Doyle Wealth Management Sells in Q3 2022

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-212K
- 75.53%
$37.97 - $51.64 $8.06M - $11M
68.8K $2.61M
HUM
Humana Inc

Healthcare
-18.8K
- 94.41%
$458.85 - $502.89 $8.62M - $9.45M
1.11K $540K
AMGN
Amgen Inc

Healthcare
-23K
- 70.0%
$224.46 - $253.15 $5.17M - $5.83M
9.87K $2.23M
MSFT
Microsoft Corp

Technology
-746
- 0.4%
$232.9 - $293.47 $174K - $219K
187K $43.5M
PFE
Pfizer Inc

Healthcare
-3.87K
- 0.8%
$43.76 - $53.42 $169K - $206K
480K $21M
JNJ
Johnson & Johnson

Healthcare
-1.44K
- 0.79%
$161.33 - $179.52 $232K - $258K
180K $29.5M
QCOM
Qualcomm Inc

Technology
-670
- 0.45%
$112.98 - $155.86 $75.7K - $104K
147K $16.6M
V
Visa Inc.

Financial Services
-227
- 0.22%
$177.28 - $217.14 $40.2K - $49.3K
104K $18.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-18.2K
- 6.35%
$74.52 - $77.47 $1.36M - $1.41M
269K $20.1M
UPS
United Parcel Service Inc

Industrials
-588
- 0.7%
$161.54 - $208.05 $95K - $122K
83.6K $13.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-515
- 0.72%
$230.74 - $266.82 $119K - $137K
71.3K $16.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.22K
- 0.47%
$34.49 - $40.43 $76.5K - $89.7K
465K $16M
MRK
Merck & Co., Inc.

Healthcare
-1.2K
- 0.62%
$84.53 - $94.96 $101K - $114K
191K $16.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-8.25K
- 3.85%
$74.01 - $77.39 $610K - $638K
206K $15.3M
ROP
Roper Technologies Inc

Industrials
-169
- 0.62%
$359.64 - $439.41 $60.8K - $74.3K
27.2K $9.78M
CB
Chubb LTD

Financial Services
-916
- 1.66%
$174.74 - $202.41 $160K - $185K
54.2K $9.85M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
-657
- 0.77%
N/A
84.8K $22.6M
DFS
Discover Financial Services

Financial Services
-817
- 0.52%
$90.92 - $110.47 $74.3K - $90.3K
155K $14.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.26K
- 2.35%
$25.2 - $166.28 $31.7K - $209K
52.2K $7.8M
PEP
Pepsico Inc

Consumer Defensive
-991
- 0.79%
$163.26 - $180.4 $162K - $179K
125K $20.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.23K
- 3.64%
$210.4 - $257.47 $258K - $316K
32.5K $6.83M
PAYX
Paychex Inc

Industrials
-1.9K
- 0.98%
$112.21 - $139.16 $213K - $265K
192K $21.6M
XLE
Energy Sector Spdr

ETFs
-6.97K
- 3.18%
$67.49 - $84.09 $470K - $586K
212K $15.3M
VGT
Vanguard Information Technolog

ETFs
-772
- 21.55%
$307.37 - $391.03 $237K - $302K
2.81K $864K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.79K
- 2.56%
$33.99 - $41.52 $94.8K - $116K
106K $3.62M
DIS
Walt Disney CO

Communication Services
-3.01K
- 4.72%
$91.84 - $124.96 $277K - $376K
60.8K $5.73M
VNQ
Vanguard Specialized Funds Van

ETFs
-21
- 0.08%
$79.28 - $102.13 $1.66K - $2.14K
26.1K $2.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-832
- 17.28%
$267.26 - $333.06 $222K - $277K
3.98K $1.06M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.35K
- 3.4%
$44.11 - $53.04 $104K - $125K
66.8K $2.95M
SPMD
Spdr Portfolio

ETFs
-5.06K
- 8.3%
$38.55 - $46.17 $195K - $234K
55.9K $2.16M
EA
Electronic Arts Inc.

Communication Services
-455
- 1.34%
$114.82 - $135.11 $52.2K - $61.5K
33.5K $3.88M
NOC
Northrop Grumman Corp

Industrials
-387
- 38.78%
$444.65 - $496.46 $172K - $192K
611 $287K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.58K
- 8.43%
$39.74 - $47.08 $103K - $122K
28.1K $1.12M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-598
- 11.92%
$197.33 - $237.63 $118K - $142K
4.42K $872K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.76K
- 11.05%
$44.35 - $52.71 $78K - $92.7K
14.2K $628K
CMCSA
Comcast Corp

Communication Services
-157
- 1.02%
$29.33 - $65.5 $4.6K - $10.3K
15.3K $449K
NEP
Nextera Energy Partners, LP

Utilities
-649
- 1.44%
$72.31 - $85.02 $46.9K - $55.2K
44.4K $3.21M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.29K
- 32.53%
$44.47 - $52.73 $102K - $120K
4.74K $211K
TXN
Texas Instruments Inc

Technology
-1.25K
- 1.61%
$148.54 - $185.4 $185K - $231K
76.2K $11.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
-248
- 3.19%
$135.99 - $161.15 $33.7K - $40K
7.53K $1.02M
AMD
Advanced Micro Devices Inc

Technology
-81
- 1.15%
$63.36 - $103.91 $5.13K - $8.42K
6.95K $440K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.06%
$134.4 - $183.17 $269 - $366
3.44K $467K
NKE
Nike, Inc.

Consumer Cyclical
-45
- 1.08%
$83.12 - $118.06 $3.74K - $5.31K
4.12K $342K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-219
- 1.39%
$35.47 - $43.38 $7.77K - $9.5K
15.5K $552K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-695
- 12.71%
$55.54 - $66.76 $38.6K - $46.4K
4.77K $267K
TER
Teradyne, Inc

Technology
-200
- 4.88%
$75.15 - $102.9 $15K - $20.6K
3.9K $293K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-393
- 5.94%
$87.04 - $106.5 $34.2K - $41.9K
6.22K $542K
LLY
Eli Lilly & CO

Healthcare
-191
- 4.63%
$296.48 - $337.87 $56.6K - $64.5K
3.93K $1.27M
VHT
Vanguard Health Care ETF

ETFs
-56
- 1.44%
$223.7 - $250.44 $12.5K - $14K
3.83K $856K
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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