Patriot Wealth Management

Patriot Wealth Management as of March 31, 2015

Portfolio Holdings for Patriot Wealth Management

Patriot Wealth Management holds 64 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 12.2 $55M 266k 206.43
iShares MSCI EAFE Index Fund (EFA) 7.7 $34M 537k 64.17
iShares S&P 100 Index (OEF) 5.5 $25M 273k 90.26
SPDR S&P MidCap 400 ETF (MDY) 3.3 $15M 54k 277.25
Apple (AAPL) 3.2 $14M 116k 124.43
Energy Select Sector SPDR (XLE) 2.6 $12M 153k 77.58
iShares S&P US Pref Stock Idx Fnd (PFF) 2.5 $12M 286k 40.11
Utilities SPDR (XLU) 2.5 $11M 250k 44.43
UnitedHealth (UNH) 2.4 $11M 91k 118.29
U.S. Bancorp (USB) 2.4 $11M 246k 43.67
General Electric Company 2.1 $9.6M 385k 24.81
Consumer Discretionary SPDR (XLY) 2.1 $9.5M 126k 75.35
Johnson & Johnson (JNJ) 2.0 $9.0M 90k 100.60
Wells Fargo & Company (WFC) 1.8 $8.0M 148k 54.40
Danaher Corporation (DHR) 1.7 $7.8M 92k 84.90
JPMorgan Chase & Co. (JPM) 1.7 $7.6M 126k 60.58
Procter & Gamble Company (PG) 1.7 $7.6M 93k 81.94
Citigroup (C) 1.7 $7.7M 149k 51.52
iShares NASDAQ Biotechnology Index (IBB) 1.6 $7.3M 21k 343.45
Pfizer (PFE) 1.6 $7.0M 202k 34.79
Microsoft Corporation (MSFT) 1.5 $6.9M 170k 40.66
iShares Dow Jones US Tele (IYZ) 1.4 $6.2M 206k 30.22
Wal-Mart Stores (WMT) 1.4 $6.1M 74k 82.25
Home Depot (HD) 1.4 $6.1M 54k 113.62
Campbell Soup Company (CPB) 1.3 $5.9M 128k 46.55
Ashland 1.2 $5.6M 44k 127.32
Target Corporation (TGT) 1.2 $5.5M 67k 82.07
Crown Castle Intl (CCI) 1.2 $5.4M 66k 82.54
United Parcel Service (UPS) 1.2 $5.4M 56k 96.94
Perrigo Company (PRGO) 1.2 $5.3M 32k 165.55
3M Company (MMM) 1.2 $5.3M 32k 164.96
Apollo Investment 1.2 $5.2M 680k 7.67
Qualcomm (QCOM) 1.1 $5.1M 73k 69.34
Dow Chemical Company 1.1 $4.9M 103k 47.98
EMC Corporation 1.1 $4.9M 192k 25.56
Akamai Technologies (AKAM) 1.1 $4.8M 67k 71.04
Helmerich & Payne (HP) 1.1 $4.7M 70k 68.07
Cisco Systems (CSCO) 1.0 $4.7M 169k 27.53
Praxair 1.0 $4.6M 38k 120.74
MGM Resorts International. (MGM) 1.0 $4.4M 208k 21.03
Comcast Corporation (CMCSA) 1.0 $4.3M 76k 56.47
Capital One Financial (COF) 0.9 $4.2M 53k 78.82
Texas Instruments Incorporated (TXN) 0.9 $4.2M 74k 57.19
BorgWarner (BWA) 0.9 $4.2M 70k 60.49
Visa (V) 0.9 $4.1M 63k 65.41
Raymond James Financial (RJF) 0.9 $4.1M 72k 56.78
Kraft Foods 0.9 $4.0M 46k 87.12
Coca-Cola Company (KO) 0.8 $3.5M 86k 40.56
Occidental Petroleum Corporation (OXY) 0.8 $3.5M 47k 72.99
PowerShares Dynamic Oil & Gas Serv 0.7 $3.3M 206k 16.17
Google 0.6 $2.9M 5.2k 554.64
Google Inc Class C 0.6 $2.9M 5.2k 548.00
FMC Technologies 0.6 $2.6M 70k 37.02
International Business Machines (IBM) 0.6 $2.5M 16k 160.52
Amazon (AMZN) 0.6 $2.5M 6.7k 372.14
iShares FTSE NAREIT Mort. Plus Capp 0.5 $2.4M 207k 11.69
Facebook Inc cl a (META) 0.5 $2.3M 28k 82.22
Ishares Tr s^p aggr all (AOA) 0.3 $1.3M 28k 47.49
Alerian Mlp Etf 0.2 $992k 60k 16.57
Vanguard Large-Cap ETF (VV) 0.1 $679k 7.1k 95.16
Vanguard Total Stock Market ETF (VTI) 0.1 $473k 4.4k 107.28
Vanguard Mid-Cap ETF (VO) 0.1 $383k 2.9k 132.76
Market Vectors Etf Tr busi devco etf 0.1 $417k 22k 18.71
United Technologies Corporation 0.1 $211k 1.8k 117.22