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 (2016Q4)
Portfolio Summary: 523 holdings with a total value of $449,558,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 UNITED RENTALS INC 12,190 1,286,000 0.29%
102 WAL-MART STORES INC 18,580 1,285,000 0.29%
103 WISDOMTREE TR 13,486 1,264,000 0.28%
104 TRAVELERS COMPANIES INC 10,320 1,257,000 0.28%
105 US BANCORP DEL 24,245 1,239,000 0.28%
106 FIRST TR EXCHANGE-TRADED FD 13,449 1,224,000 0.27%
107 CSX CORP 33,778 1,217,000 0.27%
108 CONSOLIDATED EDISON INC 16,410 1,209,000 0.27%
109 CLAYMORE EXCHANGE TRD FD TR 27,682 1,197,000 0.27%
110 VALERO ENERGY CORP NEW 17,239 1,174,000 0.26%
111 SPDR GOLD TR 10,560 1,163,000 0.26%
112 DU PONT E I DE NEMOURS & CO 15,847 1,161,000 0.26%
113 CELGENE CORP 10,017 1,161,000 0.26%
114 WISDOMTREE TR 14,265 1,159,000 0.26%
115 WISDOMTREE TR 14,229 1,146,000 0.25%
116 NIKE INC 22,071 1,119,000 0.25%
117 ISHARES TR 20,831 1,116,000 0.25%
118 LOCKHEED MARTIN CORP 4,406 1,089,000 0.24%
119 ISHARES TR 6,092 1,087,000 0.24%
120 POWERSHARES ETF DYNAMIC BIOTECHNOLOGY & GENOME 27,618 1,081,000 0.24% PRN
121 POWERSHARES DB CMDTY IDX TRA 67,704 1,077,000 0.24%
122 RYDEX ETF TRUST 6,822 1,077,000 0.24%
123 COMCAST CORP NEW 15,534 1,074,000 0.24%
124 SPDR INDEX SHS FDSDJ GLB RL ES ETF 22,842 1,069,000 0.24%
125 VANGUARD BD INDEX FDS 12,545 1,042,000 0.23%
126 MERCK & CO INC 17,541 1,034,000 0.23%
127 RYDEX ETF TRUST 9,198 994,000 0.22%
128 GENESEE AND WYOMING INC INC CL A 14,475 990,000 0.22%
129 POWERSHARES ETF TRUST 43,176 989,000 0.22%
130 MONDELEZ INTL INC 22,211 982,000 0.22%
131 SELECT SECTOR SPDR TR 18,915 979,000 0.22%
132 BERKSHIRE HATHAWAY INC DEL 4 976,000 0.22%
133 WISDOMTREE TR 19,421 964,000 0.21%
134 MCDONALDS CORP 7,956 963,000 0.21%
135 TASER INTL INC 39,696 957,000 0.21%
136 SOUTHWEST AIRLS CO 19,114 946,000 0.21%
137 SSGA ACTIVE ETF TR 19,489 942,000 0.21%
138 ORACLE CORP 24,370 939,000 0.21%
139 UNION PAC CORP 9,101 934,000 0.21%
140 POWERSHARES ETF TRUST 35,439 918,000 0.20%
141 KIMBERLY CLARK CORP 8,061 915,000 0.20%
142 LILLY ELI & CO 12,396 911,000 0.20%
143 VANGUARD SPECIALIZED FUNDS 10,650 910,000 0.20%
144 SELECT SECTOR SPDR TR 13,068 903,000 0.20%
145 SEMPRA ENERGY 8,900 895,000 0.20%
146 APPLIED MATLS INC 27,539 894,000 0.20%
147 FIRST TRUST VALUELINE 100 EXCHANGE-TRADED FUND 41,424 892,000 0.20%
148 VANGUARD BD INDEX FDS 11,137 884,000 0.20%
149 DELTA AIRLINES INC DEL 17,981 884,000 0.20%
150 LOWES COS INC 12,447 881,000 0.20%
Page 3 of 11

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000507, filed 2017.02.10).

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.