Patriot Wealth Management, Inc. holdings history

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177 is the total number of securities Patriot Wealth Management, Inc. has owned. The longest Patriot Wealth Management, Inc. has owned a single stock is 23 quarters.

Patriot Wealth Management, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY STANDARD&POORS DEP RCPT232310.49%11.76%12.63%Q2 2013Q4 201823
OEF ISHARES TR S&P 100 IDX FD23233.94%4.76%5.63%Q2 2013Q4 201823
MDY SPDR S&P MIDCAP 400 ETF23232.87%3.20%3.46%Q2 2013Q4 201823
PFF ISHARES U.S. PREFERRED...23231.58%2.30%3.73%Q2 2013Q4 201823
XLU UTILITIES SELECT SECTO...23231.58%2.29%2.90%Q2 2013Q4 201823
JNJ JOHNSON & JOHNSON COM23231.73%2.05%2.30%Q2 2013Q4 201823
UNH UNITEDHEALTH GROUP INC...23231.35%1.98%2.55%Q2 2013Q4 201823
JPM JPMORGAN CHASE & CO COM23231.60%1.80%2.52%Q2 2013Q4 201823
HD HOME DEPOT INC COM23231.15%1.64%2.46%Q2 2013Q4 201823
DHR DANAHER CORP DEL COM23230.91%1.32%1.77%Q2 2013Q4 201823
UPS UNITED PARCEL SERVICE ...23231.00%1.22%1.48%Q2 2013Q4 201823
TXN TEXAS INSTRS INC COM23230.42%1.16%1.79%Q2 2013Q4 201823
CSCO CISCO SYSTEMS INC COM23230.66%1.13%1.77%Q2 2013Q4 201823
WMT WAL-MART STORES INC COM23230.38%1.07%1.64%Q2 2013Q4 201823
CMCSA COMCAST CORP NEW CL A23230.86%1.01%1.24%Q2 2013Q4 201823
AMLP ALPS ETF TR ALERIAN MP...23230.06%0.79%9.50%Q2 2013Q4 201823
AOA ISHARES S&P AGGRESSIVE...23230.20%0.25%0.32%Q2 2013Q4 201823
AAPL APPLE INC COM22221.95%2.67%3.69%Q3 2013Q4 201822
PG PROCTER & GAMBLE CO1750.03%1.41%2.17%Q2 2013Q4 201822
VV VANGUARD LARGE-CAP IND...22220.11%0.14%0.18%Q3 2013Q4 201822
MSFT MICROSOFT CORP COM21211.14%1.86%2.55%Q4 2013Q4 201821
XLE SECTOR SPDR ENERGY1560.04%1.78%3.47%Q2 2013Q4 201821
PFE PFIZER INC DEL PV$0.0521211.17%1.38%1.58%Q4 2013Q4 201821
FB FACEBOOK INC CL A1920.42%0.84%1.49%Q2 2013Q3 201821
VO VANGUARD MID-CAP INDEX...20200.06%0.07%0.09%Q1 2014Q4 201820
C CITIGROUP INC COM NEW1720.71%1.53%2.08%Q2 2013Q3 201819
GE GENERAL ELECTRIC18180.72%2.00%2.60%Q2 2013Q3 201718
XLY CONSUMER DISCRETIONARY...18181.18%1.80%2.26%Q4 2013Q1 201818
WFC WELLS FARGO CO NEW COM1710.03%1.59%1.87%Q2 2013Q4 201718
IYZ ISHARES U.S. TELECOMMU...1620.50%1.20%1.48%Q2 2013Q1 201818
USB US BANCORP (NEW)1010.86%1.80%2.82%Q2 2013Q4 201817
