Doyle Wealth Management current holdings: USA Stocks
Doyle Wealth Management reported $0.76 billion in share positions in stocks (listed in the US), 129 positions, in its Form 13F for the quarter ended 2022-09-30; the largest are AAPL, MSFT, JNJ.
- AAPL: Country of operation United States; Class COM; Shares 322,887; Value $44,623,000.
- MSFT: Country of operation United States; Class COM; Shares 186,586; Value $43,456,000.
- JNJ: Country of operation United States; Class COM; Shares 180,282; Value $29,451,000.
- AMZN: Country of operation United States; Class COM; Shares 231,527; Value $26,163,000.
Form 13F-HR as filed (SEC CIK 1698219): quarter ended 2022-09-30, filed 2022-11-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 322,887 | $44,623,000 | 5.73% | 2022-09-30 | 2022-11-15 | |
| MSFT MICROSOFT CORP | United States | COM | 186,586 | $43,456,000 | 5.58% | 2022-09-30 | 2022-11-15 | +118.53% |
| JNJ JOHNSON & JOHNSON | United States | COM | 180,282 | $29,451,000 | 3.78% | 2022-09-30 | 2022-11-15 | +63.79% |
| AMZN AMAZON COM INC | United States | COM | 231,527 | $26,163,000 | 3.36% | 2022-09-30 | 2022-11-15 | +118.29% |
| WMT WALMART INC | United States | COM | 193,948 | $25,155,000 | 3.23% | 2022-09-30 | 2022-11-15 | +147.03% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 255,889 | $24,476,000 | 3.14% | 2022-09-30 | 2022-11-15 | +256.42% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 84,771 | $22,636,000 | 2.91% | 2022-09-30 | 2022-11-15 | ||
| PAYX PAYCHEX INC | United States | COM | 192,077 | $21,553,000 | 2.77% | 2022-09-30 | 2022-11-15 | -11.50% |
| COST COSTCO WHSL CORP NEW | United States | COM | 45,098 | $21,298,000 | 2.74% | 2022-09-30 | 2022-11-15 | +95.78% |
| DHR DANAHER CORPORATION | United States | COM | 81,352 | $21,012,000 | 2.70% | 2022-09-30 | 2022-11-15 | -1.25% |
| PFE PFIZER INC | United States | COM | 480,030 | $21,006,000 | 2.70% | 2022-09-30 | 2022-11-15 | -34.37% |
| PEP PEPSICO INC | United States | COM | 125,029 | $20,412,000 | 2.62% | 2022-09-30 | 2022-11-15 | -21.17% |
| RSG REPUBLIC SVCS INC | United States | COM | 137,188 | $18,663,000 | 2.40% | 2022-09-30 | 2022-11-15 | +55.78% |
| V VISA INC | United States | COM CL A | 104,225 | $18,516,000 | 2.38% | 2022-09-30 | 2022-11-15 | +105.96% |
| JPM JPMORGAN CHASE & CO | United States | COM | 174,987 | $18,286,000 | 2.35% | 2022-09-30 | 2022-11-15 | +220.56% |
| TJX TJX COS INC NEW | United States | COM | 267,471 | $16,615,000 | 2.13% | 2022-09-30 | 2022-11-15 | +115.39% |
| QCOM QUALCOMM INC | United States | COM | 146,707 | $16,575,000 | 2.13% | 2022-09-30 | 2022-11-15 | +62.95% |
| MRK MERCK & CO INC | United States | COM | 191,071 | $16,455,000 | 2.11% | 2022-09-30 | 2022-11-15 | +73.34% |
| MCD MCDONALDS CORP | United States | COM | 71,303 | $16,452,000 | 2.11% | 2022-09-30 | 2022-11-15 | +1.40% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 63,138 | $16,245,000 | 2.09% | 2022-09-30 | 2022-11-15 | -31.16% | |
| PG PROCTER AND GAMBLE CO | United States | COM | 124,602 | $15,731,000 | 2.02% | 2022-09-30 | 2022-11-15 | +17.48% |
| NEE NEXTERA ENERGY INC | United States | COM | 187,620 | $14,711,000 | 1.89% | 2022-09-30 | 2022-11-15 | -3.21% |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 83,568 | $13,500,000 | 1.73% | 2022-09-30 | 2022-11-15 | -41.85% |
| PKG PACKAGING CORP AMER | United States | COM | 117,762 | $13,224,000 | 1.70% | 2022-09-30 | 2022-11-15 | +107.75% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 43,921 | $12,871,000 | 1.65% | 2022-09-30 | 2022-11-15 | +212.66% |
| CVX CHEVRON CORP NEW | United States | COM | 89,263 | $12,824,000 | 1.65% | 2022-09-30 | 2022-11-15 | +42.26% |
