Patriot Wealth Management as of June 30, 2013
Portfolio Holdings for Patriot Wealth Management
Patriot Wealth Management holds 51 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 19.4 | $12M | 301k | 39.28 | |
| Crown Castle International | 10.5 | $6.4M | 88k | 72.39 | |
| FMC Technologies | 9.5 | $5.8M | 104k | 55.68 | |
| Amazon | 9.3 | $5.6M | 20k | 277.67 | |
| Cerner Corporation | 7.5 | $4.5M | 47k | 96.08 | |
| EMC Corporation | 7.0 | $4.2M | 179k | 23.62 | |
| 7.0 | $4.2M | 4.8k | 880.30 | ||
| Citrix Systems | 6.0 | $3.7M | 61k | 60.37 | |
| SVB Financial (SIVBQ) | 5.3 | $3.2M | 39k | 83.33 | |
| Alerian Mlp Etf | 4.7 | $2.8M | 159k | 17.85 | |
| Akamai Technologies (AKAM) | 4.5 | $2.7M | 64k | 42.55 | |
| Facebook Inc cl a (META) | 4.2 | $2.6M | 103k | 24.88 | |
| Borgwarner | 4.1 | $2.5M | 29k | 86.16 | |
| Ishares Tr s^p aggr all (AOA) | 1.1 | $658k | 17k | 39.98 | |
| Comcast Corporation (CMCSA) | 0.0 | $0 | 0 | 0.00 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $0 | 0 | 0.00 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $0 | 0 | 0.00 | |
| U.S. Bancorp (USB) | 0.0 | $0 | 0 | 0.00 | |
| Wal-Mart Stores (WMT) | 0.0 | $0 | 0 | 0.00 | |
| Home Depot (HD) | 0.0 | $0 | 0 | 0.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $0 | 0 | 0.00 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $0 | 0 | 0.00 | |
| General Electric Company | 0.0 | $0 | 0 | 0.00 | |
| United Parcel Service (UPS) | 0.0 | $0 | 0 | 0.00 | |
| 3M Company (MMM) | 0.0 | $0 | 0 | 0.00 | |
| Cisco Systems (CSCO) | 0.0 | $0 | 0 | 0.00 | |
| Wells Fargo & Company (WFC) | 0.0 | $0 | 0 | 0.00 | |
| National-Oilwell Var | 0.0 | $0 | 0 | 0.00 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $0 | 0 | 0.00 | |
| Diageo (DEO) | 0.0 | $0 | 0 | 0.00 | |
| International Business Machines (IBM) | 0.0 | $0 | 0 | 0.00 | |
| Praxair | 0.0 | $0 | 0 | 0.00 | |
| Procter & Gamble Company (PG) | 0.0 | $0 | 0 | 0.00 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $0 | 0 | 0.00 | |
| UnitedHealth (UNH) | 0.0 | $0 | 0 | 0.00 | |
| Qualcomm (QCOM) | 0.0 | $0 | 0 | 0.00 | |
| Danaher Corporation (DHR) | 0.0 | $0 | 0 | 0.00 | |
| Oracle Corporation (ORCL) | 0.0 | $0 | 0 | 0.00 | |
| Roper Industries (ROP) | 0.0 | $0 | 0 | 0.00 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $0 | 0 | 0.00 | |
| Perrigo Company | 0.0 | $0 | 0 | 0.00 | |
| Raymond James Financial (RJF) | 0.0 | $0 | 0 | 0.00 | |
| iShares S&P 100 Index (OEF) | 0.0 | $0 | 0 | 0.00 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $0 | 0 | 0.00 | |
| Utilities SPDR (XLU) | 0.0 | $0 | 0 | 0.00 | |
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $0 | 0 | 0.00 | |
| iShares Dow Jones US Tele (IYZ) | 0.0 | $0 | 0 | 0.00 | |
| Apple Computer | 0.0 | $0 | 0 | 0.00 | |
| PowerShares Dynamic Oil & Gas Serv | 0.0 | $0 | 0 | 0.00 | |
| Ashland | 0.0 | $0 | 0 | 0.00 | |
| Citigroup (C) | 0.0 | $0 | 0 | 0.00 |
