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 (2017Q1)
Original 13F HR (0001085146-17-001171) filed in 2017.05.10
#
Name
Shares
Value ($)
%
Options
Notes
551 PROCTER AND GAMBLE CO 379 33 0.01%
552 ISHARES TR 357 33 0.01%
553 PFIZER INC 1,017 32 0.01%
554 SCHLUMBERGER LTD 358 31 0.01%
555 ISHARES TR 287 30 0.01%
556 SPDR PORTFOLIO AGGREGATE BOND ETF 531 30 0.01%
557 CISCO SYS INC 955 30 0.01%
558 AMGEN INC 199 30 0.01%
559 VANGUARD BD INDEX FDS 366 29 0.01%
560 PEPSICO INC 275 29 0.01%
561 MCKESSON CORP 201 28 0.01%
562 LADENBURG THALMAN FIN SVCS I 11,609 28 0.01%
563 KIMBERLY CLARK CORP 239 27 0.01%
564 UNITED TECHNOLOGIES CORP 242 27 0.01%
565 EXXON MOBIL CORP 293 27 0.01%
566 UNITED PARCEL SERVICE INC 230 27 0.01%
567 VISA INC 338 26 0.01%
568 ORACLE CORP 654 25 0.01%
569 METLIFE INC 484 25 0.01%
570 PROSHARES TR 212 24 0.01%
571 SOUTHWEST AIRLS CO 485 24 0.01%
572 HOME DEPOT INC 180 24 0.01%
573 3M CO 132 24 0.01%
574 UNITEDHEALTH GROUP INC 149 24 0.01%
575 PROSHARES TR 244 23 0.01%
576 AT&T INC 556 23 0.01%
577 ISHARES TR 766 23 0.01%
578 VANGUARD INDEX FDS 268 22 0.00%
579 DISNEY WALT CO 215 22 0.00%
580 AETNA INC NEW 180 22 0.00%
581 WAL-MART STORES INC 318 22 0.00%
582 GENERAL MLS INC 331 21 0.00%
583 MORGAN STANLEY 511 21 0.00%
584 VANGUARD INDEX FDS 254 21 0.00%
585 PRUDENTIAL FINL INC 205 21 0.00%
586 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 189 20 0.00%
587 US BANCORP DEL 382 20 0.00%
588 ISHARES TR 113 20 0.00%
589 ISHARES TR 190 20 0.00%
590 CHEVRON CORP NEW 159 19 0.00%
591 HONEYWELL INTL INC 162 19 0.00%
592 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 227 19 0.00%
593 TJX COS INC NEW 230 17 0.00%
594 AUTOMATIC DATA PROCESSING IN 162 16 0.00%
595 POWERSHARES ETF TRUST II 690 16 0.00%
596 COCA COLA CO 356 15 0.00%
597 DU PONT E I DE NEMOURS & CO 199 15 0.00%
598 VANGUARD INTL EQUITY INDEX F 329 15 0.00%
599 COLGATE PALMOLIVE CO 200 13 0.00%
600 OCCIDENTAL PETE CORP DEL 180 13 0.00%
Page 12 of 15