0001140361-17-016381.txt : 20170421
0001140361-17-016381.hdr.sgml : 20170421
20170421150003
ACCESSION NUMBER: 0001140361-17-016381
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170421
DATE AS OF CHANGE: 20170421
EFFECTIVENESS DATE: 20170421
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Patriot Wealth Management, Inc.
CENTRAL INDEX KEY: 0001347104
IRS NUMBER: 200765029
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12304
FILM NUMBER: 17775377
BUSINESS ADDRESS:
STREET 1: 1800 BERING DRIVE
STREET 2: SUITE 250
CITY: HOUSTON
STATE: TX
ZIP: 77057
BUSINESS PHONE: (713) 344-9300
MAIL ADDRESS:
STREET 1: 1800 BERING DRIVE
STREET 2: SUITE 250
CITY: HOUSTON
STATE: TX
ZIP: 77057
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001347104
XXXXXXXX
03-31-2017
03-31-2017
Patriot Wealth Management, Inc.
1800 BERING DRIVE
SUITE 250
HOUSTON
TX
77057
13F HOLDINGS REPORT
028-12304
N
Todd Hanslik
Chief Compliance Officer
713-344-9300
/s/ Todd Hanslik
Houston
TX
04-21-2017
0
68
625264
false
INFORMATION TABLE
2
form13fInfoTable.xml
3M COMPANY
COM
88579Y101
8232
43028
SH
SOLE
0
0
43028
ALPHABET INC CLASS A
COM
02079K305
4747
5599
SH
SOLE
0
0
5599
ALPHABET INC CLASS C
COM
02079K107
6675
8047
SH
SOLE
0
0
8047
AMAZON COM INC COM
COM
023135106
5807
6550
SH
SOLE
0
0
6550
AMERICAN INTL GROUP COM
COM
026874784
8443
135241
SH
SOLE
0
0
135241
APPLE COMPUTER INC
COM
037833100
14427
100428
SH
SOLE
0
0
100428
APPLIED MATERIAL INC
COM
038222105
5481
140895
SH
SOLE
0
0
140895
BRISTOL MYERS SQUIBB COM
COM
110122108
3984
73260
SH
SOLE
0
0
73260
CAMPBELL SOUP CO COM
COM
134429109
6668
116485
SH
SOLE
0
0
116485
CAPITAL ONE FINANCIAL CORP
COM
14040H105
5321
61405
SH
SOLE
0
0
61405
CISCO SYSTEMS INC COM
COM
17275R102
9934
293906
SH
SOLE
0
0
293906
CITIGROUP INC COM NEW
COM
172967424
11392
190434
SH
SOLE
0
0
190434
COMCAST CORP NEW CL A
COM
20030N101
6200
164943
SH
SOLE
0
0
164943
CONSUMER DISCRETIONARY SELECT
COM
81369Y407
8259
93909
SH
SOLE
0
0
93909
CROWN CASTLE INTL
COM
22822V101
6656
70466
SH
SOLE
0
0
70466
DANAHER CORP DEL COM
COM
235851102
5688
66500
SH
SOLE
0
0
66500
DISNEY (WALT) CO COM STK
COM
254687106
3849
33944
SH
SOLE
0
0
33944
EXXON MOBIL CORP COM
COM
30231G102
11772
143543
SH
SOLE
0
0
143543
FACEBOOK INC
COM
30303M102
6749
47513
SH
SOLE
0
0
47513
GENERAL ELECTRIC
COM
369604103
7589
254667
SH
SOLE
0
0
254667
GENERAL MILLS INC COM
COM
370334104
3460
58639
SH
SOLE
0
0
58639
HOME DEPOT INC
COM
437076102
8466
57657
SH
SOLE
0
0
57657
INTEL CORP
COM
458140100
7448
206491
SH
SOLE
0
0
206491
ISHARE DJ TEL SC INX
COM
464287713
7242
223922
SH
SOLE
0
0
223922
ISHARES CORE S&P TOTAL US STOC
COM
464287150
1574
29141
SH
SOLE
0
0
29141
ISHARES MRG RL ES CP ETF
COM
46435G342
2139
47239
SH
SOLE
0
0
47239
ISHARES MSCI KLD 400 SOCIAL IN
COM
