Patriot Wealth Management, Inc. current holdings: USA Stocks
Patriot Wealth Management, Inc. reported $0.26 billion in share positions in stocks (listed in the US), 40 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are UNH, AAPL, JNJ.
- UNH: Country of operation United States; Class COM; Shares 82,467; Value $11,545,000.
- AAPL: Country of operation United States; Class COM; Shares 98,601; Value $11,147,000.
- JNJ: Country of operation United States; Class COM; Shares 93,326; Value $11,025,000.
- JPM: Country of operation United States; Class COM; Shares 157,152; Value $10,465,000.
Form 13F-HR as filed (SEC CIK 1347104): quarter ended 2016-09-30, filed 2016-10-27. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
UNH
UNITED HEALTHCARE CORP COM | United States | COM | 82,467 | $11,545,000 | 4.48% | 2016-09-30 | 2016-10-27 | +167.81% |
|---|
AAPL
APPLE COMPUTER INC | United States | COM | 98,601 | $11,147,000 | 4.33% | 2016-09-30 | 2016-10-27 | |
|---|
JNJ
JOHNSON AND JOHNSON COM | United States | COM | 93,326 | $11,025,000 | 4.28% | 2016-09-30 | 2016-10-27 | +126.50% |
|---|
JPM
J P MORGAN CHASE & CO COM | United States | COM | 157,152 | $10,465,000 | 4.06% | 2016-09-30 | 2016-10-27 | +403.05% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 180,662 | $10,406,000 | 4.04% | 2016-09-30 | 2016-10-27 | +783.61% |
|---|
CSCO
CISCO SYSTEMS INC COM | United States | COM | 289,344 | $9,178,000 | 3.56% | 2016-09-30 | 2016-10-27 | +237.14% |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 97,501 | $8,751,000 | 3.40% | 2016-09-30 | 2016-10-27 | +65.26% |
|---|
PSA
PUBLIC STORAGE INC COM | United States | COM | 35,543 | $7,931,000 | 3.08% | 2016-09-30 | 2016-10-27 | +27.98% |
|---|
INTC
INTEL CORP | United States | COM | 201,074 | $7,591,000 | 2.95% | 2016-09-30 | 2016-10-27 | +207.10% |
|---|
C
CITIGROUP INC COM NEW | United States | COM | 156,373 | $7,385,000 | 2.87% | 2016-09-30 | 2016-10-27 | +176.94% |
|---|
HD
HOME DEPOT INC | United States | COM | 56,818 | $7,311,000 | 2.84% | 2016-09-30 | 2016-10-27 | +123.84% |
|---|
PEP
PEPSICO INC COM | United States | COM | 66,525 | $7,236,000 | 2.81% | 2016-09-30 | 2016-10-27 | +18.31% |
|---|
PFE
PFIZER INC | United States | COM | 213,450 | $7,230,000 | 2.81% | 2016-09-30 | 2016-10-27 | -10.63% |
|---|
UPS
UNITED PARCEL SERVICE CL B | United States | COM | 65,753 | $7,191,000 | 2.79% | 2016-09-30 | 2016-10-27 | -14.11% |
|---|
KO
COCA COLA COM | United States | COM | 163,731 | $6,929,000 | 2.69% | 2016-09-30 | 2016-10-27 | +105.20% |
|---|
WFC
WELLS FARGO & CO DEL COM | United States | COM | 155,975 | $6,907,000 | 2.68% | 2016-09-30 | 2016-10-27 | +81.75% |
|---|
CCI
CROWN CASTLE INTL | United States | COM | 68,749 | $6,477,000 | 2.51% | 2016-09-30 | 2016-10-27 | -28.81% |
|---|
DIS
