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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 ZOETIS INC 67,122 4,187 0.78%
2 WILLIAMS COS INC DEL 543,165 16,447 3.05%
3 WELLTOWER INC 7,840 587 0.11%
4 WELLS FARGO CO NEW 206,397 11,436 2.12%
5 WEATHERFORD INTL PLC 1,944,053 7,523 1.39%
6 WAL-MART STORES INC 178,045 13,474 2.50%
7 VERIZON COMMUNICATIONS INC 161,871 7,229 1.34%
8 VENTAS INC 121,879 8,468 1.57%
9 VANGUARD WORLD FDS 6,919 433 0.08%
10 VANGUARD WORLD FD 3,543 499 0.09%
11 VANGUARD WORLD FD 1,385 204 0.04%
12 VANGUARD WHITEHALL FDS 23,771 1,858 0.34%
13 VANGUARD TAX-MANAGED FDS 6,909 285 0.05%
14 VANGUARD SPECIALIZED PORTFOL 122,712 11,372 2.11%
15 VANGUARD SCOTTSDALE FDS 91,408 7,316 1.36%
16 VANGUARD INTL EQUITY INDEX F 8,805 360 0.07%
17 VANGUARD INDEX FDS 8,396 811 0.15%
18 VANGUARD INDEX FDS 6,688 850 0.16%
19 VANGUARD INDEX FDS 34,550 2,876 0.53%
20 VANGUARD INDEX FDS 1,080 240 0.04%
21 VANGUARD INDEX FDS 2,760 393 0.07%
22 VANGUARD INDEX FDS 1,595 216 0.04%
23 VANGUARD INDEX FDS 2,623 291 0.05%
24 VANGUARD INDEX FDS 4,111 512 0.09%
25 VANGUARD BD INDEX FDS 287,483 22,956 4.25%
26 UNITED TECHNOLOGIES CORP 3,356 410 0.08%
27 UNITED PARCEL SERVICE INC 5,535 612 0.11%
28 UNITED INS HLDGS CORP 21,828 343 0.06%
29 TOTAL SYS SVCS INC 3,526 205 0.04%
30 TORONTO DOMINION BK ONT 38,450 1,937 0.36%
31 TEXAS INSTRS INC 5,908 455 0.08%
32 TEVA PHARMACEUTICAL INDS LTD 19,381 644 0.12%
33 SYSCO CORP 4,451 224 0.04%
34 SPDR S&P 500 ETF TR 9,803 2,370 0.44%
35 SPDR DOW JONES INDL AVRG ETF 1,563 333 0.06%
36 SOUTHERN CO 77,417 3,707 0.69%
37 SNAP ON INC 3,996 631 0.12%
38 SELECT SECTOR SPDR TR 3,776 245 0.05%
39 SCHLUMBERGER LTD 182,582 12,021 2.23%
40 S&P GLOBAL INC 4,888 714 0.13%
41 RAYMOND JAMES FINANC 24,446 1,961 0.36%
42 QUALCOMM INC 326,076 18,006 3.33%
43 PUTNAM PREMIER INCOME TR 57,180 310 0.06%
44 PROCTER AND GAMBLE CO 142,121 12,386 2.29%
45 PPL CORP 52,160 2,016 0.37%
46 PPG INDS INC 6,006 660 0.12%
47 POWERSHARES QQQ TRUST 3,817 525 0.10%
48 POWERSHARES ETF TRUST 34,677 970 0.18%
49 PNC FINL SVCS GROUP INC 1,625 203 0.04%
50 PHILIP MORRIS INTL INC 5,365 630 0.12%
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