464288570
2644
30473
SH
SOLE
0
0
30473
ISHARES MSCI USA ESG SELECT
COM
464288802
2632
26786
SH
SOLE
0
0
26786
ISHARES S&P AGGRESSIVE ALLOCAT
COM
464289859
1401
28056
SH
SOLE
0
0
28056
ISHARES TR NASDQ BIO INDX
COM
464287556
7353
25072
SH
SOLE
0
0
25072
ISHARES TR S&P 100 IDX FD
COM
464287101
24662
235547
SH
SOLE
0
0
235547
ISHARES TR S&P 500 INDEX
COM
464287200
312
1317
SH
SOLE
0
0
1317
J P MORGAN CHASE & CO COM
COM
46625H100
10501
119544
SH
SOLE
0
0
119544
JOHNSON AND JOHNSON COM
COM
478160104
11855
95185
SH
SOLE
0
0
95185
KROGER CO
COM
501044101
5020
170224
SH
SOLE
0
0
170224
LILLY ELI & CO COM
COM
532457108
5854
69596
SH
SOLE
0
0
69596
MGM MIRAGE COM
COM
552953101
6165
225000
SH
SOLE
0
0
225000
MICROSOFT CORP
COM
594918104
11989
182033
SH
SOLE
0
0
182033
MIDCAP SPDR TR SER 1
COM
78467Y107
19034
60926
SH
SOLE
0
0
60926
NORTHROP GRUMMAN CORP
COM
666807102
4729
19882
SH
SOLE
0
0
19882
OCCIDENTAL PETE CORP CAL
COM
674599105
3244
51203
SH
SOLE
0
0
51203
PEPSICO INC COM
COM
713448108
7561
67596
SH
SOLE
0
0
67596
PFIZER INC
COM
717081103
7410
216597
SH
SOLE
0
0
216597
PRAXAIR INC
COM
74005P104
4849
40881
SH
SOLE
0
0
40881
PROCTER & GAMBLE CO
COM
742718109
8902
99079
SH
SOLE
0
0
99079
PUBLIC STORAGE INC COM
COM
74460D109
8043
36739
SH
SOLE
0
0
36739
QUALCOMM INC
COM
747525103
4126
71956
SH
SOLE
0
0
71956
RAYMOND JAMES FINL INC COM
COM
754730109
5831
76465
SH
SOLE
0
0
76465
SCHLUMBERGER LTD COM
COM
806857108
7622
97591
SH
SOLE
0
0
97591
SECTOR SPDR TR SBI BASIC INDS
COM
81369Y100
3449
65804
SH
SOLE
0
0
65804
SECTOR SPDR UTILITIES
COM
81369Y886
12785
249181
SH
SOLE
0
0
249181
STANDARD&POORS DEP RCPT
COM
78462F103
68084
288811
SH
SOLE
0
0
288811
STARBUCKS CORP COM
COM
855244109
4819
82530
SH
SOLE
0
0
82530
TEXAS INSTRS INC COM
COM
882508104
5891
73130
SH
SOLE
0
0
73130
UNITED HEALTHCARE CORP COM
COM
91324P102
8441
51465
SH
SOLE
0
0
51465
UNITED PARCEL SERVICE CL B
COM
911312106
7226
67346
SH
SOLE
0
0
67346
UNITED TECHS CORP COM
COM
913017109
6191
55174
SH
SOLE
0
0
55174
VANECK VECTORS BDC INCOME ETF
COM
92189F411
739
38349
SH
SOLE
0
0
38349
VANGUARD INDEX FDS LARGE CAP E
COM
922908637
737
6820
SH
SOLE
0
0
6820
VANGUARD INDEX FDS VANGUARD TO
COM
922908769
213
1754
SH
SOLE
0
0
1754
VANGUARD MID-CAP ETF
COM
922908629
402
2885
SH
SOLE
0
0
2885
VISA INC COM CL A
COM
92826C839
6014
67670
SH
SOLE
0
0
67670
WAL-MART STORES INC
COM
931142103
3898
54085
SH
SOLE
0
0
54085
WELLS FARGO & CO DEL COM
COM
949746101
8954
160873
SH
SOLE
0
0
160873
WILLIAMS COS INC DEL COM
COM
969457100
8186
276648
SH
SOLE
0
0
276648
ISHARES CORE MSCI TOTAL INTERN
COM
46432F834
58348
1065721
SH
SOLE
0
0
1065721
ALPS ETF ALERIAN MLP ETF
COM
00162Q866
59399
909
SH
SOLE
0
0
59399
ISHARES S&P US PREFERRED STOCK ETF
COM
464288687
11547
299200
SH
SOLE
0
0
299200