Patriot Wealth Management

Patriot Wealth Management as of March 31, 2014

Portfolio Holdings for Patriot Wealth Management

Patriot Wealth Management holds 58 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 12.1 $46M 243k 187.01
iShares MSCI EAFE Index Fund (EFA) 8.7 $33M 484k 67.20
iShares S&P 100 Index (OEF) 5.5 $21M 249k 82.81
Energy Select Sector SPDR (XLE) 3.2 $12M 136k 89.06
SPDR S&P MidCap 400 ETF (MDY) 3.2 $12M 48k 250.57
U.S. Bancorp (USB) 2.7 $10M 234k 42.86
iShares S&P US Pref Stock Idx Fnd (PFF) 2.6 $9.9M 255k 39.03
Apple (AAPL) 2.6 $9.9M 18k 536.73
Utilities SPDR (XLU) 2.6 $9.7M 233k 41.46
General Electric Company 2.4 $9.1M 352k 25.89
Johnson & Johnson (JNJ) 2.2 $8.1M 82k 98.22
Home Depot (HD) 2.1 $7.8M 98k 79.13
Consumer Discretionary SPDR (XLY) 2.0 $7.5M 116k 64.72
JPMorgan Chase & Co. (JPM) 1.9 $7.0M 115k 60.71
Procter & Gamble Company (PG) 1.9 $6.9M 86k 80.60
UnitedHealth (UNH) 1.8 $6.8M 83k 81.99
Wells Fargo & Company (WFC) 1.8 $6.7M 135k 49.74
Microsoft Corporation (MSFT) 1.7 $6.4M 156k 40.99
Texas Instruments Incorporated (TXN) 1.7 $6.4M 136k 47.16
Danaher Corporation (DHR) 1.7 $6.3M 84k 75.00
Pfizer (PFE) 1.6 $5.9M 185k 32.12
Diageo (DEO) 1.5 $5.8M 46k 124.59
Citigroup (C) 1.4 $5.4M 113k 47.60
FMC Technologies 1.4 $5.3M 101k 52.29
Qualcomm (QCOM) 1.4 $5.3M 67k 78.86
Google 1.4 $5.3M 4.7k 1114.48
Wal-Mart Stores (WMT) 1.4 $5.2M 68k 76.43
PowerShares Dynamic Oil & Gas Serv 1.4 $5.2M 191k 26.98
iShares FTSE NAREIT Mort. Plus Capp 1.3 $5.0M 410k 12.26
SVB Financial (SIVBQ) 1.3 $4.8M 38k 128.78
EMC Corporation 1.3 $4.8M 176k 27.41
Perrigo Company (PRGO) 1.2 $4.6M 30k 154.66
Praxair 1.2 $4.5M 35k 130.96
Crown Castle International 1.2 $4.4M 60k 73.78
Dow Chemical Company 1.2 $4.3M 89k 48.59
National-Oilwell Var 1.1 $4.0M 51k 77.86
Ashland 1.1 $4.0M 40k 99.47
3M Company (MMM) 1.1 $4.0M 29k 135.66
United Parcel Service (UPS) 1.0 $3.9M 40k 97.39
Capital One Financial (COF) 1.0 $3.8M 49k 77.15
Raymond James Financial (RJF) 1.0 $3.7M 66k 55.93
Akamai Technologies (AKAM) 1.0 $3.6M 63k 58.21
Comcast Corporation (CMCSA) 0.9 $3.5M 69k 50.04
Kinder Morgan (KMI) 0.9 $3.4M 104k 32.49
Roper Industries (ROP) 0.9 $3.3M 25k 133.51
BorgWarner (BWA) 0.8 $3.2M 52k 61.46
International Business Machines (IBM) 0.7 $2.7M 14k 192.45
Cisco Systems (CSCO) 0.7 $2.5M 111k 22.42
Cerner Corporation 0.6 $2.4M 42k 56.24
Amazon (AMZN) 0.6 $2.1M 6.1k 336.37
iShares Dow Jones US Tele (IYZ) 0.5 $1.9M 63k 29.99
Facebook Inc cl a (META) 0.4 $1.6M 26k 60.22
Alerian Mlp Etf 0.4 $1.4M 82k 17.66
Ishares Tr s^p aggr all (AOA) 0.3 $1.0M 23k 45.37
Vanguard Large-Cap ETF (VV) 0.2 $641k 7.5k 85.98
Enterprise Products Partners (EPD) 0.1 $579k 8.3k 69.40
Vanguard Mid-Cap ETF (VO) 0.1 $328k 2.9k 113.69
Vanguard Total Stock Market ETF (VTI) 0.1 $287k 2.9k 97.45