Doyle Wealth Management Buys Discover Financial Services, Salesforce.com Inc, Starbucks Corp, Sells Chevron Corp, Williams Inc, Lowe's Inc

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Aug 06, 2020
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Investment company Doyle Wealth Management (Current Portfolio) buys Discover Financial Services, Salesforce.com Inc, Starbucks Corp, Zoetis Inc, SELECT SECTOR SPDR, sells Chevron Corp, Williams Inc, Lowe's Inc, SELECT SECTOR SPDR, SELECT SECTOR SPDR during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Doyle Wealth Management. As of 2020Q2, Doyle Wealth Management owns 176 stocks with a total value of $756 million. These are the details of the buys and sells.

For the details of Doyle Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/doyle+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Doyle Wealth Management
  1. Microsoft Corp (MSFT) - 193,508 shares, 5.21% of the total portfolio. Shares reduced by 6.89%
  2. Apple Inc (AAPL) - 81,913 shares, 3.95% of the total portfolio. Shares added by 14.29%
  3. Amazon.com Inc (AMZN) - 10,496 shares, 3.83% of the total portfolio. Shares reduced by 2.33%
  4. Walmart Inc (WMT) - 204,957 shares, 3.25% of the total portfolio. Shares reduced by 3.8%
  5. Johnson & Johnson (JNJ) - 169,626 shares, 3.15% of the total portfolio. Shares reduced by 1.3%
New Purchase: Discover Financial Services (DFS)

Doyle Wealth Management initiated holding in Discover Financial Services. The purchase prices were between $28.53 and $61.29, with an estimated average price of $43.74. The stock is now traded at around $50.11. The impact to a portfolio due to this purchase was 0.99%. The holding were 149,461 shares as of .

New Purchase: Salesforce.com Inc (CRM)

Doyle Wealth Management initiated holding in Salesforce.com Inc. The purchase prices were between $134.06 and $191.65, with an estimated average price of $168.06. The stock is now traded at around $207.79. The impact to a portfolio due to this purchase was 0.87%. The holding were 35,322 shares as of .

New Purchase: Starbucks Corp (SBUX)

Doyle Wealth Management initiated holding in Starbucks Corp. The purchase prices were between $62.62 and $83.56, with an estimated average price of $75.03. The stock is now traded at around $75.66. The impact to a portfolio due to this purchase was 0.77%. The holding were 78,780 shares as of .

New Purchase: ISHARES TRUST (QUAL)

Doyle Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $77.66 and $101.43, with an estimated average price of $91.59. The stock is now traded at around $102.99. The impact to a portfolio due to this purchase was 0.11%. The holding were 8,564 shares as of .

New Purchase: SPDR SERIES TRUST (SPYD)

Doyle Wealth Management initiated holding in SPDR SERIES TRUST. The purchase prices were between $22.98 and $32.18, with an estimated average price of $27.28. The stock is now traded at around $28.15. The impact to a portfolio due to this purchase was 0.08%. The holding were 21,668 shares as of .

New Purchase: First Trust Managed Municipal ETF (FMB)

Doyle Wealth Management initiated holding in First Trust Managed Municipal ETF. The purchase prices were between $52.19 and $55.04, with an estimated average price of $53.85. The stock is now traded at around $56.22. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,716 shares as of .

Added: Zoetis Inc (ZTS)

Doyle Wealth Management added to a holding in Zoetis Inc by 871.23%. The purchase prices were between $111.92 and $142.53, with an estimated average price of $130.33. The stock is now traded at around $161.33. The impact to a portfolio due to this purchase was 0.7%. The holding were 43,142 shares as of .

Added: SELECT SECTOR SPDR (XLE)

Doyle Wealth Management added to a holding in SELECT SECTOR SPDR by 142.15%. The purchase prices were between $27.62 and $46.86, with an estimated average price of $37.03. The stock is now traded at around $37.13. The impact to a portfolio due to this purchase was 0.69%. The holding were 233,992 shares as of .

Added: ISHARES TRUST (AGG)

Doyle Wealth Management added to a holding in ISHARES TRUST by 29.14%. The purchase prices were between $114.07 and $117.99, with an estimated average price of $116.59. The stock is now traded at around $119.57. The impact to a portfolio due to this purchase was 0.57%. The holding were 162,278 shares as of .

Added: VANGUARD INDEX FDS (VB)

Doyle Wealth Management added to a holding in VANGUARD INDEX FDS by 535.10%. The purchase prices were between $106.26 and $156.76, with an estimated average price of $133.91. The stock is now traded at around $157.02. The impact to a portfolio due to this purchase was 0.45%. The holding were 28,173 shares as of .

Added: SPDR SERIES TRUST (SPYG)

Doyle Wealth Management added to a holding in SPDR SERIES TRUST by 72.73%. The purchase prices were between $34.16 and $45.45, with an estimated average price of $41.41. The stock is now traded at around $49.58. The impact to a portfolio due to this purchase was 0.2%. The holding were 81,071 shares as of .

Added: Raytheon Technologies Corp (RTX)

Doyle Wealth Management added to a holding in Raytheon Technologies Corp by 36.93%. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $59.87. The impact to a portfolio due to this purchase was 0.19%. The holding were 85,341 shares as of .

Sold Out: SELECT SECTOR SPDR (XLV)

Doyle Wealth Management sold out a holding in SELECT SECTOR SPDR. The sale prices were between $85.21 and $103.92, with an estimated average price of $98.5.

Sold Out: Target Corp (TGT)

Doyle Wealth Management sold out a holding in Target Corp. The sale prices were between $92.57 and $125.2, with an estimated average price of $113.71.

Sold Out: Marathon Petroleum Corp (MPC)

Doyle Wealth Management sold out a holding in Marathon Petroleum Corp. The sale prices were between $20.06 and $42.21, with an estimated average price of $31.96.

Sold Out: SELECT SECTOR SPDR (XLF)

Doyle Wealth Management sold out a holding in SELECT SECTOR SPDR. The sale prices were between $19.55 and $26.74, with an estimated average price of $22.68.

Sold Out: UnitedHealth Group Inc (UNH)

Doyle Wealth Management sold out a holding in UnitedHealth Group Inc. The sale prices were between $229.49 and $311.85, with an estimated average price of $285.69.

Sold Out: Exelon Corp (EXC)

Doyle Wealth Management sold out a holding in Exelon Corp. The sale prices were between $32.75 and $41.86, with an estimated average price of $37.24.



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