Doyle Wealth Management Purchases in Q3 2022

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
8
+ 0.15%
$62.15 - $74.82 $497 - $599
5.18K $322K
BAC
Bank Of America Corp

Financial Services
11
+ 0.08%
$18.8 - $35.27 $207 - $388
13.6K $409K
VOE
Vanguard Mid Cap Value Index F

ETFs
6
+ 0.26%
$121.77 - $145.8 $731 - $875
2.32K $282K
JBLU
Jetblue Airways Corp

Industrials
3.95K
+ 15.57%
$6.63 - $9.17 $26.2K - $36.2K
29.3K $194K
VV
Vanguard Large Cap ETF

ETFs
5
+ 0.23%
$163.56 - $196.95 $818 - $985
2.22K $364K
AXP
American Express CO

Financial Services
11
+ 0.18%
$134.91 - $165.84 $1.48K - $1.82K
6.1K $822K
PM
Philip Morris International Inc.

Consumer Defensive
553
+ 12.84%
$83.01 - $101.72 $45.9K - $56.3K
4.86K $403K
TFC
Truist Financial Corp

Financial Services
69
+ 1.1%
$20.41 - $50.47 $1.41K - $3.48K
6.37K $277K
INGR
Ingredion Inc

Consumer Defensive
15
+ 0.42%
$78.99 - $95.34 $1.18K - $1.43K
3.61K $291K
FXH
First Tr Exchange Trd Fd Healt

ETFs
11
+ 0.23%
$96.46 - $111.41 $1.06K - $1.23K
4.7K $456K
SOXL
Direxion Daily Semiconductor B

ETFs
1.43K
+ 14.01%
$8.86 - $22.07 $12.6K - $31.5K
11.6K $103K
AZN
Astrazeneca PLC

Healthcare
268
+ 6.34%
$53.02 - $135.75 $14.2K - $36.4K
4.49K $246K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 0.5%
$150.6 - $174.11 $1.66K - $1.92K
2.2K $336K
ORCL
Oracle Corp

Technology
14
+ 0.35%
$61.07 - $79.52 $855 - $1.11K
4.06K $248K
WBD
Warner Bros. Discovery, Inc.

Communication Services
71
+ 0.38%
$11.32 - $17.48 $804 - $1.24K
18.9K $218K
USB
Us Bancorp \De\

Financial Services
11
+ 0.15%
$18.43 - $48.21 $203 - $530
7.51K $303K
WPC
W. P. Carey Inc.

Real Estate
114
+ 2.72%
$68.77 - $89.3 $7.84K - $10.2K
4.3K $300K
BA
Boeing CO

Industrials
7
+ 0.22%
$121.08 - $172.08 $848 - $1.2K
3.12K $378K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
162
+ 1.73%
$45.75 - $54.53 $7.41K - $8.83K
9.53K $436K
LHX
L3 Harris Technologies, Inc.

Industrials
8
+ 0.51%
$207.83 - $243.97 $1.66K - $1.95K
1.57K $326K
CSCO
Cisco Systems, Inc.

Technology
1.52K
+ 3.59%
$40.0 - $49.37 $60.8K - $75K
43.9K $1.76M
D
Dominion Energy, Inc

Utilities
8
+ 0.15%
$69.11 - $85.65 $553 - $685
5.31K $367K
AEP
American Electric Power CO Inc

Utilities
144
+ 1.89%
$55.46 - $105.18 $7.99K - $15.1K
7.75K $670K
T
At&T Inc.

Communication Services
476
+ 3.88%
$15.34 - $23.1 $7.3K - $11K
12.7K $195K
MDT
Medtronic PLC

Healthcare
274
+ 2.9%
$80.75 - $95.31 $22.1K - $26.1K
9.73K $786K
TD
Toronto Dominion Bank

Financial Services
225
+ 0.94%
$59.68 - $68.93 $13.4K - $15.5K
24.1K $1.48M
BAM
Brookfield Asset Management Inc.

Financial Services
73
+ 0.27%
$9.97 - $51.52 $728 - $3.76K
27.1K $1.11M
CVX
Chevron Corp

Energy
12
+ 0.01%
$135.94 - $164.63 $1.63K - $1.98K
89.3K $12.8M
DUK
Duke Energy Corp

Utilities
248
+ 2.81%
$24.9 - $110.88 $6.18K - $27.5K
9.09K $845K
GS
Goldman Sachs Group Inc

Financial Services
228
+ 0.52%
$19.27 - $342.58 $4.39K - $78.1K
43.9K $12.9M
LMT
Lockheed Martin Corp

Industrials
17
+ 0.65%
$386.29 - $441.59 $6.57K - $7.51K
2.62K $1.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
244
+ 2.36%
$357.18 - $429.7 $87.2K - $105K
10.6K $3.78M
KMB
Kimberly Clark Corp

Consumer Defensive
81
+ 1.36%
$112.54 - $137.39 $9.12K - $11.1K
6.03K $679K
HON
Honeywell International Inc

Industrials
33
+ 0.17%
$166.97 - $203.72 $5.51K - $6.72K
19.7K $3.29M
SO
Southern CO

Utilities
167
+ 0.36%
$68.0 - $80.16 $11.4K - $13.4K
46.9K $3.19M
MA
Mastercard Inc

Financial Services
33
+ 0.62%
$284.34 - $359.95 $9.38K - $11.9K
5.32K $1.51M
VO
Vanguard Mid Cap ETF

ETFs
1.87K
+ 3.24%
$187.98 - $227.42 $352K - $425K
59.6K $11.2M
VB
Vanguard Small Cap ETF

ETFs
1.76K
+ 1.93%
$170.45 - $206.62 $300K - $364K
92.9K $15.9M
NVDA
Nvidia Corp

Technology
53
+ 0.86%
$121.39 - $192.15 $6.43K - $10.2K
6.22K $755K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
267
+ 0.32%
$20.04 - $23.49 $5.35K - $6.27K
83.4K $1.72M
IBM
International Business Machines Corp

Technology
70
+ 0.72%
$118.81 - $141.12 $8.32K - $9.88K
9.76K $1.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
289
+ 0.58%
$94.88 - $110.28 $27.4K - $31.9K
50.2K $4.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.11K
+ 2.76%
$36.49 - $42.54 $77K - $89.8K
78.7K $2.87M
KO
Coca Cola CO

Consumer Defensive
50
+ 0.1%
$56.02 - $65.22 $2.8K - $3.26K
50.8K $2.85M
GOOG
Alphabet Inc.

Communication Services
25.3K
+ 1889.3%
$0.0 - $122.88 $0 - $3.1M
26.6K $2.56M
DLR
Digital Realty Trust, Inc.

Real Estate
379
+ 2.85%
$23.5 - $136.93 $8.91K - $51.9K
13.7K $1.36M
INTC
Intel Corp

Technology
29
+ 0.09%
$25.77 - $40.61 $747 - $1.18K
32.7K $842K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
403
+ 0.22%
$41.99 - $50.54 $16.9K - $20.4K
180K $7.58M
AMAT
Applied Materials Inc

Technology
567
+ 1.13%
$81.93 - $111.06 $46.5K - $63K
50.7K $4.16M
Activity Summary
Buys All Purchases 115 New Holdings 4 Increased Positions 111 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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