Patriot Wealth Management, Inc.

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

Patriot Wealth Management portfolio companies for December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
SPDR S&P; 500 ETF (SPY) 12.05 285123 223.53 234.03
Ishares Core Intl Stock Etf core 9.77 1.02M NEW 50.49 0.00
iShares S&P; 100 Index (OEF) 4.30 229269 99.30 104.67
SPDR S&P; MidCap 400 ETF (MDY) 3.46 60595 301.72 308.08
Utilities SPDR (XLU) 2.89 315228 +19.00% 48.57 51.70
JPMorgan Chase & Co. (JPM) 2.52 154730 86.29 87.39
UnitedHealth (UNH) 2.47 81598 160.04 165.29
General Electric Company (GE) 2.40 402278 31.60 29.62
Apple (AAPL) 2.16 98501 115.82 140.92
Microsoft Corporation (MSFT) 2.11 179896 62.14 64.87
Citigroup Inc 2.08 184957 +18.00% 59.43 0.00
iShares S&P; US Pref Stock Idx Fnd (PFF) 2.02 286451 -3.00% 37.21 38.45
Johnson & Johnson (JNJ) 1.99 91576 115.20 125.90
Energy Select Sector SPDR (XLE) 1.91 133988 75.32 68.83
Cisco Systems (CSCO) 1.65 288959 30.22 33.96
Wells Fargo & Company (WFC) 1.60 153876 55.11 55.25
Procter & Gamble Company (PG) 1.54 97123 84.08 90.77
Public Storage (PSA) 1.51 35639 223.49 225.92
3M Company (MMM) 1.47 43548 +28.00% 178.56 192.14
Home Depot (HD) 1.43 56510 134.08 147.99
United Parcel Service (UPS) 1.42 65349 114.65 105.65
iShares Dow Jones US Tele (IYZ) 1.42 218038 34.50 32.25
Campbell Soup Company (CPB) 1.40 122801 +61.00% 60.47 57.60
Williams Companies (WMB) 1.39 236337 +37.00% 31.14 28.40
Consumer Discretionary SPDR (XLY) 1.39 90003 81.40 86.35
Intel Corporation (INTC) 1.38 201434 36.27 35.27
Pepsi (PEP) 1.32 66566 104.63 111.78
Pfizer (PFE) 1.30 211955 32.48 34.29
Walt Disney Company (DIS) 1.29 65568 104.21 112.24
Coca-Cola Company (KO) 1.28 163100 41.46 42.17
iShares NASDAQ Biotechnology Index (IBB) 1.20 23987 265.39 288.99
MGM Resorts International. (MGM) 1.19 218642 28.83 25.92
Alphabet Inc Class C cs 1.14 7845 771.83 0.00
Crown Castle Intl 1.13 68599 86.77 0.00
United Technologies Corporation (UTX) 1.11 53754 109.61 111.84
Kroger (KR) 1.08 165219 34.51 29.26
Comcast Corporation (CMCSA) 1.05 80435 69.05 37.22
American International (AIG) 1.02 82354 NEW 65.32 61.34
Facebook Inc cl a 1.01 46305 115.04 0.00
Texas Instruments Incorporated (TXN) 1.00 72180 72.97 80.67
Capital One Financial (COF) 0.99 59790 +6.00% 87.24 83.78
Visa (V) 0.98 66673 78.02 88.86
Raymond James Financial (RJF) 0.97 73914 69.27 74.85
Target Corporation (TGT) 0.96 70430 72.23 53.14
Danaher Corporation (DHR) 0.95 64434 77.85 86.30
Exxon Mobil Corporation (XOM) 0.94 55319 90.26 81.86
Eli Lilly & Co. (LLY) 0.94 67411 73.55 84.42
Praxair (PX) 0.88 39771 117.20 117.64
Applied Materials (AMAT) 0.84 136952 32.27 38.85
Alphabet Inc Class A cs 0.82 5458 792.41 0.00
Wal-Mart Stores (WMT) 0.69 53034 69.13 69.86
Occidental Petroleum Corporation (OXY) 0.67 49589 71.23 63.04
Materials SPDR (XLB) 0.60 63693 NEW 49.71 52.12
PowerShares Dynamic Oil & Gas Serv (PXJ) 0.52 215463 -39.00% 12.77 11.26
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.47 26786 92.03 97.70
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.47 30473 82.37 86.31
Mortgage Reit Index real 0.40 50468 NEW 42.07 0.00
iShares S&P; 1500 Index Fund (ISI) 0.26 27028 +2.00% 51.28 0.00
Ishares Tr s^p aggr all 0.26 29378 47.21 0.00
Alerian Mlp Etf(amlp) 0.18 60629 -4.00% 15.27 0.00
Vanguard Large-Cap ETF (VV) 0.13 6820 102.35 107.76
Vaneck Vectors Etf Tr bdc income etf 0.09 27671 18.00 0.00
Vanguard Mid-Cap ETF (VO) 0.07 2885 131.72 138.04
Vanguard Total Stock Market ETF (VTI) 0.05 2334 115.25 120.69