Patriot Wealth Management

Patriot Wealth Management as of March 31, 2011

Portfolio Holdings for Patriot Wealth Management

Patriot Wealth Management holds 80 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR S&P MidCap 400 ETF (MDY) 10.6 $31M 175k 179.55
Vanguard Emerging Markets ETF (VWO) 9.9 $29M 595k 48.95
Spdr S&p 500 Etf (SPY) 9.0 $27M 201k 132.59
At&t (T) 6.3 $19M 606k 30.61
iShares S&P 100 Index (OEF) 3.8 $11M 189k 59.35
iShares Lehman Short Treasury Bond (SHV) 3.7 $11M 98k 110.23
Energy Select Sector SPDR (XLE) 3.3 $9.8M 123k 79.75
PowerShares Dynamic Oil & Gas Serv 3.0 $8.7M 331k 26.38
EMC Corporation 2.0 $5.8M 219k 26.56
iShares MSCI EAFE Index Fund (EFA) 1.9 $5.8M 96k 60.08
Apple (AAPL) 1.9 $5.7M 16k 348.52
iShares S&P US Pref Stock Idx Fnd (PFF) 1.9 $5.6M 142k 39.65
Procter & Gamble Company (PG) 1.4 $4.3M 70k 61.60
Home Depot (HD) 1.4 $4.3M 115k 37.06
International Business Machines (IBM) 1.4 $4.2M 26k 163.07
General Electric Company 1.4 $4.2M 209k 20.05
Utilities SPDR (XLU) 1.4 $4.2M 132k 31.87
UnitedHealth (UNH) 1.4 $4.0M 89k 45.19
Cme (CME) 1.3 $3.9M 13k 301.57
3M Company (MMM) 1.3 $3.8M 41k 93.50
Danaher Corporation (DHR) 1.3 $3.8M 74k 51.90
St. Jude Medical 1.3 $3.8M 74k 51.27
iShares Dow Jones US Tele (IYZ) 1.2 $3.7M 155k 23.82
Thermo Fisher Scientific (TMO) 1.2 $3.5M 64k 55.54
Tortoise Energy Infrastructure 1.2 $3.5M 88k 40.19
Oracle Corporation (ORCL) 1.2 $3.4M 103k 33.43
Darden Restaurants (DRI) 1.2 $3.4M 70k 49.13
U.S. Bancorp (USB) 1.1 $3.4M 128k 26.43
United Parcel Service (UPS) 1.1 $3.3M 45k 74.32
JPMorgan Chase & Co. (JPM) 1.1 $3.3M 72k 46.10
Wells Fargo & Company (WFC) 1.1 $3.3M 104k 31.71
Amazon (AMZN) 1.1 $3.2M 18k 180.10
Diageo (DEO) 1.1 $3.1M 41k 76.22
Praxair 1.1 $3.1M 30k 101.58
Google 1.0 $3.1M 5.2k 586.84
salesforce (CRM) 1.0 $3.0M 22k 133.59
Johnson & Johnson (JNJ) 1.0 $2.9M 49k 59.25
Via 1.0 $2.9M 54k 53.29
Wal-Mart Stores (WMT) 0.9 $2.6M 49k 52.05
Morgan Stanley (MS) 0.9 $2.5M 93k 27.32
AFLAC Incorporated (AFL) 0.8 $2.4M 45k 52.77
Broadcom Corporation 0.5 $1.5M 39k 39.38
iShares Dow Jones US Real Estate (IYR) 0.4 $1.1M 19k 59.38
Cisco Systems (CSCO) 0.4 $1.1M 62k 17.15
BJ's Wholesale Club 0.3 $877k 18k 48.80
Rackspace Hosting 0.3 $867k 20k 42.85
Cerner Corporation 0.3 $813k 7.3k 111.26
Via 0.3 $762k 16k 46.51
MasTec (MTZ) 0.3 $768k 37k 20.81
Informatica Corporation 0.2 $733k 14k 52.21
FMC Technologies 0.2 $698k 7.4k 94.52
El Paso Corporation 0.2 $690k 38k 17.99
Activision Blizzard 0.2 $673k 61k 10.96
Medicis Pharmaceutical Corporation 0.2 $685k 21k 32.05
Gen-Probe Incorporated 0.2 $649k 9.8k 66.33
Dollar Tree (DLTR) 0.2 $660k 12k 55.49
Donaldson Company (DCI) 0.2 $659k 11k 61.27
Perrigo Company 0.2 $637k 8.0k 79.58
BorgWarner (BWA) 0.2 $649k 8.1k 79.73
Citrix Systems 0.2 $635k 8.6k 73.46
Roper Industries (ROP) 0.2 $606k 7.0k 86.46
Raymond James Financial (RJF) 0.2 $617k 16k 38.24
Ametek (AME) 0.2 $618k 14k 43.85
Tesla Motors (TSLA) 0.2 $629k 23k 27.74
Expeditors International of Washington (EXPD) 0.2 $592k 12k 50.17
MICROS Systems 0.2 $600k 12k 49.40
Men's Wearhouse 0.2 $597k 22k 27.04
BOK Financial Corporation (BOKF) 0.2 $591k 11k 51.68
Steel Dynamics (STLD) 0.2 $582k 31k 18.76
Texas Roadhouse (TXRH) 0.2 $596k 35k 16.99
SVB Financial (SIVBQ) 0.2 $547k 9.6k 56.92
Ashland 0.2 $530k 9.2k 57.73
New York Community Ban (NYCB) 0.2 $517k 30k 17.25
Flowserve Corporation (FLS) 0.2 $489k 3.8k 128.75
Vectren Corporation 0.2 $508k 19k 27.23
Crown Castle International 0.2 $478k 11k 42.56
Aspen Insurance Holdings 0.2 $481k 18k 27.53
Vanguard Large-Cap ETF (VV) 0.1 $435k 7.2k 60.84
Energen Corporation 0.1 $391k 6.2k 63.15
Vanguard Mid-Cap ETF (VO) 0.1 $300k 3.7k 80.43