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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
101 QUALCOMM INC 326,076 18,006 3.33%
102 RAYMOND JAMES FINANC 24,446 1,961 0.36%
103 S&P GLOBAL INC 4,888 714 0.13%
104 SCHLUMBERGER LTD 182,582 12,021 2.23%
105 SELECT SECTOR SPDR TR 3,776 245 0.05%
106 SNAP ON INC 3,996 631 0.12%
107 SOUTHERN CO 77,417 3,707 0.69%
108 SPDR DOW JONES INDL AVRG ETF 1,563 333 0.06%
109 SPDR S&P 500 ETF TR 9,803 2,370 0.44%
110 SYSCO CORP 4,451 224 0.04%
111 TEVA PHARMACEUTICAL INDS LTD 19,381 644 0.12%
112 TEXAS INSTRS INC 5,908 455 0.08%
113 TORONTO DOMINION BK ONT 38,450 1,937 0.36%
114 TOTAL SYS SVCS INC 3,526 205 0.04%
115 UNITED INS HLDGS CORP 21,828 343 0.06%
116 UNITED PARCEL SERVICE INC 5,535 612 0.11%
117 UNITED TECHNOLOGIES CORP 3,356 410 0.08%
118 VANGUARD BD INDEX FDS 287,483 22,956 4.25%
119 VANGUARD INDEX FDS 8,396 811 0.15%
120 VANGUARD INDEX FDS 4,111 512 0.09%
121 VANGUARD INDEX FDS 1,080 240 0.04%
122 VANGUARD INDEX FDS 6,688 850 0.16%
123 VANGUARD INDEX FDS 2,623 291 0.05%
124 VANGUARD INDEX FDS 34,550 2,876 0.53%
125 VANGUARD INDEX FDS 1,595 216 0.04%
126 VANGUARD INDEX FDS 2,760 393 0.07%
127 VANGUARD INTL EQUITY INDEX F 8,805 360 0.07%
128 VANGUARD SCOTTSDALE FDS 91,408 7,316 1.36%
129 VANGUARD SPECIALIZED PORTFOL 122,712 11,372 2.11%
130 VANGUARD TAX-MANAGED FDS 6,909 285 0.05%
131 VANGUARD WHITEHALL FDS 23,771 1,858 0.34%
132 VANGUARD WORLD FD 3,543 499 0.09%
133 VANGUARD WORLD FD 1,385 204 0.04%
134 VANGUARD WORLD FDS 6,919 433 0.08%
135 VENTAS INC 121,879 8,468 1.57%
136 VERIZON COMMUNICATIONS INC 161,871 7,229 1.34%
137 WAL-MART STORES INC 178,045 13,474 2.50%
138 WEATHERFORD INTL PLC 1,944,053 7,523 1.39%
139 WELLS FARGO CO NEW 206,397 11,436 2.12%
140 WELLTOWER INC 7,840 587 0.11%
141 WILLIAMS COS INC DEL 543,165 16,447 3.05%
142 ZOETIS INC 67,122 4,187 0.78%
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