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
1 APPLE INC 134,750 15,600 3.53%
2 POWERSHARES QQQ TRUST 60,925 7,223 1.63%
3 SPDR S&P 500 ETF TR 29,975 6,695 1.51%
4 MICROSOFT CORP 101,313 6,292 1.42%
5 STARBUCKS CORP 113,083 6,277 1.42%
6 VANGUARD INDEX FDS 52,420 6,049 1.37%
7 GENERAL ELECTRIC CO 181,471 5,725 1.29%
8 AMAZON COM INC 6,166 4,597 1.04%
9 ISHARES TR 32,478 4,472 1.01%
10 CHEVRON CORP NEW 35,007 4,132 0.93%
11 SELECT SECTOR SPDR TR 167,477 3,880 0.88%
12 AT&T INC 89,249 3,800 0.86%
13 BANK AMER CORP 160,070 3,547 0.80%
14 VERIZON COMMUNICATIONS INC 66,085 3,528 0.80%
15 SELECT SECTOR SPDR TR 44,801 3,385 0.77%
16 FACEBOOK INC 28,843 3,331 0.75%
17 BOEING CO 20,333 3,178 0.72%
18 RYDEX ETF TRUST 36,698 3,175 0.72%
19 JOHNSON & JOHNSON 27,032 3,122 0.71%
20 ISHARES TR 27,909 3,075 0.70%
21 ISHARES TR 13,470 3,029 0.68%
22 NVIDIA CORPORATION 28,064 3,003 0.68%
23 POWERSHARES ETF TRUST 71,582 3,001 0.68%
24 DISNEY WALT CO 28,631 2,980 0.67%
25 PROSHARES TR 54,291 2,918 0.66%
26 ISHARES TR 26,413 2,852 0.64%
27 COSTCO WHSL CORP NEW 17,366 2,781 0.63%
28 ETFS GOLD TR 23,462 2,620 0.59%
29 ISHARES TR 29,506 2,617 0.59%
30 ADOBE INC 25,233 2,598 0.59%
31 TEXAS INSTRS INC 33,646 2,454 0.55%
32 POWERSHARES EXCHANGE TRADED FD TR DYNAMIC MARKET PORT 30,216 2,433 0.55%
33 SCHWAB U.S. LARGE-CAP GROWTH ETF 43,283 2,425 0.55%
34 POWERSHARES ETF TRUST 23,858 2,368 0.54%
35 VANGUARD INTL EQUITY INDEX F 52,554 2,320 0.52%
36 JPMORGAN CHASE & CO 26,581 2,295 0.52%
37 EXXON MOBIL CORP 25,322 2,284 0.52%
38 POWERSHARES ETF TRUST RUSSELL MIDCAP PURE 72,979 2,261 0.51%
39 HOME DEPOT INC 16,633 2,226 0.50%
40 PROCTER AND GAMBLE CO 26,407 2,221 0.50%
41 SCHWAB U.S. BROAD MARKET ETF 40,876 2,210 0.50%
42 QUALCOMM INC 32,549 2,133 0.48%
43 PAYPAL HLDGS INC 53,427 2,111 0.48%
44 DAVITA INC 31,562 2,027 0.46%
45 PFIZER INC 62,651 2,024 0.46%
46 PIMCO ETF TR 18,631 2,024 0.46%
47 BRISTOL MYERS SQUIBB CO 34,226 2,009 0.45%
48 ISHARES TR 38,961 1,996 0.45%
49 POWERSHARES DWA NASDAQ MOMENTUM PORTFOLIO 25,310 1,981 0.45%
50 SELECT SECTOR SPDR TR 31,589 1,952 0.44%
Page 1 of 15