$983 Million is the total value of Doyle Wealth Management's 212 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DLR | New | DIGITAL RLTY TR INC | $1,683,000 | – | 12,067 | +100.0% | 0.17% | – |
| VTRS | New | VIATRIS INC | $1,056,000 | – | 56,370 | +100.0% | 0.11% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $974,000 | – | 18,780 | +100.0% | 0.10% | – |
| GPC | New | GENUINE PARTS CO | $478,000 | – | 4,760 | +100.0% | 0.05% | – |
| SCL | New | STEPAN CO | $430,000 | – | 3,600 | +100.0% | 0.04% | – |
| SQ | New | SQUARE INCcl a | $411,000 | – | 1,890 | +100.0% | 0.04% | – |
| AMAT | New | APPLIED MATLS INC | $407,000 | – | 4,713 | +100.0% | 0.04% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $335,000 | – | 3,622 | +100.0% | 0.03% | – |
| UBSI | New | UNITED BANKSHARES INC WEST V | $274,000 | – | 8,468 | +100.0% | 0.03% | – |
| ALL | New | ALLSTATE CORP | $260,000 | – | 2,363 | +100.0% | 0.03% | – |
| EMR | New | EMERSON ELEC CO | $250,000 | – | 3,115 | +100.0% | 0.02% | – |
| MAA | New | MID-AMER APT CMNTYS INC | $240,000 | – | 1,893 | +100.0% | 0.02% | – |
| TIP | New | ISHARES TRtips bd etf | $234,000 | – | 1,830 | +100.0% | 0.02% | – |
| XLNX | New | XILINX INC | $230,000 | – | 1,620 | +100.0% | 0.02% | – |
| IDEV | New | ISHARES TRcore msci intl | $228,000 | – | 3,695 | +100.0% | 0.02% | – |
| PYPL | New | PAYPAL HLDGS INC | $217,000 | – | 927 | +100.0% | 0.02% | – |
| BLK | New | BLACKROCK INC | $213,000 | – | 295 | +100.0% | 0.02% | – |
| EXC | New | EXELON CORP | $217,000 | – | 5,143 | +100.0% | 0.02% | – |
| EFA | New | ISHARES TRmsci eafe etf | $214,000 | – | 2,939 | +100.0% | 0.02% | – |
| MCK | New | MCKESSON CORP | $219,000 | – | 1,261 | +100.0% | 0.02% | – |
| WPC | New | WP CAREY INC | $211,000 | – | 2,990 | +100.0% | 0.02% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $205,000 | – | 1,552 | +100.0% | 0.02% | – |
| GPN | New | GLOBAL PMTS INC | $207,000 | – | 961 | +100.0% | 0.02% | – |
| ANTM | New | ANTHEM INC | $203,000 | – | 633 | +100.0% | 0.02% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $210,000 | – | 1,207 | +100.0% | 0.02% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $201,000 | – | 445 | +100.0% | 0.02% | – |
| New | LIBERTY MEDIA CORP DELdeb 4.000%11/1 | $7,000 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
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.