Patriot Wealth Management

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

Patriot Wealth Management portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPY SPDR S&P; 500 ETF 11.66 +5.00% 228819 184.69 187.72
EFA iShares MSCI EAFE Index Fund 8.70 470015 67.10 67.79
OEF iShares S&P; 100 Index 5.53 243307 82.35 83.09
XLE Energy Select Sector SPDR 3.27 133895 88.51 93.98
MDY SPDR S&P; MidCap 400 ETF 3.12 +2.00% 46307 244.20 248.56
USB U.S. Ban 2.69 241663 40.40 40.87
PFF iShares S&P; US Pref Stock Idx Fnd 2.55 -6.00% 251497 36.83 39.15
XLU Utilities SPDR 2.39 228483 37.97 42.61
XLY Consumer Discretionary SPDR 2.22 NEW 120201 66.83 64.39
HD Home Depot 2.19 96251 82.34 79.03
AAPL Apple 2.13 13733 561.06 530.49
JNJ Johnson & Johnson 2.05 81100 91.59 100.42
GE General Electric Company 2.04 +49.00% 264309 28.03 26.60
QCOM QUALCOMM 2.00 97654 74.25 80.50
PG Procter & Gamble Company 1.89 -2.00% 84339 81.41 79.94
JPM JPMorgan Chase & Co. 1.80 111752 58.48 55.86
DHR Danaher Corporation 1.75 82409 77.20 73.38
CCI Crown Castle International 1.71 84504 73.43 74.17
UNH UnitedHealth 1.69 81373 75.30 75.55
WFC Wells Fargo & Company 1.65 -2.00% 131887 45.40 49.47
DEO Diageo 1.65 45243 132.42 122.63
TXN Texas Instruments Incorporated 1.61 133092 43.91 46.73
Citi 1.59 110422 52.11 0.00
BWA BorgWarner 1.58 +266.00% 102339 55.91 63.10
PFE Pfizer 1.53 NEW 181258 30.63 30.87
WMT Wal-Mart Stores 1.45 66897 78.69 78.07
FTI FMC Technologies 1.43 99186 52.22 58.94
GOOG Google 1.42 4609 1120.63 531.00
PXJ PowerShares Dynamic Oil & Gas Serv 1.34 188158 25.84 28.35
REM iShares FTSE NAREIT Mort. Plus Capp 1.24 +20.00% 390434 11.52 12.39
PX Praxair 1.23 34360 130.03 131.21
Perrigo Company 1.23 NEW 29028 153.44 0.00
EMC EMC Corporation 1.19 171957 25.15 25.86
UPS United Parcel Service 1.15 39581 105.08 99.59
MSFT Microsoft Corporation 1.13 NEW 109977 37.41 39.62
MMM 3M Company 1.12 -41.00% 28939 140.26 138.26
NOV National-Oilwell Var 1.11 -35.00% 50566 79.54 82.71
DOW Dow Chemical Company 1.08 88567 44.40 49.92
SIVB SVB Financial 1.07 36838 104.86 112.84
ASH Ashland 1.06 39423 97.05 97.12
COF Capital One Financial 1.02 NEW 48207 76.61 74.91
Kinder Morgan 1.01 102135 36.00 0.00
CMCSA Comcast Corporation 0.97 68013 51.96 51.04
RJF Raymond James Financial 0.93 64600 52.18 50.99
ROP Roper Industries 0.92 24013 138.67 131.90
AKAM Akamai Technologies 0.80 61535 47.18 54.68
Facebook Inc cl a 0.74 -50.00% 49370 54.65 0.00
IBM International Business Machines 0.72 13824 187.57 191.15
CSCO Cisco Systems 0.67 -3.00% 108448 22.43 23.30
AMZN Amazon 0.66 6017 398.87 327.96
CERN Cerner Corporation 0.63 -54.00% 41101 55.74 53.55
IYZ iShares Dow Jones US Tele 0.50 -64.00% 61381 29.73 29.54
Alerian Mlp Etf 0.40 82329 17.79 0.00
Ishares Tr s^p aggr all 0.24 +18.00% 19917 44.59 0.00
EEM iShares MSCI Emerging Markets Indx 0.18 -26.00% 15305 41.82 41.17
VV Vanguard Large-Cap ETF 0.18 7590 84.85 86.30
Enterprise Products Partners 0.16 NEW 8503 66.33 0.00

Past 13F-HR SEC Filings for Patriot Wealth Management