Doyle Wealth Management

SEC CIK
0001698219

Holdings, Q3 2022

Positions as of Sep 30, 2022, filed Nov 15, 2022.SEC

Positions
204
−6 vs. Q2 2022
Total value
$1.16B
−$75.06M (−6.1%) vs. Q2 2022

Compare with Q2 2022: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q2 2022.

Doyle Wealth Management holdings in Q3 2022
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
ISHARES TR46434V878ULTRA SHORT DUR1,827,207$91.38M7.85%+74,989+4.3%Added–
AAPLAPPLE INC COMStock322,887$44.62M3.83%−1,261−0.4%ReducedView
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF325,857$44.04M3.78%+7,578+2.4%Added–
MSFTMICROSOFT CORP COMStock186,586$43.46M3.73%−746−0.4%ReducedView
JNJJOHNSON & JOHNSON COMStock180,282$29.45M2.53%−1,438−0.8%ReducedView
AMZNAMAZON COM INC COMStock231,527$26.16M2.25%+1,970+0.9%AddedView
WMTWALMART INC COMStock193,948$25.16M2.16%+597+0.3%AddedView
GOOGLALPHABET INC CAP STK CL AStock255,889$24.48M2.10%+243,045+1,892.3%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock84,771$22.64M1.94%−657−0.8%ReducedView
PAYXPAYCHEX INC COMStock192,077$21.55M1.85%−1,902−1.0%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock45,098$21.3M1.83%+17,176+61.5%AddedView
DHRDANAHER CORP DEL COMStock81,352$21.01M1.81%−337−0.4%ReducedView
PFEPFIZER INC COMStock480,030$21.01M1.80%−3,865−0.8%ReducedView
PEPPEPSICO INC COMStock125,029$20.41M1.75%−991−0.8%ReducedView
VANGUARD SHORT-TERM BOND ETF921937827ETF268,595$20.1M1.73%−18,227−6.4%Reduced–
RSGREPUBLIC SVCS INCCOM137,188$18.66M1.60%−2,040−1.5%ReducedView
VVISA INC COM CL AStock104,225$18.52M1.59%−227−0.2%ReducedView
JPMJPMORGAN CHASE & CO COMStock174,987$18.29M1.57%+2,109+1.2%AddedView
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409ETF362,570$18.17M1.56%+21,607+6.3%Added–
TJXTJX COS INC NEW COMStock267,471$16.62M1.43%+2,023+0.8%AddedView
QCOMQUALCOMM INC COMStock146,707$16.58M1.42%−670−0.5%ReducedView
MRKMERCK & CO INC COMStock191,071$16.46M1.41%−1,196−0.6%ReducedView
MCDMCDONALDS CORP COMStock71,303$16.45M1.41%−515−0.7%ReducedView
ACNACCENTURE PLC IRELAND SHS CLASS AStock63,138$16.25M1.40%−123−0.2%ReducedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR236,877$16.24M1.40%+2,994+1.3%AddedView
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A508ETF464,743$16.03M1.38%−2,218−0.5%Reduced–
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF92,867$15.87M1.36%+1,760+1.9%Added–
PGPROCTER & GAMBLE CO COMStock124,602$15.73M1.35%+194+0.2%AddedView
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD205,653$15.28M1.31%−8,245−3.9%Reduced–
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF211,960$15.27M1.31%−6,971−3.2%Reduced–
NEENEXTERA ENERGY INC COMStock187,620$14.71M1.26%−1,074−0.6%ReducedView
DISCOVER FINL SVCS254709108COM155,333$14.12M1.21%−817−0.5%Reduced–
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF130,583$13.57M1.17%+11,022+9.2%Added–
UPSUNITED PARCEL SVCS INC CL BStock83,568$13.5M1.16%−588−0.7%ReducedView
PKGPACKAGING CORP AMER COMStock117,762$13.22M1.14%+565+0.5%AddedView
GSGOLDMAN SACHS GROUP INC COMStock43,921$12.87M1.11%+228+0.5%AddedView
CVXCHEVRON CORPORATION COMStock89,263$12.82M1.10%+120.0%AddedView
SPGIS&P GLOBAL INC COMStock39,944$12.2M1.05%+10.0%AddedView
CRMSALESFORCE INC COMStock83,393$12M1.03%+2,701+3.3%AddedView
JPMORGAN ULTRA-SHORT INCOME ETF46641Q837ETF236,666$11.87M1.02%+62,855+36.2%Added–
TXNTEXAS INSTRS INC COMStock76,201$11.79M1.01%−1,247−1.6%ReducedView
ISHARES CORE S&P 500 ETF464287200ETF32,403$11.62M1.00%+3,648+12.7%Added–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF59,610$11.21M0.96%+1,870+3.2%Added–
RTXRTX CORPORATION COMStock135,538$11.1M0.95%+2,331+1.7%AddedView
ABTABBOTT LABORATORIES COMStock104,077$10.07M0.87%+432+0.4%AddedView
CBCHUBB LIMITED COMStock54,158$9.85M0.85%−916−1.7%ReducedView
ROPROPER TECHNOLOGIES INC COMStock27,191$9.78M0.84%−169−0.6%ReducedView
