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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
51 PFIZER INC 425,948 14,308 2.65%
52 PEPSICO INC 54,877 6,338 1.17%
53 PAYCHEX INC 6,641 378 0.07%
54 ORACLE CORP 224,054 11,234 2.08%
55 NUVEEN QUALITY MUNCP INCOME 10,896 153 0.03%
56 NIKE INC 4,301 254 0.05%
57 NEXTERA ENERGY PARTNERS LP 238,819 8,834 1.64%
58 NEXTERA ENERGY INC 30,861 4,324 0.80%
59 NEW JERSEY RES CORP 5,870 233 0.04%
60 NATIONAL OILWELL VARCO INC 343,390 11,311 2.09%
61 MICROSOFT CORP 410,208 28,276 5.24%
62 MERCK & CO INC 76,735 4,918 0.91%
63 MEDTRONIC PLC 15,169 1,346 0.25%
64 MCKESSON CORP 3,905 643 0.12%
65 MCDONALDS CORP 33,762 5,171 0.96%
66 MB FINL INC 15,000 661 0.12%
67 MARSH & MCLENNAN COS INC 4,800 374 0.07%
68 LOWES COS INC 4,400 341 0.06%
69 LOCKHEED MARTIN CORP 1,417 393 0.07%
70 LIBERTY MEDIA CORP 10,000 6 0.00% PRN
71 KIMBERLY CLARK CORP 7,394 955 0.18%
72 JPMORGAN CHASE & CO 175,460 16,037 2.97%
73 JOHNSON & JOHNSON 119,157 15,763 2.92%
74 ISHARES TR 32,921 3,918 0.73%
75 ISHARES TR 1,272 221 0.04%
76 ISHARES TR 3,190 224 0.04%
77 ISHARES TR 2,713 660 0.12%
78 ISHARES TR 9,219 1,247 0.23%
79 ISHARES TR 4,779 556 0.10%
80 ISHARES TR 1,908 269 0.05%
81 ISHARES TR 4,126 269 0.05%
82 INTERNATIONAL BUSINESS MACHS 5,820 895 0.17%
83 INTEL CORP 344,378 11,619 2.15%
84 INGREDION INC 4,865 580 0.11%
85 HONEYWELL INTL INC 16,981 2,263 0.42%
86 HOME DEPOT INC 10,131 1,554 0.29%
87 GOLDMAN SACHS GROUP INC 44,125 9,791 1.81%
88 GILEAD SCIENCES INC 139,213 9,854 1.83%
89 GENERAL MLS INC 7,993 443 0.08%
90 GENERAL ELECTRIC CO 627,068 16,937 3.14%
91 FXCM INC 10,000 4 0.00% PRN
92 FORD MTR CO DEL 28,726 321 0.06%
93 FIRST TR MORNINGSTAR DIV LEA 42,258 1,189 0.22%
94 FIRST TR EXCHANGE TRADED FD 4,535 303 0.06%
95 FEDEX CORP 1,318 287 0.05%
96 FEDERAL REALTY INVS 1,622 205 0.04%
97 FACTSET RESH SYS INC 4,963 825 0.15%
98 FACEBOOK INC 3,415 516 0.10%
99 EXXON MOBIL CORP 259,322 20,935 3.88%
100 EXELON CORP 6,209 224 0.04%
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