Patriot Wealth Management

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

Patriot Wealth Management portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 12.08 243742 195.72 194.71
EFA iShares MSCI EAFE Index Fund 8.41 485650 68.37 61.71
OEF iShares S&P; 100 Index 5.47 249728 86.53 86.67
XLE Energy Select Sector SPDR 3.47 136984 100.10 86.35
MDY SPDR S&P; MidCap 400 ETF 3.24 49049 260.56 249.35
PFF iShares S&P; US Pref Stock Idx Fnd 2.66 +3.00% 263166 39.91 39.56
AAPL Apple 2.61 +502.00% 110951 92.93 103.30
USB U.S. Ban 2.56 233496 43.32 40.47
GE General Electric Company 2.37 355805 26.28 25.35
JNJ Johnson & Johnson 2.20 82891 104.62 101.27
HD Home Depot 2.02 98678 80.96 94.73
XLU Utilities SPDR 1.96 -24.00% 175384 44.26 44.25
XLY Consumer Discretionary SPDR 1.96 116302 66.74 66.32
WFC Wells Fargo & Company 1.82 136767 52.56 50.56
UNH UnitedHealth 1.73 83768 81.75 90.75
PG Procter & Gamble Company 1.71 86158 78.59 84.48
JPM JPMorgan Chase & Co. 1.69 116143 57.62 58.09
DHR Danaher Corporation 1.68 84418 78.73 75.70
MSFT Microsoft Corporation 1.66 157243 41.70 44.71
TXN Texas Instruments Incorporated 1.65 136589 47.79 47.20
FTI FMC Technologies 1.57 101546 61.07 52.77
DEO Diageo 1.50 46413 127.27 112.15
PXJ PowerShares Dynamic Oil & Gas Serv 1.45 192065 29.89 22.88
PFE Pfizer 1.40 186275 29.68 28.48
REM iShares FTSE NAREIT Mort. Plus Capp 1.36 +3.00% 424459 12.64 12.30
QCOM QUALCOMM 1.35 67328 79.19 74.96
Citi 1.34 112432 47.10 0.00
WMT Wal-Mart Stores 1.30 68607 75.07 76.49
IBB iShares NASDAQ Biotechnology Index 1.27 NEW 19472 257.04 277.50
Now 1.19 NEW 129966 36.21 0.00
EMC EMC Corporation 1.18 176493 26.34 27.14
PX Praxair 1.17 34868 132.84 128.10
CCI Crown Castle International 1.14 60458 74.27 84.68
SIVB SVB Financial 1.11 37726 116.63 105.54
ASH Ashland 1.11 40322 108.75 105.75
IYZ iShares Dow Jones US Tele 1.11 +131.00% 144876 30.33 29.29
Perrigo Company 1.10 29696 145.74 0.00
MMM 3M Company 1.07 29443 143.23 140.16
UPS United Parcel Service 1.05 40296 102.67 99.97
COF Capital One Financial 1.03 49312 82.60 78.40
AKAM Akamai Technologies 0.96 61890 61.06 55.15
Kinder Morgan 0.96 104926 36.26 0.00
CMCSA Comcast Corporation 0.95 69663 53.67 52.11
CERN Cerner Corporation 0.95 +73.00% 72883 51.58 59.09
TGT Target Corporation 0.91 NEW 61939 57.94 62.29
ROP Roper Industries 0.91 24555 146.00 148.72
BWA BorgWarner 0.86 52231 65.19 56.48
RJF Raymond James Financial 0.85 66065 50.74 52.84
GOOG Google 0.71 4772 584.66 536.01
Google Inc Class C 0.70 NEW 4778 575.35 0.00
CSCO Cisco Systems 0.69 110469 24.85 23.40
IBM International Business Machines 0.65 14268 181.24 163.87
AMZN Amazon 0.52 +3.00% 6342 324.82 315.79
Facebook Inc cl a 0.44 26043 67.27 0.00
Alerian Mlp Etf 0.34 -12.00% 71581 19.00 0.00
Ishares Tr s^p aggr all 0.29 +7.00% 24085 47.21 0.00
VV Vanguard Large-Cap ETF 0.17 7455 90.01 89.42
Enterprise Products Partners 0.16 8210 78.32 0.00
VTI Vanguard Total Stock Market ETF 0.09 +15.00% 3416 101.87 100.40
VO Vanguard Mid-Cap ETF 0.09 2885 118.54 116.98
XES SPDR S&P; Oil & Gas Equipt & Servs. 0.05 NEW 4200 49.29 36.21

Past 13F-HR SEC Filings for Patriot Wealth Management