ZTSZOETIS INC CL AStock63,191$9.37M0.81%+956+1.5%AddedView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF256,714$9.33M0.80%+4,223+1.7%Added–
AMTAMERICAN TOWER CORP COMREIT41,226$8.85M0.76%+72+0.2%AddedView
WMBWILLIAMS COS INCCOM290,301$8.31M0.71%+10,446+3.7%AddedView
SBUXSTARBUCKS CORP COMStock93,960$7.92M0.68%−1,530−1.6%ReducedView
PNCPNC FINL SVCS GROUP INC COMStock52,229$7.8M0.67%−1,257−2.4%ReducedView
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF180,494$7.58M0.65%+403+0.2%Added–
XOMEXXON MOBIL CORPCOM79,704$6.96M0.60%+628+0.8%AddedView
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF32,482$6.83M0.59%−1,228−3.6%Reduced–
HDHOME DEPOT INC COMStock24,586$6.78M0.58%−206−0.8%ReducedView
DISDISNEY WALT CO COMStock60,770$5.73M0.49%−3,012−4.7%ReducedView
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF50,218$4.77M0.41%+289+0.6%Added–
ABBVABBVIE INC COMStock34,715$4.66M0.40%+599+1.8%AddedView
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833ETF46,866$4.63M0.40%−352−0.7%Reduced–
VANECK MORNINGSTAR WIDE MOAT ETF92189F643ETF73,829$4.43M0.38%+8,433+12.9%Added–
AMATAPPLIED MATLS INC COMStock50,713$4.16M0.36%+567+1.1%AddedView
ELECTRONIC ARTS INC285512109COM33,523$3.88M0.33%−455−1.3%Reduced–
VANGUARD S&P 500 ETF922908363ETF11,644$3.82M0.33%+879+8.2%Added–
SPYSTATE STREET SPDR S&P 500 ETFETF10,578$3.78M0.32%+244+2.4%AddedView
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853ETF106,351$3.62M0.31%−2,789−2.6%Reduced–
UNHUNITEDHEALTH GROUP INC COMStock7,142$3.61M0.31%+139+2.0%AddedView
HONHoneywell TechnologiesCOM19,708$3.29M0.28%+33+0.2%AddedView
XIFRXPLR INFRASTRUCTURE LPCOM UNIT PART IN44,425$3.21M0.28%−649−1.4%ReducedView
SOSOUTHERN CO COMStock46,940$3.19M0.27%+167+0.4%AddedView
SPDR SERIES TRUST78464A805ST STR PR SP150066,775$2.95M0.25%−2,353−3.4%Reduced–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF78,697$2.87M0.25%+2,110+2.8%Added–
KOCOCA COLA CO COMStock50,833$2.85M0.24%+50+0.1%AddedView
VZVERIZON COMMUNICATIONS INC COMStock68,778$2.61M0.22%−212,315−75.5%ReducedView
GOOGALPHABET INC CAP STK CL CStock26,597$2.56M0.22%+25,260+1,889.3%AddedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF10,973$2.35M0.20%+669+6.5%Added–
AMGNAMGEN INC COMStock9,869$2.23M0.19%−23,030−70.0%ReducedView
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847ETF55,917$2.16M0.19%−5,063−8.3%Reduced–
GPCGENUINE PARTS CO COMStock14,354$2.14M0.18%+24+0.2%AddedView
VANGUARD REAL ESTATE ETF922908553ETF26,134$2.1M0.18%−21−0.1%Reduced–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF10,850$1.95M0.17%+2,919+36.8%Added–
VLOVALERO ENERGY CORP COMStock17,684$1.89M0.16%+184+1.1%AddedView
VANGUARD ENERGY ETF92204A306ETF17,743$1.8M0.15%−36−0.2%Reduced–
CSCOCISCO SYS INC COMStock43,885$1.76M0.15%+1,520+3.6%AddedView
GSGISHARES S&P GSCI COMMODITY-UNIT BEN INT83,442$1.72M0.15%+267+0.3%AddedView
MAMASTERCARD INCORPORATED CL AStock5,324$1.51M0.13%+33+0.6%AddedView
TDTORONTO DOMINION BK ONT COM NEWStock24,089$1.48M0.13%+225+0.9%AddedView
DLRDIGITAL RLTY TR INCCOM13,699$1.36M0.12%+379+2.8%AddedView
VANGUARD MORNINGSTAR VALUE ETF922908744ETF10,542$1.3M0.11%+1,269+13.7%Added–
LLYELI LILLY & CO COMStock3,930$1.27M0.11%−191−4.6%ReducedView
FDSFACTSET RESH SYS INC COMStock2,980$1.19M0.10%+10.0%AddedView
IBMINTERNATIONAL BUSINESS MACHS COMStock9,762$1.16M0.10%+70+0.7%AddedView
HEIHEICO CORP NEWCOM8,041$1.16M0.10%00.0%UnchangedView
TSLATESLA INC COMStock4,352$1.15M0.10%+2,917+203.3%AddedView
INVESCO S&P 500 QUALITY ETF46137V241ETF28,078$1.12M0.10%−2,584−8.4%Reduced–
BAMBROOKFIELD ASSET MGMT INCCL A LTD VT SH27,105$1.11M0.10%+73+0.3%AddedView
INVESCO QQQ TRUST SERIES I46090E103ETF3,982$1.06M0.09%−832−17.3%Reduced–
SNASNAP ON INCCOM5,280$1.06M0.09%+11+0.2%AddedView
ISHARES RUSSELL 1000 VALUE ETF464287598ETF7,527$1.02M0.09%−248−3.2%Reduced–

