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Doyle Wealth Management · 13F Holdings
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Doyle Wealth Management

No.11275 Data as of 2022Q4
Latest AUM (Q4 2022)
$1.16B
QoQ Change Q3 2022
-$618,704-0.1%
Holdings
204
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
204
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2022 ValueQ4 2022 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRICSH
7.85%7.85%$91.4M1.8M$91.4M1.8M00.00%Unchanged
APPLE INCAAPL
3.84%3.83%$44.6M322,887$44.6M322,88700.00%Unchanged
VVANGUARD SPECIALIZED FUNDSVIG
3.79%3.78%$44.0M325,857$44.0M325,85700.00%Unchanged
MICROSOFT CORPMSFT
3.74%3.73%$43.5M186,586$43.5M186,58600.00%Unchanged
JOHNSON & JOHNSONJNJ
2.53%2.53%$29.5M180,282$29.5M180,28200.00%Unchanged
AMAZON COM INCAMZN
2.25%2.25%$26.2M231,527$26.2M231,52700.00%Unchanged
WALMART INCWMT
2.16%2.16%$25.2M193,948$25.2M193,94800.00%Unchanged
ALPHABET INCGOOGL
2.1%2.1%$24.5M255,889$24.5M255,88900.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
1.95%1.94%$22.6M84,771$22.6M84,77100.00%Unchanged
PAYCHEX INC COMPAYX
1.85%1.85%$21.6M192,077$21.6M192,07700.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
1.83%1.83%$21.3M45,098$21.3M45,09800.00%Unchanged
DANAHER CORP DEL COMDHR
1.81%1.81%$21.0M81,352$21.0M81,35200.00%Unchanged
PFIZER INCPFE
1.81%1.8%$21.0M480,030$21.0M480,03000.00%Unchanged
PEPSICO INCPEP
1.75%1.75%$20.4M125,029$20.4M125,02900.00%Unchanged
VVANGUARD BD INDEX FDSBSV
1.73%1.73%$20.1M268,595$20.1M268,59500.00%Unchanged
REPUBLIC SVCS INCRSG
1.6%1.6%$18.7M137,188$18.7M137,18800.00%Unchanged
VISA INCV
1.59%1.59%$18.5M104,225$18.5M104,22500.00%Unchanged
JPMORGAN CHASE & COJPM
1.57%1.57%$18.3M174,987$18.3M174,98700.00%Unchanged
SSPDR SERIES TRUSTSPYG
1.56%1.56%$18.2M362,570$18.2M362,57000.00%Unchanged
TJX COS INC NEWTJX
1.43%1.43%$16.6M267,471$16.6M267,47100.00%Unchanged
QQUALCOMM INCQCOM
1.42%1.42%$16.6M146,707$16.6M146,70700.00%Unchanged
MERCK & CO INCMRK
1.41%1.41%$16.5M191,071$16.5M191,07100.00%Unchanged
MCDONALDS CORPMCD
1.41%1.41%$16.5M71,303$16.5M71,30300.00%Unchanged
ACCENTURE PLC IRELANDACN
1.4%1.4%$16.2M63,138$16.2M63,13800.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
1.4%1.4%$16.2M236,877$16.2M236,87700.00%Unchanged
SSTATE STREETSPYV
1.38%1.38%$16.0M464,743$16.0M464,74300.00%Unchanged
VVANGUARD INDEX FDSVB
1.36%1.36%$15.9M92,867$15.9M92,86700.00%Unchanged
PROCTER & GAMBLE COPG
1.35%1.35%$15.7M124,602$15.7M124,60200.00%Unchanged
VVANGUARD SCOTTSDALE FDSBSV
1.31%1.31%$15.3M205,653$15.3M205,65300.00%Unchanged
SSELECT SECTOR SPDR TRXLE
1.31%1.31%$15.3M211,960$15.3M211,96000.00%Unchanged
NNEXTERA ENERGY INCNEE
1.26%1.26%$14.7M187,620$14.7M187,62000.00%Unchanged
DDISCOVER FINL SVCSDFS
1.21%1.21%$14.1M155,333$14.1M155,33300.00%Unchanged
IISHARES MSCIQUAL
1.17%1.17%$13.6M130,583$13.6M130,58300.00%Unchanged
UNITED PARCEL SVCS INCUPS
1.16%1.16%$13.5M83,568$13.5M83,56800.00%Unchanged
PACKAGING CORP AMERPKG
1.14%1.14%$13.2M117,762$13.2M117,76200.00%Unchanged
GOLDMAN SACHS GROUP INCGS
1.11%1.11%$12.9M43,921$12.9M43,92100.00%Unchanged
CHEVRON CORPORATIONCVX
1.1%1.1%$12.8M89,263$12.8M89,26300.00%Unchanged
S&P GLOBAL INCSPGI
1.05%1.05%$12.2M39,944$12.2M39,94400.00%Unchanged
SALESFORCE INCCRM
1.03%1.03%$12.0M83,393$12.0M83,39300.00%Unchanged
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
1.02%1.02%$11.9M236,666$11.9M236,66600.00%Unchanged
TEXAS INSTRS INCTXN
1.01%1.01%$11.8M76,201$11.8M76,20100.00%Unchanged
IISHARES TRIVV
1%1%$11.6M32,403$11.6M32,40300.00%Unchanged
VVANGUARD MIDVO
0.96%0.96%$11.2M59,610$11.2M59,61000.00%Unchanged
RTX CORPORATIONRTX
0.95%0.95%$11.1M135,538$11.1M135,53800.00%Unchanged
ABBOTT LABORATORIESABT
0.87%0.87%$10.1M104,077$10.1M104,07700.00%Unchanged
CHUBB LIMITEDCB
0.85%0.85%$9.9M54,158$9.9M54,15800.00%Unchanged
ROPER TECHNOLOGIES INCROP
0.84%0.84%$9.8M27,191$9.8M27,19100.00%Unchanged
ZOETIS INC CL AZTS
0.81%0.81%$9.4M63,191$9.4M63,19100.00%Unchanged
VVANGUARD FTSEVEA
0.8%0.8%$9.3M256,714$9.3M256,71400.00%Unchanged
AMERICAN TOWER CORP COMAMT
0.76%0.76%$8.9M41,226$8.9M41,22600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow