Patriot Wealth Management, Inc.

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

Patriot Wealth Management portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
SPDR S&P; 500 ETF (SPY) 10.89 288811 235.74 243.26
Alerian Mlp Etf(amlp) 9.50 909 -98.00% 65345.43 0.00
Ishares Core Intl Stock Etf core 9.33 1.07M +4.00% 54.75 0.00
iShares S&P; 100 Index (OEF) 3.94 235547 +2.00% 104.70 108.18
SPDR S&P; MidCap 400 ETF (MDY) 3.04 60926 312.41 318.51
Apple (AAPL) 2.31 100428 143.66 145.82
Utilities SPDR (XLU) 2.04 249181 -20.00% 51.31 53.57
Microsoft Corporation (MSFT) 1.92 182033 65.86 70.53
Johnson & Johnson (JNJ) 1.90 95185 +3.00% 124.55 136.34
Exxon Mobil Corporation (XOM) 1.88 143543 +159.00% 82.01 81.24
iShares S&P; US Pref Stock Idx Fnd (PFF) 1.85 299200 +4.00% 38.59 39.22
Citigroup Inc 1.82 190434 +2.00% 59.82 0.00
JPMorgan Chase & Co. (JPM) 1.68 119544 -22.00% 87.84 87.24
Cisco Systems (CSCO) 1.59 293906 33.80 32.24
Wells Fargo & Company (WFC) 1.43 160873 +4.00% 55.66 52.90
Procter & Gamble Company (PG) 1.42 99079 +2.00% 89.85 89.36
Home Depot (HD) 1.35 57657 +2.00% 146.83 151.42
UnitedHealth (UNH) 1.35 51465 -36.00% 164.01 185.12
American International (AIG) 1.35 135241 +64.00% 62.43 63.18
3M Company (MMM) 1.32 43028 191.32 212.61
Consumer Discretionary SPDR (XLY) 1.32 93909 +4.00% 87.95 89.84
Williams Companies (WMB) 1.31 276648 +17.00% 29.59 28.97
Public Storage (PSA) 1.29 36739 +3.00% 218.92 212.49
Schlumberger (SLB) 1.22 97591 NEW 78.10 65.89
General Electric Company (GE) 1.21 254667 -36.00% 29.80 27.61
Pepsi (PEP) 1.21 67596 111.86 117.12
Pfizer (PFE) 1.19 216597 +2.00% 34.21 34.04
Intel Corporation (INTC) 1.19 206491 +2.00% 36.07 34.07
iShares NASDAQ Biotechnology Index (IBB) 1.18 25072 +4.00% 293.28 319.72
United Parcel Service (UPS) 1.16 67346 +3.00% 107.30 111.01
iShares Dow Jones US Tele (IYZ) 1.16 223922 +2.00% 32.34 32.63
Facebook Inc cl a 1.08 47513 +2.00% 142.05 0.00
Campbell Soup Company (CPB) 1.07 116485 -5.00% 57.24 53.79
Alphabet Inc Class C cs 1.07 8047 +2.00% 829.50 0.00
Crown Castle Intl 1.06 70466 +2.00% 94.46 0.00
Comcast Corporation (CMCSA) 0.99 164943 +105.00% 37.59 39.59
United Technologies Corporation (UTX) 0.99 55174 +2.00% 112.21 121.87
MGM Resorts International. (MGM) 0.99 225000 +2.00% 27.40 33.85
Visa (V) 0.96 67670 88.87 95.22
Eli Lilly & Co. (LLY) 0.94 69596 +3.00% 84.11 84.28
Texas Instruments Incorporated (TXN) 0.94 73130 80.56 78.31
Amazon (AMZN) 0.93 6550 NEW 886.56 993.98
Raymond James Financial (RJF) 0.93 76465 +3.00% 76.26 77.49
Danaher Corporation (DHR) 0.91 66500 +3.00% 85.53 85.47
Applied Materials (AMAT) 0.88 140895 +2.00% 38.90 43.25
Capital One Financial (COF) 0.85 61405 +2.00% 86.65 80.59
Kroger (KR) 0.80 170224 +3.00% 29.49 22.61
Praxair (PX) 0.78 40881 +2.00% 118.61 132.88
Starbucks Corporation (SBUX) 0.77 82530 NEW 58.39 59.64
Northrop Grumman Corporation (NOC) 0.76 19882 NEW 237.85 255.95
Alphabet Inc Class A cs 0.76 5599 +2.00% 847.83 0.00
QUALCOMM (QCOM) 0.66 71956 NEW 57.34 56.56
Bristol Myers Squibb (BMY) 0.64 73260 NEW 54.38 56.92
Wal-Mart Stores (WMT) 0.62 54085 72.07 75.50
Walt Disney Company (DIS) 0.62 33944 -48.00% 113.39 105.57
General Mills (GIS) 0.55 58639 NEW 59.01 56.17
Materials SPDR (XLB) 0.55 65804 +3.00% 52.41 54.01
Occidental Petroleum Corporation (OXY) 0.52 51203 +3.00% 63.36 60.01
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.42 26786 98.26 103.15
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.42 30473 86.77 90.33
Mortgage Reit Index real 0.34 47239 -6.00% 45.28 0.00
iShares S&P; 1500 Index Fund (ISI) 0.25 29141 +7.00% 54.01 0.00
Ishares Tr s^p aggr all 0.22 28056 -4.00% 49.94 0.00
Vanguard Large-Cap ETF (VV) 0.12 6820 108.06 111.78
Vaneck Vectors Etf Tr bdc income etf 0.12 38349 +38.00% 19.27 0.00
Vanguard Mid-Cap ETF (VO) 0.06 2885 139.34 143.58
iShares S&P; 500 Index (IVV) 0.05 1317 NEW 236.90 246.00
Vanguard Total Stock Market ETF (VTI) 0.03 1754 -24.00% 121.44 125.14