Doyle Wealth Management
Latest statistics and disclosures from Doyle Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ICSH, AAPL, VIG, MSFT, JNJ, and represent 21.73% of Doyle Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$23M), COST (+$8.1M), ICSH, JPST, GOOG, IVV, QUAL, SPYG, VIG, TSLA.
- Started 4 new stock positions in BIL, VTEB, MTB, VONE.
- Reduced shares in these 10 stocks: HUM (-$9.1M), VZ (-$8.1M), , AMGN (-$5.2M), BSV, VCSH, XLE, , DIS, SCHM.
- Sold out of its positions in ADBE, BMY, C, EMR, EPD, AGG, SCHM, MMM, VOOV, XEL.
- Doyle Wealth Management was a net buyer of stock by $15M.
- Doyle Wealth Management has $1.2B in assets under management (AUM), dropping by -6.06%.
- Central Index Key (CIK): 0001698219
Tip: Access up to 7 years of quarterly data
Positions held by Doyle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Doyle Wealth Management
Doyle Wealth Management holds 204 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Blackrock Ultra (ICSH) | 7.9 | $91M | +4% | 1.8M | 50.01 |
|
| Apple (AAPL) | 3.8 | $45M | 323k | 138.20 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 3.8 | $44M | +2% | 326k | 135.16 |
|
| Microsoft Corporation (MSFT) | 3.7 | $44M | 187k | 232.90 |
|
|
| Johnson & Johnson (JNJ) | 2.5 | $30M | 180k | 163.36 |
|
|
| Amazon (AMZN) | 2.2 | $26M | 232k | 113.00 |
|
|
| Wal-Mart Stores (WMT) | 2.2 | $25M | 194k | 129.70 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $25M | +1892% | 256k | 95.65 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $23M | 85k | 267.03 |
|
|
| Paychex (PAYX) | 1.9 | $22M | 192k | 112.21 |
|
|
| Costco Wholesale Corporation (COST) | 1.8 | $21M | +61% | 45k | 472.26 |
|
| Danaher Corporation (DHR) | 1.8 | $21M | 81k | 258.29 |
|
|
| Pfizer (PFE) | 1.8 | $21M | 480k | 43.76 |
|
|
| Pepsi (PEP) | 1.8 | $20M | 125k | 163.26 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.7 | $20M | -6% | 269k | 74.82 |
|
| Republic Services (RSG) | 1.6 | $19M | 137k | 136.04 |
|
|
| Visa Com Cl A (V) | 1.6 | $19M | 104k | 177.65 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $18M | 175k | 104.50 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.6 | $18M | +6% | 363k | 50.10 |
|
| TJX Companies (TJX) | 1.4 | $17M | 268k | 62.12 |
|
|
| Qualcomm (QCOM) | 1.4 | $17M | 147k | 112.98 |
|
|
| Merck & Co (MRK) | 1.4 | $17M | 191k | 86.12 |
|
|
| McDonald's Corporation (MCD) | 1.4 | $17M | 71k | 230.73 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $16M | 63k | 257.29 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $16M | 237k | 68.56 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.4 | $16M | 465k | 34.49 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $16M | 93k | 170.91 |
|
|
| Procter & Gamble Company (PG) | 1.4 | $16M | 125k | 126.25 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.3 | $15M | -3% | 206k | 74.28 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.3 | $15M | -3% | 212k | 72.02 |
|
| Nextera Energy (NEE) | 1.3 | $15M | 188k | 78.41 |
|
|
| Discover Financial Services | 1.2 | $14M | 155k | 90.92 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $14M | +9% | 131k | 103.94 |
|
| United Parcel Service CL B (UPS) | 1.2 | $14M | 84k | 161.55 |
|
|
| Packaging Corporation of America (PKG) | 1.1 | $13M | 118k | 112.29 |
|
|
| Goldman Sachs (GS) | 1.1 | $13M | 44k | 293.05 |
|
|
| Chevron Corporation (CVX) | 1.1 | $13M | 89k | 143.67 |
|
|
| S&p Global (SPGI) | 1.0 | $12M | 40k | 305.35 |
|
|
| salesforce (CRM) | 1.0 | $12M | +3% | 83k | 143.84 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.0 | $12M | +36% | 237k | 50.16 |
|
| Texas Instruments Incorporated (TXN) | 1.0 | $12M | 76k | 154.77 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $12M | +12% | 32k | 358.64 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $11M | +3% | 60k | 187.97 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $11M | 136k | 81.86 |
|
|
| Abbott Laboratories (ABT) | 0.9 | $10M | 104k | 96.76 |
|
|
| Chubb (CB) | 0.8 | $9.9M | 54k | 181.88 |
|
|
| Roper Industries (ROP) | 0.8 | $9.8M | 27k | 359.64 |
