13F Filings History of Patriot Wealth Management, Inc.

Latest 13F report
Q4 2018 - 07 Jan 2019
Value $
$683,168,000
Signature - Title
Todd Hanslik - Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Patriot Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Patriot Wealth Management, Inc. reported 77 stock holdings with total value $683,168,000 as of Q4 2018. Top holdings included SPY, IXUS, OEF, MDY, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2018 77 $683,168,000 +$67,025,425 -$92,375,360 -$25,349,935 SPY, IXUS, OEF, MDY, AAPL 13F-HR 07 Jan 2019, 11:19
Q3 2018 80 $793,241,000 +$79,975,226 -$51,965,763 +$28,009,463 SPY, IXUS, OEF, AAPL, MDY 13F-HR 15 Oct 2018, 13:44
Q2 2018 77 $728,225,000 +$109,606,522 -$97,162,500 +$12,444,022 SPY, IXUS, OEF, AAPL, MDY 13F-HR 23 Jul 2018, 10:07
Q1 2018 81 $702,309,000 +$78,184,586 -$69,081,312 +$9,103,274 SPY, IXUS, OEF, AAPL, MDY 13F-HR 18 Apr 2018, 18:40
Q4 2017 86 $705,943,000 +$107,579,527 -$57,313,559 +$50,265,968 SPY, IXUS, OEF, MDY, AAPL 13F-HR 10 Jan 2018, 16:24
Q3 2017 76 $616,925,000 +$106,841,318 -$106,263,186 +$578,132 SPY, IXUS, OEF, MDY, XLP 13F-HR 03 Nov 2017, 10:45
Q2 2017 76 $597,380,000 +$73,430,734 -$53,801,307 +$19,629,427 SPY, IXUS, OEF, MDY, AAPL 13F-HR 20 Jul 2017, 09:36
Q1 2017 68 $565,865,000 +$60,941,253 -$44,842,189 +$16,099,064 SPY, IXUS, OEF, MDY, AAPL 13F-HR 21 Apr 2017, 15:00
Q4 2016 64 $527,957,000 +$73,750,975 -$79,677,707 -$5,926,732 SPY, IXUS, OEF, MDY, XLU 13F-HR 17 Jan 2017, 06:01
Q3 2016 67 $517,728,000 +$63,333,704 -$65,075,473 -$1,741,769 SPY, EFA, OEF, EEMV, MDY 13F-HR 27 Oct 2016, 17:23
Q2 2016 69 $506,182,000 +$42,143,470 -$39,374,528 +$2,768,942 SPY, EFA, OEF, EEM, MDY 13F-HR 26 Jul 2016, 17:00
Q1 2016 69 $495,103,000 +$38,621,496 -$32,922,514 +$5,698,982 SPY, EFA, OEF, EEM, MDY 13F-HR 19 Apr 2016, 12:19
Q4 2015 69 $482,679,000 +$43,850,754 -$17,151,674 +$26,699,080 SPY, EFA, OEF, EEM, MDY 13F-HR 03 Feb 2016, 09:33
Q3 2015 65 $432,510,000 +$31,241,634 -$12,324,423 +$18,917,211 SPY, EFA, OEF, MDY, AAPL 13F-HR 26 Oct 2015, 10:52
Q2 2015 62 $448,597,000 +$39,793,226 -$38,898,427 +$894,799 SPY, EFA, OEF, MDY, AAPL 13F-HR 23 Jul 2015, 14:34
Q1 2015 64 $449,612,000 +$33,248,059 -$17,621,218 +$15,626,841 SPY, EFA, OEF, MDY, AAPL 13F-HR 15 Apr 2015, 16:15
Q4 2014 61 $427,537,000 +$37,914,253 -$27,255,918 +$10,658,335 SPY, EFA, OEF, MDY, AAPL 13F-HR 21 Jan 2015, 18:15
Q3 2014 61 $404,885,000 +$33,019,901 -$22,659,684 +$10,360,217 SPY, EFA, OEF, XLE, MDY 13F-HR 07 Nov 2014, 12:31
Q2 2014 61 $395,046,000 +$31,361,374 -$11,186,448 +$20,174,926 SPY, EFA, OEF, XLE, MDY 13F-HR 22 Jul 2014, 10:51
Q1 2014 58 $374,824,000 +$15,809,242 -$9,991,340 +$5,817,902 SPY, EFA, OEF, XLE, MDY 13F-HR 23 Apr 2014, 17:24
Q4 2013 57 $362,528,000 $0 $0 $0 SPY, EFA, OEF, XLE, MDY 13F-HR 03 Feb 2014, 11:55