Patriot Wealth Management, Inc.

Q4 2018 13F Holdings

  • Location
    houston, TX
  • Num holdings

    77

  • Value ($000)

    $683,168

  • Date Filed
    01/07/2019
  • Form type
    13F-HR
  • CIK
    0001347104
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2018 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF

ETF
78462F103
$82.33M
12 %

329,438

I
IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

ETF
46432F834
$66.09M
10 %

1,258,075

O
OEF

ISHARES S&P 100 ETF

ETF
464287101
$28.88M
4 %

258,963

M
MDY

SPDR S&P MIDCAP 400 ETF

ETF
78467Y107
$21.30M
3 %

70,391

A
AAPL

APPLE INC COM

STOCK
037833100
$18.55M
3 %

117,572

M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$17.44M
3 %

171,735

G
GOOG

ALPHABET INC CAP STK CL C

STOCK
02079K107
$16.21M
2 %

15,657

X
XLP

CONSUMER STAPLES SELECT SECTOR SPDR FUND

ETF
81369Y308
$15.22M
2 %

299,771

U
UNH

UNITEDHEALTH GROUP INC COM

STOCK
91324P102
$14.10M
2 %

56,601

J
JNJ

JOHNSON & JOHNSON COM

STOCK
478160104
$13.32M
2 %

103,223

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