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

Past 13F-HR SEC Filings by Patriot Wealth Management

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