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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 FXCM INC 10,000 3 0.00% PRN
2 LIBERTY MEDIA CORP 10,000 6 0.00% PRN
3 NUVEEN QUALITY MUNCP INCOME 10,643 146 0.03%
4 DNP SELECT INCOME FD INC 13,640 147 0.03%
5 NIKE INC 3,619 202 0.04%
6 RYDEX ETF TRUST 2,251 204 0.04%
7 VANGUARD INDEX FDS 1,548 206 0.04%
8 CVS HEALTH CORP 2,654 208 0.04%
9 CISCO SYS INC 6,339 214 0.04%
10 NEW JERSEY RES CORP 5,590 221 0.05%
11 NATIONAL HEALTH INVS INC 3,130 227 0.05%
12 DISNEY WALT CO 2,004 227 0.05%
13 VANGUARD INDEX FDS 1,079 233 0.05%
14 VANGUARD TAX-MANAGED FDS 6,268 246 0.05%
15 ISHARES TR 3,960 247 0.05%
16 FEDERAL REALTY INVS 1,878 251 0.05%
17 SYSCO CORP 4,861 252 0.05%
18 EXELON CORP 7,055 254 0.05%
19 FEDEX CORP 1,303 254 0.05%
20 SELECT SECTOR SPDR TR 3,664 256 0.05%
21 BANK AMER CORP 10,973 259 0.05%
22 FIRST TR EXCHANGE TRADED FD 4,535 283 0.06%
23 CALATLANTIC GROUP INC 7,555 283 0.06%
24 VANGUARD INDEX FDS 2,615 283 0.06%
25 COMMUNITY BK SYS INC COM 5,233 288 0.06%
26 FORD MTR CO DEL 25,362 295 0.06%
27 PUTNAM PREMIER INCOME TR 56,336 297 0.06%
28 ENTERPRISE PRODS PARTNERS L 10,916 301 0.06%
29 DU PONT E I DE NEMOURS & CO 3,782 304 0.06%
30 ISHARES TR 1,827 313 0.06%
31 SPDR DOW JONES INDL AVRG ETF 1,563 323 0.07%
32 ISHARES TR 2,467 339 0.07%
33 COSTCO WHSL CORP NEW 2,040 342 0.07%
34 LOCKHEED MARTIN CORP 1,337 358 0.07%
35 MARSH & MCLENNAN COS INC 4,844 358 0.07%
36 LOWES COS INC 4,400 362 0.07%
37 VANGUARD INTL EQUITY INDEX F 9,244 367 0.07%
38 CONSOLIDATED EDISON INC 4,806 373 0.08%
39 PAYCHEX INC 6,508 383 0.08%
40 UNITED INS HLDGS CORP 24,228 386 0.08%
41 EASTMAN CHEM CO 4,894 395 0.08%
42 VANGUARD INDEX FDS 3,355 407 0.08%
43 UNITED TECHNOLOGIES CORP 3,643 409 0.08%
44 AMAZON COM INC 467 414 0.08%
45 VANGUARD WORLD FDS 6,937 419 0.09%
46 GENERAL MLS INC 7,256 428 0.09%
47 VANGUARD INDEX FDS 3,087 430 0.09%
48 BECTON DICKINSON & CO 2,365 434 0.09%
49 TEXAS INSTRS INC 5,613 452 0.09%
50 VANGUARD WORLD FD 3,482 472 0.10%
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