Patriot Wealth Management

Latest statistics and disclosures from Patriot Wealth Management's latest quarterly 13F-HR filing:

Patriot Wealth Management portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 12.18 +2.00% 250321 197.02 206.52
EFA iShares MSCI EAFE Index Fund 7.94 +3.00% 501172 64.12 61.70
OEF iShares S&P; 100 Index 5.58 +2.00% 256475 88.16 92.01
XLE Energy Select Sector SPDR 3.15 +2.00% 140850 90.62 80.57
MDY SPDR S&P; MidCap 400 ETF 3.11 +2.00% 50505 249.32 263.30
AAPL Apple 2.84 +2.00% 114001 100.75 111.78
PFF iShares S&P; US Pref Stock Idx Fnd 2.68 +4.00% 274945 39.52 39.53
USB U.S. Ban 2.45 237375 41.83 45.20
GE General Electric Company 2.31 +2.00% 365690 25.62 25.62
JNJ Johnson & Johnson 2.24 +2.00% 85179 106.59 105.55
XLY Consumer Discretionary SPDR 1.97 +2.00% 119488 66.69 70.87
XLU Utilities SPDR 1.88 +2.00% 180385 42.09 46.86
MSFT Microsoft Corporation 1.85 +2.00% 161514 46.36 47.66
PG Procter & Gamble Company 1.83 +2.00% 88448 83.74 92.05
UNH UnitedHealth 1.83 +2.00% 86079 86.25 102.49
WFC Wells Fargo & Company 1.80 +2.00% 140340 51.87 54.45
Citi 1.80 +25.00% 140710 51.82 0.00
JPM JPMorgan Chase & Co. 1.77 +2.00% 119194 60.24 61.93
TXN Texas Instruments Incorporated 1.65 +2.00% 140050 47.69 54.23
DHR Danaher Corporation 1.63 +2.00% 86760 75.98 86.27
PFE Pfizer 1.40 +2.00% 191365 29.57 31.94
DEO Diageo 1.36 +2.00% 47682 115.41 114.51
IBB iShares NASDAQ Biotechnology Index 1.35 +2.00% 19970 273.61 317.20
WMT Wal-Mart Stores 1.34 +3.00% 71185 76.48 85.16
EMC EMC Corporation 1.31 +2.00% 181341 29.26 30.14
QCOM QUALCOMM 1.28 +2.00% 69073 74.78 73.43
CCI Crown Castle International 1.23 +2.00% 62093 80.52 77.30
PXJ PowerShares Dynamic Oil & Gas Serv 1.23 +2.00% 197075 25.30 18.19
HD Home Depot 1.15 -48.00% 50774 91.74 101.93
PX Praxair 1.14 +2.00% 35806 129.00 130.05
SBUX Starbucks Corporation 1.13 NEW 60668 75.46 79.44
Perrigo Company 1.13 +2.00% 30480 150.20 0.00
CERN Cerner Corporation 1.10 +2.00% 74816 59.57 64.37
MGM MGM Resorts International. 1.10 NEW 195972 22.78 20.33
IYZ iShares Dow Jones US Tele 1.10 +2.00% 148734 29.95 29.55
AINV Apollo Investment 1.07 NEW 530026 8.17 7.58
WSDT WisdomTree Investments 1.07 NEW 381210 11.38 0.00
MMM 3M Company 1.06 +2.00% 30229 141.69 165.48
ASH Ashland 1.06 +2.00% 41345 104.10 116.91
COF Capital One Financial 1.02 +2.00% 50591 81.62 82.43
Kinder Morgan 1.02 +2.00% 107774 38.34 0.00
UPS United Parcel Service 1.00 +2.00% 41375 98.30 110.96
Now 1.00 +2.00% 133716 30.41 0.00
TGT Target Corporation 0.98 +2.00% 63613 62.68 73.95
CMCSA Comcast Corporation 0.96 +3.00% 72171 53.78 57.17
AKAM Akamai Technologies 0.94 +2.00% 63483 59.80 63.20
ROP Roper Industries 0.91 +2.00% 25188 146.30 156.40
RJF Raymond James Financial 0.90 +2.00% 67733 53.58 56.73
KO Coca-Cola Company 0.87 NEW 82669 42.66 41.95
IBM International Business Machines 0.75 +11.00% 15955 189.85 158.51
GOOG Google 0.72 +3.00% 4928 588.47 516.35
Google Inc Class C 0.71 +3.00% 4947 577.32 0.00
CSCO Cisco Systems 0.70 +2.00% 113389 25.17 27.77
AMZN Amazon 0.52 +3.00% 6550 322.44 299.90
Facebook Inc cl a 0.52 +2.00% 26735 79.03 0.00
REM iShares FTSE NAREIT Mort. Plus Capp 0.42 -66.00% 143949 11.79 12.46
Alerian Mlp Etf 0.34 71456 19.17 0.00
Ishares Tr s^p aggr all 0.29 +5.00% 25345 45.57 0.00
VV Vanguard Large-Cap ETF 0.16 -4.00% 7135 90.40 95.31
VO Vanguard Mid-Cap ETF 0.08 2885 117.16 125.19
VTI Vanguard Total Stock Market ETF 0.07 -20.00% 2717 101.21 106.91

Past 13F-HR SEC Filings for Patriot Wealth Management