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