$395 Million is the total value of Patriot Wealth Management, Inc.'s 61 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS LARGE CAP E | $671,000 | +4.7% | 7,455 | 0.0% | 0.17% | -0.6% | |
| VO | VANGUARD MID-CAP ETF | $342,000 | +4.3% | 2,885 | 0.0% | 0.09% | -1.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| STANDARD&POORS DEP RCPT | 23 | Q4 2018 | 12.6% |
| ISHARES TR S&P 100 IDX FD | 23 | Q4 2018 | 5.6% |
| SPDR S&P MIDCAP 400 ETF | 23 | Q4 2018 | 3.5% |
| ISHARES U.S. PREFERRED STOCK ETF | 23 | Q4 2018 | 3.7% |
| UTILITIES SELECT SECTOR SPDR FUND | 23 | Q4 2018 | 2.9% |
| JOHNSON & JOHNSON COM | 23 | Q4 2018 | 2.3% |
| UNITEDHEALTH GROUP INC COM | 23 | Q4 2018 | 2.6% |
| JPMORGAN CHASE & CO COM | 23 | Q4 2018 | 2.5% |
| HOME DEPOT INC COM | 23 | Q4 2018 | 2.5% |
| DANAHER CORP DEL COM | 23 | Q4 2018 | 1.8% |
View Patriot Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-01-07 |
| 13F-HR | 2018-10-15 |
| 13F-HR | 2018-07-23 |
| 13F-HR | 2018-04-19 |
| 13F-HR | 2018-01-10 |
| 13F-HR | 2017-11-03 |
| 13F-HR | 2017-07-20 |
| 13F-HR | 2017-04-21 |
| 13F-HR | 2017-01-17 |
| 13F-HR | 2016-10-27 |
View Patriot Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.