-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, OyS1rRqOhMsD/Zrxj6WMKKVWEWz5CoHJQ+rek7Uilt0eI+BRosQzCYSPG+hdMD87 oVBOQHpJfKLG54PbltX83w== 0001347104-09-000002.txt : 20090203 0001347104-09-000002.hdr.sgml : 20090203 20090202183214 ACCESSION NUMBER: 0001347104-09-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20081231 FILED AS OF DATE: 20090203 DATE AS OF CHANGE: 20090202 EFFECTIVENESS DATE: 20090203 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: 09562606 BUSINESS ADDRESS: STREET 1: 5847 SAN FELIPE STREET 2: SUITE 200 CITY: HOUSTON STATE: TX ZIP: 77057 BUSINESS PHONE: (713) 344-9300 MAIL ADDRESS: STREET 1: 5847 SAN FELIPE STREET 2: SUITE 200 CITY: HOUSTON STATE: TX ZIP: 77057 13F-HR 1 feb2009patriot.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarterly Ended: December 31, 2008 Check here is Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing This Report: Name: Patriot Wealth Management, Inc. Address: 5847 San Felipe, Suite 200 Houston, TX 77057 13F File Number: 028-12304 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing This Report on Behalf of Reporting Manager: Name: Patriot Wealth Management, Inc. Title: Chief Compliance Officer Phone: 713-344-9300 Signature, Place and Date of Signing: Todd Hanslik, Houston, TX February 2, 2009 Report Type (Check only one): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 88 Form 13F Information Table Value Total: 125795 List of Other Included Managers: No. 13F File Number Name 01 N/A N/A FORM 13F INFORMATION TABLE VALUE SHARES/ SH/PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000)PRN AMT PRNCALL DSCRETN MANAGERSSOLE SHARED NONE - ----------------------- --------------- --------------- ------------------- --- ------- --------------- ------ -------- 3M COMPANY COM 88579y101 1925 33450 SH Sole 33450 ACTIVISION INC COM NEW COM 00507v109 266 30840 SH Sole 30840 ADVANCED MEDICAL OPTIC COM 00763M108 143 21595 SH Sole 21595 AIRGAS INC COM 009363102 311 7965 SH Sole 7965 ALBERTO CULVER CO COM 013078100 445 18143 SH Sole 18143 APPLE COMPUTER INC COM 037833100 1897 22228 SH Sole 22228 APPLIED MATERIAL INC COM 038222105 1481 146157 SH Sole 146157 ASPEN INSURANCE HLDG COM g05384105 440 18140 SH Sole 18140 AT& T INC COM 00206r102 7078 248324 SH Sole 106937 BANK NEW YORK MELLON COM 064058100 1956 69040 SH Sole 69040 BANK OF AMERICA CORP COM 060505104 1028 73012 SH Sole 73012 BAXTER INTERNTL INC COM 071813109 2265 42262 SH Sole 42262 BECKMAN COULTER INC COM 075811109 295 6725 SH Sole 6725 BJS WHOLESALE CLUB INC COM 05548j106 422 12327 SH Sole 12327 BLACK AND DECKER CRP CO COM 091797100 308 7361 SH Sole 7361 BMC SOFTWARE INC COM COM 055921100 4864 180768 SH Sole 180768 BOK FINANCIAL CORPOR COM 05561q201 334 8265 SH Sole 8265 BROADCOM CORP CL A COM 111320107 1845 108735 SH Sole 108735 CHICOS FAS INC COM COM 168615102 274 65530 SH Sole 65530 CITRIX SYS INC COM COM 177376100 334 14184 SH Sole 14184 CVS CORP DELAWARE COM COM 126650100 1918 66727 SH Sole 66727 DANAHER CORP DEL COM COM 235851102 1822 32182 SH Sole 32182 DAVITA INC COM COM 23918k108 454 9158 SH Sole 9158 DELL INC COM 24702R101 206 20082 SH Sole 20082 DENTSPLY INTL INC COM 249030107 333 11779 SH Sole 11779 DEVRY INC DEL COM 251893103 477 8305 SH Sole 8305 DIAGEO P L C SPONSORED COM 25243q205 1767 31150 SH Sole 31150 DST SYSTEMS INC DEL COM 233326107 281 7401 SH Sole 7401 DUKE REALTY INVT INCNEW COM 264411505 201 18310 SH Sole 18310 EBAY INC COM COM 278642103 