Patriot Wealth Management, Inc.
Q4 2018 13F Holdings
- Locationhouston, TX
- Num holdings
77
- Value ($000)
$683,168
- Date Filed01/07/2019
- Form type13F-HR
- CIK0001347104
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2018 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $82.33 M | 12 % | 329,438 | ||
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 46432F834 | $66.09 M | 10 % | 1,258,075 | ||
OEF ISHARES S&P 100 ETF | ETF | 464287101 | $28.88 M | 4 % | 258,963 | ||
MDY SPDR S&P MIDCAP 400 ETF | ETF | 78467Y107 | $21.30 M | 3 % | 70,391 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $18.55 M | 3 % | 117,572 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $17.44 M | 3 % | 171,735 | ||
GOOG ALPHABET INC CAP STK CL C | STOCK | 02079K107 | $16.21 M | 2 % | 15,657 | ||
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND | ETF | 81369Y308 | $15.22 M | 2 % | 299,771 | ||
UNH UNITEDHEALTH GROUP INC COM | STOCK | 91324P102 | $14.10 M | 2 % | 56,601 | ||
JNJ JOHNSON & JOHNSON COM | STOCK | 478160104 | $13.32 M | 2 % | 103,223 |
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