Doyle Wealth Management

Latest statistics and disclosures from Doyle Wealth Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Doyle Wealth Management

Companies in the Doyle Wealth Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.2 $58M 189k 308.31
Apple (AAPL) 4.1 $57M +2% 324k 174.61
Vanguard Specialized Funds Div App Etf (VIG) 3.6 $50M +8% 311k 162.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.0 $41M +5% 530k 77.90
Amazon (AMZN) 2.6 $36M +5% 11k 3260.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $36M +12% 461k 78.09
Alphabet Cap Stk Cl A (GOOGL) 2.5 $35M 13k 2781.42
Johnson & Johnson (JNJ) 2.3 $32M 183k 177.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $30M 86k 352.91
Ishares Tr Blackrock Ultra (ICSH) 2.1 $30M +21% 591k 50.15
Wal-Mart Stores (WMT) 2.1 $29M +2% 194k 148.92
Paychex (PAYX) 1.9 $27M 194k 136.47
Pfizer (PFE) 1.8 $25M 490k 51.77
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.7 $24M 231k 104.26

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Danaher Corporation (DHR) 1.7 $24M 82k 293.33
JPMorgan Chase & Co. (JPM) 1.7 $24M +3% 172k 136.32
Visa Com Cl A (V) 1.7 $23M 103k 221.77
Qualcomm (QCOM) 1.6 $22M 147k 152.82
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.5 $21M +15% 322k 66.21
Accenture Plc Ireland Shs Class A (ACN) 1.5 $21M 63k 337.24
Pepsi (PEP) 1.5 $21M 125k 167.38
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.4 $20M 467k 41.75
Procter & Gamble Company (PG) 1.4 $19M 124k 152.80
Vanguard Index Fds Small Cp Etf (VB) 1.4 $19M +8% 89k 212.52
Republic Services (RSG) 1.3 $19M 141k 132.50
salesforce (CRM) 1.3 $18M +4% 87k 212.32
Packaging Corporation of America (PKG) 1.3 $18M 117k 156.11
United Parcel Service CL B (UPS) 1.3 $18M 83k 214.46
McDonald's Corporation (MCD) 1.3 $18M +2% 71k 247.28
Select Sector Spdr Tr Energy (XLE) 1.2 $17M 225k 76.44
Discover Financial Services (DFS) 1.2 $17M 156k 110.19
Verizon Communications (VZ) 1.2 $17M 337k 50.94
TJX Companies (TJX) 1.2 $16M +3% 267k 60.58
Merck & Co (MRK) 1.2 $16M +2% 195k 82.05
S&p Global (SPGI) 1.1 $16M +2% 39k 410.17
Costco Wholesale Corporation (COST) 1.1 $16M 27k 575.86
Nextera Energy (NEE) 1.1 $15M +2% 182k 84.71
Chevron Corporation (CVX) 1.1 $15M 93k 162.83
Goldman Sachs (GS) 1.0 $15M 44k 330.11
Texas Instruments Incorporated (TXN) 1.0 $14M 78k 183.48
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $14M +52% 103k 134.63
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $14M +19% 57k 237.84
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $13M +8% 272k 48.03
Roper Industries (ROP) 0.9 $13M 28k 472.23
Raytheon Technologies Corp (RTX) 0.9 $13M +4% 128k 99.07
Chubb (CB) 0.9 $12M 56k 213.90
Abbott Laboratories (ABT) 0.9 $12M 100k 118.36
Zoetis Cl A (ZTS) 0.8 $11M +3% 59k 188.59
Walt Disney Company (DIS) 0.8 $11M +2% 76k 137.16
American Tower Reit (AMT) 0.7 $10M +3% 40k 251.21
Williams Companies (WMB) 0.7 $9.7M 289k 33.41
PNC Financial Services (PNC) 0.7 $9.3M +656% 51k 184.45
Adobe Systems Incorporated (ADBE) 0.7 $9.3M +4% 20k 455.60
Starbucks Corporation (SBUX) 0.6 $8.9M +2% 98k 90.97
Humana (HUM) 0.6 $8.8M 20k 435.15
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $8.7M 31k 277.64
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $8.1M +5% 152k 53.13
Amgen (AMGN) 0.6 $7.8M -2% 32k 241.81
Home Depot (HD) 0.5 $7.1M +2% 24k 299.33
Exxon Mobil Corporation (XOM) 0.5 $6.6M 80k 82.59
Ishares Tr Core S&p500 Etf (IVV) 0.5 $6.4M +226% 14k 453.66
Applied Materials (AMAT) 0.4 $6.2M +2% 47k 131.80
Electronic Arts (EA) 0.4 $5.8M -14% 46k 126.50
Abbvie (ABBV) 0.4 $5.7M +3% 35k 162.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $4.8M +5% 11k 451.63
