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

Institutional Holdings (2017Q2)
Original 13F HR (0001698219-17-000002) filed in 2017.07.20
#
Name
Shares
Value ($)
%
Options
Notes
1 MICROSOFT CORP 410,208 28,276 5.24%
2 VANGUARD BD INDEX FDS 287,483 22,956 4.25%
3 EXXON MOBIL CORP 259,322 20,935 3.88%
4 QUALCOMM INC 326,076 18,006 3.33%
5 GENERAL ELECTRIC CO 627,068 16,937 3.14%
6 WILLIAMS COS INC DEL 543,165 16,447 3.05%
7 JPMORGAN CHASE & CO 175,460 16,037 2.97%
8 JOHNSON & JOHNSON 119,157 15,763 2.92%
9 BRISTOL MYERS SQUIBB CO 272,239 15,169 2.81%
10 PFIZER INC 425,948 14,308 2.65%
11 WAL-MART STORES INC 178,045 13,474 2.50%
12 CHEVRON CORP NEW 126,147 13,161 2.44%
13 PROCTER AND GAMBLE CO 142,121 12,386 2.29%
14 SCHLUMBERGER LTD 182,582 12,021 2.23%
15 INTEL CORP 344,378 11,619 2.15%
16 WELLS FARGO CO NEW 206,397 11,436 2.12%
17 VANGUARD SPECIALIZED PORTFOL 122,712 11,372 2.11%
18 NATIONAL OILWELL VARCO INC 343,390 11,311 2.09%
19 ORACLE CORP 224,054 11,234 2.08%
20 CITIGROUP INC 159,628 10,676 1.98%
21 CAPITAL ONE FINL CORP 121,064 10,002 1.85%
22 GILEAD SCIENCES INC 139,213 9,854 1.83%
23 GOLDMAN SACHS GROUP INC 44,125 9,791 1.81%
24 COCA COLA CO 200,289 8,983 1.66%
25 ABBVIE INC 123,816 8,978 1.66%
26 DISH NETWORK A 142,283 8,930 1.65%
27 NEXTERA ENERGY PARTNERS LP 238,819 8,834 1.64%
28 VENTAS INC 121,879 8,468 1.57%
29 BERKSHIRE HATHAWAY INC DEL 48,529 8,219 1.52%
30 ALPHABET INC 8,364 7,776 1.44%
31 WEATHERFORD INTL PLC 1,944,053 7,523 1.39%
32 VANGUARD SCOTTSDALE FDS 91,408 7,316 1.36%
33 VERIZON COMMUNICATIONS INC 161,871 7,229 1.34%
34 ANHEUSER BUSCH INBEV SA/NV 65,039 7,178 1.33%
35 CHUBB LIMITED 47,932 6,968 1.29%
36 CHARTER COMMUNICATIONS INC N 19,824 6,678 1.24%
37 PEPSICO INC 54,877 6,338 1.17%
38 ABBOTT LABS 129,206 6,281 1.16%
39 MCDONALDS CORP 33,762 5,171 0.96%
40 MERCK & CO INC 76,735 4,918 0.91%
41 NEXTERA ENERGY INC 30,861 4,324 0.80%
42 ZOETIS INC 67,122 4,187 0.78%
43 ISHARES TR 32,921 3,918 0.73%
44 SOUTHERN CO 77,417 3,707 0.69%
45 APPLE INC 20,968 3,020 0.56%
46 ALPHABET INC 3,182 2,891 0.54%
47 VANGUARD INDEX FDS 34,550 2,876 0.53%
48 SPDR S&P 500 ETF TR 9,803 2,370 0.44%
49 HONEYWELL INTL INC 16,981 2,263 0.42%
50 PPL CORP 52,160 2,016 0.37%
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