| SPGI S&P GLOBAL INC | United States | COM | 39,944 | $12,197,000 | 1.57% | 2022-09-30 | 2022-11-15 | +35.85% |
| CRM SALESFORCE INC | United States | COM | 83,393 | $11,995,000 | 1.54% | 2022-09-30 | 2022-11-15 | +56.64% |
| TXN TEXAS INSTRS INC | United States | COM | 76,201 | $11,794,000 | 1.52% | 2022-09-30 | 2022-11-15 | +81.99% |
| RTX RAYTHEON TECHNOLOGIES CORP | United States | COM | 135,538 | $11,095,000 | 1.43% | 2022-09-30 | 2022-11-15 | +128.37% |
| ABT ABBOTT LABS | United States | COM | 104,077 | $10,071,000 | 1.29% | 2022-09-30 | 2022-11-15 | +4.33% |
| CB CHUBB LIMITED | COM | 54,158 | $9,850,000 | 1.27% | 2022-09-30 | 2022-11-15 | +82.58% | |
| ROP ROPER TECHNOLOGIES INC | United States | COM | 27,191 | $9,779,000 | 1.26% | 2022-09-30 | 2022-11-15 | -2.83% |
| ZTS ZOETIS INC | United States | CL A | 63,191 | $9,371,000 | 1.20% | 2022-09-30 | 2022-11-15 | -52.59% |
| AMT AMERICAN TOWER CORP NEW | United States | COM | 41,226 | $8,851,000 | 1.14% | 2022-09-30 | 2022-11-15 | -22.05% |
| WMB WILLIAMS COS INC | United States | COM | 290,301 | $8,311,000 | 1.07% | 2022-09-30 | 2022-11-15 | +139.71% |
| SBUX STARBUCKS CORP | United States | COM | 93,960 | $7,917,000 | 1.02% | 2022-09-30 | 2022-11-15 | +13.26% |
| PNC PNC FINL SVCS GROUP INC | United States | COM | 52,229 | $7,804,000 | 1.00% | 2022-09-30 | 2022-11-15 | +48.34% |
| XOMXXXX EXXON MOBIL CORP | COM | 79,704 | $6,959,000 | 0.89% | 2022-09-30 | 2022-11-15 | ||
| HD HOME DEPOT INC | United States | COM | 24,586 | $6,784,000 | 0.87% | 2022-09-30 | 2022-11-15 | +4.39% |
| DIS DISNEY WALT CO | United States | COM | 60,770 | $5,732,000 | 0.74% | 2022-09-30 | 2022-11-15 | +11.75% |
| ABBV ABBVIE INC | United States | COM | 34,715 | $4,659,000 | 0.60% | 2022-09-30 | 2022-11-15 | +96.18% |
| AMAT APPLIED MATLS INC | United States | COM | 50,713 | $4,155,000 | 0.53% | 2022-09-30 | 2022-11-15 | +524.94% |
| EA ELECTRONIC ARTS INC | United States | COM | 33,523 | $3,879,000 | 0.50% | 2022-09-30 | 2022-11-15 | |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 7,142 | $3,607,000 | 0.46% | 2022-09-30 | 2022-11-15 | -25.76% |
| HONZZZZ HONEYWELL INTL INC | COM | 19,708 | $3,291,000 | 0.42% | 2022-09-30 | 2022-11-15 | ||
| XIFR NEXTERA ENERGY PARTNERS LP | United States | COM UNIT PART IN | 44,425 | $3,212,000 | 0.41% | 2022-09-30 | 2022-11-15 | -85.56% |
| SO SOUTHERN CO | United States | COM | 46,940 | $3,192,000 | 0.41% | 2022-09-30 | 2022-11-15 | +22.72% |
| KO COCA COLA CO | United States | COM | 50,833 | $2,848,000 | 0.37% | 2022-09-30 | 2022-11-15 | +55.02% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 68,778 | $2,611,000 | 0.34% | 2022-09-30 | 2022-11-15 | +21.10% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 26,597 | $2,557,000 | 0.33% | 2022-09-30 | 2022-11-15 | +250.83% |
| AMGN AMGEN INC | United States | COM | 9,869 | $2,225,000 | 0.29% | 2022-09-30 | 2022-11-15 | +87.95% |
| GPC GENUINE PARTS CO | United States | COM | 14,354 | $2,143,000 | 0.28% | 2022-09-30 | 2022-11-15 | -14.98% |
| VLO VALERO ENERGY CORP | United States | COM | 17,684 | $1,890,000 | 0.24% | 2022-09-30 | 2022-11-15 | +262.86% |
| CSCO CISCO SYS INC | United States | COM | 43,885 | $1,755,000 | 0.23% | 2022-09-30 | 2022-11-15 | +167.35% |
| GSG ISHARES S&P GSCI COMMODITY- | United States | UNIT BEN INT | 83,442 | $1,717,000 | 0.22% | 2022-09-30 | 2022-11-15 | +70.60% |
| MA MASTERCARD INCORPORATED | United States | CL A | 5,324 | $1,514,000 | 0.19% | 2022-09-30 | 2022-11-15 | +98.21% |
| TD TORONTO DOMINION BK ONT | COM NEW | 24,089 | $1,477,000 | 0.19% | 2022-09-30 | 2022-11-15 | +94.03% | |
