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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
101 VANGUARD BD INDEX FDS 141 11 0.00%
102 ISHARES TR 210 11 0.00%
103 FACEBOOK INC 101 12 0.00%
104 LOWES COS INC 175 12 0.00%
105 NORFOLK SOUTHERN CORP 104 12 0.00%
106 SUNTRUST BKS INC 227 12 0.00%
107 BOEING CO 76 12 0.00%
108 INTEL CORP 315 12 0.00%
109 ALTRIA GROUP INC 195 13 0.00%
110 ISHARES TR 9,000 13 0.00% Call
111 ISHARES INC 303 13 0.00%
112 COLGATE PALMOLIVE CO 200 13 0.00%
113 OCCIDENTAL PETE CORP DEL 180 13 0.00%
114 GLAXOSMITHKLINE PLC 317 13 0.00%
115 DU PONT E I DE NEMOURS & CO 199 15 0.00%
116 COCA COLA CO 356 15 0.00%
117 VANGUARD INTL EQUITY INDEX F 329 15 0.00%
118 POWERSHARES ETF TRUST II 690 16 0.00%
119 AUTOMATIC DATA PROCESSING IN 162 16 0.00%
120 TJX COS INC NEW 230 17 0.00%
121 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 227 19 0.00%
122 CHEVRON CORP NEW 159 19 0.00%
123 HONEYWELL INTL INC 162 19 0.00%
124 ISHARES TR 190 20 0.00%
125 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 189 20 0.00%
126 ISHARES TR 113 20 0.00%
127 US BANCORP DEL 382 20 0.00%
128 PRUDENTIAL FINL INC 205 21 0.00%
129 VANGUARD INDEX FDS 254 21 0.00%
130 GENERAL MLS INC 331 21 0.00%
131 MORGAN STANLEY 511 21 0.00%
132 WAL-MART STORES INC 318 22 0.00%
133 VANGUARD INDEX FDS 268 22 0.00%
134 AETNA INC NEW 180 22 0.00%
135 DISNEY WALT CO 215 22 0.00%
136 PROSHARES TR 244 23 0.01%
137 ISHARES TR 766 23 0.01%
138 AT&T INC 556 23 0.01%
139 3M CO 132 24 0.01%
140 PROSHARES TR 212 24 0.01%
141 UNITEDHEALTH GROUP INC 149 24 0.01%
142 HOME DEPOT INC 180 24 0.01%
143 SOUTHWEST AIRLS CO 485 24 0.01%
144 ORACLE CORP 654 25 0.01%
145 METLIFE INC 484 25 0.01%
146 VISA INC 338 26 0.01%
147 UNITED TECHNOLOGIES CORP 242 27 0.01%
148 UNITED PARCEL SERVICE INC 230 27 0.01%
149 KIMBERLY CLARK CORP 239 27 0.01%
150 EXXON MOBIL CORP 293 27 0.01%
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