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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
51 TORONTO DOMINION BK ONT 38,450 1,926 0.39%
52 RAYMOND JAMES FINANC 24,493 1,868 0.38%
53 VANGUARD WHITEHALL FDS 23,067 1,791 0.37%
54 AT&T INC 36,002 1,496 0.30%
55 HOME DEPOT INC 8,810 1,294 0.26%
56 FIRST TR MORNINGSTAR DIV LEA 43,946 1,266 0.26%
57 MEDTRONIC PLC 15,273 1,230 0.25%
58 ISHARES TR 9,307 1,222 0.25%
59 COMCAST CORP NEW 28,115 1,057 0.22%
60 INTERNATIONAL BUSINESS MACHS 6,018 1,048 0.21%
61 AMERICAN TOWER CORP NEW 8,552 1,039 0.21%
62 CREDIT SUISSE NASSAU BRH 38,000 1,013 0.21%
63 POWERSHARES ETF TRUST 32,365 886 0.18%
64 VANGUARD INDEX FDS 6,291 765 0.16%
65 VANGUARD INDEX FDS 8,009 764 0.16%
66 FACTSET RESH SYS INC 4,459 735 0.15%
67 KIMBERLY CLARK CORP 5,153 678 0.14%
68 AMERICAN ELEC PWR INC 10,009 672 0.14%
69 SNAP ON INC 3,983 672 0.14%
70 S&P GLOBAL INC 4,882 638 0.13%
71 PPG INDS INC 6,006 631 0.13%
72 PHILIP MORRIS INTL INC 5,459 616 0.13%
73 ISHARES TR 5,322 612 0.12%
74 WELLTOWER INC 8,504 602 0.12%
75 UNITED PARCEL SERVICE INC 5,569 598 0.12%
76 TEVA PHARMACEUTICAL INDS LTD 18,474 593 0.12%
77 AMGEN INC 3,541 581 0.12%
78 MCKESSON CORP 3,905 579 0.12%
79 POWERSHARES QQQ TRUST 4,221 559 0.11%
80 FACEBOOK INC 3,814 542 0.11%
81 3M CO 2,633 504 0.10%
82 ALTRIA GROUP INC 6,775 484 0.10%
83 ISHARES TR 2,026 481 0.10%
84 DUKE ENERGY CORP NEW 5,831 478 0.10%
85 VANGUARD WORLD FD 3,482 472 0.10%
86 TEXAS INSTRS INC 5,613 452 0.09%
87 BECTON DICKINSON & CO 2,365 434 0.09%
88 VANGUARD INDEX FDS 3,087 430 0.09%
89 GENERAL MLS INC 7,256 428 0.09%
90 VANGUARD WORLD FDS 6,937 419 0.09%
91 AMAZON COM INC 467 414 0.08%
92 UNITED TECHNOLOGIES CORP 3,643 409 0.08%
93 VANGUARD INDEX FDS 3,355 407 0.08%
94 EASTMAN CHEM CO 4,894 395 0.08%
95 UNITED INS HLDGS CORP 24,228 386 0.08%
96 PAYCHEX INC 6,508 383 0.08%
97 CONSOLIDATED EDISON INC 4,806 373 0.08%
98 VANGUARD INTL EQUITY INDEX F 9,244 367 0.07%
99 LOWES COS INC 4,400 362 0.07%
100 MARSH & MCLENNAN COS INC 4,844 358 0.07%
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