Sold out since Q2 2022 (10)

Positions held at the end of Q2 2022 that are no longer in this filing.

Doyle Wealth Management positions sold out since Q2 2022
SecurityClassShares, Q2 2022Value, Q2 2022% of portfolio, Q2 2022
ADBEADOBE INC COMStock16,139$5.91M0.48%
MMM3M CO COMStock2,766$358K0.03%
SCHWAB U.S. MID-CAP ETF808524508ETF4,505$283K0.02%
CCITIGROUP INC COM NEWStock5,481$252K0.02%
EPDENTERPRISE PRODS PARTNERS L P COMStock9,839$240K0.02%
XELXCEL ENERGY INC COMStock2,910$206K0.02%
EMREMERSON ELEC CO COMStock2,574$205K0.02%
BMYBRISTOL-MYERS SQUIBB CO COMStock2,659$205K0.02%
VANGUARD S&P 500 VALUE ETF921932703ETF1,540$205K0.02%
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF2,011$204K0.02%

13F filings by quarter

Doyle Wealth Management 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q3 2022Nov 15, 2022204$1.16Bvs. Q2 2022SEC
Q2 2022Aug 10, 2022210$1.24Bvs. Q1 2022SEC
Q1 2022May 13, 2022248$1.39Bvs. Q4 2021SEC
Q4 2021Feb 11, 2022233$1.39Bvs. Q3 2021SEC
Q3 2021Nov 12, 2021223$1.26Bvs. Q2 2021SEC
Q2 2021Aug 3, 2021219$1.21Bvs. Q1 2021SEC
Q1 2021May 7, 2021215$1.04B–SEC