|
|
| Zoetis Cl A (ZTS) | 0.8 | $9.4M | 63k | 148.30 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $9.3M | 257k | 36.36 |
|
|
| American Tower Reit (AMT) | 0.8 | $8.9M | 41k | 214.69 |
|
|
| Williams Companies (WMB) | 0.7 | $8.3M | +3% | 290k | 28.63 |
|
| Starbucks Corporation (SBUX) | 0.7 | $7.9M | 94k | 84.26 |
|
|
| PNC Financial Services (PNC) | 0.7 | $7.8M | -2% | 52k | 149.42 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $7.6M | 181k | 41.99 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $7.0M | 80k | 87.31 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $6.8M | -3% | 33k | 210.39 |
|
| Home Depot (HD) | 0.6 | $6.8M | 25k | 275.93 |
|
|
| Walt Disney Company (DIS) | 0.5 | $5.7M | -4% | 61k | 94.32 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $4.8M | 50k | 94.89 |
|
|
| Abbvie (ABBV) | 0.4 | $4.7M | 35k | 134.21 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $4.6M | 47k | 98.86 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $4.4M | +12% | 74k | 59.99 |
|
| Applied Materials (AMAT) | 0.4 | $4.2M | 51k | 81.93 |
|
|
| Electronic Arts (EA) | 0.3 | $3.9M | 34k | 115.71 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.8M | +8% | 12k | 328.32 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.8M | +2% | 11k | 357.16 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $3.6M | -2% | 106k | 34.06 |
|
| UnitedHealth (UNH) | 0.3 | $3.6M | 7.1k | 505.04 |
|
|
| Honeywell International (HON) | 0.3 | $3.3M | 20k | 166.99 |
|
|
| Nextera Energy Partners Com Unit Part In (XIFR) | 0.3 | $3.2M | 44k | 72.30 |
|
|
| Southern Company (SO) | 0.3 | $3.2M | 47k | 68.00 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $2.9M | -3% | 67k | 44.10 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $2.9M | +2% | 79k | 36.49 |
|
| Coca-Cola Company (KO) | 0.2 | $2.8M | 51k | 56.03 |
|
|
| Verizon Communications (VZ) | 0.2 | $2.6M | -75% | 69k | 37.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.6M | +1889% | 27k | 96.14 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.3M | +6% | 11k | 213.98 |
|
| Amgen (AMGN) | 0.2 | $2.2M | -70% | 9.9k | 225.45 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $2.2M | -8% | 56k | 38.56 |
|
| Genuine Parts Company (GPC) | 0.2 | $2.1M | 14k | 149.30 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.1M | 26k | 80.16 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.9M | +36% | 11k | 179.45 |
|
| Valero Energy Corporation (VLO) | 0.2 | $1.9M | 18k | 106.88 |
|
|
| Vanguard World Fds Energy Etf (VDE) | 0.2 | $1.8M | 18k | 101.56 |
|
|
| Cisco Systems (CSCO) | 0.2 | $1.8M | +3% | 44k | 39.99 |
|
| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.1 | $1.7M | 83k | 20.58 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | 5.3k | 284.37 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.5M | 24k | 61.31 |
|
|
| Digital Realty Trust (DLR) | 0.1 | $1.4M | +2% | 14k | 99.20 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.3M | +13% | 11k | 123.51 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.3M | -4% | 3.9k | 323.41 |
|
| FactSet Research Systems (FDS) | 0.1 | $1.2M | 3.0k | 400.00 |
|
|
| International Business Machines (IBM) | 0.1 | $1.2M | 9.8k | 118.83 |
|
|
| HEICO Corporation (HEI) | 0.1 | $1.2M | 8.0k | 144.01 |
|
|
| Tesla Motors (TSLA) | 0.1 | $1.2M | +203% | 4.4k | 265.17 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.1M | -8% | 28k | 39.75 |
|
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.1 | $1.1M | 27k | 40.88 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | -17% | 4.0k | 267.20 |
|
| Snap-on Incorporated (SNA) | 0.1 | $1.1M | 5.3k | 201.33 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.0M | -3% | 7.5k | 136.04 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.0M | 2.6k | 386.11 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $872k | -11% | 4.4k | 197.33 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $864k | -21% | 2.8k | 307.36 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $856k | 3.8k | 223.62 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $845k | +2% | 9.1k | 92.97 |
