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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 LIBERTY MEDIA CORP 10,000 6 0.00% PRN
2 FXCM INC 10,000 4 0.00% PRN
3 MICROSOFT CORP 410,208 28,276 5.24%
4 VANGUARD BD INDEX FDS 287,483 22,956 4.25%
5 EXXON MOBIL CORP 259,322 20,935 3.88%
6 QUALCOMM INC 326,076 18,006 3.33%
7 GENERAL ELECTRIC CO 627,068 16,937 3.14%
8 WILLIAMS COS INC DEL 543,165 16,447 3.05%
9 JPMORGAN CHASE & CO 175,460 16,037 2.97%
10 JOHNSON & JOHNSON 119,157 15,763 2.92%
11 BRISTOL MYERS SQUIBB CO 272,239 15,169 2.81%
12 PFIZER INC 425,948 14,308 2.65%
13 WAL-MART STORES INC 178,045 13,474 2.50%
14 CHEVRON CORP NEW 126,147 13,161 2.44%
15 PROCTER AND GAMBLE CO 142,121 12,386 2.29%
16 SCHLUMBERGER LTD 182,582 12,021 2.23%
17 INTEL CORP 344,378 11,619 2.15%
18 WELLS FARGO CO NEW 206,397 11,436 2.12%
19 VANGUARD SPECIALIZED PORTFOL 122,712 11,372 2.11%
20 NATIONAL OILWELL VARCO INC 343,390 11,311 2.09%
21 ORACLE CORP 224,054 11,234 2.08%
22 CITIGROUP INC 159,628 10,676 1.98%
23 CAPITAL ONE FINL CORP 121,064 10,002 1.85%
24 GILEAD SCIENCES INC 139,213 9,854 1.83%
25 GOLDMAN SACHS GROUP INC 44,125 9,791 1.81%
26 COCA COLA CO 200,289 8,983 1.66%
27 ABBVIE INC 123,816 8,978 1.66%
28 DISH NETWORK A 142,283 8,930 1.65%
29 NEXTERA ENERGY PARTNERS LP 238,819 8,834 1.64%
30 VENTAS INC 121,879 8,468 1.57%
31 BERKSHIRE HATHAWAY INC DEL 48,529 8,219 1.52%
32 ALPHABET INC 8,364 7,776 1.44%
33 WEATHERFORD INTL PLC 1,944,053 7,523 1.39%
34 VANGUARD SCOTTSDALE FDS 91,408 7,316 1.36%
35 VERIZON COMMUNICATIONS INC 161,871 7,229 1.34%
36 ANHEUSER BUSCH INBEV SA/NV 65,039 7,178 1.33%
37 CHUBB LIMITED 47,932 6,968 1.29%
38 CHARTER COMMUNICATIONS INC N 19,824 6,678 1.24%
39 PEPSICO INC 54,877 6,338 1.17%
40 ABBOTT LABS 129,206 6,281 1.16%
41 MCDONALDS CORP 33,762 5,171 0.96%
42 MERCK & CO INC 76,735 4,918 0.91%
43 NEXTERA ENERGY INC 30,861 4,324 0.80%
44 ZOETIS INC 67,122 4,187 0.78%
45 ISHARES TR 32,921 3,918 0.73%
46 SOUTHERN CO 77,417 3,707 0.69%
47 APPLE INC 20,968 3,020 0.56%
48 ALPHABET INC 3,182 2,891 0.54%
49 VANGUARD INDEX FDS 34,550 2,876 0.53%
50 SPDR S&P 500 ETF TR 9,803 2,370 0.44%
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