DISNEY (WALT) CO COM STK | United States | COM | 65,611 | $6,093,000 | 2.37% | 2016-09-30 | 2016-10-27 | +13.51% |
|---|
GOOG
ALPHABET INC CLASS C | United States | COM | 7,835 | $6,090,000 | 2.36% | 2016-09-30 | 2016-10-27 | +768.04% |
|---|
MMM
3M COMPANY | United States | COM | 33,863 | $5,968,000 | 2.32% | 2016-09-30 | 2016-10-27 | +14.35% |
|---|
META
FACEBOOK INC | United States | COM | 46,366 | $5,947,000 | 2.31% | 2016-09-30 | 2016-10-27 | +475.96% |
|---|
MGM
MGM MIRAGE COM | United States | COM | 218,887 | $5,698,000 | 2.21% | 2016-09-30 | 2016-10-27 | +21.09% |
|---|
V
VISA INC COM CL A | United States | COM | 66,179 | $5,473,000 | 2.12% | 2016-09-30 | 2016-10-27 | +342.42% |
|---|
LLY
LILLY ELI & CO COM | United States | COM | 67,218 | $5,395,000 | 2.09% | 2016-09-30 | 2016-10-27 | +1375.99% |
|---|
CMCSA
COMCAST CORP NEW CL A | United States | COM | 80,914 | $5,368,000 | 2.08% | 2016-09-30 | 2016-10-27 | -30.52% |
|---|
WMB
WILLIAMS COS INC DEL COM | United States | COM | 172,443 | $5,299,000 | 2.06% | 2016-09-30 | 2016-10-27 | +123.33% |
|---|
QCOM
QUALCOMM INC | United States | COM | 76,887 | $5,267,000 | 2.04% | 2016-09-30 | 2016-10-27 | +168.76% |
|---|
TXN
TEXAS INSTRS INC COM | United States | COM | 72,289 | $5,073,000 | 1.97% | 2016-09-30 | 2016-10-27 | +301.38% |
|---|
DHR
DANAHER CORP DEL COM | United States | COM | 64,707 | $5,072,000 | 1.97% | 2016-09-30 | 2016-10-27 | +225.38% |
|---|
KR
KROGER CO | United States | COM | 164,774 | $4,891,000 | 1.90% | 2016-09-30 | 2016-10-27 | +104.82% |
|---|
TGT
TARGET CORP COM | United States | COM | 70,398 | $4,835,000 | 1.88% | 2016-09-30 | 2016-10-27 | +127.77% |
|---|
XOMXXXX
EXXON MOBIL CORP COM | | COM | 54,930 | $4,794,000 | 1.86% | 2016-09-30 | 2016-10-27 | |
|---|
GOOGL
ALPHABET INC CLASS A | United States | COM | 5,439 | $4,373,000 | 1.70% | 2016-09-30 | 2016-10-27 | +748.06% |
|---|
RJF
RAYMOND JAMES FINL INC COM | United States | COM | 74,758 | $4,352,000 | 1.69% | 2016-09-30 | 2016-10-27 | +311.88% |
|---|
CPB
CAMPBELL SOUP CO COM | United States | COM | 75,895 | $4,151,000 | 1.61% | 2016-09-30 | 2016-10-27 | -63.02% |
|---|
AMAT
APPLIED MATERIAL INC | United States | COM | 136,811 | $4,125,000 | 1.60% | 2016-09-30 | 2016-10-27 | +1598.21% |
|---|
COF
CAPITAL ONE FINANCIAL CORP | United States | COM | 55,924 | $4,017,000 | 1.56% | 2016-09-30 | 2016-10-27 | +173.51% |
|---|
WMT
WAL-MART STORES INC | United States | COM | 53,118 | $3,831,000 | 1.49% | 2016-09-30 | 2016-10-27 | +344.26% |
|---|
OXY
OCCIDENTAL PETE CORP CAL | United States | COM | 49,674 | $3,622,000 | 1.41% | 2016-09-30 | 2016-10-27 | — split 2020-03-09, ratio not on file |
|---|
WT
WISDOMTREE INVESTMENTS INC | United States | COM | 307,424 | $3,163,000 | 1.23% | 2016-09-30 | 2016-10-27 | +135.86% |
|---|
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