MMM 3M COMPANY17171.04%1.22%1.74%Q2 2013Q2 201717
QCOM QUALCOMM INC1430.63%1.16%2.00%Q2 2013Q3 201717
PX PRAXAIR INC17170.78%1.03%1.29%Q2 2013Q2 201717
PXJ POWER SHARES DYNAMIC O...1520.02%0.89%1.45%Q2 2013Q4 201717
IBB ISHARES TR NASDQ BIO INDX740.66%1.18%1.62%Q2 2014Q4 201816
AMZN AMAZON COM INC COM810.48%0.96%1.88%Q3 2013Q4 201816
V VISA INC COM CL A16160.63%0.90%1.10%Q1 2015Q4 201816
RJF RAYMOND JAMES FINL INC...16160.73%0.88%0.98%Q2 2013Q1 201716
EFA ISHARES TR MSCI EAFE IDX1310.13%7.15%8.76%Q3 2013Q4 201814
GOOG ALPHABET INC CLASS C14140.76%1.53%2.41%Q3 2015Q4 201814
COF CAPITAL ONE FINANCIAL ...14140.72%0.93%1.06%Q4 2013Q1 201714
DIS DISNEY (WALT) CO COM STK14140.52%0.88%1.30%Q3 2015Q4 201814
ITOT ISHARES CORE S&P TOTAL...14140.08%0.40%1.44%Q3 2015Q4 201814
VTI VANGUARD INDEX FDS VAN...14140.03%0.07%0.10%Q1 2014Q2 201714
XOM EXXON MOBIL CORP COM13130.53%1.43%2.14%Q4 2015Q4 201813
EMC E M C CORP MASS COM13131.07%1.19%1.34%Q2 2013Q2 201613
REM ISHARES MRG RL ES CP ETF13130.42%0.74%1.36%Q3 2013Q3 201613
DSI ISHARES MSCI KLD 400 S...13130.10%0.51%0.82%Q4 2015Q4 201813
SUSA ISHARES MSCI USA ESG S...13130.10%0.51%0.81%Q4 2015Q4 201813
CPB CAMPBELL SOUP CO COM12120.46%1.12%1.56%Q4 2014Q3 201712
ASH ASHLAND INC12120.97%1.09%1.24%Q3 2013Q2 201612
MGM MGM MIRAGE COM12120.86%1.03%1.22%Q3 2014Q2 201712
AMAT APPLIED MATLS INC COM1110.80%1.02%1.33%Q2 2015Q3 201812
TGT TARGET CORP COM11110.91%1.08%1.27%Q2 2014Q4 201611
AKAM AKAMAI TECHNOLOGIES COM11110.76%0.95%1.11%Q2 2013Q4 201511
UTX UNITED TECHS CORP COM1010.05%0.94%1.16%Q1 2015Q4 201811
OXY OCCIDENTAL PETE CORP CAL11110.52%0.71%0.86%Q4 2014Q2 201711
BIZD VANECK VECTORS BDC INC...11110.08%0.10%0.13%Q2 2016Q4 201811
KO COCA COLA COM10100.78%1.25%1.55%Q3 2014Q4 201610
CCI CROWN CASTLE INTL10101.06%1.21%1.42%Q4 2014Q1 201710
FTI FMC TECHS INC COM550.43%1.14%1.82%Q2 2013Q1 201610
IBM INTL BUSINESS MACHINES...820.56%0.74%0.93%Q2 2013Q1 201810
IXUS ISHARES CORE MSCI TOTA...999.33%10.06%11.04%Q4 2016Q4 20189
WMB WILLIAMS COS INC DEL COM990.52%1.05%1.39%Q3 2016Q3 20189
PEP PEPSICO INC COM990.66%1.05%1.43%Q2 2016Q2 20189
GOOGL GOOGLE INC CL A990.63%0.97%1.42%Q2 2013Q2 20159
LLY LILLY ELI & CO COM990.83%0.95%1.07%Q2 2016Q2 20189
AINV APOLLO INVESTMENT CORP...990.76%0.95%1.16%Q3 2014Q3 20169
