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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 3M CO 2,659 554 0.10%
2 ABBOTT LABS 129,206 6,281 1.16%
3 ABBVIE INC 123,816 8,978 1.66%
4 AETNA INC NEW 1,408 214 0.04%
5 ALPHABET INC 3,182 2,891 0.54%
6 ALPHABET INC 8,364 7,776 1.44%
7 ALTRIA GROUP INC 6,980 520 0.10%
8 AMAZON COM INC 500 484 0.09%
9 AMERICAN ELEC PWR INC 10,946 760 0.14%
10 AMERICAN TOWER CORP NEW 7,918 1,048 0.19%
11 AMGEN INC 2,908 501 0.09%
12 ANHEUSER BUSCH INBEV SA/NV 65,039 7,178 1.33%
13 APPLE INC 20,968 3,020 0.56%
14 AT&T INC 37,561 1,417 0.26%
15 BANK AMER CORP 12,073 293 0.05%
16 BECTON DICKINSON & CO 2,265 442 0.08%
17 BERKSHIRE HATHAWAY INC DEL 48,529 8,219 1.52%
18 BOEING CO 2,819 558 0.10%
19 BRISTOL MYERS SQUIBB CO 272,239 15,169 2.81%
20 BROOKFIELD ASSET MGMT INC 16,328 640 0.12%
21 CALATLANTIC GROUP INC 6,400 226 0.04%
22 CAPITAL ONE FINL CORP 121,064 10,002 1.85%
23 CHARTER COMMUNICATIONS INC N 19,824 6,678 1.24%
24 CHEVRON CORP NEW 126,147 13,161 2.44%
25 CHUBB LIMITED 47,932 6,968 1.29%
26 CISCO SYS INC 11,823 370 0.07%
27 CITIGROUP INC 159,628 10,676 1.98%
28 COCA COLA CO 200,289 8,983 1.66%
29 COMCAST CORP NEW 27,798 1,082 0.20%
30 COMMUNITY BK SYS INC COM 4,651 259 0.05%
31 CONSOLIDATED EDISON INC 4,331 350 0.06%
32 COSTCO WHSL CORP NEW 1,981 317 0.06%
33 CREDIT SUISSE NASSAU BRH 40,500 873 0.16%
34 CVS HEALTH CORP 3,212 258 0.05%
35 DISCOVERY C 18,639 470 0.09%
36 DISH NETWORK A 142,283 8,930 1.65%
37 DISNEY WALT CO 2,069 220 0.04%
38 DNP SELECT INCOME FD INC 13,640 150 0.03%
39 DU PONT E I DE NEMOURS & CO 3,924 317 0.06%
40 DUKE ENERGY CORP NEW 5,690 476 0.09%
41 EASTMAN CHEM CO 3,194 268 0.05%
42 ENTERPRISE PRODS PARTNERS L 8,777 238 0.04%
43 EXELON CORP 6,209 224 0.04%
44 EXXON MOBIL CORP 259,322 20,935 3.88%
45 FACEBOOK INC 3,415 516 0.10%
46 FACTSET RESH SYS INC 4,963 825 0.15%
47 FEDERAL REALTY INVS 1,622 205 0.04%
48 FEDEX CORP 1,318 287 0.05%
49 FIRST TR EXCHANGE TRADED FD 4,535 303 0.06%
50 FIRST TR MORNINGSTAR DIV LEA 42,258 1,189 0.22%
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