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $4.6M -56% 43k 107.11
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $4.5M +25% 45k 100.17
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $4.3M +5% 38k 112.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $4.1M +5% 88k 46.13
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $3.9M 92k 42.07
Honeywell International (HON) 0.3 $3.8M 20k 194.60
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $3.8M 68k 55.57
Nextera Energy Partners Com Unit Part In (NEP) 0.3 $3.7M 44k 83.36
Alphabet Cap Stk Cl C (GOOG) 0.3 $3.6M +20% 1.3k 2794.37
UnitedHealth (UNH) 0.3 $3.5M +3% 6.9k 510.04
Southern Company (SO) 0.3 $3.5M +6% 48k 72.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.3M 7.9k 415.09
Coca-Cola Company (KO) 0.2 $3.2M +2% 52k 61.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $2.8M 26k 108.36
Cisco Systems (CSCO) 0.2 $2.3M +3% 41k 55.76
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $2.3M +1019% 30k 74.71
Tesla Motors (TSLA) 0.1 $2.1M -5% 1.9k 1077.56
Vanguard World Fds Energy Etf (VDE) 0.1 $2.0M 19k 107.04
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.1 $2.0M -4% 86k 22.65
Digital Realty Trust (DLR) 0.1 $1.9M 14k 141.78
Toronto Dominion Bk Ont Com New (TD) 0.1 $1.9M 24k 79.41
Mastercard Incorporated Cl A (MA) 0.1 $1.9M 5.3k 357.44
Valero Energy Corporation (VLO) 0.1 $1.9M 18k 101.53
Intel Corporation (INTC) 0.1 $1.8M -5% 36k 49.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.7M -32% 7.7k 227.69
Genuine Parts Company (GPC) 0.1 $1.7M +5% 14k 126.04
NVIDIA Corporation (NVDA) 0.1 $1.7M +7% 6.3k 272.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.6M +6% 4.5k 362.49
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.6M 34k 47.17
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $1.6M -6% 32k 49.90
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.1 $1.5M +2% 27k 56.56
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.5M 3.6k 416.53
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $1.5M NEW 126k 11.65
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.4M +29% 5.0k 287.56
FactSet Research Systems (FDS) 0.1 $1.4M +9% 3.2k 434.28
Global X Fds Globx Supdv Us (DIV) 0.1 $1.4M NEW 65k 21.12
Citigroup Com New (C) 0.1 $1.3M -84% 25k 53.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.3M 7.8k 165.94
Vanguard Index Fds Value Etf (VTV) 0.1 $1.3M +8% 8.7k 147.82
International Business Machines (IBM) 0.1 $1.3M -7% 9.8k 130.00
HEICO Corporation (HEI) 0.1 $1.2M 8.0k 153.59
Eli Lilly & Co. (LLY) 0.1 $1.2M +9% 4.1k 286.34
Lockheed Martin Corporation (LMT) 0.1 $1.1M -15% 2.6k 441.22
American Express Company (AXP) 0.1 $1.1M 6.1k 187.05
Snap-on Incorporated (SNA) 0.1 $1.1M +3% 5.4k 205.51
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.1M -2% 4.4k 249.94
Brookfield Real Assets Incom Shs Ben Int (RA) 0.1 $1.1M NEW 52k 20.74
Bank of America Corporation (BAC) 0.1 $1.1M +86% 26k 41.24
Medtronic SHS (MDT) 0.1 $1.1M 9.6k 110.96
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.1M NEW 2.00 529000.00
Duke Energy Corp Com New (DUK) 0.1 $1.0M 9.0k 111.67
Vanguard World Fds Health Car Etf (VHT) 0.1 $989k 3.9k 254.37
Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX) 0.1 $944k 17k 55.48
Vanguard World Fds Financials Etf (VFH) 0.1 $900k 9.6k 93.35
Target Corporation (TGT) 0.1 $878k +13% 4.1k 212.18
Boeing Company (BA) 0.1 $877k +63% 4.6k 191.57
Air Products & Chemicals (APD) 0.1 $862k 3.5k 249.86
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $850k +11% 19k 43.95
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $848k +50% 17k 50.29
