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
$40.8B
$326,000 0.03% of portfolio
1,566
Q3 2022 Added 0.51%
$136B
$370,000 0.03% of portfolio
2,777
Q3 2022 Added 2.43%
$77.1B
$327,000 0.03% of portfolio
4,653
Q3 2022 Reduced 0.04%
$0
$322,000 0.03% of portfolio
5,182
Q3 2022 Added 0.15%
$4.74B
$304,000 0.03% of portfolio
6,644
Q3 2021 New
$84.3B
$310,000 0.03% of portfolio
1,935
Q3 2022 Added 2.0%
$0
$359,000 0.03% of portfolio
11,160
Q3 2022 Reduced 5.95%
$17.9B
$294,000 0.03% of portfolio
1,893
Q4 2020 New
$0
$310,000 0.03% of portfolio
18,358
Q3 2022 Added 8.9%
$49.9B
$350,000 0.03% of portfolio
1,722
Q3 2022 Added 3.11%
$58.1B
$311,000 0.03% of portfolio
3,262
Q3 2022 Added 10.43%
$191B
$403,000 0.03% of portfolio
4,861
Q3 2022 Added 12.84%
$107B
$378,000 0.03% of portfolio
3,123
Q3 2022 Added 0.22%
$96.7B
$342,000 0.03% of portfolio
4,120
Q3 2022 Reduced 1.08%
$1.5B
$337,000 0.03% of portfolio
3,600
Q4 2020 New
$20.4B
$293,000 0.03% of portfolio
3,902
Q3 2022 Reduced 4.88%
$52.8B
$242,000 0.02% of portfolio
1,941
Q3 2022 Added 0.62%
$0
$267,000 0.02% of portfolio
4,771
Q3 2022 Reduced 12.71%
$0
$290,000 0.02% of portfolio
5,354
Q3 2022 Added 0.04%
$0
$211,000 0.02% of portfolio
4,740
Q3 2022 Reduced 32.53%
$462B
$248,000 0.02% of portfolio
4,058
Q3 2022 Added 0.35%
$0
$215,000 0.02% of portfolio
4,418
Q3 2022 Added 0.11%
$0
$229,000 0.02% of portfolio
1,797
Q3 2022 Reduced 1.53%
$0
$268,000 0.02% of portfolio
1,882
Q2 2022 Added 22.13%
$9.14B
$291,000 0.02% of portfolio
3,609
Q3 2022 Added 0.42%
$33B
$217,000 0.02% of portfolio
1,229
Q3 2022 New
$36.3B
$206,000 0.02% of portfolio
896
Q3 2022 Reduced 4.88%
$25.6B
$218,000 0.02% of portfolio
18,940
Q3 2022 Added 0.38%
$31.8B
$263,000 0.02% of portfolio
3,065
Q3 2022 Added 0.13%
$0
$283,000 0.02% of portfolio
1,977
Q3 2022 Added 0.46%
$0
$283,000 0.02% of portfolio
5,880
Q3 2022 New
$0
$241,000 0.02% of portfolio
3,055
Q3 2022 Reduced 4.47%
$164B
$195,000 0.02% of portfolio
12,741
Q3 2022 Added 3.88%
$57.9B
$239,000 0.02% of portfolio
15,225
Q2 2021 Reduced 6.16%
$92.9B
$218,000 0.02% of portfolio
1,559
Q3 2022 Added 0.26%
$16.8B
$215,000 0.02% of portfolio
898
Q3 2022 Added 0.11%
$194B
$273,000 0.02% of portfolio
1,665
Q3 2022 Added 5.05%
$205B
$246,000 0.02% of portfolio
4,494
Q3 2022 Added 6.34%
$38.4B
$269,000 0.02% of portfolio
1,987
Q4 2021 Added 0.1%
$58.4B
$277,000 0.02% of portfolio
6,365
Q3 2022 Added 1.1%
$88B
$209,000 0.02% of portfolio
858
Q4 2021 Reduced 5.51%
$0
$282,000 0.02% of portfolio
2,318
Q3 2022 Added 0.26%
$11B
$256,000 0.02% of portfolio
3,601
Q3 2021 Reduced 17.24%
$72.5B
$287,000 0.02% of portfolio
611
Q3 2022 Reduced 38.78%
$60.7B
$246,000 0.02% of portfolio
1,439
Q2 2022 Added 0.56%
$0
$249,000 0.02% of portfolio
4,303
Q3 2022 Added 0.02%
$125B
$231,000 0.02% of portfolio
2,761
Q3 2022 Added 15.67%
$2.54B
$194,000 0.02% of portfolio
29,288
Q3 2022 Added 15.57%
$0
$117,000 0.01% of portfolio
10,643
Q3 2017 New

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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