- New Purchases: DFS, CRM, SBUX, QUAL, SPYD, FMB, VIGI, AMAT, UBSI, XEL, PSX, ERX,
- Added Positions: ZTS, XLE, AGG, AAPL, VB, DHR, SPYG, RTX, SPYV, CB, MCD, VO, NEE, VOO, VIG, APD, DIS, C, VEA, SPSM, ACN, JPM, ELR, NEP, V, SO, PKG, PNC, TJX, PAYX, COST, VGT, NVDA, LMT,
- Reduced Positions: MSFT, CVX, XOM, WMB, WMT, AMZN, IWF, VYM, T, LOW, GS, SPY, PFE, JNJ, BAX, VCSH, BSV, IVV, CMCSA, VLO, GOOG, FDL, VNQ, IJH, CSCO, IWD, IWM, BRK.B, LLY, DEO, SPTM, PM, BAC, CHTR, XLK, RJF, MMM, VTI, WM, VPU, VFH, IJR, ITOT, IWB, GIS, MO, AXP, AMGN, BDX, BMY, CVS, GILD, HD, HON, IBM, MDT, NFLX, NKE, DUK, TRV, TXN, VUG, USB, TFC, VONG, UPS, VLY, VCR, CBU, CMI, QQQ, LQD, MDLZ, EMN, ETN, EPD, FDS, GD, NOC, EMM, MFC, MA, ABBV, FB, KMB,
- Sold Out: EXC, LHX, TGT, UNH, MPC, XLF, XLV, COP, ET, MRO,
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- Microsoft Corp (MSFT) - 193,508 shares, 5.21% of the total portfolio. Shares reduced by 6.89%
- Apple Inc (AAPL) - 81,913 shares, 3.95% of the total portfolio. Shares added by 14.29%
- Amazon.com Inc (AMZN) - 10,496 shares, 3.83% of the total portfolio. Shares reduced by 2.33%
- Walmart Inc (WMT) - 204,957 shares, 3.25% of the total portfolio. Shares reduced by 3.8%
- Johnson & Johnson (JNJ) - 169,626 shares, 3.15% of the total portfolio. Shares reduced by 1.3%
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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