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 Market Cap. of $200 Billions or more
