$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | FXCM INCnote 2.250% 6/1 | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| SPXU | Exit | PROSHARES TRultrapro short s | $0 | – | -12,000 | -100.0% | -0.03% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $0 | – | -18,939 | -100.0% | -0.06% | – |
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.