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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
351 SELECT SECTOR SPDR TR 116,857 2,272 0.28%
352 SELECT SECTOR SPDR TR 59,547 2,852 0.35%
353 SELECT SECTOR SPDR TR 26,250 1,279 0.16%
354 SELECT SECTOR SPDR TR 64,936 4,595 0.56%
355 SELECT SECTOR SPDR TR 300 0 0.00% Put
356 SELECT SECTOR SPDR TR 354 20 0.00%
357 SELECT SECTOR SPDR TR 73 5 0.00%
358 SELECT SECTOR SPDR TR 300 0 0.00% Call
359 SELECT SECTOR SPDR TR 29,708 1,581 0.19%
360 SELECT SECTOR SPDR TR 246 12 0.00%
361 SELECT SECTOR SPDR TR 516 10 0.00%
362 SELECT SECTOR SPDR TR 49,806 2,928 0.36%
363 SELECT SECTOR SPDR TR 907 43 0.01%
364 SELECT SECTOR SPDR TR 96 7 0.00%
365 SELECT SECTOR SPDR TR 24,960 1,793 0.22%
366 SELECT SECTOR SPDR TR 23,027 1,103 0.13%
367 SELECT SECTOR SPDR TR 21,360 1,705 0.21%
368 SELECT SECTOR SPDR TR 931 27 0.00%
369 SELECT SECTOR SPDR TR 83 4 0.00%
370 SELECT SECTOR SPDR TR 16,404 513 0.06%
371 SELECT SECTOR SPDR TR 173 5 0.00%
372 SELECT SECTOR SPDR TR 116 6 0.00%
373 SELECT SECTOR SPDR TR 99 5 0.00%
374 SCHWAB US DIVIDEND EQUITY ETF 18,062 759 0.09%
375 SCHWAB US AGGREGATE BOND ETF 15,152 813 0.10%
376 SCHWAB U.S. SMALL-CAP ETF 2,261 131 0.02%
377 SCHWAB U.S. REIT ETF 2,673 108 0.01%
378 SCHWAB U.S. MID-CAP ETF 4,549 198 0.02%
379 SCHWAB U.S. LARGE-CAP VALUE ETF 464 21 0.00%
380 SCHWAB U.S. LARGE-CAP GROWTH ETF 42,255 2,354 0.29%
381 SCHWAB U.S. LARGE-CAP ETF 5,399 272 0.03%
382 SCHWAB U.S. BROAD MARKET ETF 23,501 1,227 0.15%
383 SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL US 1,229 38 0.00%
384 SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL US 1,588 49 0.01%
385 SCHWAB STRATEGIC TR 1,338 43 0.01%
386 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 2,509 76 0.01%
387 SCHWAB INTERNATIONAL EQUITY ETF 13,307 382 0.05%
388 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 2,202 123 0.01%
389 SCHWAB EMERGING MARKETS EQUITY ETF 2,196 51 0.01%
390 SCHLUMBERGER LTD 866 70 0.01%
391 SCHLUMBERGER LTD 23,733 1,880 0.23%
392 SANOFI 15 0 0.00%
393 SANOFI 15,502 595 0.07%
394 SANOFI 511 19 0.00%
395 SALESFORCE COM INC 12,386 882 0.11%
396 SALESFORCE COM INC 2,873 205 0.02%
397 SALESFORCE COM INC 43 3 0.00%
398 RYDEX S&P CNSMR DISCRETIONARY 3,368 293 0.04%
399 RYDEX ETF TRUST 10,517 631 0.08%
400 RYDEX ETF TRUST 4,079 626 0.08%
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