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

Institutional Holdings (2017Q2)
Portfolio Summary: 142 holdings with a total value of $539,916,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ZOETIS INC 67,122 4,187,000 0.78%
102 NEXTERA ENERGY INC 30,861 4,324,000 0.80%
103 MERCK & CO INC 76,735 4,918,000 0.91%
104 MCDONALDS CORP 33,762 5,171,000 0.96%
105 ABBOTT LABS 129,206 6,281,000 1.16%
106 PEPSICO INC 54,877 6,338,000 1.17%
107 CHARTER COMMUNICATIONS INC N 19,824 6,678,000 1.24%
108 CHUBB LIMITED 47,932 6,968,000 1.29%
109 ANHEUSER BUSCH INBEV SA/NV 65,039 7,178,000 1.33%
110 VERIZON COMMUNICATIONS INC 161,871 7,229,000 1.34%
111 VANGUARD SCOTTSDALE FDS 91,408 7,316,000 1.36%
112 WEATHERFORD INTL PLC 1,944,053 7,523,000 1.39%
113 ALPHABET INC 8,364 7,776,000 1.44%
114 BERKSHIRE HATHAWAY INC DEL 48,529 8,219,000 1.52%
115 VENTAS INC 121,879 8,468,000 1.57%
116 NEXTERA ENERGY PARTNERS LP 238,819 8,834,000 1.64%
117 DISH NETWORK A 142,283 8,930,000 1.65%
118 ABBVIE INC 123,816 8,978,000 1.66%
119 COCA COLA CO 200,289 8,983,000 1.66%
120 GOLDMAN SACHS GROUP INC 44,125 9,791,000 1.81%
121 GILEAD SCIENCES INC 139,213 9,854,000 1.83%
122 CAPITAL ONE FINL CORP 121,064 10,002,000 1.85%
123 CITIGROUP INC 159,628 10,676,000 1.98%
124 ORACLE CORP 224,054 11,234,000 2.08%
125 NATIONAL OILWELL VARCO INC 343,390 11,311,000 2.09%
126 VANGUARD SPECIALIZED PORTFOL 122,712 11,372,000 2.11%
127 WELLS FARGO CO NEW 206,397 11,436,000 2.12%
128 INTEL CORP 344,378 11,619,000 2.15%
129 SCHLUMBERGER LTD 182,582 12,021,000 2.23%
130 PROCTER AND GAMBLE CO 142,121 12,386,000 2.29%
131 CHEVRON CORP NEW 126,147 13,161,000 2.44%
132 WAL-MART STORES INC 178,045 13,474,000 2.50%
133 PFIZER INC 425,948 14,308,000 2.65%
134 BRISTOL MYERS SQUIBB CO 272,239 15,169,000 2.81%
135 JOHNSON & JOHNSON 119,157 15,763,000 2.92%
136 JPMORGAN CHASE & CO 175,460 16,037,000 2.97%
137 WILLIAMS COS INC DEL 543,165 16,447,000 3.05%
138 GENERAL ELECTRIC CO 627,068 16,937,000 3.14%
139 QUALCOMM INC 326,076 18,006,000 3.33%
140 EXXON MOBIL CORP 259,322 20,935,000 3.88%
141 VANGUARD BD INDEX FDS 287,483 22,956,000 4.25%
142 MICROSOFT CORP 410,208 28,276,000 5.24%
Page 3 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001698219-17-000002, filed 2017.07.20).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.