$683 Million is the total value of Patriot Wealth Management, Inc.'s 77 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWS | Exit | ISHARES RUSSELL MID-CAP VALUE ETFetf | $0 | – | -2,591 | -100.0% | -0.03% | – |
| DVY | Exit | ISHARES SELECT DIVIDEND ETFetf | $0 | – | -6,334 | -100.0% | -0.08% | – |
| LEN | Exit | LENNAR CORP CL Astock | $0 | – | -100,398 | -100.0% | -0.59% | – |
| PCAR | Exit | PACCAR INC COMstock | $0 | – | -80,850 | -100.0% | -0.70% | – |
| AMAT | Exit | APPLIED MATLS INC COMstock | $0 | – | -185,568 | -100.0% | -0.90% | – |
| WMB | Exit | WILLIAMS COS INC DEL COMstock | $0 | – | -297,011 | -100.0% | -1.02% | – |
| C | Exit | CITIGROUP INC COM NEWstock | $0 | – | -114,358 | -100.0% | -1.03% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC COMstock | $0 | – | -37,710 | -100.0% | -1.07% | – |
| DWDP | Exit | DOWDUPONT INC COMstock | $0 | – | -139,502 | -100.0% | -1.13% | – |
| FB | Exit | FACEBOOK INC CL Astock | $0 | – | -57,853 | -100.0% | -1.20% | – |
| NVDA | Exit | NVIDIA CORP COMstock | $0 | – | -34,750 | -100.0% | -1.23% | – |
| IEZ | Exit | ISHARES U.S. OIL EQUIPMENT & SERVICES ETFetf | $0 | – | -303,555 | -100.0% | -1.37% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-07
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.