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Concert Wealth Management Inc.

Q1 2014 Holdings

Filed 2014-05-13 | 688 holdings | $103.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS(VXF)EXTEND MKT ETF922908652$1.1K13,0960.0%
Philip Morris Intl Inc(PM)COM718172109$1.1K13,6340.0%
Prudential Finl Inc(PRU)COM744320102$1.1K13,3920.0%
Metlife Inc(MET)COM59156R108$1.1K21,8230.0%
Intel Corp(INTC)COM458140100$1.1K44,4860.0%
Vanguard Intl Equity Index F(VGK)FTSE EUROPE ETF922042874$1.1K19,5150.0%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$1.2K14,4140.0%
Select Sector Spdr TR(XLU)SBI INT-UTILS81369Y886$1.2K28,0910.0%
Ishares(IWD)RUS 1000 VAL ETF464287598$1.2K12,1940.0%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$1.2K18,5920.0%
Halliburton Co(HAL)COM406216101$1.2K20,1210.0%
Wisdomtree TR(EZM)MDCP EARN FUND97717W570$1.2K13,7990.0%
Powershares ETF TrustDYNM LRG CP GR73935X609$1.2K46,4590.0%
Nike Inc(NKE)CL B654106103$1.2K16,4130.0%
Oracle Corp(ORCL)COM68389X105$1.2K30,5470.0%
Wisdomtree TR(AIVL)DIV EX-FINL FD97717W406$1.2K17,4930.0%
Visa Inc(V)COM CL A92826C839$1.2K5,8320.0%
Coca Cola Co(KO)COM191216100$1.2K31,7660.0%
Adobe SYS Inc(ADBE)COM00724F101$1.2K19,2650.0%
Northwest Bancshares Inc MD(NWBI)COM667340103$1.2K86,4840.0%
United Rentals Inc(URI)COM911363109$1.2K13,5390.0%
Johnson Ctls IncCOM478366107$1.3K26,8790.0%
Vanguard World FDS(VGT)INF TECH ETF92204A702$1.3K13,9580.0%
Pepsico Inc(PEP)COM713448108$1.3K15,3370.0%
Wisdomtree TR(DXJ)JAPN HEDGE EQT97717W851$1.3K27,1310.0%
Potash Corp Sask IncCOM73755L107$1.3K36,0680.0%
Ishares(IYH)US HLTHCARE ETF464287762$1.3K10,5410.0%
Home Depot Inc(HD)COM437076102$1.3K16,7530.0%
Wisdomtree TR(DEM)EMERG MKTS ETF97717W315$1.3K27,3470.0%
TCW Strategic Income Fund in(TSI)COM872340104$1.3K246,3920.0%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$1.4K14,9000.0%
CVS Caremark Corporation(CVS)COM126650100$1.4K18,4930.0%
Cummins Inc(CMI)COM231021106$1.4K9,4250.0%
United Technologies Corp(UTXZ)COM913017109$1.4K12,1510.0%
Ishares(IWB)RUS 1000 ETF464287622$1.4K13,4320.0%
Ishares(LQD)IBOXX INV CP ETF464287242$1.4K11,9790.0%
Sandridge Energy IncCOM80007P307$1.4K226,0400.0%
Amgen Inc(AMGN)COM031162100$1.4K11,8410.0%
Ishares Silver Trust(SLV)ISHARES46428Q109$1.4K75,4390.0%
Select Sector Spdr TR(XLE)SBI INT-ENERGY81369Y506$1.4K16,1530.0%
Vanguard Specialized Portfol(VIG)DIV APP ETF921908844$1.5K19,7620.0%
Yahoo IncCOM984332106$1.5K41,5680.0%
Aflac Inc(AFL)COM001055102$1.5K24,0300.0%
CSX Corp(CSX)COM126408103$1.5K52,7670.0%
Wisdomtree TR(DTD)TOTAL DIVID FD97717W109$1.5K22,4840.0%
Emerson Elec Co(EMR)COM291011104$1.5K22,8580.0%
Ishares(PFF)U.S. PFD STK ETF464288687$1.5K39,5290.0%
Ebay Inc(EBAY)COM278642103$1.6K27,9700.0%
Ishares(IWF)RUS 1000 GRW ETF464287614$1.6K18,1250.0%
Ishares TR(HDV)HIGH DIVIDND ETF46429B663$1.6K22,1010.0%
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