Patriot Wealth Management

Latest statistics and disclosures from Patriot Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Patriot Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Patriot Wealth Management

Patriot Wealth Management holds 77 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 12.1 $82M +2% 329k 249.92
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Ishares Core Intl Stock Etf core (IXUS) 9.7 $66M 1.3M 52.53
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iShares S&P 100 Index (OEF) 4.2 $29M 259k 111.53
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SPDR S&P MidCap 400 ETF (MDY) 3.1 $21M +3% 70k 302.67
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Apple (AAPL) 2.7 $19M -2% 118k 157.74
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Microsoft Corporation (MSFT) 2.5 $17M -2% 172k 101.57
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Alphabet Inc Class C cs (GOOG) 2.4 $16M -2% 16k 1035.58
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Consumer Staples Select Sect. SPDR (XLP) 2.2 $15M -2% 300k 50.78
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UnitedHealth (UNH) 2.1 $14M -2% 57k 249.11
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Johnson & Johnson (JNJ) 1.9 $13M -2% 103k 129.05
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Utilities SPDR (XLU) 1.9 $13M -2% 240k 52.92
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Financial Select Sector SPDR (XLF) 1.7 $12M NEW 493k 23.82
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iShares S&P US Pref Stock Idx Fnd (PFF) 1.7 $12M 342k 34.23
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Exxon Mobil Corporation (XOM) 1.7 $12M -2% 168k 68.19
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Fidelity msci rl est etf (FREL) 1.6 $11M -2% 504k 22.39
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JPMorgan Chase & Co. (JPM) 1.6 $11M -2% 112k 97.62
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McDonald's Corporation (MCD) 1.6 $11M 62k 177.58
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Home Depot (HD) 1.6 $11M -2% 64k 171.83
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Amazon (AMZN) 1.6 $11M -2% 7.3k 1501.93
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Pfizer (PFE) 1.5 $10M -2% 237k 43.65
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Wal-Mart Stores (WMT) 1.5 $10M -2% 107k 93.15
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iShares S&P 1500 Index Fund (ITOT) 1.4 $9.8M +134% 173k 56.76
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Becton, Dickinson and (BDX) 1.4 $9.8M NEW 43k 225.31
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Merck & Co (MRK) 1.4 $9.3M -2% 122k 76.41
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Berkshire Hathaway (BRK.B) 1.3 $9.1M -2% 44k 204.18
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Bank of America Corporation (BAC) 1.3 $9.0M -2% 365k 24.64
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Fidelity cmn (FCOM) 1.3 $8.9M -2% 314k 28.49
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iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.3 $8.8M 170k 51.64
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Comcast Corporation (CMCSA) 1.2 $8.5M -2% 250k 34.05
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Cisco Systems (CSCO) 1.2 $8.4M -2% 194k 43.33
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Chubb (CB) 1.2 $8.2M -2% 64k 129.18
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General Motors Company (GM) 1.2 $8.0M -2% 240k 33.45
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Medtronic (MDT) 1.1 $7.7M -2% 85k 90.96
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Texas Instruments Incorporated (TXN) 1.1 $7.7M -2% 81k 94.50
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U.S. Bancorp (USB) 1.1 $7.6M -2% 167k 45.70
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Danaher Corporation (DHR) 1.1 $7.5M -2% 73k 103.12
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Adobe Systems Incorporated (ADBE) 1.1 $7.4M 33k 226.24
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Ishares Tr Msci Usa Momentum Factor (MTUM) 1.1 $7.5M -2% 75k 100.23
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United Parcel Service (UPS) 1.1 $7.2M -2% 74k 97.54
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Air Products & Chemicals (APD) 1.0 $6.8M NEW 43k 160.04
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Walt Disney Company (DIS) 1.0 $6.7M -2% 61k 109.65
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iShares NASDAQ Biotechnology Index (IBB) 1.0 $6.7M 69k 96.43
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Caterpillar (CAT) 1.0 $6.5M -2% 52k 127.06
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Energy Select Sector SPDR (XLE) 1.0 $6.6M +3013% 115k 57.35
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BlackRock (BLK) 0.9 $6.4M 16k 392.82
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United Technologies Corporation 0.9 $6.0M -5% 56k 106.48
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Visa (V) 0.8 $5.4M 41k 131.94
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salesforce (CRM) 0.8 $5.2M NEW 38k 136.98
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Worldpay Ord 0.8 $5.1M NEW 67k 76.43
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iShares FTSE KLD 400 Social Idx (DSI) 0.7 $4.8M 51k 92.99
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iShares FTSE KLD Select Scil Idx (SUSA) 0.7 $4.7M 46k 103.15
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Vornado Realty Trust (VNO) 0.7 $4.4M -3% 72k 62.02
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Kansas City Southern 0.6 $3.9M NEW 41k 95.44
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Fireeye 0.6 $3.8M NEW 236k 16.21
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Mortgage Reit Index real (REM) 0.5 $3.7M +9% 93k 39.94
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Knight Swift Transn Hldgs (KNX) 0.5 $3.5M NEW 139k 25.07
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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.5 $3.4M -18% 32k 105.41
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iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.5 $3.2M +9% 62k 52.42
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Materials SPDR (XLB) 0.5 $3.1M -2% 61k 50.52
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Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.4 $2.7M +25% 27k 100.04
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iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.4 $2.6M 24k 109.04
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Ishares Tr s^p aggr all (AOA) 0.2 $1.4M -7% 29k 48.55
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iShares Russell 1000 Growth Index (IWF) 0.2 $1.2M 9.1k 130.90
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iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.1 $1.0M 9.3k 112.80
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Invesco Cef Income Composite Etf (PCEF) 0.1 $1.0M 50k 20.23
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iShares MSCI EAFE Index Fund (EFA) 0.1 $888k NEW 15k 58.77
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Vaneck Vectors Etf Tr bdc income etf (BIZD) 0.1 $844k 60k 14.04
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Vanguard Large-Cap ETF (VV) 0.1 $766k 6.7k 114.93
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iShares Russell 1000 Value Index (IWD) 0.1 $664k 6.0k 111.11
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SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $660k 2.8k 233.30
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SPDR S&P Dividend (SDY) 0.1 $394k 4.4k 89.63
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Vanguard Mid-Cap ETF (VO) 0.1 $399k 2.9k 138.30
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Alerian Mlp Etf 0.1 $385k 44k 8.73
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iShares S&P Cal AMTFr Mncpl Bnd (CMF) 0.1 $403k 6.9k 58.42
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Ishares Inc core msci emkt (IEMG) 0.1 $444k 9.4k 47.10
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Procter & Gamble Company (PG) 0.1 $311k +5% 3.4k 91.88
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iShares S&P 500 Index (IVV) 0.0 $220k -49% 873.00 252.00
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Past Filings by Patriot Wealth Management

SEC 13F filings are viewable for Patriot Wealth Management going back to 2010

View all past filings