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 $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ICSH | BlackRock Ultra Short-Term Bond ETF | 1,827,207 | 91,379.0 | +4.28% | 7.850 | +0.32% | 1.290 | +0.12% | +0.44% | 5,963.7 | ||
AAPL | Apple Inc | 322,887 | 44,623.0 | -0.39% | 3.830 | -0.01% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
VIG | Vanguard Dividend Appreciation FTF | 325,857 | 44,043.0 | +2.38% | 3.780 | +0.09% | 0.080 | +12.58% | +7.35% | 90,302.9 | ||
MSFT | Microsoft Corp | 186,586 | 43,456.0 | -0.40% | 3.730 | -0.02% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
JNJ | Johnson & Johnson | 180,282 | 29,451.0 | -0.79% | 2.530 | -0.02% | 0.010 | +9.76% | +18.87% | 406,867.0 | Drug Manufacturers | |
AMZN | Amazon.com Inc | 231,527 | 26,163.0 | +0.86% | 2.250 | +0.02% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
WMT | Walmart Inc | 581,844 | 25,155.0 | +0.31% | 2.160 | +0.01% | 0.010 | +1.00% | +6.45% | 763,566.4 | Retail - Defensive | |
GOOGL | Alphabet Inc | 255,889 | 24,476.0 | -0.39% | 2.100 | -0.01% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 84,771 | 22,636.0 | -0.77% | 1.940 | -0.01% | 0.000 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
PAYX | Paychex Inc | 192,077 | 21,553.0 | -0.98% | 1.850 | -0.02% | 0.050 | +2.91% | +5.81% | 52,321.8 | Software |
Doyle Wealth Management's Historical Top Holdings Breakdowns
Doyle Wealth Management Total Holding History ($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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