0001140361-15-038477.txt : 20151026 0001140361-15-038477.hdr.sgml : 20151026 20151026105213 ACCESSION NUMBER: 0001140361-15-038477 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151026 DATE AS OF CHANGE: 20151026 EFFECTIVENESS DATE: 20151026 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Patriot Wealth Management, Inc. CENTRAL INDEX KEY: 0001347104 IRS NUMBER: 200765029 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12304 FILM NUMBER: 151174425 BUSINESS ADDRESS: STREET 1: 1800 BERING DRIVE STREET 2: SUITE 250 CITY: HOUSTON STATE: TX ZIP: 77057 BUSINESS PHONE: (713) 344-9300 MAIL ADDRESS: STREET 1: 1800 BERING DRIVE STREET 2: SUITE 250 CITY: HOUSTON STATE: TX ZIP: 77057 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001347104 XXXXXXXX 09-30-2015 09-30-2015 Patriot Wealth Management, Inc.

1800 BERING DRIVE SUITE 250 HOUSTON TX 77057

13F HOLDINGS REPORT 028-12304 N Todd Hanslik 713-344-9300 /s/ Todd Hanslik Houston TX 10-26-2015 0 65 432510 false INFORMATION TABLE 2 form13fInfoTable.xml 3M COMPANY COM 88579y101 4741 33444 SH SOLE 0 0 33444 AKAMAI TECHNOLOGIES COM COM 00971t101 4818 69769 SH SOLE 0 0 69769 ALLERGAN INC COM G0177J108 7214 26541 SH SOLE 0 0 26541 ALPHABET INC CLASS A COM 02079K305 3473 5440 SH SOLE 0 0 5440 ALPHABET INC CLASS C COM 02079K107 3310 5440 SH SOLE 0 0 5440 APOLLO INVESTMENT CORPORATION COM 03761U106 3886 709213 SH SOLE 0 0 709213 APPLE COMPUTER INC COM 037833100 11823 107189 SH SOLE 0 0 107189 APPLIED MATERIAL INC COM 038222105 3962 269721 SH SOLE 0 0 269721 ASHLAND INC COM 044209104 4563 45349 SH SOLE 0 0 45349 BORG WARNER INC COM COM 099724106 5434 130667 SH SOLE 0 0 130667 CAMPBELL SOUP CO COM COM 134429109 6739 132975 SH SOLE 0 0 132975 CAPITAL ONE FINANCIAL CORP COM 14040h105 4025 55503 SH SOLE 0 0 55503 CISCO SYSTEMS INC COM COM 17275r102 4609 175569 SH SOLE 0 0 175569 CITIGROUP INC COM NEW COM 172967424 7686 154930 SH SOLE 0 0 154930 COCA COLA COM COM 191216100 6510 162268 SH SOLE 0 0 162268 COMCAST CORP NEW CL A COM 20030n101 4541 79839 SH SOLE 0 0 79839 CONSUMER DISCRETIONARY SELECT COM 81369y407 9775 131635 SH SOLE 0 0 131635 CROWN CASTLE INTL COM 22822V101 5388 68318 SH SOLE 0 0 68318 DANAHER CORP DEL COM COM 235851102 5455 64024 SH SOLE 0 0 64024 DISNEY (WALT) CO COM STK COM 254687106 3941 38561 SH SOLE 0 0 38561 E M C CORP MASS COM COM 268648102 4825 199691 SH SOLE 0 0 199691 FACEBOOK INC COM 30303M102 2664 29638 SH SOLE 0 0 29638 FMC TECHS INC COM COM 30249u101 2238 72199 SH SOLE 0 0 72199 GENERAL ELECTRIC COM 369604103 10054 398659 SH SOLE 0 0 398659 GENERAL MILLS INC COM COM 370334104 4117 73344 SH SOLE 0 0 73344 HELMERICH & PAYNE INC COM 423452101 3426 72490 SH SOLE 0 0 72490 HOME DEPOT INC COM 437076102 6467 55997 SH SOLE 0 0 55997 ISHARE DJ TEL SC INX COM 464287713 5840 216304 SH SOLE 0 0 216304 ISHARES CORE S&P TOTAL US STOC COM 464287150 343 3916 SH SOLE 0 0 3916 ISHARES MRG RL ES CP ETF COM 464288539 2330 234381 SH SOLE 0 0 234381 ISHARES S&P AGGRESSIVE ALLOCAT COM 464289859 1379 31605 SH SOLE 0 0 31605 ISHARES TR S&P 100 IDX FD COM 464287101 19798 233525 SH SOLE 0 0 233525 J P MORGAN CHASE & CO COM COM 46625H100 7989 131033 SH SOLE 0 0 131033 JOHNSON AND JOHNSON COM COM 478160104 8779 94040 SH SOLE 0 0 94040 MARKET VECTORS BDC INCOME COM 57060U316 380 24171 SH SOLE 0 0 24171 MGM MIRAGE COM COM 552953101 3998 216706 SH SOLE 0 0 216706 MICROSOFT CORP COM 594918104 7848 177314 SH SOLE 0 0 177314 MIDCAP SPDR TR SER 1 COM 78467Y107 14435 57996 SH SOLE 0 0 57996 OCCIDENTAL PETE CORP CAL COM 674599105 3262 49306 SH SOLE 0 0 49306 PFIZER INC COM 717081103 6624 210902 SH SOLE 0 0 210902 POWER SHARES DYNAMIC OIL SERVI COM 73935x625 2622 214250 SH SOLE 0 0 214250 PRAXAIR INC COM 74005p104 4020 39464 SH SOLE 0 0 39464 PROCTER & GAMBLE CO COM 742718109 7005 97374 SH SOLE 0 0 97374 QUALCOMM INC COM 747525103 4080 75942 SH SOLE 0 0 75942 RAYMOND JAMES FINL INC COM COM 754730109 3691 74365 SH SOLE 0 0 74365 SECTOR SPDR ENERGY COM 81369y506 5932 96930 SH SOLE 0 0 96930 SECTOR SPDR UTILITIES COM 81369y886 11270 260348 SH SOLE 0 0 260348 SELECT SECTOR SPDR TR SBI HEAL COM 81369y209 6021 90913 SH SOLE 0 0 90913 SIMON PPTY GROUP INC COM 828806109 7948 43262 SH SOLE 0 0 43262 STANDARD&POORS DEP RCPT COM 78462f103 52508 274009 SH SOLE 0 0 274009 TARGA RESOURCES CORP COM 87612G101 2609 50647 SH SOLE 0 0 50647 TARGET CORP COM COM 87612e106 5478 69638 SH SOLE 0 0 69638 TEXAS INSTRS INC COM COM 882508104 6135 123881 SH SOLE 0 0 123881 UNITED HEALTHCARE CORP COM COM 91324P102 11035 95120 SH SOLE 0 0 95120 UNITED PARCEL SERVICE CL B COM 911312106 6416 65010 SH SOLE 0 0 65010 US BANCORP (NEW) COM 902973304 3696 90113 SH SOLE 0 0 90113 VANGUARD INDEX FDS LARGE CAP E COM 922908637 597 6780 SH SOLE 0 0 6780 VANGUARD INDEX FDS VANGUARD TO COM 922908769 438 4436 SH SOLE 0 0 4436 VANGUARD MID-CAP ETF COM 922908629 337 2885 SH SOLE 0 0 2885 VISA INC COM CL A COM 92826C839 4559 65450 SH SOLE 0 0 65450 WAL-MART STORES INC COM 931142103 4992 76993 SH SOLE 0 0 76993 WELLS FARGO & CO DEL COM COM 949746101 7899 153828 SH SOLE 0 0 153828 ISHARES TR MSCI EAFE IDX COM 464287465 32508 567138 SH SOLE 0 0 567138 ALPS ETF TR ALERIAN MLPETF PRF 00162q866 753 60323 SH SOLE 0 0 60323 ISHARES S&P US PREFERRED STOCK PRF 464288687 11272 292016 SH SOLE 0 0 292016