Patriot Wealth Management Inc

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Assets, Funds, Holdings

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Patriot Wealth Management Inc
CRD #130447
SEC #801-62779
CIK #
AUM $1.9 BB (93% Disc, 99% US)
Employees15 (87% Investors, 0% Brokers)
Phone713-344-9300
Address1800 Bering Drive
Houston, TX 77057
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPY 78.8
IXUS 71.4
OEF 29.2
MDY 21.6
AAPL 843,560.0 19.1
XLP 18.2
IGSB 13.9
JNJ 369,000.0 13.6
XOM 337,850.0 13.6
XLY 13.3
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Holdings by Sector ($BB)
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