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Patriot Wealth Management, Inc.

Q4 2015 Holdings

Filed 2016-02-03 | 69 holdings | $14.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
J P Morgan Chase & Co COM(JPM)COM46625H100$8.7K131,7030.1%
Simon Ppty Group Inc(SPG)COM828806109$8.7K44,8650.1%
Johnson and Johnson COM(JNJ)COM478160104$9.5K92,9290.1%
Microsoft Corp(MSFT)COM594918104$9.9K177,7710.1%
Alps ETF TR Alerian MLP ETF(AMLPUSD)COM00162Q866$10.3K851,2070.1%
Consumer Discretionary Select(XLY)COM81369Y407$10.3K131,9960.1%
United Healthcare Corp COM(UNH)COM91324P102$11.2K95,2700.1%
Apple Computer Inc(AAPL)COM037833100$11.2K106,7440.1%
Sector Spdr Utilities(XLU)COM81369Y886$11.3K261,2350.1%
Ishares S&P US Preferred Stock(PFF)COM464288687$11.4K294,1440.1%
General ElectricCOM369604103$12.5K399,8340.1%
Midcap Spdr TR SER 1(MDY)COM78467Y107$14.8K58,1650.1%
Ishares TR Msci Emerg MKT(EEM)COM464287234$16.5K513,0930.1%
Ishares TR S&P 100 IDX FD(OEF)COM464287101$20.7K227,1770.1%
Ishares TR Msci Eafe IDX(EFA)COM464287465$33.6K572,3650.2%
Standard&poors DEP Rcpt(SPY)COM78462F103$55.6K272,5240.4%
Akamai Technologies COM(AKAM)COM00971T101$3.7M69,85924.8%
Cisco Systems Inc COM(CSCO)COM17275R102$4.8M176,23532.2%
Crown Castle Intl(CCI)COM22822V101$5.9M68,46539.9%
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