Doyle Wealth Management Purchases in Q3 2022

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
17.2K
+ 61.51%
$466.4 - $560.96 $8.01M - $9.64M
45.1K $21.3M
ICSH
Blackrock Ultra Short Term Bon

ETFs
75K
+ 4.28%
$49.97 - $50.11 $3.75M - $3.76M
1.83M $91.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
62.9K
+ 36.16%
$50.0 - $50.22 $3.14M - $3.16M
237K $11.9M
TJX
Tjx Companies Inc

Consumer Cyclical
2.02K
+ 0.76%
$56.04 - $68.54 $113K - $139K
267K $16.6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.97K
+ 0.86%
$109.22 - $144.78 $215K - $285K
232K $26.2M
WMT
Walmart Inc.

Consumer Defensive
597
+ 0.31%
$121.98 - $139.52 $72.8K - $83.3K
194K $25.2M
IVV
Ishares Core S&P 500 ETF

ETFs
3.65K
+ 12.69%
$358.65 - $432.04 $1.31M - $1.58M
32.4K $11.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.22K
New
$91.38 - $91.6 $477K - $478K
5.22K $478K
VTI
Vanguard Total Stock Market Et

ETFs
2.92K
+ 36.8%
$179.47 - $216.24 $524K - $631K
10.9K $1.95M
SPYG
Spdr Portfolio

ETFs
21.6K
+ 6.34%
$50.1 - $61.86 $1.08M - $1.34M
363K $18.2M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.43K
+ 12.9%
N/A
73.8K $4.43M
VONE
Vanguard Russell 1000 ETF

ETFs
1.56K
New
$163.38 - $196.39 $255K - $307K
1.56K $255K
GPC
Genuine Parts CO

Consumer Cyclical
24
+ 0.17%
$133.35 - $163.15 $3.2K - $3.92K
14.4K $2.14M
SUB
Ishares Short Term National Mu

ETFs
2.21K
+ 88.76%
$102.59 - $105.4 $227K - $233K
4.7K $483K
MTB
M&T Bank Corp

Financial Services
1.23K
New
$25.45 - $190.55 $31.3K - $234K
1.23K $217K
QUAL
Ishares Msci Usa Quality Facto

ETFs
11K
+ 9.22%
$103.94 - $126.48 $1.15M - $1.39M
131K $13.6M
TSLA
Tesla, Inc.

Consumer Cyclical
2.92K
+ 203.28%
$265.25 - $927.96 $774K - $2.71M
4.35K $1.15M
XOM
Exxon Mobil Corp

Energy
628
+ 0.79%
$83.14 - $100.12 $52.2K - $62.9K
79.7K $6.96M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
879
+ 8.17%
$328.3 - $395.04 $289K - $347K
11.6K $3.82M
VTV
Vanguard Value ETF

ETFs
1.27K
+ 13.68%
$123.48 - $143.43 $157K - $182K
10.5K $1.3M
VUG
Vanguard Growth ETF

ETFs
669
+ 6.49%
$213.95 - $266.28 $143K - $178K
11K $2.35M
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.11%
$177.36 - $216.47 $709 - $866
3.59K $674K
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.03%
$388.42 - $457.08 $388 - $457
2.98K $1.19M
CVS
Cvs Health Corp

Healthcare
308
+ 10.43%
$92.53 - $106.43 $28.5K - $32.8K
3.26K $311K
TGT
Target Corp

Consumer Defensive
46
+ 1.12%
$142.38 - $180.19 $6.55K - $8.29K
4.17K $618K
VLO
Valero Energy Corp

Energy
184
+ 1.05%
$97.89 - $123.42 $18K - $22.7K
17.7K $1.89M
MCK
Mckesson Corp

Healthcare
30
+ 2.4%
$321.25 - $373.84 $9.64K - $11.2K
1.28K $435K
ETN
Eaton Corp PLC

Industrials
66
+ 2.43%
$125.04 - $153.35 $8.25K - $10.1K
2.78K $370K
CMI
Cummins Inc

Industrials
52
+ 3.11%
$194.08 - $232.4 $10.1K - $12.1K
1.72K $350K
SNA
Snap On Inc

Industrials
11
+ 0.21%
$196.04 - $233.35 $2.16K - $2.57K
5.28K $1.06M
WM
Waste Management Inc

Industrials
38
+ 2.0%
$149.27 - $175.29 $5.67K - $6.66K
1.94K $310K
BX
Blackstone Inc.

Financial Services
374
+ 15.67%
$81.95 - $108.79 $30.6K - $40.7K
2.76K $231K
UNH
Unitedhealth Group Inc

Healthcare
139
+ 1.98%
$501.24 - $549.95 $69.7K - $76.4K
7.14K $3.61M
ARCC
Ares Capital Corp

Financial Services
1.5K
+ 8.9%
$16.84 - $20.7 $25.3K - $31.1K
18.4K $310K
AFL
Aflac Inc

Financial Services
3
+ 0.04%
$53.45 - $64.55 $160 - $194
8.23K $462K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.26%
$135.65 - $166.24 $543 - $665
1.56K $218K
ALL
Allstate Corp

Financial Services
12
+ 0.62%
$21.7 - $132.08 $260 - $1.58K
1.94K $242K
ELV
Elevance Health, Inc.

Healthcare
61
+ 5.44%
$445.98 - $507.0 $27.2K - $30.9K
1.18K $537K
DG
Dollar General Corp

Consumer Defensive
1
+ 0.11%
$235.85 - $257.66 $236 - $258
898 $215K
MO
Altria Group, Inc.

Consumer Defensive
208
+ 1.83%
$40.38 - $46.22 $8.4K - $9.61K
11.6K $468K
FMB
First Tr Exchange Traded Fd Ii

ETFs
5
+ 0.11%
$48.72 - $51.97 $244 - $260
4.42K $215K
CAT
Caterpillar Inc

Industrials
80
+ 5.05%
$162.44 - $198.25 $13K - $15.9K
1.67K $273K
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.04%
$54.21 - $66.18 $108 - $132
5.35K $290K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.02%
$57.85 - $71.43 $57.9 - $71.4
4.3K $249K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.03%
$164.17 - $201.07 $164 - $201
2.92K $482K
VBR
Vanguard Small Cap Value ETF

ETFs
9
+ 0.46%
$143.4 - $172.87 $1.29K - $1.56K
1.98K $283K
ITOT
Ishares Core S&P Total U.S. St

ETFs
241
+ 3.29%
$79.54 - $95.9 $19.2K - $23.1K
7.56K $601K
ERX
Direxion Daily Energy Bull 2 X

ETFs
1
+ 0.01%
$41.45 - $63.24 $41.5 - $63.2
17K $786K
APD
Air Products & Chemicals, Inc.

Basic Materials
63
+ 1.83%
$221.98 - $274.11 $14K - $17.3K
3.51K $817K
Activity Summary
Buys All Purchases 115 New Holdings 4 Increased Positions 111 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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