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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.2B
$8.31 Million 0.71% of portfolio
290,301
Q3 2022 Added 3.73%
$98.6B
$7.92 Million 0.68% of portfolio
93,960
Q3 2022 Reduced 1.6%
$73.7B
$7.8 Million 0.67% of portfolio
52,229
Q3 2022 Reduced 2.35%
$0
$7.58 Million 0.65% of portfolio
180,494
Q3 2022 Added 0.22%
$478B
$6.96 Million 0.6% of portfolio
79,704
Q3 2022 Added 0.79%
$0
$6.83 Million 0.59% of portfolio
32,482
Q3 2022 Reduced 3.64%
$389B
$6.78 Million 0.58% of portfolio
24,586
Q3 2022 Reduced 0.83%
$204B
$5.73 Million 0.49% of portfolio
60,770
Q3 2022 Reduced 4.72%
$0
$4.77 Million 0.41% of portfolio
50,218
Q3 2022 Added 0.58%
$0
$4.63 Million 0.4% of portfolio
46,866
Q3 2022 Reduced 0.75%
$403B
$4.66 Million 0.4% of portfolio
34,715
Q3 2022 Added 1.76%
$0
$4.43 Million 0.38% of portfolio
73,829
Q3 2022 Added 12.9%
$200B
$4.16 Million 0.36% of portfolio
50,713
Q3 2022 Added 1.13%
$55.6B
$3.88 Million 0.33% of portfolio
33,523
Q3 2022 Reduced 1.34%
$0
$3.82 Million 0.33% of portfolio
11,644
Q3 2022 Added 8.17%
$0
$3.78 Million 0.32% of portfolio
10,578
Q3 2022 Added 2.36%
$0
$3.62 Million 0.31% of portfolio
106,351
Q3 2022 Reduced 2.56%
$759M
$3.21 Million 0.28% of portfolio
44,425
Q3 2022 Reduced 1.44%
$135B
$3.29 Million 0.28% of portfolio
19,708
Q3 2022 Added 0.17%
$103B
$3.19 Million 0.27% of portfolio
46,940
Q3 2022 Added 0.36%
$0
$2.95 Million 0.25% of portfolio
66,775
Q3 2022 Reduced 3.4%
$0
$2.87 Million 0.25% of portfolio
78,697
Q3 2022 Added 2.76%
$298B
$2.85 Million 0.24% of portfolio
50,833
Q3 2022 Added 0.1%
$1.72T
$2.56 Million 0.22% of portfolio
26,597
Q3 2022 Added 1,889.3%
$164B
$2.61 Million 0.22% of portfolio
68,778
Q3 2022 Reduced 75.53%
$0
$2.35 Million 0.2% of portfolio
10,973
Q3 2022 Added 6.49%
$0
$2.16 Million 0.19% of portfolio
55,917
Q3 2022 Reduced 8.3%
$156B
$2.23 Million 0.19% of portfolio
9,869
Q3 2022 Reduced 70.0%
$18.1B
$2.14 Million 0.18% of portfolio
14,354
Q3 2022 Added 0.17%
$0
$2.1 Million 0.18% of portfolio
26,134
Q3 2022 Reduced 0.08%
$0
$1.95 Million 0.17% of portfolio
10,850
Q3 2022 Added 36.8%
$65.6B
$1.89 Million 0.16% of portfolio
17,684
Q3 2022 Added 1.05%
$299B
$1.76 Million 0.15% of portfolio
43,885
Q3 2022 Added 3.59%
$1.78B
$1.72 Million 0.15% of portfolio
83,442
Q3 2022 Added 0.32%
$0
$1.8 Million 0.15% of portfolio
17,743
Q3 2022 Reduced 0.2%
$149B
$1.48 Million 0.13% of portfolio
24,089
Q3 2022 Added 0.94%
$528B
$1.51 Million 0.13% of portfolio
5,324
Q3 2022 Added 0.62%
$49.1B
$1.36 Million 0.12% of portfolio
13,699
Q3 2022 Added 2.85%
$802B
$1.27 Million 0.11% of portfolio
3,930
Q3 2022 Reduced 4.63%
$0
$1.3 Million 0.11% of portfolio
10,542
Q3 2022 Added 13.68%
$278B
$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%
$10.2B
$1.19 Million 0.1% of portfolio
2,980
Q3 2022 Added 0.03%
$1.39T
$1.15 Million 0.1% of portfolio
4,352
Q3 2022 Added 203.28%
$0
$1.12 Million 0.1% of portfolio
28,078
Q3 2022 Reduced 8.43%
$88.1B
$1.11 Million 0.1% of portfolio
27,105
Q3 2022 Added 0.27%
$128B
$1.01 Million 0.09% of portfolio
2,621
Q3 2022 Added 0.65%
$0
$1.06 Million 0.09% of portfolio
3,982
Q3 2022 Reduced 17.28%
$18B
$1.06 Million 0.09% of portfolio
5,280
Q3 2022 Added 0.21%

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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