Patriot Wealth Management

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

Companies in the Patriot Wealth Management portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 11.83 292161 241.80
Ishares Core Intl Stock Etf core 10.58 1.10M +3% 57.36
iShares S&P; 100 Index (OEF) 4.31 241101 +2% 106.90
SPDR S&P; MidCap 400 ETF (MDY) 3.27 61530 317.62
Apple (AAPL) 2.50 103762 +3% 144.02
JPMorgan Chase & Co. (JPM) 2.25 146862 +22% 91.40
Utilities SPDR (XLU) 2.24 257145 +3% 51.96
Johnson & Johnson (JNJ) 2.18 98561 +3% 132.29
iShares S&P; US Pref Stock Idx Fnd (PFF) 1.99 303249 39.17
UnitedHealth (UNH) 1.66 53346 +3% 185.41
Cisco Systems (CSCO) 1.59 303303 +3% 31.30
Exxon Mobil Corporation (XOM) 1.57 116443 -18% 80.73
Home Depot (HD) 1.54 59847 +3% 153.39
Wells Fargo & Company (WFC) 1.54 165590 +2% 55.41
Procter & Gamble Company (PG) 1.49 102274 +3% 87.15
Microsoft Corporation (MSFT) 1.46 126953 -30% 68.93
American International (AIG) 1.46 139727 +3% 62.52
Consumer Discretionary SPDR (XLY) 1.46 97251 +3% 89.63
Pepsi (PEP) 1.35 69900 +3% 115.49
iShares NASDAQ Biotechnology Index (IBB) 1.35 25977 +3% 310.08
Public Storage (PSA) 1.33 37969 +3% 208.54
United Parcel Service (UPS) 1.29 69750 +3% 110.59
Pfizer (PFE) 1.26 223689 +3% 33.59
Alphabet Inc Class C cs 1.25 8215 +2% 908.70
Northrop Grumman Corporation (NOC) 1.24 28867 +45% 256.73
Facebook Inc cl a 1.24 49260 +3% 150.97
MGM Resorts International. (MGM) 1.22 232681 +3% 31.29
Intel Corporation (INTC) 1.21 213849 +3% 33.74
Vanguard Telecommunication Services ETF (VOX) 1.21 78945 NEW 91.84
United Technologies Corporation (UTX) 1.16 56863 +3% 122.12
Schlumberger (SLB) 1.12 101281 +3% 65.84
Comcast Corporation (CMCSA) 1.11 171083 +3% 38.92
Bank of America Corporation (BAC) 1.10 271957 NEW 24.26
Visa (V) 1.10 70224 +3% 93.79
Amazon (AMZN) 1.10 6816 +4% 968.02
Simon Property (SPG) 1.08 39718 NEW 161.77
Campbell Soup Company (CPB) 1.05 120301 +3% 52.15
3M Company (MMM) 1.04 29912 -30% 208.18
Martin Marietta Materials (MLM) 1.01 27136 NEW 222.58
Eli Lilly & Co. (LLY) 0.99 71726 +3% 82.30
Applied Materials (AMAT) 0.99 143514 41.31
Goldman Sachs (GS) 0.98 26380 NEW 221.91
Helmerich & Payne (HP) 0.98 107638 NEW 54.34
Danaher Corporation (DHR) 0.97 68584 +3% 84.39
Praxair (PX) 0.94 42158 +3% 132.55
Williams Companies (WMB) 0.93 184071 -33% 30.28
General Electric Company (GE) 0.91 201637 -20% 27.01
Berkshire Hathaway (BRK.B) 0.85 30127 NEW 169.38
Starbucks Corporation (SBUX) 0.83 85224 +3% 58.31
Delta Air Lines (DAL) 0.82 90778 NEW 53.74
Oracle Corporation (ORCL) 0.75 89866 NEW 50.14
Texas Instruments Incorporated (TXN) 0.74 57298 -21% 76.93
Wal-Mart Stores (WMT) 0.71 55704 +2% 75.69
Bristol Myers Squibb (BMY) 0.71 75902 +3% 55.72
Citigroup Inc 0.71 63021 -66% 66.88
Kroger (KR) 0.69 176088 +3% 23.32
QUALCOMM (QCOM) 0.69 74459 +3% 55.23
Walt Disney Company (DIS) 0.62 35130 +3% 106.26
General Mills (GIS) 0.56 60647 +3% 55.40
Occidental Petroleum Corporation (OXY) 0.53 52791 +3% 59.88
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.46 26786 102.25
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.46 30473 89.32
Alphabet Inc Class A cs 0.43 2795 -50% 929.52
Mortgage Reit Index real 0.37 47930 46.38
iShares S&P; 1500 Index Fund (ISI) 0.32 34402 +18% 55.43
Ishares Tr s^p aggr all 0.25 28913 +3% 51.78
iShares Russell 1000 Growth Index (IWF) 0.21 10302 NEW 119.01
iShares Russell 1000 Value Index (IWD) 0.13 6894 NEW 116.48
Vanguard Large-Cap ETF (VV) 0.13 6910 111.00
Alerian Mlp Etf(amlp) 0.12 59637 +6460% 11.96
Vaneck Vectors Etf Tr bdc income etf 0.12 38349 18.36
SPDR S&P; Dividend (SDY) 0.10 7052 NEW 88.91
SPDR Dow Jones Industrial Average ETF (DIA) 0.09 2529 NEW 213.13
Vanguard Mid-Cap ETF (VO) 0.07 2885 142.46
iShares S&P; 500 Index (IVV) 0.05 1317 243.74
Vanguard Total Stock Market ETF (VTI) 0.04 1708 -2% 124.71

Past 13F-HR SEC Filings by Patriot Wealth Management

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