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Institutional Investment Manager
DOYLE WEALTH MANAGEMENT
DOYLE WEALTH MANAGEMENT (CIK: 0001698219). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Original 13F HR (0001698219-17-000001) filed in 2017.04.17
#
Name
Shares
Value ($)
%
Options
Notes
1 MICROSOFT CORP 414,047 27,269 5.56%
2 VANGUARD BD INDEX FDS 279,770 22,303 4.55%
3 EXXON MOBIL CORP 252,401 20,699 4.22%
4 JOHNSON & JOHNSON 155,314 19,344 3.94%
5 QUALCOMM INC 313,163 17,957 3.66%
6 WILLIAMS COS INC DEL 531,206 15,718 3.20%
7 JPMORGAN CHASE & CO 173,472 15,238 3.11%
8 BRISTOL MYERS SQUIBB CO 267,943 14,571 2.97%
9 PFIZER INC 419,253 14,343 2.92%
10 GENERAL ELECTRIC CO 452,751 13,492 2.75%
11 CHEVRON CORP NEW 122,754 13,180 2.69%
12 PROCTER AND GAMBLE CO 141,965 12,756 2.60%
13 INTEL CORP 337,456 12,172 2.48%
14 WAL-MART STORES INC 164,170 11,833 2.41%
15 VANGUARD SPECIALIZED PORTFOL 122,280 10,998 2.24%
16 WELLS FARGO CO NEW 190,116 10,582 2.16%
17 CAPITAL ONE FINL CORP 116,770 10,119 2.06%
18 CITIGROUP INC 151,214 9,046 1.84%
19 GOLDMAN SACHS GROUP INC 38,749 8,901 1.81%
20 GILEAD SCIENCES INC 119,750 8,133 1.66%
21 DISH NETWORK A 126,892 8,056 1.64%
22 VERIZON COMMUNICATIONS INC 163,545 7,973 1.62%
23 ABBVIE INC 120,389 7,845 1.60%
24 COCA COLA CO 175,416 7,445 1.52%
25 NEXTERA ENERGY PARTNERS LP 223,085 7,391 1.51%
26 BERKSHIRE HATHAWAY INC DEL 41,960 6,994 1.43%
27 WEATHERFORD INTL PLC 1,009,674 6,714 1.37%
28 ANHEUSER BUSCH INBEV SA/NV 60,603 6,652 1.36%
29 SCHLUMBERGER LTD 84,318 6,585 1.34%
30 VANGUARD SCOTTSDALE FDS 81,793 6,522 1.33%
31 CHUBB LIMITED 45,310 6,173 1.26%
32 PEPSICO INC 55,127 6,167 1.26%
33 CHARTER COMMUNICATIONS INC N 17,893 5,857 1.19%
34 ORACLE CORP 129,805 5,791 1.18%
35 ABBOTT LABS 126,585 5,622 1.15%
36 ALPHABET INC 6,444 5,463 1.11%
37 VENTAS INC 75,710 4,924 1.00%
38 MERCK & CO INC 73,219 4,652 0.95%
39 NATIONAL OILWELL VARCO INC 111,804 4,482 0.91%
40 MEAD JOHNSON NUTRITION CO 47,240 4,208 0.86%
41 SOUTHERN CO 77,951 3,880 0.79%
42 ISHARES TR 33,351 3,795 0.77%
43 NEXTERA ENERGY INC 29,492 3,786 0.77%
44 MCDONALDS CORP 28,944 3,751 0.76%
45 ZOETIS INC 65,966 3,521 0.72%
46 APPLE INC 21,049 3,024 0.62%
47 VANGUARD INDEX FDS 34,445 2,845 0.58%
48 ALPHABET INC 2,982 2,473 0.50%
49 SPDR S&P 500 ETF TR 10,316 2,432 0.50%
50 PPL CORP 62,138 2,323 0.47%
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