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Institutional Investment Manager
Patriot Wealth Management, Inc.
Patriot Wealth Management, Inc. (CIK: 0001347104) incorporated in Texas, located at 1800 Bering Drive, Houston, TX. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Portfolio Summary: 69 holdings with a total value of $482,679,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 PROCTER AND GAMBLE CO 97,089 7,710,000 1.60%
52 CITIGROUPINC 155,398 8,042,000 1.67%
53 WELLS FARGO & CO NEW 154,469 8,397,000 1.74%
54 JPMORGAN CHASE & CO 131,703 8,696,000 1.80%
55 SIMON PPTY GROUP INC NEW 44,865 8,724,000 1.81%
56 JOHNSON & JOHNSON 92,929 9,546,000 1.98%
57 MICROSOFT CORP 177,771 9,863,000 2.04%
58 ALPS ETF TR 851,207 10,257,000 2.13%
59 SELECT SECTOR SPDR FUND SHS BE 131,996 10,317,000 2.14%
60 UNITEDHEALTH GROUP INC 95,270 11,208,000 2.32%
61 APPLE INC 106,744 11,236,000 2.33%
62 Util Slct Sector SPDR Fund 261,235 11,306,000 2.34%
63 ISHARES TR 294,144 11,427,000 2.37%
64 GENERAL ELECTRIC CO 399,834 12,455,000 2.58%
65 SPDR S&P MIDCAP 400 ETF TR 58,165 14,776,000 3.06%
66 ISHARES TR 513,093 16,516,000 3.42%
67 ISHARES TRUST S&P 100 ETF 227,177 20,712,000 4.29%
68 ISHARES TR 572,365 33,609,000 6.96%
69 SPDR S&P 500 Fund 272,524 55,559,000 11.51%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-049934, filed 2016.02.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.