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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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