Patriot Wealth Management

Patriot Wealth Management as of Dec. 31, 2016

Portfolio Holdings for Patriot Wealth Management

Patriot Wealth Management holds 64 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 12.1 $64M 285k 223.53
Ishares Core Intl Stock Etf core (IXUS) 9.8 $52M 1.0M 50.49
iShares S&P 100 Index (OEF) 4.3 $23M 229k 99.30
SPDR S&P MidCap 400 ETF (MDY) 3.5 $18M 61k 301.72
Utilities SPDR (XLU) 2.9 $15M 315k 48.57
JPMorgan Chase & Co. (JPM) 2.5 $13M 155k 86.29
UnitedHealth (UNH) 2.5 $13M 82k 160.04
General Electric Company 2.4 $13M 402k 31.60
Apple (AAPL) 2.2 $11M 99k 115.82
Microsoft Corporation (MSFT) 2.1 $11M 180k 62.14
Citigroup (C) 2.1 $11M 185k 59.43
iShares S&P US Pref Stock Idx Fnd (PFF) 2.0 $11M 287k 37.21
Johnson & Johnson (JNJ) 2.0 $11M 92k 115.20
Energy Select Sector SPDR (XLE) 1.9 $10M 134k 75.32
Cisco Systems (CSCO) 1.6 $8.7M 289k 30.22
Wells Fargo & Company (WFC) 1.6 $8.5M 154k 55.11
Procter & Gamble Company (PG) 1.5 $8.2M 97k 84.08
Public Storage (PSA) 1.5 $8.0M 36k 223.49
3M Company (MMM) 1.5 $7.8M 44k 178.56
Home Depot (HD) 1.4 $7.6M 57k 134.08
United Parcel Service (UPS) 1.4 $7.5M 65k 114.65
iShares Dow Jones US Tele (IYZ) 1.4 $7.5M 218k 34.50
Campbell Soup Company (CPB) 1.4 $7.4M 123k 60.47
Williams Companies (WMB) 1.4 $7.4M 236k 31.14
Consumer Discretionary SPDR (XLY) 1.4 $7.3M 90k 81.40
Intel Corporation (INTC) 1.4 $7.3M 201k 36.27
Pepsi (PEP) 1.3 $7.0M 67k 104.63
Pfizer (PFE) 1.3 $6.9M 212k 32.48
Walt Disney Company (DIS) 1.3 $6.8M 66k 104.21
Coca-Cola Company (KO) 1.3 $6.8M 163k 41.46
iShares NASDAQ Biotechnology Index (IBB) 1.2 $6.4M 24k 265.39
MGM Resorts International. (MGM) 1.2 $6.3M 219k 28.83
Alphabet Inc Class C cs (GOOG) 1.1 $6.1M 7.8k 771.83
Crown Castle Intl (CCI) 1.1 $6.0M 69k 86.77
United Technologies Corporation 1.1 $5.9M 54k 109.61
Kroger (KR) 1.1 $5.7M 165k 34.51
Comcast Corporation (CMCSA) 1.1 $5.6M 80k 69.05
American International (AIG) 1.0 $5.4M 82k 65.32
Facebook Inc cl a (META) 1.0 $5.3M 46k 115.04
Texas Instruments Incorporated (TXN) 1.0 $5.3M 72k 72.97
Capital One Financial (COF) 1.0 $5.2M 60k 87.24
Visa (V) 1.0 $5.2M 67k 78.02
Raymond James Financial (RJF) 1.0 $5.1M 74k 69.27
Target Corporation (TGT) 1.0 $5.1M 70k 72.23
Danaher Corporation (DHR) 0.9 $5.0M 64k 77.85
Exxon Mobil Corporation (XOM) 0.9 $5.0M 55k 90.26
Eli Lilly & Co. (LLY) 0.9 $5.0M 67k 73.55
Praxair 0.9 $4.7M 40k 117.20
Applied Materials (AMAT) 0.8 $4.4M 137k 32.27
Alphabet Inc Class A cs (GOOGL) 0.8 $4.3M 5.5k 792.41
Wal-Mart Stores (WMT) 0.7 $3.7M 53k 69.13
Occidental Petroleum Corporation (OXY) 0.7 $3.5M 50k 71.23
Materials SPDR (XLB) 0.6 $3.2M 64k 49.71
PowerShares Dynamic Oil & Gas Serv 0.5 $2.8M 216k 12.77
iShares FTSE KLD Select Scil Idx (SUSA) 0.5 $2.5M 27k 92.03
iShares FTSE KLD 400 Social Idx (DSI) 0.5 $2.5M 31k 82.37
Mortgage Reit Index real (REM) 0.4 $2.1M 51k 42.07
iShares S&P 1500 Index Fund (ITOT) 0.3 $1.4M 27k 51.28
Ishares Tr s^p aggr all (AOA) 0.3 $1.4M 29k 47.21
Alerian Mlp Etf 0.2 $926k 61k 15.27
Vanguard Large-Cap ETF (VV) 0.1 $698k 6.8k 102.35
Vaneck Vectors Etf Tr bdc income etf (BIZD) 0.1 $498k 28k 18.00
Vanguard Mid-Cap ETF (VO) 0.1 $380k 2.9k 131.72
Vanguard Total Stock Market ETF (VTI) 0.1 $269k 2.3k 115.25