DW
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Doyle Wealth Management13F | |
Doyle Wealth Management | |
Last update 2022-11-16 | 203 Stocks (4 new) |
Value $1.16 Bil | Turnover 2 % |
Doyle Wealth Management Top Holdings of 2022-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ICSH | BlackRock Ultra Short-Term Bond ETF | 1,827,207 | 91,379.0 | +4.28% | 7.850 | +0.32% | 1.290 | +1.34% | +2.77% | 5,963.7 | ||
AAPL | Apple Inc | 322,887 | 44,623.0 | -0.39% | 3.830 | -0.01% | 0.000 | +7.23% | -14.37% | 3,194,924.0 | Hardware | |
VIG | Vanguard Dividend Appreciation FTF | 325,857 | 44,043.0 | +2.38% | 3.780 | +0.09% | 0.080 | +12.58% | +6.50% | 89,592.0 | ||
MSFT | Microsoft Corp | 186,586 | 43,456.0 | -0.40% | 3.730 | -0.02% | 0.000 | +38.41% | +20.69% | 3,766,590.3 | Software | |
JNJ | Johnson & Johnson | 180,282 | 29,451.0 | -0.79% | 2.530 | -0.02% | 0.010 | +6.61% | +17.22% | 401,212.7 | Drug Manufacturers | |
AMZN | Amazon.com Inc | 231,527 | 26,163.0 | +0.86% | 2.250 | +0.02% | 0.000 | +31.15% | +3.53% | 2,411,239.0 | Retail - Cyclical | |
WMT | Walmart Inc | 581,844 | 25,155.0 | +0.31% | 2.160 | +0.01% | 0.010 | +1.49% | +6.84% | 766,399.5 | Retail - Defensive | |
GOOGL | Alphabet Inc | 255,889 | 24,476.0 | -0.39% | 2.100 | -0.01% | 0.000 | +26.24% | +1.13% | 2,323,399.3 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 84,771 | 22,636.0 | -0.77% | 1.940 | -0.01% | 0.000 | -8.18% | +5.50% | 1,031,301.2 | Insurance | |
PAYX | Paychex Inc | 192,077 | 21,553.0 | -0.98% | 1.850 | -0.02% | 0.050 | +2.05% | +4.97% | 51,907.5 | Software |
Doyle Wealth Management's Historical Top Holdings Breakdowns
Doyle Wealth Management Total Holding History ($B)
Doyle Wealth Management's Asset Allocation
Doyle Wealth Management Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Doyle Wealth Management's Hypothetical Growth since 2022-09-30
Doyle Wealth Management's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Doyle Wealth Management's Holdings Heat Map
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Doyle Wealth Management's Holdings Bubble Chart
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