Patriot Wealth Management

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

Patriot Wealth Management portfolio companies for March 2016 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 11.59 +2.00% 279274 205.52 205.25
EFA iShares MSCI EAFE Index Fund 6.76 +2.00% 585699 57.16 62.56
OEF iShares S&P; 100 Index 4.25 230170 91.37 90.39
EEM iShares MSCI Emerging Markets Indx 3.66 +3.00% 529580 34.25 38.45
MDY SPDR S&P; MidCap 400 ETF 3.17 +2.00% 59729 262.72 268.26
AAPL Apple 2.75 +16.00% 124840 108.99 123.28
XLU Utilities SPDR 2.66 265143 49.62 43.18
GE General Electric Company 2.60 404710 31.79 25.35
PFF iShares S&P; US Pref Stock Idx Fnd 2.31 292955 39.03 39.78
UNH UnitedHealth 2.16 -13.00% 82791 128.90 113.33
JNJ Johnson & Johnson 2.03 92827 108.20 98.55
MSFT Microsoft Corporation 2.01 180095 55.23 42.00
Alerian Mlp Etf 1.83 -2.00% 830983 10.92 0.00
PG Procter & Gamble Company 1.63 98317 82.31 81.31
JPM JPMorgan Chase & Co. 1.60 133729 59.22 60.16
KO Coca-Cola Company 1.55 165037 46.39 40.22
HD Home Depot 1.53 56672 133.43 113.11
WFC Wells Fargo & Company 1.53 156652 48.36 53.90
TXN Texas Instruments Incorporated 1.46 125757 57.42 57.48
XLY Consumer Discretionary SPDR 1.45 -31.00% 91008 79.10 74.69
UPS United Parcel Service 1.41 66092 105.47 99.32
GIS General Mills 1.41 +48.00% 109869 63.35 51.55
XLE Energy Select Sector SPDR 1.40 +2.00% 111939 61.89 75.34
YUM Yum! Brands 1.37 82891 81.85 77.05
IYZ iShares Dow Jones US Tele 1.37 220087 30.73 29.91
FTI FMC Technologies 1.36 +245.00% 246858 27.36 37.08
Citi 1.33 157657 41.75 0.00
PFE Pfizer 1.28 213938 29.64 33.78
IBB iShares NASDAQ Biotechnology Index 1.27 +97.00% 24193 260.82 341.41
DHR Danaher Corporation 1.25 65115 94.86 84.59
Crown Castle Intl 1.21 69440 86.51 0.00
Alphabet Inc Class C cs 1.19 +45.00% 7905 744.97 0.00
TGT Target Corporation 1.18 70981 82.28 77.89
AMAT Applied Materials 1.18 275008 21.18 23.76
MMM 3M Company 1.14 33777 166.62 162.72
DIS Walt Disney Company 1.12 +44.00% 55863 99.31 103.60
EMC EMC Corporation 1.09 203218 26.65 26.24
ASH Ashland 1.05 +3.00% 47052 109.96 123.50
CSCO Cisco Systems 1.03 178620 28.47 28.51
V Visa 1.03 66555 76.48 266.74
CMCSA Comcast Corporation 1.00 81123 61.08 58.60
CPB Campbell Soup Company 0.98 -42.00% 76194 63.78 45.09
USB U.S. Ban 0.97 NEW 118298 40.59 43.76
MGM MGM Resorts International. 0.95 220436 21.44 19.77
PX Praxair 0.93 40103 114.46 124.53
Alphabet Inc Class A cs 0.84 5474 762.88 0.00
Perrigo Company 0.82 NEW 31914 127.94 0.00
AINV Apollo Investment 0.81 721115 5.55 7.73
QCOM QUALCOMM 0.80 77163 51.14 71.27
COF Capital One Financial 0.79 56396 69.31 77.96
WMT Wal-Mart Stores 0.74 -31.00% 53211 68.48 81.06
RJF Raymond James Financial 0.73 75505 47.61 57.98
Allergan 0.72 13389 268.06 0.00
WSDT WisdomTree Investments 0.71 NEW 309060 11.43 0.00
AMZN Amazon 0.70 NEW 5821 593.71 372.62
OXY Occidental Petroleum Corporation 0.69 +2.00% 50099 68.42 74.23
Facebook Inc cl a 0.68 29559 114.11 0.00
XOM Exxon Mobil Corporation 0.53 -7.00% 31314 83.60 84.57
PXJ PowerShares Dynamic Oil & Gas Serv 0.51 216147 11.66 15.85
REM iShares FTSE NAREIT Mort. Plus Capp 0.50 +5.00% 257225 9.67 11.59
XLV Health Care SPDR 0.32 -74.00% 23024 67.80 71.27
ISI iShares S&P; 1500 Index Fund 0.23 -41.00% 12064 93.34 0.00
Ishares Tr s^p aggr all 0.23 -23.00% 25138 45.31 0.00
VV Vanguard Large-Cap ETF 0.13 6780 93.95 94.44
DSI iShares FTSE KLD 400 Social Idx Fd 0.13 +28.00% 8437 76.57 76.29
KLD iShares FTSE KLD Select Scil Idx Fd 0.12 +29.00% 7252 85.08 84.78
VTI Vanguard Total Stock Market ETF 0.09 4257 104.77 106.32
Market Vectors Etf Tr busi devco etf 0.09 +10.00% 27671 16.48 0.00
VO Vanguard Mid-Cap ETF 0.07 2885 121.32 125.59

Past 13F-HR SEC Filings for Patriot Wealth Management