DW

Doyle Wealth Management

13F
Doyle Wealth Management
Last update 2022-11-16 203 Stocks (4 new)
Value $1.16 Bil Turnover 2 %
Countries:
Top Holdings: ICSH(7.85%)AAPL(3.83%)VIG(3.78%)MSFT(3.73%)JNJ(2.53%)
Summary Stock Picks Current Portfolio
Doyle Wealth Management Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ICSH
BlackRock Ultra Short-Term Bond ETF
1,827,207
91,379.0
+4.28%
7.850
+0.32%
1.290
+1.23%
+2.78%
5,964.3
 
AAPL
Apple Inc
322,887
44,623.0
-0.39%
3.830
-0.01%
0.000
+3.20%
-14.04%
3,207,543.3
Hardware
VIG
Vanguard Dividend Appreciation FTF
325,857
44,043.0
+2.38%
3.780
+0.09%
0.080
+11.21%
+7.48%
90,411.2
 
MSFT
Microsoft Corp
186,586
43,456.0
-0.40%
3.730
-0.02%
0.000
+32.05%
+21.58%
3,794,388.0
Software
JNJ
Johnson & Johnson
180,282
29,451.0
-0.79%
2.530
-0.02%
0.010
+10.15%
+18.95%
407,131.7
Drug Manufacturers
AMZN
Amazon.com Inc
231,527
26,163.0
+0.86%
2.250
+0.02%
0.000
+24.49%
+5.85%
2,465,329.4
Retail - Cyclical
WMT
Walmart Inc
581,844
25,155.0
+0.31%
2.160
+0.01%
0.010
+0.75%
+7.17%
768,753.7
Retail - Defensive
GOOGL
Alphabet Inc
255,889
24,476.0
-0.39%
2.100
-0.01%
0.000
+21.29%
+2.17%
2,342,649.7
Interactive Media
BRK.B
Berkshire Hathaway Inc
84,771
22,636.0
-0.77%
1.940
-0.01%
0.000
-8.74%
+7.03%
1,046,202.4
Insurance
PAYX
Paychex Inc
192,077
21,553.0
-0.98%
1.850
-0.02%
0.050
+3.16%
+6.79%
52,808.1
Software

Doyle Wealth Management's Historical Top Holdings Breakdowns

Doyle Wealth Management Total Holding History ($B)

To

Doyle Wealth Management's Asset Allocation

To

Doyle Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Doyle Wealth Management's Hypothetical Growth since 2022-09-30

Doyle Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Doyle Wealth Management's Holdings Heat Map

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Doyle Wealth Management's Holdings Bubble Chart

Doyle Wealth Management News

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