GOOGL ALPHABET INC CLASS A990.44%0.73%0.88%Q3 2015Q3 20179
REM ISHARES MRG RL ES CP ETF990.34%0.41%0.54%Q4 2016Q4 20189
INTC INTEL CORP COM881.00%1.33%1.66%Q2 2016Q1 20188
PRGO PERRIGO COMPANY PLC IR...620.58%1.06%1.23%Q4 2013Q2 20168
BWA BORG WARNER INC COM440.84%1.01%1.58%Q3 2013Q3 20158
XLB SECTOR SPDR TR SBI BAS...620.45%0.51%0.60%Q4 2016Q4 20188
EEM ISHARES TR MSCI EMERG MKT310.03%2.45%5.84%Q2 2013Q4 20177
BAC BANK OF AMERICA CORP771.10%1.29%1.52%Q2 2017Q4 20187
SPG SIMON PPTY GROUP INC N...410.92%1.25%1.84%Q3 2015Q1 20187
BRKB BERKSHIRE HATHAWAY INC...770.85%1.18%1.33%Q2 2017Q4 20187
GIS GENERAL MILLS INC COM520.55%0.98%1.59%Q2 2015Q2 20177
HP HELMERICH & PAYNE INC410.79%0.97%1.15%Q1 2015Q3 20177
SBUX STARBUCKS CORP COM520.71%0.87%1.19%Q3 2014Q1 20187
IWF ISHARES RUSSELL 1000 G...770.17%0.18%0.20%Q2 2017Q4 20187
IWD ISHARES TR RUSSELL1000VAL770.10%0.11%0.13%Q2 2017Q4 20187
DIA SPDR DOW JONES INDUSTR...770.09%0.09%0.10%Q2 2017Q4 20187
SDY SPDR S&P DIVIDEND ETF770.05%0.06%0.10%Q2 2017Q4 20187
XLP CONSUMER STAP SPDR661.47%2.11%2.75%Q3 2017Q4 20186
DEO DIAGEO P L C SPONSORED...661.36%1.58%1.72%Q2 2013Q3 20146
CCI CROWN CASTLE INTL661.14%1.52%2.02%Q2 2013Q3 20146
AIG AMERICAN INTL GROUP IN...661.02%1.26%1.46%Q4 2016Q1 20186
AGN ALLERGAN INC660.62%1.13%1.74%Q2 2015Q3 20166
GS GOLDMAN SACHS GROUP IN...660.97%1.07%1.29%Q2 2017Q3 20186
CERN CERNER CORP COM660.63%1.03%1.43%Q2 2013Q3 20146
KMI KINDER MORGAN INC660.90%1.02%1.12%Q3 2013Q4 20146
BLK BLACKROCK INC COM660.65%1.00%1.18%Q3 2017Q4 20186
ROP ROPER INDS INC NEW COM660.87%0.92%0.98%Q2 2013Q3 20146
CB D/B/A CHUBB LIMITED660.65%0.91%1.20%Q3 2017Q4 20186
VNO VORNADO RLTY TR SH BEN...660.65%0.72%0.83%Q3 2017Q4 20186
IGSB ISHARES SHORT-TERM COR...551.10%1.44%1.97%Q4 2017Q4 20185
XLV SELECT SECTOR SPDR TR ...410.32%1.17%1.46%Q2 2015Q3 20175
SIVB SVB FINANCIAL GROUP550.95%1.09%1.29%Q2 2013Q2 20145
DOW DOW CHEM CO COM321.00%1.08%1.16%Q3 2013Q1 20155
MRK MERCK & CO INC COM550.55%0.99%1.37%Q4 2017Q4 20185
SUB ISHARES SHORT-TERM NAT...550.50%0.73%1.08%Q4 2017Q4 20185
GOOG GOOGLE INC CLASS C550.62%0.66%0.70%Q2 2014Q2 20155
IGIB ISHARES INTERMEDIATE-T...550.38%0.42%0.47%Q4 2017Q4 20185
MUB ISHARES NATIONAL MUNI ...550.32%0.40%0.50%Q4 2017Q4 20185
