Doyle Wealth Management Portfolio Holdings

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022

Doyle Wealth Management has filed its 13F form on November 15, 2022 for Q3 2022 where it was disclosed a total value porftolio of $1.16 Billion distributed in 204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock Ultra Short Term Bon with a value of $91.4M, Apple Inc. with a value of $44.6M, Vanguard Dividend Appreciation with a value of $44M, Microsoft Corp with a value of $43.5M, and Johnson & Johnson with a value of $29.5M.

Examining the 13F form we can see an decrease of $75.1M in the current position value, from $1.24B to 1.16B.

Doyle Wealth Management is based out at St. Petersburg, FL

Below you can find more details about Doyle Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
ETFs: $371 Million
Technology: $171 Million
Financial Services: $128 Million
Healthcare: $123 Million
Consumer Cyclical: $91.7 Million
Consumer Defensive: $88.7 Million
Industrials: $82.4 Million
Communication Services: $41 Million
Other: $66.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$44.6 Million 3.83% of portfolio
322,887
Q3 2022 Reduced 0.39%
$3.1T
$43.5 Million 3.73% of portfolio
186,586
Q3 2022 Reduced 0.4%
$405B
$29.5 Million 2.53% of portfolio
180,282
Q3 2022 Reduced 0.79%
$2.05T
$26.2 Million 2.25% of portfolio
231,527
Q3 2022 Added 0.86%
$228B
$25.2 Million 2.16% of portfolio
193,948
Q3 2022 Added 0.31%
$1.03T
$24.5 Million 2.1% of portfolio
255,889
Q3 2022 Added 1,892.28%
-
$22.6 Million 1.94% of portfolio
-
Q3 2022 Reduced 0.77%
$51.1B
$21.6 Million 1.85% of portfolio
192,077
Q3 2022 Reduced 0.98%
$407B
$21.3 Million 1.83% of portfolio
45,098
Q3 2022 Added 61.51%
$167B
$21 Million 1.81% of portfolio
81,352
Q3 2022 Reduced 0.41%
$140B
$21 Million 1.8% of portfolio
480,030
Q3 2022 Reduced 0.8%
$218B
$20.4 Million 1.75% of portfolio
125,029
Q3 2022 Reduced 0.79%
$66.1B
$18.7 Million 1.6% of portfolio
137,188
Q3 2022 Reduced 1.47%
$510B
$18.5 Million 1.59% of portfolio
104,225
Q3 2022 Reduced 0.22%
$719B
$18.3 Million 1.57% of portfolio
174,987
Q3 2022 Added 1.22%
$139B
$16.6 Million 1.43% of portfolio
267,471
Q3 2022 Added 0.76%
$214B
$16.5 Million 1.41% of portfolio
71,303
Q3 2022 Reduced 0.72%
$245B
$16.5 Million 1.41% of portfolio
191,071
Q3 2022 Reduced 0.62%
$972B
$16.2 Million 1.4% of portfolio
236,877
Q3 2022 Added 1.28%
$222B
$16.2 Million 1.4% of portfolio
63,138
Q3 2022 Reduced 0.19%
$405B
$15.7 Million 1.35% of portfolio
124,602
Q3 2022 Added 0.16%
$150B
$14.7 Million 1.26% of portfolio
187,620
Q3 2022 Reduced 0.57%
$47.3B
$14.1 Million 1.21% of portfolio
155,333
Q3 2022 Reduced 0.52%
$98.6B
$13.5 Million 1.16% of portfolio
83,568
Q3 2022 Reduced 0.7%
$22.3B
$13.2 Million 1.14% of portfolio
117,762
Q3 2022 Added 0.48%
$201B
$12.9 Million 1.11% of portfolio
43,921
Q3 2022 Added 0.52%
$315B
$12.8 Million 1.1% of portfolio
89,263
Q3 2022 Added 0.01%
$164B
$12.2 Million 1.05% of portfolio
39,944
Q3 2022 Added 0.0%
$322B
$12 Million 1.03% of portfolio
83,393
Q3 2022 Added 3.35%
$177B
$11.8 Million 1.01% of portfolio
76,201
Q3 2022 Reduced 1.61%
$176B
$11.1 Million 0.95% of portfolio
135,538
Q3 2022 Added 1.75%
$206B
$10.1 Million 0.87% of portfolio
104,077
Q3 2022 Added 0.42%
$120B
$9.85 Million 0.85% of portfolio
54,158
Q3 2022 Reduced 1.66%
$58.2B
$9.78 Million 0.84% of portfolio
27,191
Q3 2022 Reduced 0.62%
$82.6B
$9.37 Million 0.81% of portfolio
63,191
Q3 2022 Added 1.54%
$92.6B
$8.85 Million 0.76% of portfolio
41,226
Q3 2022 Added 0.17%
$70.5B
$8.31 Million 0.71% of portfolio
290,301
Q3 2022 Added 3.73%
$113B
$7.92 Million 0.68% of portfolio
93,960
Q3 2022 Reduced 1.6%
$83.6B
$7.8 Million 0.67% of portfolio
52,229
Q3 2022 Reduced 2.35%
$501B
$6.96 Million 0.6% of portfolio
79,704
Q3 2022 Added 0.79%
$420B
$6.78 Million 0.58% of portfolio
24,586
Q3 2022 Reduced 0.83%
$207B
$5.73 Million 0.49% of portfolio
60,770
Q3 2022 Reduced 4.72%
$294B
$4.66 Million 0.4% of portfolio
34,715
Q3 2022 Added 1.76%
$147B
$4.16 Million 0.36% of portfolio
50,713
Q3 2022 Added 1.13%
$45.6B
$3.88 Million 0.33% of portfolio
33,523
Q3 2022 Reduced 1.34%
$552B
$3.61 Million 0.31% of portfolio
7,142
Q3 2022 Added 1.98%
$1.35B
$3.21 Million 0.28% of portfolio
44,425
Q3 2022 Reduced 1.44%
$154B
$3.29 Million 0.28% of portfolio
19,708
Q3 2022 Added 0.17%
$95.8B
$3.19 Million 0.27% of portfolio
46,940
Q3 2022 Added 0.36%

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $1.16 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q3 2022
  • Filing Date November 15, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 4 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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