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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 GILEAD SCIENCES INC 119,750 8,133 1.66%
52 GOLDMAN SACHS GROUP INC 38,749 8,901 1.81%
53 HOME DEPOT INC 8,810 1,294 0.26%
54 INTEL CORP 337,456 12,172 2.48%
55 INTERNATIONAL BUSINESS MACHS 6,018 1,048 0.21%
56 ISHARES TR 1,827 313 0.06%
57 ISHARES TR 3,960 247 0.05%
58 ISHARES TR 2,467 339 0.07%
59 ISHARES TR 33,351 3,795 0.77%
60 ISHARES TR 5,322 612 0.12%
61 ISHARES TR 9,307 1,222 0.25%
62 ISHARES TR 2,026 481 0.10%
63 JOHNSON & JOHNSON 155,314 19,344 3.94%
64 JPMORGAN CHASE & CO 173,472 15,238 3.11%
65 KIMBERLY CLARK CORP 5,153 678 0.14%
66 LIBERTY MEDIA CORP 10,000 6 0.00% PRN
67 LOCKHEED MARTIN CORP 1,337 358 0.07%
68 LOWES COS INC 4,400 362 0.07%
69 MARSH & MCLENNAN COS INC 4,844 358 0.07%
70 MCDONALDS CORP 28,944 3,751 0.76%
71 MCKESSON CORP 3,905 579 0.12%
72 MEAD JOHNSON NUTRITION CO 47,240 4,208 0.86%
73 MEDTRONIC PLC 15,273 1,230 0.25%
74 MERCK & CO INC 73,219 4,652 0.95%
75 MICROSOFT CORP 414,047 27,269 5.56%
76 NATIONAL HEALTH INVS INC 3,130 227 0.05%
77 NATIONAL OILWELL VARCO INC 111,804 4,482 0.91%
78 NEW JERSEY RES CORP 5,590 221 0.05%
79 NEXTERA ENERGY INC 29,492 3,786 0.77%
80 NEXTERA ENERGY PARTNERS LP 223,085 7,391 1.51%
81 NIKE INC 3,619 202 0.04%
82 NUVEEN QUALITY MUNCP INCOME 10,643 146 0.03%
83 ORACLE CORP 129,805 5,791 1.18%
84 PAYCHEX INC 6,508 383 0.08%
85 PEPSICO INC 55,127 6,167 1.26%
86 PFIZER INC 419,253 14,343 2.92%
87 PHILIP MORRIS INTL INC 5,459 616 0.13%
88 POWERSHARES ETF TRUST 32,365 886 0.18%
89 POWERSHARES QQQ TRUST 4,221 559 0.11%
90 PPG INDS INC 6,006 631 0.13%
91 PPL CORP 62,138 2,323 0.47%
92 PROCTER AND GAMBLE CO 141,965 12,756 2.60%
93 PUTNAM PREMIER INCOME TR 56,336 297 0.06%
94 QUALCOMM INC 313,163 17,957 3.66%
95 RAYMOND JAMES FINANC 24,493 1,868 0.38%
96 RYDEX ETF TRUST 2,251 204 0.04%
97 S&P GLOBAL INC 4,882 638 0.13%
98 SCHLUMBERGER LTD 84,318 6,585 1.34%
99 SELECT SECTOR SPDR TR 3,664 256 0.05%
100 SNAP ON INC 3,983 672 0.14%
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