LQD ISHARES IBOXX $ INVEST...550.13%0.18%0.24%Q4 2017Q4 20185
BIZD MARKET VECTORS BDC INCOME550.08%0.09%0.09%Q1 2015Q1 20165
IEMG ISHARES CORE MSCI EMER...550.06%0.07%0.08%Q4 2017Q4 20185
CMF ISHARES CALIFORNIA MUN...550.05%0.06%0.06%Q4 2017Q4 20185
XLK TECHNOLOGY SPDR441.47%2.26%2.83%Q3 2017Q2 20184
NOV NATIONAL-OILWELL VARCO...441.07%1.44%1.82%Q2 2013Q1 20144
PSA PUBLIC STORAGE INC COM441.29%1.41%1.53%Q3 2016Q2 20174
DWDP DOWDUPONT INC COM440.83%1.10%1.24%Q4 2017Q3 20184
CAT CATERPILLAR INC DEL COM440.58%0.88%1.01%Q1 2018Q4 20184
KR KROGER CO440.69%0.88%1.08%Q3 2016Q2 20174
DAL DELTA AIR LINES INC DE...440.72%0.87%0.98%Q2 2017Q1 20184
WETF WISDOMTREE INVESTMENTS...310.61%0.75%1.07%Q3 2014Q3 20164
PCAR PACCAR INC COM440.67%0.71%0.76%Q4 2017Q3 20184
BMY BRISTOL MYERS SQUIBB COM440.64%0.70%0.79%Q1 2017Q4 20174
IVV ISHARES TR S&P 500 INDEX220.03%0.05%0.06%Q1 2017Q4 20184
FREL FIDELITY MSCI REAL EST...331.56%1.64%1.70%Q2 2018Q4 20183
IEZ ISHARES U.S. OIL EQUIP...331.33%1.39%1.48%Q1 2018Q3 20183
FCOM FIDELITY MSCI TELECOMM...331.22%1.27%1.31%Q2 2018Q4 20183
GM GENERAL MTRS CO COM331.04%1.17%1.30%Q2 2018Q4 20183
SLB SCHLUMBERGER LTD COM331.12%1.16%1.22%Q1 2017Q3 20173
MTUM ISHARES EDGE MSCI USA ...331.09%1.12%1.14%Q2 2018Q4 20183
ORCL ORACLE CORP COM210.75%1.05%1.20%Q2 2013Q2 20173
BUD ANHEUSR BUSCH COS INC331.02%1.03%1.04%Q3 2017Q1 20183
NOC NORTHROP GRUMMAN CORP330.76%0.99%1.24%Q1 2017Q3 20173
DOV DOVER CORP COM330.69%0.83%0.91%Q3 2017Q1 20183
EPD ENTERPRISE PRODS PARTN...330.15%0.16%0.16%Q4 2013Q2 20143
PCEF INVESCO CEF INCOME COM...330.13%0.14%0.15%Q2 2018Q4 20183
AGG ISHARES CORE U.S. AGGR...330.04%0.04%0.04%Q4 2017Q2 20183
TMO THERMO ELECTRON CORP COM221.98%2.00%2.01%Q2 2013Q3 20132
MCD MCDONALDS CORP COM221.32%1.46%1.60%Q3 2018Q4 20182
YUM YUM! BRANDS INC221.24%1.30%1.37%Q4 2015Q1 20162
CTXS CITRIX SYS INC COM221.16%1.20%1.23%Q2 2013Q3 20132
NVDA NVIDIA CORP COM221.10%1.17%1.23%Q2 2018Q3 20182
PRGO PERRIGO COMPANY221.07%1.12%1.16%Q2 2013Q3 20132
ADBE ADOBE SYS INC COM221.09%1.11%1.14%Q3 2018Q4 20182
MDT MEDTRONIC PLC SHS221.08%1.11%1.13%Q3 2018Q4 20182
DNOW NOW INC221.00%1.10%1.19%Q2 2014Q3 20142
KRFT KRAFT FOODS GROUP INC220.89%1.09%1.29%Q4 2014Q1 20152
MLM MARTIN MARIETTA MATERI...220.92%0.96%1.01%Q2 2017Q3 20172
