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Patriot Wealth Management, Inc.

Q2 2018 Holdings

Filed 2018-07-23 | 77 holdings | $14.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Fidelity Msci Telecommunication Services Index ETF(FCOM)ETF316092873$8.9K312,4670.1%
Dowdupont Inc COMStock26078J100$9.0K136,4900.1%
Walmart Inc COM(WMT)Stock931142103$9.2K107,1430.1%
Ishares 1-3 Year Credit Bond ETF(IGSB)ETF464288646$9.4K90,5000.1%
General Mtrs Co COM(GM)Stock37045V100$9.5K239,9650.1%
Bank Amer Corp COM(BAC)Stock060505104$10.3K363,6880.1%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$10.7K207,8650.1%
Ishares U.S. Oil Equipment & Services ETF(IEZ)ETF464288844$10.8K296,1690.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$11.7K112,2320.1%
Ishares U.S. Preferred Stock ETF(PFF)ETF464288687$12.3K325,6110.1%
Fidelity Msci Real Estate Index ETF(FREL)ETF316092857$12.4K503,7640.1%
Amazon COM Inc COM(AMZN)Stock023135106$12.4K7,2910.1%
Home Depot Inc COM(HD)Stock437076102$12.4K63,6910.1%
Johnson & Johnson COM(JNJ)Stock478160104$12.6K103,5620.1%
Unitedhealth Group Inc COM(UNH)Stock91324P102$13.9K56,6070.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$13.9K167,9500.1%
Microsoft Corp COM(MSFT)Stock594918104$17.0K172,4010.1%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$17.3K333,4150.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$17.5K15,6760.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$20.6K297,0110.1%
Spdr S&P Midcap 400 ETF(MDY)ETF78467Y107$23.9K67,3970.2%
Apple Inc COM(AAPL)Stock037833100$26.8K144,9900.2%
Ishares S&P 100 ETF(OEF)ETF464287101$30.9K258,7320.2%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$73.1K1,215,2500.5%
Spdr S&P 500 ETF(SPY)ETF78462F103$86.5K318,8580.6%
Autozone Inc COM(AZO)Stock053332102$5.7M8,53538.6%
Cisco SYS Inc COM(CSCO)Stock17275R102$8.4M194,63156.5%
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