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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 (2017Q1)
Original 13F HR (0001085146-17-001171) filed in 2017.05.10
#
Name
Shares
Value ($)
%
Options
Notes
501 PRUDENTIAL FINL INC 13,118 1,359 0.31%
502 PUBLIC STORAGE 2,407 538 0.12%
503 PULTE GROUP INC 12,027 222 0.05%
504 PowerShares Zacks Micro Cap ETF 25,485 478 0.11%
505 QORVO INC 6,734 355 0.08%
506 QUALCOMM INC 977 64 0.01%
507 QUALCOMM INC 32,549 2,133 0.48%
508 RADIAN GROUP INC 22,113 395 0.09%
509 RAYTHEON CO 5,034 718 0.16%
510 RAYTHEON CO 241 34 0.01%
511 REALTY INCOME CORP 6,270 361 0.08%
512 RED HAT INC 3,825 265 0.06%
513 REGENERON PHARMACEUTICALS 723 269 0.06%
514 REYNOLDS AMERICAN INC 118 6 0.00%
515 REYNOLDS AMERICAN INC 4,895 277 0.06%
516 RITE AID CORP 71,817 580 0.13%
517 ROYAL BK CDA MONTREAL QUE 10,901 737 0.17%
518 ROYAL BK SCOTLAND GROUP PLC 19,272 107 0.02%
519 ROYCE MICRO CAP TR INC 38,041 309 0.07%
520 RYDEX ETF TRUST 6,822 1,077 0.24%
521 RYDEX ETF TRUST 71 8 0.00%
522 RYDEX ETF TRUST 10,112 1,094 0.25%
523 RYDEX ETF TRUST 1,542 225 0.05%
524 RYDEX ETF TRUST 46 7 0.00%
525 RYDEX ETF TRUST 7,417 268 0.06%
526 RYDEX ETF TRUST 13,611 867 0.20%
527 RYDEX ETF TRUST 4,221 248 0.06%
528 RYDEX ETF TRUST 36,698 3,175 0.72%
529 SALESFORCE COM INC 5,074 350 0.08%
530 SALESFORCE COM INC 53 4 0.00%
531 SCHLUMBERGER LTD 16,897 1,422 0.32%
532 SCHLUMBERGER LTD 358 31 0.01%
533 SCHWAB CHARLES CORP 6,546 260 0.06%
534 SCHWAB EMERGING MARKETS EQUITY ETF 18,062 384 0.09%
535 SCHWAB INTERNATIONAL EQUITY ETF 22,013 604 0.14%
536 SCHWAB U.S. BROAD MARKET ETF 40,876 2,210 0.50%
537 SCHWAB U.S. LARGE-CAP ETF 9,857 523 0.12%
538 SCHWAB U.S. LARGE-CAP GROWTH ETF 43,283 2,425 0.55%
539 SCHWAB U.S. MID-CAP ETF 7,690 349 0.08%
540 SCHWAB U.S. SMALL-CAP ETF 4,229 259 0.06%
541 SCHWAB US AGGREGATE BOND ETF 8,216 422 0.10%
542 SCHWAB US DIVIDEND EQUITY ETF 32,117 1,395 0.32%
543 SELECT SECTOR SPDR TR 6,173 497 0.11%
544 SELECT SECTOR SPDR TR 7,068 210 0.05%
545 SELECT SECTOR SPDR TR 11,265 585 0.13%
546 SELECT SECTOR SPDR TR 5,648 391 0.09%
547 SELECT SECTOR SPDR TR 44,801 3,385 0.77%
548 SELECT SECTOR SPDR TR 400 0 0.00% Call
549 SELECT SECTOR SPDR TR 167,477 3,880 0.88%
550 SELECT SECTOR SPDR TR 31,589 1,952 0.44%
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