Heico Corp Cl A (HEI.A) 0.1 $837k 6.6k 126.82
Meta Platforms Cl A (FB) 0.1 $829k +7% 3.7k 222.43
Pioneer Municipal High Income Advantage (MAV) 0.1 $804k NEW 82k 9.84
PPG Industries (PPG) 0.1 $787k 6.0k 131.04
Select Sector Spdr Tr Technology (XLK) 0.1 $759k +4% 4.8k 158.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $756k +14% 13k 59.72
Lowe's Companies (LOW) 0.1 $755k 3.7k 202.20
Advanced Micro Devices (AMD) 0.1 $746k +69% 6.8k 109.34
Global X Fds Glb X Superdiv (SDIV) 0.1 $744k NEW 65k 11.45
Comcast Corp Cl A (CMCSA) 0.1 $742k -15% 16k 46.83
American Electric Power Company (AEP) 0.1 $731k 7.3k 99.73
Kimberly-Clark Corporation (KMB) 0.1 $729k -2% 5.9k 123.16
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $728k +13% 2.1k 347.00
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $681k +4% 6.7k 101.01
At&t (T) 0.0 $651k 28k 23.62
Ishares Tr Russell 2000 Etf (IWM) 0.0 $599k +30% 2.9k 205.28
Altria (MO) 0.0 $597k +20% 11k 52.27
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $596k NEW 45k 13.15
Allianzgi Convertible & Income (NCV) 0.0 $593k NEW 118k 5.03
Nike CL B (NKE) 0.0 $580k +3% 4.3k 134.57
First Tr Morningstar Divid L SHS (FDL) 0.0 $578k -21% 15k 37.41
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.0 $562k NEW 48k 11.62
Allspring Income Opportunit Inc Oppty Fd (EAD) 0.0 $551k NEW 70k 7.91
Anthem (ANTM) 0.0 $551k 1.1k 491.09
Marathon Petroleum Corp (MPC) 0.0 $538k 6.3k 85.49
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $537k 4.7k 114.62
AFLAC Incorporated (AFL) 0.0 $521k +4% 8.1k 64.34
Independence Realty Trust In (IRT) 0.0 $519k 20k 26.43
Teradyne (TER) 0.0 $516k +2% 4.4k 118.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $502k 8.7k 57.61
Becton, Dickinson and (BDX) 0.0 $495k 1.9k 265.99
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $487k +20% 4.5k 107.93
Allianzgi Conv & Income Fd Ii (NCZ) 0.0 $479k NEW 111k 4.33
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $471k -29% 8.9k 53.06
Vanguard Index Fds Large Cap Etf (VV) 0.0 $462k 2.2k 208.67
Northrop Grumman Corporation (NOC) 0.0 $461k +21% 1.0k 447.14
Dominion Resources (D) 0.0 $451k -5% 5.3k 84.89
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $441k 1.4k 305.40
Philip Morris International (PM) 0.0 $427k -4% 4.5k 94.01
3M Company (MMM) 0.0 $414k -21% 2.8k 148.87
Eaton Corp SHS (ETN) 0.0 $411k 2.7k 151.83
Colgate-Palmolive Company (CL) 0.0 $407k 5.4k 75.86
Eastman Chemical Company (EMN) 0.0 $404k 3.6k 112.19
Iridium Communications (IRDM) 0.0 $403k 10k 40.30
BlackRock (BLK) 0.0 $401k -13% 525.00 763.81
Travelers Companies (TRV) 0.0 $400k 2.2k 182.90
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $399k -2% 3.3k 120.11
Us Bancorp Del Com New (USB) 0.0 $398k 7.5k 53.09
Mid-America Apartment (MAA) 0.0 $397k 1.9k 209.72
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $393k 5.5k 71.36
L3harris Technologies (LHX) 0.0 $387k NEW 1.6k 248.55
McKesson Corporation (MCK) 0.0 $382k 1.2k 305.84
JetBlue Airways Corporation (JBLU) 0.0 $379k 25k 14.96
Astrazeneca Sponsored Adr (AZN) 0.0 $378k -4% 5.7k 66.41
Truist Financial Corp equities (TFC) 0.0 $364k 6.4k 56.70
Discovery Com Ser C (DISCK) 0.0 $359k 14k 24.99
Stepan Company (SCL) 0.0 $356k 3.6k 98.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $356k 1.3k 268.27
Ares Capital Corporation (ARCC) 0.0 $348k 17k 20.93
Caterpillar (CAT) 0.0 $348k 1.6k 222.93
Hancock Holding Company (HWC) 0.0 $346k 6.6k 52.08
Cummins (CMI) 0.0 $342k 1.7k 205.16
Wp Carey (WPC) 0.0 $338k 4.2k 80.82
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $338k 3.3k 101.14
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $337k +47% 1.9k 175.98
