Managers / Q4 2018
Patriot Wealth Management, Inc.NEW FILER
CIK 0001347104 · 1800 BERING DRIVE, SUITE 250, HOUSTON, TX, 77057 · (713) 344-9300
Reported Value
$683M
Q4 2018
Positions
77
Filings on Record
1
2019–present window
Filed
Jan 7, 2019
original filing
Summary
Patriot Wealth Management, Inc. reported $683M in U.S.-listed holdings across 77 positions for Q4 2018.
Its largest position, Spdr S P 500 Etf, represents 12.1% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 51.0% · $348M
- Common Stock · 46.0% · $314M
- Other · 2.3% · $16M
- REIT · 0.6% · $4M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2018
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.