IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Concert Wealth Management Inc.

Q1 2015 Holdings

Filed 2015-04-27 | 589 holdings | $350.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc(AAPL)COM037833100$9.4K222,1572.7%
Microsoft Corp(MSFT)COM594918104$8.0K266,5762.3%
United Parcel Service Inc(UPS)CL B911312106$7.3K300,0532.1%
Starbucks Corp(SBUX)COM855244109$7.0K97,0352.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$5.8K58,2431.7%
Powershares QQQ TrustUNIT SER 173935A104$5.4K96,2991.6%
Spdr Series Trust(SPAB)BRCLYS AGG ETF78464A649$5.1K102,3861.5%
General Electric CoCOM369604103$5.0K313,1171.4%
Boeing Co(BA)COM097023105$4.9K44,1161.4%
Procter & Gamble Co(PG)COM742718109$4.4K73,4731.2%
Ishares TR(IVV)CORE S&P500 ETF464287200$3.9K41,5331.1%
Chevron Corp New(CVX)COM166764100$3.5K75,7231.0%
Pfizer Inc(PFE)COM717081103$3.2K146,8390.9%
JPMorgan Chase & Co(JPM)COM46625H100$3.0K62,8130.8%
Bristol Myers Squibb Co(BMY)COM110122108$3.0K82,7850.8%
Exxon Mobil Corp(XOM)COM30231G102$2.9K70,9180.8%
Altria Group Inc(MO)COM02209S103$2.9K77,4830.8%
Intel Corp(INTC)COM458140100$2.8K138,1800.8%
Costco Whsl Corp New(COST)COM22160K105$2.8K25,2400.8%
Bank Amer Corp(BAC)COM060505104$2.8K331,7950.8%
Realty Income Corp(O)COM756109104$2.7K67,6330.8%
AT&T Inc(T)COM00206R102$2.6K138,6250.7%
Verizon Communications Inc(VZ)COM92343V104$2.5K126,6600.7%
Synaptics Inc(SYNA)COM87157D109$2.5K48,1770.7%
Philip Morris Intl Inc(PM)COM718172109$2.5K50,0160.7%
Etfs Gold TRSHS26922Y105$2.4K23,2690.7%
Kraft Foods Group IncCOM50076Q106$2.4K32,7910.7%
Powershares ETF TrustFND PR MIDGRT PT73935X807$2.3K74,2060.7%
Merck & Co Inc New(MRK)COM58933Y105$2.3K54,8650.7%
Johnson & Johnson(JNJ)COM478160104$2.3K46,5570.6%
Ford MTR Co del(F)COM PAR $0.01345370860$2.2K199,0610.6%
Powershares ETF TrustDYN PHRMA PORT73935X799$2.2K35,1500.6%
Amerigas Partners L P(APU)UNIT L P INT030975106$2.2K50,9880.6%
Amgen Inc(AMGN)COM031162100$2.2K20,1960.6%
DOW Chem CoCOM260543103$2.1K50,1540.6%
Powershares ETF TrustDYNAMIC MKT PT73935X104$2.1K30,7030.6%
Cisco SYS Inc(CSCO)COM17275R102$2.1K133,9700.6%
United Technologies Corp(UTXZ)COM913017109$2.0K27,0620.6%
Global X FDS(GURU)GLB X GURU INDEX37950E341$2.0K75,3710.6%
Qualcomm Inc(QCOM)COM747525103$2.0K62,4060.6%
Facebook Inc(META)CL A30303M102$2.0K43,3550.6%
Amazon COM Inc(AMZN)COM023135106$2.0K8,8960.6%
HCP IncCOM40414L109$1.9K61,0700.5%
Powershares ETF TrustDWA MOMENTUM PTF73935X153$1.8K61,6620.5%
Spdr SER TR(SJNK)SHT TRM HGH YLD78468R408$1.8K67,3410.5%
Conocophillips(COP)COM20825C104$1.8K45,1470.5%
Powershares ETF TrustDYNAMIC OTC PT73935X203$1.8K25,6540.5%
Mcdonalds Corp(MCD)COM580135101$1.6K23,9570.5%
Wells Fargo & Co New(WFC)COM949746101$1.6K63,0170.5%
US Bancorp del(USB)COM NEW902973304$1.6K43,9570.5%
Page 1 of 11Next