TRGP TARGA RESOURCES CORP220.60%0.79%0.98%Q2 2015Q3 20152
URI UNITED RENTALS INC COM220.55%0.78%1.01%Q3 2017Q4 20172
AZO AUTOZONE INC COM220.77%0.78%0.79%Q1 2018Q2 20182
LEN LENNAR CORP CL A110.59%0.69%0.79%Q4 2017Q3 20182
FCX FREEPRT-MCMRAN CPR&GLD B220.43%0.47%0.52%Q3 2017Q4 20172
GBIL GOLDMAN SACHS ACCESS T...220.27%0.34%0.40%Q3 2018Q4 20182
PCEF POWERSHARES CEF INCOME...220.11%0.12%0.13%Q4 2017Q1 20182
EEMV ISHARES MSCI EMERGING ...113.82%3.82%3.82%Q3 2016Q3 20161
APPLE COMPUTER INC112.62%2.62%2.62%Q2 2013Q2 20131
AMAZON COM INC COM111.78%1.78%1.78%Q2 2013Q2 20131
XLF FINANCIAL SELECT SECTO...111.72%1.72%1.72%Q4 2018Q4 20181
BDX BECTON DICKINSON & CO COM111.43%1.43%1.43%Q4 2018Q4 20181
IYR ISHARES TR DJ US REAL EST111.33%1.33%1.33%Q2 2013Q2 20131
VOX VANGUARD TELECOMMUNICA...111.21%1.21%1.21%Q2 2017Q2 20171
ASHLAND INC111.08%1.08%1.08%Q2 2013Q2 20131
APD AIR PRODS & CHEMS INC COM111.00%1.00%1.00%Q4 2018Q4 20181
COST COSTCO WHSL CORP NEW COM110.98%0.98%0.98%Q1 2018Q1 20181
BORG WARNER INC COM110.78%0.78%0.78%Q2 2013Q2 20131
CRM SALESFORCE COM INC COM110.76%0.76%0.76%Q4 2018Q4 20181
WP WORLDPAY INC CL A110.75%0.75%0.75%Q4 2018Q4 20181
BABA ALIBABA GROUP HLDG LTD...110.73%0.73%0.73%Q1 2018Q1 20181
KSU KANSAS CITY SOUTHERN C...110.57%0.57%0.57%Q4 2018Q4 20181
FEYE FIREEYE INC COM110.56%0.56%0.56%Q4 2018Q4 20181
KNX KNIGHT SWIFT TRANSN HL...110.51%0.51%0.51%Q4 2018Q4 20181
BKNG BOOKING HLDGS INC COM110.47%0.47%0.47%Q2 2018Q2 20181
DVY ISHARES SELECT DIVIDEN...110.08%0.08%0.08%Q3 2018Q3 20181
FENY FIDELITY MSCI ENERGY I...110.05%0.05%0.05%Q4 2015Q4 20151
XES SPDR SERIES TRUST OILG...110.05%0.05%0.05%Q2 2014Q2 20141
VNQ VANGUARD INDEX FDS REI...110.05%0.05%0.05%Q3 2017Q3 20171
HYG ISHARES IBOXX $ HIGH Y...110.03%0.03%0.03%Q4 2017Q4 20171
IWS ISHARES RUSSELL MID-CA...110.03%0.03%0.03%Q3 2018Q3 20181
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The securities at the top of the list , including STANDARD&POORS DEP RCPT, ISHARES TR S&P 100 IDX FD, and SPDR S&P MIDCAP 400 ETF, are the highest-conviction holdings of Patriot Wealth Management, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Patriot Wealth Management, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Patriot Wealth Management, Inc. owns currently or has owned in the past.