Patriot Wealth Management as of March 31, 2013
Portfolio Holdings for Patriot Wealth Management
Patriot Wealth Management holds 51 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 10.1 | $31M | 197k | 156.67 | |
| iShares MSCI Emerging Markets Indx (EEM) | 6.3 | $19M | 446k | 42.77 | |
| iShares S&P 100 Index (OEF) | 5.6 | $17M | 243k | 70.43 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 3.9 | $12M | 293k | 40.52 | |
| Energy Select Sector SPDR (XLE) | 3.5 | $11M | 136k | 79.31 | |
| Apple (AAPL) | 3.0 | $9.0M | 20k | 442.68 | |
| SPDR S&P MidCap 400 ETF (MDY) | 2.9 | $8.8M | 42k | 209.71 | |
| PowerShares Dynamic Oil & Gas Serv | 2.9 | $8.7M | 371k | 23.37 | |
| U.S. Bancorp (USB) | 2.7 | $8.2M | 243k | 33.93 | |
| Home Depot (HD) | 2.2 | $6.8M | 98k | 69.78 | |
| Johnson & Johnson (JNJ) | 2.2 | $6.7M | 83k | 81.53 | |
| Qualcomm (QCOM) | 2.2 | $6.7M | 100k | 66.94 | |
| International Business Machines (IBM) | 2.0 | $6.0M | 28k | 213.29 | |
| Diageo (DEO) | 1.9 | $5.8M | 46k | 125.84 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $5.6M | 73k | 76.50 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $5.4M | 113k | 47.46 | |
| FMC Technologies | 1.8 | $5.3M | 98k | 54.39 | |
| EMC Corporation | 1.7 | $5.3M | 220k | 23.89 | |
| Amazon (AMZN) | 1.7 | $5.2M | 20k | 266.51 | |
| General Electric Company | 1.7 | $5.2M | 226k | 23.12 | |
| Danaher Corporation (DHR) | 1.7 | $5.2M | 84k | 62.15 | |
| Wal-Mart Stores (WMT) | 1.7 | $5.1M | 68k | 74.83 | |
| 3M Company (MMM) | 1.7 | $5.1M | 48k | 106.30 | |
| Crown Castle International | 1.7 | $5.1M | 73k | 69.64 | |
| Wells Fargo & Company (WFC) | 1.6 | $5.0M | 136k | 36.99 | |
| Oracle Corporation (ORCL) | 1.6 | $4.9M | 152k | 32.33 | |
| Texas Roadhouse (TXRH) | 1.6 | $4.9M | 243k | 20.19 | |
| Texas Instruments Incorporated (TXN) | 1.6 | $4.8M | 136k | 35.48 | |
| UnitedHealth (UNH) | 1.6 | $4.8M | 83k | 57.21 | |
| Procter & Gamble Company (PG) | 1.5 | $4.6M | 60k | 77.06 | |
| Cisco Systems (CSCO) | 1.5 | $4.5M | 214k | 20.90 | |
| iShares Dow Jones US Real Estate (IYR) | 1.4 | $4.3M | 62k | 69.47 | |
| National-Oilwell Var | 1.4 | $4.3M | 60k | 70.76 | |
| Citrix Systems | 1.4 | $4.2M | 58k | 72.15 | |
| iShares Dow Jones US Tele (IYZ) | 1.4 | $4.1M | 170k | 24.30 | |
| Praxair | 1.3 | $3.8M | 34k | 111.54 | |
| United Parcel Service (UPS) | 1.1 | $3.4M | 40k | 85.90 | |
| Utilities SPDR (XLU) | 1.1 | $3.4M | 86k | 39.10 | |
| Cerner Corporation | 1.1 | $3.3M | 35k | 94.74 | |
| Citigroup (C) | 1.1 | $3.2M | 72k | 44.24 | |
| Roper Industries (ROP) | 1.0 | $3.1M | 24k | 127.31 | |
| Raymond James Financial (RJF) | 1.0 | $3.0M | 66k | 46.10 | |
| Ashland | 1.0 | $3.0M | 40k | 74.30 | |
| Comcast Corporation (CMCSA) | 0.9 | $2.9M | 69k | 41.98 | |
| Activision Blizzard | 0.9 | $2.9M | 197k | 14.57 | |
| SVB Financial (SIVBQ) | 0.9 | $2.7M | 38k | 70.93 | |
| Perrigo Company | 0.9 | $2.6M | 22k | 118.75 | |
| Alerian Mlp Etf | 0.9 | $2.6M | 147k | 17.72 | |
| Akamai Technologies (AKAM) | 0.7 | $2.2M | 63k | 35.32 | |
| BorgWarner (BWA) | 0.7 | $2.1M | 28k | 77.34 | |
| Ishares Tr s^p aggr all (AOA) | 0.2 | $680k | 17k | 39.75 |
