CONCERT WEALTH MANAGEMENT INC. Information

1900 THE ALAMEDA, SAN JOSE, California, 95126, (408) 856-6310

Report Date: 03/31/2015

Position Statistics

Total Positions 663
New Positions 54
Increased Positions 325
Decreased Positions 290
Positions with Activity 615
Sold Out Positions 145
Total Mkt Value (in $ millions) 645

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.69%
Capital Goods 2.75%
Conglomerates 0%
Consumer Cyclical 1.87%
Consumer/Non-Cyclical 5.69%
Energy 4.79%
Financial 42.88%
Healthcare 7.84%
Services 8.61%
Technology 14.16%
Transportation 6.23%
Utilities 1.5%

663 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNITED PARCEL SERVICE INC CL B 30,830 6,988 29.31 300,053
APPLE INC COM 26,312 -55 (0.21) 222,157
MICROSOFT CORP COM 12,478 2,474 24.73 266,576
SPDR S&P 500 ETF TR TR UNIT 12,219 976 8.68 58,243
STARBUCKS CORP COM 11,293 2,402 27.01 194,070
POWERSHARES QQQ TRUST UNIT SER 1 10,747 -1,249 (10.41) 96,299
ISHARES TR CORE S&P500 ETF 8,765 627 7.70 41,533
GENERAL ELECTRIC CO COM 8,100 480 6.30 313,117
CHEVRON CORP NEW COM 6,482 274 4.41 75,723
BOEING CO COM 6,339 346 5.77 44,116
DAVITA HEALTHCARE PARTNERS INC COM 6,170 19 .31 77,400
VERIZON COMMUNICATIONS INC COM 5,949 324 5.76 126,660
SPDR SERIES TRUST BRCLYS AGG ETF 5,915 2,323 64.66 102,386
BANK AMER CORP COM 5,896 489 9.04 331,795
PROCTER & GAMBLE CO COM 5,613 -492 (8.06) 73,473
EXXON MOBIL CORP COM 5,536 408 7.95 70,918
BRISTOL MYERS SQUIBB CO COM 5,409 393 7.83 82,785
PFIZER INC COM 5,308 1,861 53.97 146,839
AT&T INC COM 4,805 389 8.82 138,625
AMAZON COM INC COM 4,760 324 7.31 8,896