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 197.02 207.72
EFA iShares MSCI EAFE Index Fund 7.94 +3.00% 501172 64.12 64.51
OEF iShares S&P; 100 Index 5.58 +2.00% 256475 88.16 92.24
XLE Energy Select Sector SPDR 3.15 +2.00% 140850 90.62 79.91
MDY SPDR S&P; MidCap 400 ETF 3.11 +2.00% 50505 249.32 264.38
AAPL Apple 2.84 +2.00% 114001 100.75 119.00
PFF iShares S&P; US Pref Stock Idx Fnd 2.68 +4.00% 274945 39.52 40.08
USB U.S. Ban 2.45 237375 41.83 44.37
GE General Electric Company 2.31 +2.00% 365690 25.62 26.85
JNJ Johnson & Johnson 2.24 +2.00% 85179 106.59 108.57
XLY Consumer Discretionary SPDR 1.97 +2.00% 119488 66.69 71.82
XLU Utilities SPDR 1.88 +2.00% 180385 42.09 46.14
MSFT Microsoft Corporation 1.85 +2.00% 161514 46.36 47.89
PG Procter & Gamble Company 1.83 +2.00% 88448 83.74 90.17
UNH UnitedHealth 1.83 +2.00% 86079 86.25 98.95
WFC Wells Fargo & Company 1.80 +2.00% 140340 51.87 54.53
Citi 1.80 +25.00% 140710 51.82 0.00
JPM JPMorgan Chase & Co. 1.77 +2.00% 119194 60.24 60.39
TXN Texas Instruments Incorporated 1.65 +2.00% 140050 47.69 54.66
DHR Danaher Corporation 1.63 +2.00% 86760 75.98 83.45
PFE Pfizer 1.40 +2.00% 191365 29.57 31.59
DEO Diageo 1.36 +2.00% 47682 115.41 120.00
IBB iShares NASDAQ Biotechnology Index 1.35 +2.00% 19970 273.61 305.14
WMT Wal-Mart Stores 1.34 +3.00% 71185 76.48 87.58
EMC EMC Corporation 1.31 +2.00% 181341 29.26 30.04
QCOM QUALCOMM 1.28 +2.00% 69073 74.78 72.56
CCI Crown Castle International 1.23 +2.00% 62093 80.52 82.51
PXJ PowerShares Dynamic Oil & Gas Serv 1.23 +2.00% 197075 25.30 18.78
HD Home Depot 1.15 -48.00% 50774 91.74 98.50
PX Praxair 1.14 +2.00% 35806 129.00 129.30
SBUX Starbucks Corporation 1.13 NEW 60668 75.46 81.40
Perrigo Company 1.13 +2.00% 30480 150.20 0.00
CERN Cerner Corporation 1.10 +2.00% 74816 59.57 63.70
MGM MGM Resorts International. 1.10 NEW 195972 22.78 22.79
IYZ iShares Dow Jones US Tele 1.10 +2.00% 148734 29.95 30.81
AINV Apollo Investment 1.07 NEW 530026 8.17 8.30
WSDT WisdomTree Investments 1.07 NEW 381210 11.38 0.00
MMM 3M Company 1.06 +2.00% 30229 141.69 160.54
ASH Ashland 1.06 +2.00% 41345 104.10 113.50
COF Capital One Financial 1.02 +2.00% 50591 81.62 82.75
Kinder Morgan 1.02 +2.00% 107774 38.34 0.00
UPS United Parcel Service 1.00 +2.00% 41375 98.30 110.86
Now 1.00 +2.00% 133716 30.41 0.00
TGT Target Corporation 0.98 +2.00% 63613 62.68 74.35
CMCSA Comcast Corporation 0.96 +3.00% 72171 53.78 56.86
AKAM Akamai Technologies 0.94 +2.00% 63483 59.80 64.21
ROP Roper Industries 0.91 +2.00% 25188 146.30 158.80
RJF Raymond James Financial 0.90 +2.00% 67733 53.58 56.94
KO Coca-Cola Company 0.87 NEW 82669 42.66 44.69
IBM International Business Machines 0.75 +11.00% 15955 189.85 162.18
GOOG Google 0.72 +3.00% 4928 588.47 537.39
Google Inc Class C 0.71 +3.00% 4947 577.32 0.00
CSCO Cisco Systems 0.70 +2.00% 113389 25.17 27.43
AMZN Amazon 0.52 +3.00% 6550 322.44 333.57
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 12.68
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 95.35
VO Vanguard Mid-Cap ETF 0.08 2885 117.16 125.09
VTI Vanguard Total Stock Market ETF 0.07 -20.00% 2717 101.21 106.96

Past 13F-HR SEC Filings for Patriot Wealth Management