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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
Exxon Mobil Corp(XOM)COM30231G102$3.2K33,1460.0%
Ishares(TLT)20+ YR TR BD ETF464287432$3.3K30,4340.0%
Verizon Communications Inc(VZ)COM92343V104$3.6K75,5700.0%
Microsoft Corp(MSFT)COM594918104$3.8K95,1260.0%
Davita Healthcare Partners I(DVA)COM23918K108$4.0K58,8020.0%
Ishares(IWM)RUSSELL 2000 ETF464287655$4.1K36,1260.0%
Starbucks Corp(SBUX)COM855244109$4.6K62,2920.0%
Qualcomm Inc(QCOM)COM747525103$4.6K57,6400.0%
General Electric CoCOM369604103$5.3K205,1780.0%
Powershares QQQ TrustUNIT SER 173935A104$5.9K68,3130.0%
Chevron Corp New(CVX)COM166764100$6.3K53,2430.0%
Ishares(IVV)CORE S&P500 ETF464287200$12.2K65,1580.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$12.5K67,6260.0%
Apple Inc(AAPL)COM037833100$15.8K29,4060.0%
United Parcel Service Inc(UPS)CL B911312106$20.5K210,3480.0%
Abbvie Inc(ABBV)COM00287Y109$21.4K27,2190.0%
Copart Inc(CPRT)COM217204106$216.7K6,031,7860.2%
Consolidated Edison Inc(ED)COM209115104$795.0K14,9660.8%
Conocophillips(COP)COM20825C104$827.0K11,7540.8%
Akamai Technologies Inc(AKAM)COM00971T101$1.9M33,2851.9%
Costco Whsl Corp New(COST)COM22160K105$2.2M19,9992.2%
D R Horton Inc(DHI)COM23331A109$96.5M4,454,71393.7%
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