1253 89783 SH Sole 89783 EL PASO CORPORATION COM 28336l109 389 49638 SH Sole 49638 EMERSON ELEC CO COM 291011104 1731 47284 SH Sole 47284 EXPEDITORS INTL WASH COM 302130109 358 10750 SH Sole 10750 EXXON MOBIL CORP COM COM 30231g102 1018 12749 SH Sole 12749 GENERAL ELECTRIC COM 369604103 1356 83722 SH Sole 83722 GILEAD SCIENCES INC COM COM 375558103 2658 51977 SH Sole 51977 GRACO INC COM 384109104 289 12162 SH Sole 12162 HARRIS CORP DEL COM COM 413875105 293 7710 SH Sole 7710 HARSCO CORP COM 415864107 218 7890 SH Sole 7890 HEADWATERS INC DEL COM 42210p102 283 41940 SH Sole 41940 HEWLETT PACKARD CO COM COM 428236103 217 5974 SH Sole 5974 INTEL CORP COM 458140100 1798 122654 SH Sole 122654 INTL GAME TECHNOLOGY COM 459902102 165 13867 SH Sole 13867 INTL RECTIFIER CORP COM 460254105 284 21030 SH Sole 21030 ISHARE DJ TEL SC INX COM 464287713 2350 142607 SH Sole 142607 ITRON INC COM 465741106 331 5200 SH Sole 5200 J P MORGAN CHASE & CO COM 46625H100 1627 51595 SH Sole 51595 LUBRIZOL CORP COM 549271104 304 8360 SH Sole 8360 MANPOWER INC COM 56418h100 257 7554 SH Sole 7554 MICROSOFT CORP COM 594918104 1785 91808 SH Sole 91808 MIDCAP SPDR TR SER 1 COM 595635103 14997 154353 SH Sole 154353 NASDAQ STOCK MARKET COM COM 631103108 359 14527 SH Sole 14527 NATIONAL-OILWELL VARCOC COM 637071101 643 26329 SH Sole 26329 NEW YORK CMNTY BANCORP COM 649445103 281 23482 SH Sole 23482 NUVEEN PREMIUM INCME MUNCOM 67062t100 411 40140 SH Sole 40140 PENTAIR INC COM 709631105 318 13420 SH Sole 13420 PFIZER INC DEL PV$0.05 COM 717081103 2202 124361 SH Sole 124361 PINNACLE ENTMT INC COM COM 723456109 259 33785 SH Sole 33785 POWER SHARES DYNAMIC COM 73935x625 124 11090 SH Sole 11090 PRAXAIR INC COM 74005p104 2499 42095 SH Sole 42095 PRIDE INTERNATIONAL INC COM 74153q102 173 10810 SH Sole 10810 PROCTER & GAMBLE CO COM 742718109 2619 42368 SH Sole 42368 ROPER INDS INC NEW COM COM 776696106 343 7899 SH Sole 7899 SCANA CORP NEW COM COM 80589m102 427 12000 SH Sole 12000 SECTOR SPDR ENERGY COM 81369y506 8976 187895 SH Sole 187895 SECTOR SPDR TR SBI BASI COM 81369y100 245 10755 SH Sole 10755 SECTOR SPDR UTILITIES COM 81369y886 3052 105143 SH Sole 105143 SPDR SERIES TRUST OILGASCOM 78464a748 249 14540 SH Sole 14540 SPDR SERIES TRUST S&P HOCOM 78464a888 1348 112549 SH Sole 112549 STANDARD&POORS DEP RCPT COM 78462f103 14293 158389 SH Sole 158389 SYNOPSYS INC COM 871607107 355 19185 SH Sole 19185 TARGET CORP COM COM 87612e106 1714 49638 SH Sole 49638 THERMO ELECTRON CORP COM 883556102 1592 46735 SH Sole 46735 UNISYS CORP COM COM 909214108 13 15302 SH Sole 15302 UNITED TECHS CORP COM COM 913017109 1849 34500 SH Sole 34500 US BANCORP (NEW) COM 902973304 1997 79848 SH Sole 79848 VANGUARD MID-CAP ETF COM 922908629 618 14300 SH Sole 14300 VANGUARD TOTAL BOND MARKCOM 921937835 272 3440 SH Sole 3440 VECTREN CORP COM COM 92240G101 415 16574 SH Sole 16574 VIACOM INC NEW CL B COM 92553p201 302 15832 SH Sole 15832 VIACOM INC. CLASS A COM 92553P102 1120 55679 SH Sole 55679 WAL-MART STORES INC COM 931142103 2645 47187 SH Sole 47187 WELLS FARGO & CO DEL COMCOM 949746101 234 7927 SH Sole 7927 ISHARES TR MSCI EAFE IDXCOM 464287465 1346 29999 SH Sole 29999 POWERSHS DB MULTI SECT OTR 73936b200 1667 56010 SH Sole 56010 BARCLAYS BANK PLC SPON PRF 06739h776 307 22715 SH Sole 22715 ROYAL BK SCOTLAND GRP SPPRF 780097788 345 43186 SH Sole 43186 TORTOISE ENERGY INFR COMPRF 89147L100 852 50210 SH Sole 50210
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