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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 (2016Q1)
Portfolio Summary: 69 holdings with a total value of $495,103,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 WAL-MART STORES INC 53,211 3,644,000 0.74%
52 RAYMOND JAMES FINANC 75,505 3,595,000 0.73%
53 ALLERGAN PLC 13,389 3,589,000 0.72%
54 WISDOMTREE INVTS INC 309,060 3,533,000 0.71%
55 AMAZON COM INC 5,821 3,456,000 0.70%
56 OCCIDENTAL PETE CORP DEL 50,099 3,428,000 0.69%
57 FACEBOOK INC 29,559 3,373,000 0.68%
58 Exxon Mobil Corp 31,314 2,618,000 0.53%
59 PowerShares Dynamic Oil Servic 216,147 2,520,000 0.51%
60 iShares Mortgage Real Estate C 257,225 2,487,000 0.50%
61 SELECT SECTOR SPDR TRUST THE H 23,024 1,561,000 0.32%
62 ISHARES TR 25,138 1,139,000 0.23%
63 ISHARES TR 12,064 1,126,000 0.23%
64 ISHARES TR 8,437 646,000 0.13%
65 VANGUARD INDEX FDS 6,780 637,000 0.13%
66 ISHARES TR 7,252 617,000 0.12%
67 Mkt Vectors BDC ETF 27,671 456,000 0.09%
68 VANGUARD INDEX FDS 4,257 446,000 0.09%
69 VANGUARD INDEX FDS 2,885 350,000 0.07%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-061490, filed 2016.04.19).

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.