Doyle Wealth Management 13F Holdings

CIK 0001698219 · ST. PETERSBURG, FL

As of Sep 30, 2022, Doyle Wealth Management reported 204 positions worth .2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFICSH—1,827,207$91.4K7.85%
APPLE INCAAPLTechnology322,887$44.6K3.83%
VANGUARD DIVIDEND APPREC ETFVIG—325,857$44.0K3.78%
MICROSOFT CORPMSFTTechnology186,586$43.5K3.73%
JOHNSON & JOHNSONJNJHealthcare180,282$29.5K2.53%
AMAZON.COM INCAMZNEquity231,527$26.2K2.25%
WALMART INCWMTConsumer Defensive193,948$25.2K2.16%
ALPHABET INCGOOGLEquity255,889$24.5K2.10%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services84,771$22.6K1.95%
PAYCHEX INCPAYXIndustrials192,077$21.6K1.85%
COSTCO WHOLESALE CORPCOSTConsumer Defensive45,098$21.3K1.83%
DANAHER CORPDHRHealthcare81,352$21.0K1.81%
PFIZER INCPFEHealthcare480,030$21.0K1.81%
PEPSICO INCPEPConsumer Defensive125,029$20.4K1.75%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—268,595$20.1K1.73%
REPUBLIC SERVICES INCRSGIndustrials137,188 8.7K1.60%
VISA INC-CLASS A SHARESVFinancial Services104,225 8.5K1.59%
JPMORGAN CHASE & COJPMFinancial Services174,987 8.3K1.57%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETFSPYG—362,570 8.2K1.56%
TJX COMPANIES INCTJXConsumer Cyclical267,471 6.6K1.43%
QUALCOMM INCQCOMTechnology146,707 6.6K1.42%
MERCK & CO INCMRKHealthcare191,071 6.5K1.41%
MCDONALDS CORPMCDConsumer Cyclical71,303 6.5K1.41%
ACCENTURE PLCACNTechnology63,138 6.2K1.40%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology236,877 6.2K1.40%