Patriot Wealth Management

Patriot Wealth Management as of March 31, 2017

Portfolio Holdings for Patriot Wealth Management

Patriot Wealth Management holds 68 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 10.9 $68M 289k 235.74
Alerian Mlp Etf 9.5 $59M 909.00 65345.43
Ishares Core Intl Stock Etf core (IXUS) 9.3 $58M 1.1M 54.75
iShares S&P 100 Index (OEF) 3.9 $25M 236k 104.70
SPDR S&P MidCap 400 ETF (MDY) 3.0 $19M 61k 312.41
Apple (AAPL) 2.3 $14M 100k 143.66
Utilities SPDR (XLU) 2.0 $13M 249k 51.31
Microsoft Corporation (MSFT) 1.9 $12M 182k 65.86
Johnson & Johnson (JNJ) 1.9 $12M 95k 124.55
Exxon Mobil Corporation (XOM) 1.9 $12M 144k 82.01
iShares S&P US Pref Stock Idx Fnd (PFF) 1.9 $12M 299k 38.59
Citigroup (C) 1.8 $11M 190k 59.82
JPMorgan Chase & Co. (JPM) 1.7 $11M 120k 87.84
Cisco Systems (CSCO) 1.6 $9.9M 294k 33.80
Wells Fargo & Company (WFC) 1.4 $9.0M 161k 55.66
Procter & Gamble Company (PG) 1.4 $8.9M 99k 89.85
Home Depot (HD) 1.4 $8.5M 58k 146.83
UnitedHealth (UNH) 1.4 $8.4M 52k 164.01
American International (AIG) 1.4 $8.4M 135k 62.43
3M Company (MMM) 1.3 $8.2M 43k 191.32
Consumer Discretionary SPDR (XLY) 1.3 $8.3M 94k 87.95
Williams Companies (WMB) 1.3 $8.2M 277k 29.59
Public Storage (PSA) 1.3 $8.0M 37k 218.92
Schlumberger (SLB) 1.2 $7.6M 98k 78.10
General Electric Company 1.2 $7.6M 255k 29.80
Pepsi (PEP) 1.2 $7.6M 68k 111.86
Pfizer (PFE) 1.2 $7.4M 217k 34.21
Intel Corporation (INTC) 1.2 $7.4M 207k 36.07
iShares NASDAQ Biotechnology Index (IBB) 1.2 $7.4M 25k 293.28
United Parcel Service (UPS) 1.2 $7.2M 67k 107.30
iShares Dow Jones US Tele (IYZ) 1.2 $7.2M 224k 32.34
Facebook Inc cl a (META) 1.1 $6.7M 48k 142.05
Campbell Soup Company (CPB) 1.1 $6.7M 117k 57.24
Alphabet Inc Class C cs (GOOG) 1.1 $6.7M 8.0k 829.50
Crown Castle Intl (CCI) 1.1 $6.7M 71k 94.46
Comcast Corporation (CMCSA) 1.0 $6.2M 165k 37.59
United Technologies Corporation 1.0 $6.2M 55k 112.21
MGM Resorts International. (MGM) 1.0 $6.2M 225k 27.40
Visa (V) 1.0 $6.0M 68k 88.87
Eli Lilly & Co. (LLY) 0.9 $5.9M 70k 84.11
Texas Instruments Incorporated (TXN) 0.9 $5.9M 73k 80.56
Amazon (AMZN) 0.9 $5.8M 6.6k 886.56
Raymond James Financial (RJF) 0.9 $5.8M 77k 76.26
Danaher Corporation (DHR) 0.9 $5.7M 67k 85.53
Applied Materials (AMAT) 0.9 $5.5M 141k 38.90
Capital One Financial (COF) 0.8 $5.3M 61k 86.65
Kroger (KR) 0.8 $5.0M 170k 29.49
Praxair 0.8 $4.8M 41k 118.61
Starbucks Corporation (SBUX) 0.8 $4.8M 83k 58.39
Northrop Grumman Corporation (NOC) 0.8 $4.7M 20k 237.85
Alphabet Inc Class A cs (GOOGL) 0.8 $4.7M 5.6k 847.83
Qualcomm (QCOM) 0.7 $4.1M 72k 57.34
Bristol Myers Squibb (BMY) 0.6 $4.0M 73k 54.38
Wal-Mart Stores (WMT) 0.6 $3.9M 54k 72.07
Walt Disney Company (DIS) 0.6 $3.8M 34k 113.39
General Mills (GIS) 0.6 $3.5M 59k 59.01
Materials SPDR (XLB) 0.6 $3.4M 66k 52.41
Occidental Petroleum Corporation (OXY) 0.5 $3.2M 51k 63.36
iShares FTSE KLD Select Scil Idx (SUSA) 0.4 $2.6M 27k 98.26
iShares FTSE KLD 400 Social Idx (DSI) 0.4 $2.6M 31k 86.77
Mortgage Reit Index real (REM) 0.3 $2.1M 47k 45.28
iShares S&P 1500 Index Fund (ITOT) 0.2 $1.6M 29k 54.01
Ishares Tr s^p aggr all (AOA) 0.2 $1.4M 28k 49.94
Vanguard Large-Cap ETF (VV) 0.1 $737k 6.8k 108.06
Vaneck Vectors Etf Tr bdc income etf (BIZD) 0.1 $739k 38k 19.27
Vanguard Mid-Cap ETF (VO) 0.1 $402k 2.9k 139.34
iShares S&P 500 Index (IVV) 0.1 $312k 1.3k 236.90
Vanguard Total Stock Market ETF (VTI) 0.0 $213k 1.8k 121.44