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Doyle Wealth Management

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$1.16M
# of Holdings
204
Performance Rank
N/A
Allocation (Top 20)
N/A

Doyle Wealth Management Holdings Map

Top 50 Doyle Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ICSH
ISHARES TR
7.85%1.83M$91Knew2022-Q3: 1.83M shares2022-09-30
AAPL
APPLE INC
3.83%322.9K$45Knew2022-Q3: 322.9K shares2022-09-30
VIG
VANGUARD SPECIALIZED FUNDS
3.78%325.9K$44Knew2022-Q3: 325.9K shares2022-09-30
MSFT
MICROSOFT CORP
3.73%186.6K$43Knew2022-Q3: 186.6K shares2022-09-30
JNJ
JOHNSON & JOHNSON
2.53%180.3K$29Knew2022-Q3: 180.3K shares2022-09-30
AMZN
AMAZON COM INC
2.25%231.5K$26Knew2022-Q3: 231.5K shares2022-09-30
WMT
WALMART INC
2.16%193.9K$25Knew2022-Q3: 193.9K shares2022-09-30
GOOGL
ALPHABET INC
2.1%255.9K$24Knew2022-Q3: 255.9K shares2022-09-30
BRKB
BERKSHIRE HATHAWAY INC DEL
1.94%84.8K$23Knew2022-Q3: 84.8K shares2022-09-30
PAYX
PAYCHEX INC
1.85%192.1K$22Knew2022-Q3: 192.1K shares2022-09-30

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