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Patriot Wealth Management, Inc.13F | |
| Patriot Wealth Management, Inc. | |
| Last update 2019-01-07 | 72 Stocks (9 new) |
| Value $656.00 Mil | Turnover 10 % |
Patriot Wealth Management, Inc... Top Holdings of 2018-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 329,438 | 82,333.0 | +2.25% | 12.560 | +0.28% | 0.040 | +18.80% | +8.86% | 654,366.5 | ||
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 1,258,075 | 66,087.0 | +0.49% | 10.080 | +0.05% | 0.270 | +15.07% | +22.19% | 47,549.2 | ||
OEF | iShares S&P 100 ETF | 258,963 | 28,882.0 | -1.45% | 4.410 | -0.06% | 0.600 | +20.93% | +8.73% | 21,280.1 | ||
MDY | S&P MidCap 400 ETF | 70,391 | 21,305.0 | +3.32% | 3.250 | +0.10% | 0.170 | +15.90% | +3.83% | 23,457.2 | ||
AAPL | Apple Inc | 470,288 | 18,546.0 | -2.04% | 2.830 | -0.07% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 171,735 | 17,443.0 | -2.56% | 2.660 | -0.07% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
GOOG | Alphabet Inc | 313,140 | 16,214.0 | -2.35% | 2.470 | -0.06% | 0.000 | +21.57% | +0.80% | 2,318,801.9 | Interactive Media | |
XLP | Consumer Staples Select Sector SPDR | 299,771 | 15,222.0 | -2.35% | 2.320 | -0.05% | 0.140 | +0.54% | +5.13% | 15,939.9 | ||
UNH | UnitedHealth Group Inc | 56,601 | 14,100.0 | -2.17% | 2.150 | -0.04% | 0.010 | -31.16% | -41.52% | 265,347.7 | Healthcare Plans | |
JNJ | Johnson & Johnson | 103,223 | 13,321.0 | -2.50% | 2.030 | -0.05% | 0.000 | +9.76% | +18.87% | 406,867.0 | Drug Manufacturers |
Patriot Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Patriot Wealth Management, Inc. Total Holding History ($B)
Patriot Wealth Management, Inc.'s Asset Allocation
Patriot Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Patriot Wealth Management, Inc.'s Hypothetical Growth since 2018-12-31
Patriot Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Patriot Wealth Management, Inc.'s Holdings Heat Map
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Patriot Wealth Management, Inc.'s Holdings Bubble Chart
Patriot Wealth Management, Inc. News
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