|
| Intel Corporation (INTC) | 0.1 | $842k | 33k | 25.78 |
|
|
| American Express Company (AXP) | 0.1 | $822k | 6.1k | 134.84 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $817k | 3.5k | 232.56 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $813k | 2.00 | 406500.00 |
|
|
| Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX) | 0.1 | $786k | 17k | 46.19 |
|
|
| Medtronic SHS (MDT) | 0.1 | $786k | +2% | 9.7k | 80.77 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $756k | 6.6k | 114.55 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $755k | 6.2k | 121.44 |
|
|
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $720k | 9.7k | 74.40 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $679k | 6.0k | 112.55 |
|
|
| Lowe's Companies (LOW) | 0.1 | $674k | 3.6k | 187.95 |
|
|
| American Electric Power Company (AEP) | 0.1 | $670k | 7.8k | 86.42 |
|
|
| PPG Industries (PPG) | 0.1 | $665k | 6.0k | 110.72 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $628k | -11% | 14k | 44.36 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $626k | 6.3k | 99.38 |
|
|
| Target Corporation (TGT) | 0.1 | $618k | 4.2k | 148.38 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $601k | +3% | 7.6k | 79.51 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $568k | 4.8k | 118.88 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $554k | -2% | 2.5k | 219.23 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $552k | 16k | 35.50 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $542k | -5% | 6.2k | 87.11 |
|
| Humana (HUM) | 0.0 | $540k | -94% | 1.1k | 485.18 |
|
| Anthem (ELV) | 0.0 | $537k | +5% | 1.2k | 454.31 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $502k | 1.7k | 287.19 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $483k | +88% | 4.7k | 102.72 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $482k | 2.9k | 165.07 |
|
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $481k | 2.0k | 235.09 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $478k | NEW | 5.2k | 91.61 |
|
| Altria (MO) | 0.0 | $468k | 12k | 40.38 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $467k | 3.4k | 135.60 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $462k | 8.2k | 56.16 |
|
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.0 | $456k | 4.7k | 97.10 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $449k | 15k | 29.35 |
|
|
| Iridium Communications (IRDM) | 0.0 | $444k | 10k | 44.40 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $440k | 7.0k | 63.29 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $436k | 9.5k | 45.74 |
|
|
| McKesson Corporation (MCK) | 0.0 | $435k | +2% | 1.3k | 340.11 |
|
| Becton, Dickinson and (BDX) | 0.0 | $415k | 1.9k | 223.00 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $409k | 14k | 30.18 |
|
|
| Philip Morris International (PM) | 0.0 | $403k | +12% | 4.9k | 82.90 |
|
| Boeing Company (BA) | 0.0 | $378k | 3.1k | 121.04 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $370k | +2% | 2.8k | 133.24 |
|
| Dominion Resources (D) | 0.0 | $367k | 5.3k | 69.10 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $364k | 2.2k | 163.74 |
|
|
| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $359k | -5% | 11k | 32.17 |
|
| Cummins (CMI) | 0.0 | $350k | +3% | 1.7k | 203.25 |
|
| Nike CL B (NKE) | 0.0 | $342k | 4.1k | 83.01 |
|
|
| Stepan Company (SCL) | 0.0 | $337k | 3.6k | 93.61 |
|
|
| Travelers Companies (TRV) | 0.0 | $336k | 2.2k | 153.08 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $327k | 4.7k | 70.28 |
|
|
| L3harris Technologies (LHX) | 0.0 | $326k | 1.6k | 208.17 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $322k | 5.2k | 62.14 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $311k | +10% | 3.3k | 95.34 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $310k | +8% | 18k | 16.89 |
|
| Waste Management (WM) | 0.0 | $310k | +2% | 1.9k | 160.21 |
|
| Hancock Holding Company (HWC) | 0.0 | $304k | 6.6k | 45.76 |
|
|
