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 $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ICSH | BlackRock Ultra Short-Term Bond ETF | 1,827,207 | 91,379.0 | +4.28% | 7.850 | +0.32% | 1.290 | +0.06% | +0.44% | 5,963.7 | ||
AAPL | Apple Inc | 322,887 | 44,623.0 | -0.39% | 3.830 | -0.01% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
VIG | Vanguard Dividend Appreciation FTF | 325,857 | 44,043.0 | +2.38% | 3.780 | +0.09% | 0.080 | +10.96% | +7.24% | 90,207.5 | ||
MSFT | Microsoft Corp | 186,586 | 43,456.0 | -0.40% | 3.730 | -0.02% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
JNJ | Johnson & Johnson | 180,282 | 29,451.0 | -0.79% | 2.530 | -0.02% | 0.010 | +10.38% | +19.20% | 408,357.9 | Drug Manufacturers | |
AMZN | Amazon.com Inc | 231,527 | 26,163.0 | +0.86% | 2.250 | +0.02% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
WMT | Walmart Inc | 581,844 | 25,155.0 | +0.31% | 2.160 | +0.01% | 0.010 | +1.04% | +7.47% | 770,908.4 | Retail - Defensive | |
GOOGL | Alphabet Inc | 255,889 | 24,476.0 | -0.39% | 2.100 | -0.01% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 84,771 | 22,636.0 | -0.77% | 1.940 | -0.01% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
PAYX | Paychex Inc | 192,077 | 21,553.0 | -0.98% | 1.850 | -0.02% | 0.050 | +3.02% | +6.65% | 52,739.7 | Software |
Doyle Wealth Management's Historical Top Holdings Breakdowns
Doyle Wealth Management Total Holding History ($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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