Oracle Corporation (ORCL) 0.0 $335k -4% 4.0k 82.86
Baxter International (BAX) 0.0 $332k -4% 4.3k 77.59
Ishares Tr Msci Eafe Etf (EFA) 0.0 $332k +37% 4.5k 73.68
Manulife Finl Corp (MFC) 0.0 $325k 15k 21.35
Block Cl A (SQ) 0.0 $324k +4% 2.4k 135.56
Ingredion Incorporated (INGR) 0.0 $312k -2% 3.6k 87.20
AmerisourceBergen (ABC) 0.0 $307k 2.0k 154.50
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $305k NEW 2.0k 149.44
Blackstone Group Inc Com Cl A (BX) 0.0 $303k -7% 2.4k 126.94
CVS Caremark Corporation (CVS) 0.0 $297k -11% 2.9k 101.12
United Bankshares (UBSI) 0.0 $295k 8.5k 34.84
Pimco High Income Com Shs (PHK) 0.0 $295k NEW 51k 5.78
Waste Management (WM) 0.0 $291k -3% 1.8k 158.41
Consolidated Edison (ED) 0.0 $290k -23% 3.1k 94.77
Moody's Corporation (MCO) 0.0 $289k 858.00 336.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $287k +11% 1.8k 157.43
Marriott Intl Cl A (MAR) 0.0 $273k 1.6k 175.90
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $270k +8% 3.5k 76.31
Allstate Corporation (ALL) 0.0 $268k -3% 1.9k 138.29
Enterprise Products Partners (EPD) 0.0 $264k +4% 10k 25.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $261k -37% 5.1k 51.54
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $258k 3.3k 79.07
Arthur J. Gallagher & Co. (AJG) 0.0 $250k 1.4k 174.70
Vanguard World Fds Utilities Etf (VPU) 0.0 $249k 1.5k 161.58
Emerson Electric (EMR) 0.0 $249k +2% 2.5k 98.11
Nuveen PA Investnt Quality Municipal (NQP) 0.0 $247k NEW 18k 13.52
Norfolk Southern (NSC) 0.0 $241k 843.00 285.88
Spdr Gold Tr Gold Shs (GLD) 0.0 $240k 1.3k 180.59
Constellation Brands Cl A (STZ) 0.0 $239k -26% 1.0k 230.03
Xcel Energy (XEL) 0.0 $236k -10% 3.3k 72.24
Ishares Tr Core Msci Intl (IDEV) 0.0 $235k 3.7k 63.60
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $232k NEW 1.5k 150.85
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $228k 918.00 248.37
Columbia Seligm Prem Tech Gr (STK) 0.0 $226k NEW 7.1k 32.04
Diageo Spon Adr New (DEO) 0.0 $226k 1.1k 202.87
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $225k 3.1k 72.70
Ishares Tr National Mun Etf (MUB) 0.0 $224k 2.0k 109.64
Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $222k NEW 3.0k 74.00
Invesco Van Kampen Municipal Trust (VKQ) 0.0 $212k NEW 18k 11.52
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $207k 1.5k 137.18
Enbridge (ENB) 0.0 $206k NEW 4.5k 46.10
General Mills (GIS) 0.0 $205k 3.0k 67.57
General Dynamics Corporation (GD) 0.0 $205k NEW 851.00 240.89
Pioneer Municipal High Incom Com Shs (MHI) 0.0 $205k NEW 20k 10.51
Crown Castle Intl (CCI) 0.0 $200k 1.1k 184.16
DNP Select Income Fund (DNP) 0.0 $171k 15k 11.79
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.0 $165k 13k 13.23
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $142k 11k 13.34
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.0 $131k NEW 10k 13.10
Pimco Municipal Income Fund II (PML) 0.0 $127k NEW 11k 11.55
Prospect Capital Corporation (PSEC) 0.0 $116k NEW 14k 8.26
Dws Municipal Income Cf non-tax cef (KTF) 0.0 $113k NEW 11k 10.45
Oxford Square Ca (OXSQ) 0.0 $108k NEW 26k 4.18
Delaware Investments Dividend And Income (DDF) 0.0 $108k 10k 10.80
Pioneer High Income Trust (PHT) 0.0 $89k NEW 11k 8.09
Putnam Managed Municipal Income Trust (PMM) 0.0 $85k NEW 12k 7.08
Bny Mellon High Yield Strate Sh Ben Int (DHF) 0.0 $70k NEW 25k 2.78
Mfs High Yield Mun Tr Sh Ben Int (CMU) 0.0 $66k NEW 17k 3.88
Liberty Media Corp Del Deb 4.000%11/1 (Principal) 0.0 $6.0k 10k 0.60

Past Filings by Doyle Wealth Management

SEC 13F filings are viewable for Doyle Wealth Management going back to 2017

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