| United Bankshares (UBSI) | 0.0 | $303k | 8.5k | 35.78 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $303k | 7.5k | 40.36 |
|
|
| Wp Carey (WPC) | 0.0 | $300k | +2% | 4.3k | 69.80 |
|
| Mid-America Apartment (MAA) | 0.0 | $294k | 1.9k | 155.31 |
|
|
| Teradyne (TER) | 0.0 | $293k | -4% | 3.9k | 75.09 |
|
| Ingredion Incorporated (INGR) | 0.0 | $291k | 3.6k | 80.63 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $290k | 5.4k | 54.17 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $287k | -38% | 611.00 | 469.72 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $283k | NEW | 5.9k | 48.13 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $283k | 2.0k | 143.15 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $282k | 2.3k | 121.66 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $277k | 6.4k | 43.52 |
|
|
| Caterpillar (CAT) | 0.0 | $273k | +5% | 1.7k | 163.96 |
|
| AmerisourceBergen (COR) | 0.0 | $269k | 2.0k | 135.38 |
|
|
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $268k | 1.9k | 142.40 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $267k | -12% | 4.8k | 55.96 |
|
| Consolidated Edison (ED) | 0.0 | $263k | 3.1k | 85.81 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $256k | 3.6k | 71.09 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $255k | NEW | 1.6k | 163.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $249k | 4.3k | 57.87 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $248k | 4.1k | 61.11 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $246k | +6% | 4.5k | 54.74 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $246k | 1.4k | 170.95 |
|
|
| Allstate Corporation (ALL) | 0.0 | $242k | 1.9k | 124.68 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $241k | -4% | 3.1k | 78.89 |
|
| Manulife Finl Corp (MFC) | 0.0 | $239k | 15k | 15.70 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $231k | +15% | 2.8k | 83.67 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $229k | 1.8k | 127.43 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $218k | 1.6k | 139.83 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $218k | 19k | 11.51 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $217k | NEW | 1.2k | 176.57 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $215k | 4.4k | 48.66 |
|
|
| Dollar General (DG) | 0.0 | $215k | 898.00 | 239.42 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $211k | -32% | 4.7k | 44.51 |
|
| Moody's Corporation (MCO) | 0.0 | $209k | 858.00 | 243.59 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $206k | -4% | 896.00 | 229.91 |
|
| At&t (T) | 0.0 | $195k | +3% | 13k | 15.30 |
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $194k | +15% | 29k | 6.62 |
|
| DNP Select Income Fund (DNP) | 0.0 | $150k | 15k | 10.34 |
|
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $117k | 11k | 10.99 |
|
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.0 | $103k | +14% | 12k | 8.87 |
|
| Delaware Investments Dividend And Income | 0.0 | $73k | 10k | 7.30 |
|
|
| Liberty Media Corp Del Deb 4.000%11/1 (Principal) | 0.0 | $4.0k | 10k | 0.40 |
|
Past Filings by Doyle Wealth Management
SEC 13F filings are viewable for Doyle Wealth Management going back to 2017
- Doyle Wealth Management 2022 Q3 filed Nov. 15, 2022
- Doyle Wealth Management 2022 Q2 filed Aug. 10, 2022
- Doyle Wealth Management 2022 Q1 filed May 13, 2022
- Doyle Wealth Management 2021 Q4 filed Feb. 11, 2022
- Doyle Wealth Management 2021 Q3 filed Nov. 12, 2021
- Doyle Wealth Management 2021 Q2 filed Aug. 3, 2021
- Doyle Wealth Management 2021 Q1 filed May 7, 2021
- Doyle Wealth Management 2020 Q4 filed Feb. 4, 2021
- Doyle Wealth Management 2020 Q3 filed Nov. 13, 2020
- Doyle Wealth Management 2020 Q2 filed Aug. 6, 2020
- Doyle Wealth Management 2020 Q1 filed April 29, 2020
- Doyle Wealth Management 2019 Q4 filed Feb. 11, 2020
- Doyle Wealth Management 2019 Q3 filed Nov. 5, 2019
- Doyle Wealth Management 2019 Q2 filed Aug. 15, 2019
- Doyle Wealth Management 2019 Q1 filed May 13, 2019
- Doyle Wealth Management 2018 Q4 filed Feb. 8, 2019