Dark
Light
System
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
151 VANGUARD CHARLOTTE FDS 5,313 299 0.04%
152 VANGUARD CHARLOTTE FDS 316 18 0.00%
153 VANGUARD BD INDEX FDS 5,705 464 0.06%
154 VANGUARD BD INDEX FDS 12,572 1,107 0.13%
155 VANGUARD BD INDEX FDS 12,281 993 0.12%
156 VANGUARD BD INDEX FDS 447 39 0.00%
157 VANGUARD BD INDEX FDS 5,286 444 0.05%
158 VANGUARD BD INDEX FDS 9,894 833 0.10%
159 VALERO ENERGY CORP NEW 16,546 879 0.11%
160 VALERO ENERGY CORP NEW 328 17 0.00%
161 VALE S A 13,255 75 0.01%
162 V F CORP 4,969 279 0.03%
163 V F CORP 262 15 0.00%
164 US BANCORP DEL 45,830 1,962 0.24%
165 US BANCORP DEL 280 11 0.00%
166 UNITEDHEALTH GROUP INC 6,632 936 0.11%
167 UNITEDHEALTH GROUP INC 1,816 255 0.03%
168 UNITEDHEALTH GROUP INC 100 0 0.00% Call
169 UNITEDHEALTH GROUP INC 360 51 0.01%
170 UNITED TECHNOLOGIES CORP 27,574 2,804 0.34%
171 UNITED TECHNOLOGIES CORP 137 14 0.00%
172 UNITED TECHNOLOGIES CORP 1,863 188 0.02%
173 UNITED RENTALS INC 15,223 1,195 0.15%
174 UNITED RENTALS INC 26 2 0.00%
175 UNITED RENTALS INC 167 13 0.00%
176 UNITED PARCEL SERVICE INC 21,507 2,347 0.29%
177 UNITED PARCEL SERVICE INC 1,932 211 0.03%
178 UNITED PARCEL SERVICE INC 369 41 0.00%
179 UNITED DEV FDG IV COM 34,073 109 0.01%
180 UNION PAC CORP 13,859 1,354 0.16%
181 UNION PAC CORP 596 56 0.01%
182 UNILEVER PLC 335 16 0.00%
183 UNILEVER PLC 4,035 189 0.02%
184 UNDER ARMOUR INC 68 2 0.00%
185 UNDER ARMOUR INC 4,535 152 0.02%
186 UNDER ARMOUR INC 5,993 234 0.03%
187 UNDER ARMOUR INC 68 2 0.00%
188 UNDER ARMOUR INC 200 0 0.00% Call
189 ULTA BEAUTY INC 1,147 274 0.03%
190 Tortoise Egy Infrastruct 7,500 231 0.03%
191 TYSON FOODS INC 6,011 448 0.05%
192 TYSON FOODS INC 2,000 150 0.02%
193 TWITTER INC 32,216 740 0.09%
194 TWITTER INC 2,738 63 0.01%
195 TWILIO INC 5,204 334 0.04%
196 TWENTY FIRST CENTY FOX INC 65 1 0.00%
197 TWENTY FIRST CENTY FOX INC 22,285 539 0.07%
198 TWENTY FIRST CENTY FOX INC 543 13 0.00%
199 TRINA SOLAR ADR REPTG 50 ORD 12,745 131 0.02%
200 TRAVELERS COMPANIES INC 531 61 0.01%
Page 4 of 31