StockDriftsStockDriftsTop 50 Doyle Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | 7.85% | 1.83M | $91K | new | — | 2022-09-30 | |
| AAPL | APPLE INC | 3.83% | 322.9K | $45K | new | — | 2022-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.78% | 325.9K | $44K | new | — | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 3.73% | 186.6K | $43K | new | — | 2022-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.53% | 180.3K | $29K | new | — | 2022-09-30 | |
| AMZN | AMAZON COM INC | 2.25% | 231.5K | $26K | new | — | 2022-09-30 | |
| WMT | WALMART INC | 2.16% | 193.9K | $25K | new | — | 2022-09-30 | |
| GOOGL | ALPHABET INC | 2.1% | 255.9K | $24K | new | — | 2022-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.94% | 84.8K | $23K | new | — | 2022-09-30 | |
| PAYX | PAYCHEX INC | 1.85% | 192.1K | $22K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Doyle Wealth Management reports $1.16M in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are ICSH (7.8%), AAPL (3.8%) and VIG (3.8%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Doyle Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1698219). View Doyle Wealth Management’s 13F filings on SEC