- New Purchases: DLR, VDE, GPC, SCL, SQ, AMAT, VT, UBSI, EMR, ALL, PYPL, XLNX, BLK, EFA, MAR, ANTM, WPC, PAYC, MAA, MCK, EXC, VDC, GPN, TIP,
- Added Positions: AMGN, AGG, ABBV, VB, AMT, SPYV, KMB, D, MINT, VIG, NEE, SPYG, JNJ, COST, PEP, RTX, VZ, AMZN, QUAL, BSV, VO, ROP, MRK, PG, TSLA, SO, CSCO, MCD, V, VEA, ABT, UPS, EA, UNH, CRM, ZTS, VWO, PKG, PAYX, DFS, SNA, SPSM, ADBE, MMM, ACN, SPLG, WEC, TFC, FMB, ORCL, NVDA, EPD, MA, TGT, IBM, SBUX, JPST, HUM, IVV, CVS, DEO, FB, VHT, MDT, FDS, CMCSA, TRV, BMY, VGT, ED, ARCC, WM, HD, LMT, USB, KO, AMD,
- Reduced Positions: C, BAX, CVX, STZ, DIS, TSM, XOM, CB, INTC, WMB, DHR, XLE, BRK.B, AZN, VYM, LOW, FDL, VLO, SPYD, MFC, VNQ, APD, VTRS, IWF, VTI, MO, BDX, QQQ, IWB, ETN, VONG, T, VPU, NEP, VUG, NOC, MCO, SPGI, MUB, BAC, VFH, VV, GOOG, GLD, GIS, IWM, IJH, VEU, DIA, VCSH, MDLZ, AEP, FXH, PM, TXN, NSC, PNC, EMN, VIGI, LLY,
- Sold Out: CHTR, GD, SYY, VONV,
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- Apple Inc (AAPL) - 323,225 shares, 4.38% of the total portfolio. Shares added by 0.68%
- Microsoft Corp (MSFT) - 192,000 shares, 4.36% of the total portfolio. Shares reduced by 0.02%
- Amazon.com Inc (AMZN) - 10,151 shares, 3.38% of the total portfolio. Shares added by 1.91%
- Johnson & Johnson (JNJ) - 175,947 shares, 2.83% of the total portfolio. Shares added by 2.73%
- Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 243,891 shares, 2.72% of the total portfolio. Shares reduced by 5.11%
Doyle Wealth Management initiated holding in Digital Realty Trust Inc. The purchase prices were between $128.09 and $159.06, with an estimated average price of $142.94. The stock is now traded at around $145.050000. The impact to a portfolio due to this purchase was 0.17%. The holding were 12,067 shares as of 2020-12-31.
New Purchase: Vanguard Energy ETF (VDE)Doyle Wealth Management initiated holding in Vanguard Energy ETF. The purchase prices were between $37.58 and $56.62, with an estimated average price of $47.04. The stock is now traded at around $58.510000. The impact to a portfolio due to this purchase was 0.1%. The holding were 18,780 shares as of 2020-12-31.
New Purchase: Genuine Parts Co (GPC)Doyle Wealth Management initiated holding in Genuine Parts Co. The purchase prices were between $89.69 and $102.02, with an estimated average price of $97.86. The stock is now traded at around $100.410000. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,760 shares as of 2020-12-31.
New Purchase: Applied Materials Inc (AMAT)Doyle Wealth Management initiated holding in Applied Materials Inc. The purchase prices were between $57.32 and $89.75, with an estimated average price of $74.13. The stock is now traded at around $103.240000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,713 shares as of 2020-12-31.
New Purchase: Stepan Co (SCL)Doyle Wealth Management initiated holding in Stepan Co. The purchase prices were between $108.16 and $129.16, with an estimated average price of $117.89. The stock is now traded at around $119.290000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,600 shares as of 2020-12-31.
New Purchase: Square Inc (SQ)Doyle Wealth Management initiated holding in Square Inc. The purchase prices were between $154.88 and $241.58, with an estimated average price of $195.49. The stock is now traded at around $237.720000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,890 shares as of 2020-12-31.
Added: Amgen Inc (AMGN)Doyle Wealth Management added to a holding in Amgen Inc by 29.51%. The purchase prices were between $216.38 and $257.67, with an estimated average price of $230.16. The stock is now traded at around $237.220000. The impact to a portfolio due to this purchase was 0.22%. The holding were 40,283 shares as of 2020-12-31.
Added: AbbVie Inc (ABBV)Doyle Wealth Management added to a holding in AbbVie Inc by 327.08%. The purchase prices were between $80.49 and $108.67, with an estimated average price of $96.24. The stock is now traded at around $108.530000. The impact to a portfolio due to this purchase was 0.21%. The holding were 25,740 shares as of 2020-12-31.
Added: Vanguard Small Cap ETF (VB)Doyle Wealth Management added to a holding in Vanguard Small Cap ETF by 27.65%. The purchase prices were between $156.73 and $196.91, with an estimated average price of $177.14. The stock is now traded at around $209.530000. The impact to a portfolio due to this purchase was 0.2%. The holding were 46,134 shares as of 2020-12-31.
Added: American Tower Corp (AMT)Doyle Wealth Management added to a holding in American Tower Corp by 86.61%. The purchase prices were between $216.72 and $246.38, with an estimated average price of $232.32. The stock is now traded at around $232.200000. The impact to a portfolio due to this purchase was 0.19%. The holding were 17,310 shares as of 2020-12-31.
Added: SPDR Portfolio S&P 500 Value ETF (SPYV)Doyle Wealth Management added to a holding in SPDR Portfolio S&P 500 Value ETF by 38.71%. The purchase prices were between $29.5 and $34.42, with an estimated average price of $32.57. The stock is now traded at around $35.250000. The impact to a portfolio due to this purchase was 0.18%. The holding were 188,070 shares as of 2020-12-31.
Added: Kimberly-Clark Corp (KMB)Doyle Wealth Management added to a holding in Kimberly-Clark Corp by 210.03%. The purchase prices were between $132.59 and $154.32, with an estimated average price of $139.89. The stock is now traded at around $131.500000. The impact to a portfolio due to this purchase was 0.16%. The holding were 16,900 shares as of 2020-12-31.
Sold Out: Charter Communications Inc (CHTR)Doyle Wealth Management sold out a holding in Charter Communications Inc. The sale prices were between $572.58 and $680.76, with an estimated average price of $636.57.
Sold Out: General Dynamics Corp (GD)Doyle Wealth Management sold out a holding in General Dynamics Corp. The sale prices were between $131.32 and $156.04, with an estimated average price of $146.31.
Sold Out: Sysco Corp (SYY)Doyle Wealth Management sold out a holding in Sysco Corp. The sale prices were between $54.79 and $78.12, with an estimated average price of $68.86.
Sold Out: Vanguard Russell 1000 Value Index Fund (VONV)Doyle Wealth Management sold out a holding in Vanguard Russell 1000 Value Index Fund. The sale prices were between $101.83 and $119.82, with an estimated average price of $112.96.
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