$592 Million is the total value of Doyle Wealth Management's 170 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CL | New | COLGATE PALMOLIVE CO | $1,960,000 | – | 25,979 | +100.0% | 0.33% | – |
| M | New | MACYS INC | $642,000 | – | 25,505 | +100.0% | 0.11% | – |
| MFC | New | MANULIFE FINL CORP | $495,000 | – | 23,747 | +100.0% | 0.08% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $473,000 | – | 3,487 | +100.0% | 0.08% | – |
| DEO | New | DIAGEO P L Cspon adr new | $334,000 | – | 2,286 | +100.0% | 0.06% | – |
| CF | New | CF INDS HLDGS INC | $321,000 | – | 7,550 | +100.0% | 0.05% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $313,000 | – | 1,817 | +100.0% | 0.05% | – |
| DIS | New | DISNEY WALT CO | $308,000 | – | 2,867 | +100.0% | 0.05% | – |
| V | New | VISA INC | $264,000 | – | 2,313 | +100.0% | 0.04% | – |
| OXY | New | OCCIDENTAL PETE CORP DEL | $258,000 | – | 3,502 | +100.0% | 0.04% | – |
| LLY | New | LILLY ELI & CO | $243,000 | – | 2,880 | +100.0% | 0.04% | – |
| GLW | New | CORNING INC | $245,000 | – | 7,645 | +100.0% | 0.04% | – |
| EMR | New | EMERSON ELEC CO | $229,000 | – | 3,293 | +100.0% | 0.04% | – |
| CLX | New | CLOROX CO DEL | $228,000 | – | 1,535 | +100.0% | 0.04% | – |
| CAA | New | CALATLANTIC GROUP INC | $226,000 | – | 4,000 | +100.0% | 0.04% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $221,000 | – | 6,221 | +100.0% | 0.04% | – |
| FAF | New | FIRST AMERN FINL CORP | $218,000 | – | 3,894 | +100.0% | 0.04% | – |
| WM | New | WASTE MGMT INC DEL | $210,000 | – | 2,430 | +100.0% | 0.04% | – |
| XES | New | SPDR SERIES TRUSToilgas equip | $190,000 | – | 11,087 | +100.0% | 0.03% | – |
| SMB | New | VANECK VECTORS ETF TRamt free short m | $176,000 | – | 10,211 | +100.0% | 0.03% | – |
| MVT | New | BLACKROCK MUNIVEST FD II INC | $161,000 | – | 10,413 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 23 | Q3 2022 | 5.6% |
| JOHNSON & JOHNSON | 23 | Q3 2022 | 3.9% |
| VANGUARD BD INDEX FDS | 23 | Q3 2022 | 4.5% |
| WAL-MART STORES INC | 23 | Q3 2022 | 3.8% |
| VANGUARD SPECIALIZED PORTFOL | 23 | Q3 2022 | 3.8% |
| PFIZER INC | 23 | Q3 2022 | 3.6% |
| JPMORGAN CHASE & CO | 23 | Q3 2022 | 3.1% |
| APPLE INC | 23 | Q3 2022 | 4.4% |
| QUALCOMM INC | 23 | Q3 2022 | 3.9% |
| EXXON MOBIL CORP | 23 | Q3 2022 | 4.2% |
View Doyle Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-03 |
| 13F-HR | 2021-05-07 |
| 13F-HR | 2021-02-04 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-08-06 |
View Doyle Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.