR 38,092 4,880 0.59%
25 RYDEX ETF TRUST 57,362 4,804 0.58%
26 PROCTER AND GAMBLE CO 53,297 4,783 0.58%
27 SELECT SECTOR SPDR TR 64,936 4,595 0.56%
28 WELLS FARGO & CO NEW 103,905 4,590 0.56%
29 CISCO SYS INC 144,340 4,584 0.56%
30 POWERSHARES ETF TRUST 105,819 4,475 0.54%
31 JOHNSON & JOHNSON 36,694 4,344 0.53%
32 COSTCO WHSL CORP NEW 27,996 4,274 0.52%
33 ISHARES TR 31,080 4,273 0.52%
34 ISHARES TR 38,707 4,272 0.52%
35 ABBVIE INC 63,391 3,995 0.49%
36 MERCK & CO INC 63,828 3,961 0.48%
37 FORD MTR CO DEL 322,998 3,903 0.47%
38 ISHARES TR 85,357 3,867 0.47%
39 PROSHARES TR 66,919 3,635 0.44%
40 BRISTOL MYERS SQUIBB CO 64,497 3,481 0.42%
41 COCA COLA CO 82,168 3,475 0.42%
42 QUALCOMM INC 50,206 3,443 0.42%
43 HOME DEPOT INC 26,500 3,411 0.41%
44 KRAFT HEINZ CO 35,713 3,199 0.39%
45 AMGEN INC 19,014 3,180 0.39%
46 DAVITA INC 47,415 3,134 0.38%
47 ISHARES TR 25,095 3,116 0.38%
48 HCP INC 80,094 3,046 0.37%
49 MCDONALDS CORP 25,625 2,960 0.36%
50 ISHARES TR 24,363 2,952 0.36%
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