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
$299B
$2.85 Million 0.24% of portfolio
50,833
Q3 2022 Added 0.1%
$1.18T
$2.56 Million 0.22% of portfolio
26,597
Q3 2022 Added 1,889.3%
$181B
$2.61 Million 0.22% of portfolio
68,778
Q3 2022 Reduced 75.53%
$165B
$2.23 Million 0.19% of portfolio
9,869
Q3 2022 Reduced 70.0%
$18.8B
$2.14 Million 0.18% of portfolio
14,354
Q3 2022 Added 0.17%
$54.1B
$1.89 Million 0.16% of portfolio
17,684
Q3 2022 Added 1.05%
$280B
$1.76 Million 0.15% of portfolio
43,885
Q3 2022 Added 3.59%
$136B
$1.48 Million 0.13% of portfolio
24,089
Q3 2022 Added 0.94%
$537B
$1.51 Million 0.13% of portfolio
5,324
Q3 2022 Added 0.62%
$51.8B
$1.36 Million 0.12% of portfolio
13,699
Q3 2022 Added 2.85%
$765B
$1.27 Million 0.11% of portfolio
3,930
Q3 2022 Reduced 4.63%
$234B
$1.16 Million 0.1% of portfolio
9,762
Q3 2022 Added 0.72%
$17.2B
$1.16 Million 0.1% of portfolio
8,041
Q4 2019 Reduced 11.06%
$16B
$1.19 Million 0.1% of portfolio
2,980
Q3 2022 Added 0.03%
$964B
$1.15 Million 0.1% of portfolio
4,352
Q3 2022 Added 203.28%
$104B
$1.11 Million 0.1% of portfolio
27,105
Q3 2022 Added 0.27%
$17.6B
$1.06 Million 0.09% of portfolio
5,280
Q3 2022 Added 0.21%
$230B
$822,000 0.07% of portfolio
6,096
Q3 2022 Added 0.18%
$123B
$786,000 0.07% of portfolio
9,731
Q3 2022 Added 2.9%
$92.9B
$842,000 0.07% of portfolio
32,666
Q3 2022 Added 0.09%
$92.2B
$845,000 0.07% of portfolio
9,089
Q3 2022 Added 2.81%
$435B
$813,000 0.07% of portfolio
2
Q1 2022 New
$65.9B
$817,000 0.07% of portfolio
3,513
Q3 2022 Added 1.83%
$27B
$665,000 0.06% of portfolio
6,006
Q3 2021 Reduced 3.22%
$433B
$755,000 0.06% of portfolio
6,217
Q3 2022 Added 0.86%
$140B
$674,000 0.06% of portfolio
3,586
Q3 2022 Added 0.11%
$43.1B
$679,000 0.06% of portfolio
6,033
Q3 2022 Added 1.36%
$56B
$670,000 0.06% of portfolio
7,753
Q3 2022 Added 1.89%
-
$756,000 0.06% of portfolio
-
Q4 2021 Reduced 5.71%
$85.4B
$626,000 0.05% of portfolio
6,299
Q3 2022 Reduced 0.16%
$29B
$540,000 0.05% of portfolio
1,113
Q3 2022 Reduced 94.41%
$48.7B
$618,000 0.05% of portfolio
4,165
Q3 2022 Added 1.12%
$67.5B
$537,000 0.05% of portfolio
1,182
Q3 2022 Added 5.44%
$64.7B
$462,000 0.04% of portfolio
8,226
Q3 2022 Added 0.04%
$52.4B
$415,000 0.04% of portfolio
1,861
Q4 2021 Reduced 50.95%
$262B
$440,000 0.04% of portfolio
6,952
Q3 2022 Reduced 1.15%
$388B
$409,000 0.04% of portfolio
13,551
Q3 2022 Added 0.08%
$3.17B
$444,000 0.04% of portfolio
10,000
Q3 2021 New
$102B
$435,000 0.04% of portfolio
1,279
Q3 2022 Added 2.4%
$156B
$449,000 0.04% of portfolio
15,299
Q3 2022 Reduced 1.02%
$1.58T
$467,000 0.04% of portfolio
3,444
Q3 2022 Reduced 0.06%
$107B
$468,000 0.04% of portfolio
11,591
Q3 2022 Added 1.83%
$68.4B
$303,000 0.03% of portfolio
7,507
Q3 2022 Added 0.15%
$13.3B
$300,000 0.03% of portfolio
4,298
Q3 2022 Added 2.72%
$4.92B
$303,000 0.03% of portfolio
8,468
Q4 2020 New
$61.4B
$336,000 0.03% of portfolio
2,195
Q3 2022 Added 0.5%
$48.9B
$367,000 0.03% of portfolio
5,311
Q3 2022 Added 0.15%
$52.3B
$326,000 0.03% of portfolio
1,566
Q3 2022 Added 0.51%
$153B
$370,000 0.03% of portfolio
2,777
Q3 2022 Added 2.43%

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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