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PATRIOT WEALTH MANAGEMENT, INC. Information

1800 BERING DRIVE, HOUSTON, Texas, 77057, (713) 344-9300

Report Date: 12/31/2018

Position Statistics

Total Positions 91
New Positions 9
Increased Positions 21
Decreased Positions 59
Positions with Activity 80
Sold Out Positions 14
Total Mkt Value (in $ millions) 801

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 1.57%
Basic Materials 1.2%
Industrials 5.14%
Consumer Cyclicals 8.74%
Consumer Non-Cyclicals 1.57%
Financials 44.35%
Healthcare 9.71%
Technology 14.07%
Telecommunication Services
Utilities

91 Positions as of 12/31/2018

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DOW INC COM -2,395 Sold Out 0
DUPONT DE NEMOURS INC COM -3,328 Sold Out 0
FACEBOOK INC CL A -11,476 Sold Out 0
GOLDMAN SACHS GROUP INC COM -8,052 Sold Out 0
ISHARES TR US OIL EQ&SV ETF -6,226 Sold Out 0
ISHARES TR RUS MDCP VAL ETF -231 Sold Out 0
ISHARES TR SELECT DIVID ETF -635 Sold Out 0
LENNAR CORP CL A -4,645 Sold Out 0
NVIDIA CORP COM -5,853 Sold Out 0
PACCAR INC COM -5,605 Sold Out 0
WILLIAMS COS INC DEL COM -8,189 Sold Out 0