Patriot Wealth Management, Inc. 13F Holdings
CIK 0001347104 · Houston, TX
As of Dec 31, 2018, Patriot Wealth Management, Inc. reported 77 positions worth $683.2K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 329,438 | $82.3K | 12.05% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 1,258,075 | $66.1K | 9.67% |
| ISHARES S&P 100 ETF | OEF | — | 258,963 | $28.9K | 4.23% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 70,391 | $21.3K | 3.12% |
| APPLE INC | AAPL | Technology | 117,572 |