Patriot Wealth Management Inc (1347104) Portfolio


Number of Companies: 45
Inflow: $37,012 K
Outflow: $-27,709 K
Net Flow: $9,303 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3059 25 Pepsico Inc (PEP) Beverages 68,331 New Holding 68,331 $105.94 $7,238 $7,238
2620 48 Helmerich And Payne (HP) Oil And Gas Services And Equip 87,029 New Holding 87,029 $67.13 $5,842 $5,842
3055 131 Simon Property Group Inc (SPG) Reit 25,730 New Holding 25,730 $216.90 $5,580 $5,580
3008 5 Eli Lilly And Co (LLY) Large Pharma 68,928 New Holding 68,928 $78.75 $5,428 $5,428
3030 69 Intel Corp (INTC) Semiconductor Devices 154,618 New Holding 154,618 $32.80 $5,071 $5,071
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 53,280 Added More 21,966 $93.74 $2,059 $4,994
3064 14 Walt Disney Cothe (DIS) Entertainment Content 67,457 Added More 11,594 $97.82 $1,134 $6,598
3072 34 Microsoft Corp (MSFT) Infrastructure Software 186,068 Added More 5,973 $51.17 $305 $9,521
3049 6 General Electric Co (GE) Electrical Power Equipment 413,560 Added More 8,850 $31.48 $278 $13,018
3076 10 Johnson And Johnson (JNJ) Large Pharma 94,956 Added More 2,129 $121.30 $258 $11,518
3070 18 Home Depot Inc (HD) Home Products Stores 58,453 Added More 1,781 $127.69 $227 $7,463
2928 37 General Mills Inc (GIS) Packaged Food 112,877 Added More 3,008 $71.32 $214 $8,050
3063 12 Unitedhealth Group Inc (UNH) Managed Care 84,307 Added More 1,516 $141.20 $214 $11,904
3031 8 Pfizer Inc (PFE) Large Pharma 219,708 Added More 5,770 $35.21 $203 $7,735
3050 14 Wells Fargo And Co (WFC) Diversified Banks 160,817 Added More 4,165 $47.33 $197 $7,611
175 2 3m Co (MMM) Containers And Packaging 34,893 Added More 1,116 $175.12 $195 $6,110
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 136,613 Added More 2,884 $62.14 $179 $8,489
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 184,689 Added More 6,069 $28.69 $174 $5,298
3077 22 Procter And Gamble Cothe (PG) Household Products 100,347 Added More 2,030 $84.67 $171 $8,496
3029 24 Coca-Cola Cothe (KO) Beverages 168,748 Added More 3,711 $45.33 $168 $7,649
3035 2 United Parcel Service-Cl B (UPS) Courier Services 67,611 Added More 1,519 $107.72 $163 $7,283
3018 33 Danaher Corp (DHR) Life Science Equipment 66,555 Added More 1,440 $101.00 $145 $6,722
3011 13 Citigroup Inc (C) Diversified Banks 161,041 Added More 3,384 $42.39 $143 $6,826
2821 31 Applied Materials Inc (AMAT) Semiconductor Mfg 280,858 Added More 5,850 $23.97 $140 $6,732
2633 17 Emc Corpma (EMC) Computer Hardware And Storage 207,733 Added More 4,515 $27.17 $122 $5,644
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 68,088 Added More 1,533 $74.17 $113 $5,050
2571 15 Mgm Resorts International (MGM) Casinos And Gaming 225,228 Added More 4,792 $22.63 $108 $5,096
158 4 Campbell Soup Co (CPB) Packaged Food 77,814 Added More 1,620 $66.53 $107 $5,176
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 82,729 Added More 1,606 $65.19 $104 $5,393
2996 7 Target Corp (TGT) Mass Merchants 72,475 Added More 1,494 $69.82 $104 $5,060
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 79,016 Added More 1,853 $53.57 $99 $4,232
2934 30 Praxair Inc (PX) Basic And Diversified Chemicals 40,959 Added More 856 $112.39 $96 $4,603
3017 8 Wal-Mart Stores Inc (WMT) Mass Merchants 54,503 Added More 1,292 $73.02 $94 $3,979
2971 79 Occidental Petroleum Corp (OXY) Exploration And Production 51,065 Added More 966 $75.56 $72 $3,858
331 4 Raymond James Financial Inc (RJF) Institutional Brokerage 76,975 Added More 1,470 $49.30 $72 $3,794
2931 30 Capital One Financial Corp (COF) Consumer Finance 57,463 Added More 1,067 $63.51 $67 $3,649
341 3 Wisdomtree Investments Inc (WETF) Investment Management 314,983 Added More 5,923 $9.79 $57 $3,083
3074 26 Facebook Inc-A (FB) Internet Media 30,041 Added More 482 $114.28 $55 $3,433
2913 24 Ashland Inc (ASH) Specialty Chemicals 46,994 Sold Some -58 $114.77 $-6 $5,393
3079 54 Apple Inc (AAPL) Communications Equipment 103,037 Sold Some -21,803 $95.60 $-2,084 $9,850
2991 68 Texas Instruments Inc (TXN) Semiconductor Devices 74,286 Sold Some -51,471 $62.65 $-3,224 $4,654
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 0 Sold All -5,821 $715.62 $-4,165 $0
2920 268 Us Bancorp (USB) Banks 0 Sold All -118,298 $40.33 $-4,770 $0
98 1 Fmc Technologies Inc (FTI) Oil And Gas Services And Equip 0 Sold All -246,858 $26.67 $-6,583 $0
3004 37 Yum Brands Inc (YUM) Restaurants 0 Sold All -82,891 $82.92 $-6,873 $0