Patriot Wealth Management

Patriot Wealth Management as of March 31, 2012

Portfolio Holdings for Patriot Wealth Management

Patriot Wealth Management holds 75 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman Short Treasury Bond (SHV) 12.8 $42M 377k 110.19
Spdr S&p 500 Etf (SPY) 9.8 $32M 228k 140.81
At&t (T) 6.7 $22M 699k 31.13
SPDR S&P MidCap 400 ETF (MDY) 6.1 $20M 110k 180.71
iShares S&P 100 Index (OEF) 4.1 $13M 209k 64.04
iShares S&P US Pref Stock Idx Fnd (PFF) 3.1 $10M 261k 39.04
Energy Select Sector SPDR (XLE) 2.8 $9.3M 129k 71.75
Apple (AAPL) 2.5 $8.2M 14k 599.56
U.S. Bancorp (USB) 2.4 $7.7M 242k 31.68
PowerShares Dynamic Oil & Gas Serv 2.2 $7.3M 349k 20.85
EMC Corporation 1.9 $6.2M 208k 29.88
International Business Machines (IBM) 1.7 $5.6M 27k 208.64
Qualcomm (QCOM) 1.6 $5.3M 77k 68.06
JPMorgan Chase & Co. (JPM) 1.5 $4.9M 107k 45.98
Wal-Mart Stores (WMT) 1.5 $4.9M 80k 61.20
Procter & Gamble Company (PG) 1.5 $4.8M 72k 67.21
Wells Fargo & Company (WFC) 1.5 $4.8M 141k 34.14
UnitedHealth (UNH) 1.4 $4.7M 80k 58.94
Home Depot (HD) 1.4 $4.6M 91k 50.31
Danaher Corporation (DHR) 1.4 $4.4M 79k 56.00
Alerian Mlp Etf 1.4 $4.4M 264k 16.64
Texas Roadhouse (TXRH) 1.3 $4.3M 261k 16.64
General Electric Company 1.3 $4.3M 216k 20.07
Tortoise Energy Infrastructure 1.3 $4.2M 102k 41.22
Diageo (DEO) 1.3 $4.2M 44k 96.51
Oracle Corporation (ORCL) 1.3 $4.2M 143k 29.16
3M Company (MMM) 1.2 $4.1M 45k 89.20
Thermo Fisher Scientific (TMO) 1.2 $3.8M 68k 56.38
Amazon (AMZN) 1.2 $3.8M 19k 202.49
Praxair 1.1 $3.7M 32k 114.65
iShares Dow Jones US Tele (IYZ) 1.1 $3.7M 167k 22.20
FMC Technologies 1.1 $3.5M 69k 50.42
Johnson & Johnson (JNJ) 1.1 $3.5M 53k 65.96
St. Jude Medical 1.1 $3.5M 78k 44.32
United Parcel Service (UPS) 0.9 $3.1M 38k 80.72
Citrix Systems 0.9 $2.9M 37k 78.92
Utilities SPDR (XLU) 0.9 $2.8M 81k 35.04
Cisco Systems (CSCO) 0.8 $2.7M 128k 21.15
Rackspace Hosting 0.7 $2.4M 42k 57.78
Activision Blizzard 0.7 $2.4M 184k 12.82
AFLAC Incorporated (AFL) 0.7 $2.2M 48k 46.00
Via 0.6 $2.1M 40k 51.98
Gen-Probe Incorporated 0.6 $2.0M 30k 66.41
Roper Industries (ROP) 0.6 $1.9M 19k 99.15
Raymond James Financial (RJF) 0.6 $1.8M 49k 36.52
Ashland 0.6 $1.8M 30k 61.07
SanDisk Corporation 0.5 $1.7M 35k 49.59
Salient Mlp & Energy Infrstr 0.5 $1.6M 63k 25.55
Crown Castle International 0.3 $1.1M 20k 53.32
Dollar Tree (DLTR) 0.3 $1.0M 11k 94.53
Cerner Corporation 0.3 $955k 13k 76.16
Informatica Corporation 0.3 $892k 17k 52.87
Men's Wearhouse 0.3 $861k 22k 38.76
Tesla Motors (TSLA) 0.3 $860k 23k 37.23
IAC/InterActive 0.2 $816k 17k 49.11
Perrigo Company 0.2 $818k 7.9k 103.28
Donaldson Company (DCI) 0.2 $787k 22k 35.72
SVB Financial (SIVBQ) 0.2 $761k 12k 64.30
BorgWarner (BWA) 0.2 $705k 8.4k 84.33
MICROS Systems 0.2 $684k 12k 55.32
Medicis Pharmaceutical Corporation 0.2 $681k 18k 37.61
Ametek (AME) 0.2 $696k 14k 48.49
BOK Financial Corporation (BOKF) 0.2 $646k 12k 56.25
Hologic (HOLX) 0.2 $591k 27k 21.54
Vectren Corporation 0.2 $549k 19k 29.08
Akamai Technologies (AKAM) 0.2 $517k 14k 36.68
Energen Corporation 0.2 $533k 11k 49.12
Aspen Insurance Holdings 0.1 $492k 18k 27.91
Via 0.1 $465k 9.8k 47.42
Flowserve Corporation (FLS) 0.1 $439k 3.8k 115.59
Ishares Tr s^p aggr all (AOA) 0.1 $392k 11k 36.42
Cognex Corporation (CGNX) 0.1 $315k 7.4k 42.37
iShares MSCI Emerging Markets Indx (EEM) 0.1 $285k 6.6k 42.99
New York Community Ban 0.1 $308k 22k 13.90
Vanguard Mid-Cap ETF (VO) 0.1 $304k 3.7k 81.50