Patriot Wealth Management, Inc.

13F Portfolio Filings

Latest 13F report
Q4 2018 - Jan 7, 2019
Value $
$683M
Signature - Title
Todd Hanslik - Chief Compliance Officer
Location
1800 Bering Drive, Suite 250, Houston, TX
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2018 77 $683M +$67M -$92.4M -$25.3M SPY, IXUS, OEF, MDY, AAPL 13F-HR 1/7/2019, 11:19 AM
Q3 2018 80 $793M +$80M -$52M +$28M SPY, IXUS, OEF, AAPL, MDY 13F-HR 10/15/2018, 01:44 PM
Q2 2018 77 $728M +$110M -$97.2M +$12.4M SPY, IXUS, OEF, AAPL, MDY 13F-HR 7/23/2018, 10:07 AM
Q1 2018 81 $702M +$78.2M -$69.1M +$9.1M SPY, IXUS, OEF, AAPL, MDY 13F-HR 4/18/2018, 06:40 PM
Q4 2017 86 $706M +$108M -$57.3M +$50.3M SPY, IXUS, OEF, MDY, AAPL 13F-HR 1/10/2018, 04:24 PM
Q3 2017 76 $617M +$107M -$106M +$578K SPY, IXUS, OEF, MDY, XLP 13F-HR 11/3/2017, 10:45 AM
Q2 2017 76 $597M +$73.4M -$53.8M +$19.6M SPY, IXUS, OEF, MDY, AAPL 13F-HR 7/20/2017, 09:36 AM
Q1 2017 68 $566M +$60.9M -$44.8M +$16.1M SPY, IXUS, OEF, MDY, AAPL 13F-HR 4/21/2017, 03:00 PM
Q4 2016 64 $528M +$73.8M -$79.7M -$5.93M SPY, IXUS, OEF, MDY, XLU 13F-HR 1/17/2017, 06:01 AM
Q3 2016 67 $518M +$63.3M -$65.1M -$1.74M SPY, EFA, OEF, EEMV, MDY 13F-HR 10/27/2016, 05:23 PM
Q2 2016 69 $506M +$42.1M -$39.4M +$2.77M SPY, EFA, OEF, EEM, MDY 13F-HR 7/26/2016, 05:00 PM
Q1 2016 69 $495M +$38.6M -$32.9M +$5.7M SPY, EFA, OEF, EEM, MDY 13F-HR 4/19/2016, 12:19 PM
Q4 2015 69 $483M +$43.9M -$17.2M +$26.7M SPY, EFA, OEF, EEM, MDY 13F-HR 2/3/2016, 09:33 AM
Q3 2015 65 $433M +$31.2M -$12.3M +$18.9M SPY, EFA, OEF, MDY, AAPL 13F-HR 10/26/2015, 10:52 AM
Q2 2015 62 $449M +$39.8M -$38.9M +$895K SPY, EFA, OEF, MDY, AAPL 13F-HR 7/23/2015, 02:34 PM
Q1 2015 64 $450M +$33.2M -$17.6M +$15.6M SPY, EFA, OEF, MDY, AAPL 13F-HR 4/15/2015, 04:15 PM
Q4 2014 61 $428M +$37.9M -$27.3M +$10.7M SPY, EFA, OEF, MDY, AAPL 13F-HR 1/21/2015, 06:15 PM
Q3 2014 61 $405M +$33M -$22.7M +$10.4M SPY, EFA, OEF, XLE, MDY 13F-HR 11/7/2014, 12:31 PM
Q2 2014 61 $395M +$31.4M -$11.2M +$20.2M SPY, EFA, OEF, XLE, MDY 13F-HR 7/22/2014, 10:51 AM
Q1 2014 58 $375M +$15.8M -$9.99M +$5.82M SPY, EFA, OEF, XLE, MDY 13F-HR 4/23/2014, 05:24 PM
Q4 2013 57 $363M $0 $0 SPY, EFA, OEF, XLE, MDY 13F-HR 2/3/2014, 11:55 AM