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Patriot Wealth Management, Inc.

Q1 2014 Holdings

Filed 2014-04-23 | 58 holdings | $6.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
US Bancorp (New)(USB)COM902973304$10.0K234,1980.2%
Midcap Spdr TR SER 1(MDY)COM78467Y107$12.1K48,2300.2%
Sector Spdr Energy(XLE)COM81369Y506$12.1K136,3130.2%
Ishares TR S&P 100 IDX FD(OEF)COM464287101$20.6K248,5800.3%
Ishares TR Msci Eafe IDX(EFA)COM464287465$32.5K483,8060.5%
Standard&poors DEP Rcpt(SPY)COM78462F103$45.5K243,1590.7%
Cisco Systems Inc COM(CSCO)COM17275R102$2.5M110,99238.3%
Akamai Technologies COM(AKAM)COM00971T101$3.6M62,58556.0%
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