| DLR DIGITAL RLTY TR INC | United States | COM | 13,699 | $1,359,000 | 0.17% | 2022-09-30 | 2022-11-15 | +78.02% |
| LLY LILLY ELI & CO | United States | COM | 3,930 | $1,271,000 | 0.16% | 2022-09-30 | 2022-11-15 | +266.36% |
| FDS FACTSET RESH SYS INC | United States | COM | 2,980 | $1,192,000 | 0.15% | 2022-09-30 | 2022-11-15 | -35.03% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 9,762 | $1,160,000 | 0.15% | 2022-09-30 | 2022-11-15 | +85.16% |
| HEI HEICO CORP NEW | United States | COM | 8,041 | $1,158,000 | 0.15% | 2022-09-30 | 2022-11-15 | +113.30% |
| TSLA TESLA INC | United States | COM | 4,352 | $1,154,000 | 0.15% | 2022-09-30 | 2022-11-15 | +33.02% |
| SNA SNAP ON INC | United States | COM | 5,280 | $1,063,000 | 0.14% | 2022-09-30 | 2022-11-15 | +82.31% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 2,621 | $1,012,000 | 0.13% | 2022-09-30 | 2022-11-15 | +32.60% |
| DUK DUKE ENERGY CORP NEW | United States | COM NEW | 9,089 | $845,000 | 0.11% | 2022-09-30 | 2022-11-15 | +22.78% |
| INTC INTEL CORP | United States | COM | 32,666 | $842,000 | 0.11% | 2022-09-30 | 2022-11-15 | +349.86% |
| AXP AMERICAN EXPRESS CO | United States | COM | 6,096 | $822,000 | 0.11% | 2022-09-30 | 2022-11-15 | +126.37% |
| APD AIR PRODS & CHEMS INC | United States | COM | 3,513 | $817,000 | 0.10% | 2022-09-30 | 2022-11-15 | +19.96% |
| MDT MEDTRONIC PLC | Ireland | SHS | 9,731 | $786,000 | 0.10% | 2022-09-30 | 2022-11-15 | +7.85% |
| HEIA HEICO CORP NEW | CL A | 6,600 | $756,000 | 0.10% | 2022-09-30 | 2022-11-15 | ||
| NVDA NVIDIA CORPORATION | United States | COM | 6,217 | $755,000 | 0.10% | 2022-09-30 | 2022-11-15 | +1771.58% |
| KMB KIMBERLY-CLARK CORP | United States | COM | 6,033 | $679,000 | 0.09% | 2022-09-30 | 2022-11-15 | -12.04% |
| LOW LOWES COS INC | United States | COM | 3,586 | $674,000 | 0.09% | 2022-09-30 | 2022-11-15 | -0.29% |
| AEP AMERICAN ELEC PWR CO INC | United States | COM | 7,753 | $670,000 | 0.09% | 2022-09-30 | 2022-11-15 | +38.00% |
| PPG PPG INDS INC | United States | COM | 6,006 | $665,000 | 0.09% | 2022-09-30 | 2022-11-15 | -4.22% |
| MPC MARATHON PETE CORP | United States | COM | 6,299 | $626,000 | 0.08% | 2022-09-30 | 2022-11-15 | +294.67% |
| TGT TARGET CORP | United States | COM | 4,165 | $618,000 | 0.08% | 2022-09-30 | 2022-11-15 | +5.42% |
| HUM HUMANA INC | United States | COM | 1,113 | $540,000 | 0.07% | 2022-09-30 | 2022-11-15 | -20.26% |
| ELV ELEVANCE HEALTH INC | United States | COM | 1,182 | $537,000 | 0.07% | 2022-09-30 | 2022-11-15 | -13.54% |
| MO ALTRIA GROUP INC | United States | COM | 11,591 | $468,000 | 0.06% | 2022-09-30 | 2022-11-15 | +70.18% |
| META META PLATFORMS INC | United States | CL A | 3,444 | $467,000 | 0.06% | 2022-09-30 | 2022-11-15 | +444.51% |
| AFL AFLAC INC | United States | COM | 8,226 | $462,000 | 0.06% | 2022-09-30 | 2022-11-15 | +102.24% |
| CMCSA COMCAST CORP NEW | United States | CL A | 15,299 | $449,000 | 0.06% | 2022-09-30 | 2022-11-15 | -21.43% |
| IRDM IRIDIUM COMMUNICATIONS INC | United States | COM | 10,000 | $444,000 | 0.06% | 2022-09-30 | 2022-11-15 | +8.05% |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 6,952 | $440,000 | 0.06% | 2022-09-30 | 2022-11-15 | +858.92% |
| MCK MCKESSON CORP | United States | COM | 1,279 | $435,000 | 0.06% | 2022-09-30 | 2022-11-15 | +154.46% |
| BDX BECTON DICKINSON & CO | United States | COM | 1,861 | $415,000 | 0.05% | 2022-09-30 | 2022-11-15 | +3.88% |
| BAC BK OF AMERICA CORP | United States | COM | 13,551 | $409,000 | 0.05% | 2022-09-30 | 2022-11-15 | +81.99% |
| PM PHILIP MORRIS INTL INC | United States | COM | 4,861 | $403,000 | 0.05% | 2022-09-30 | 2022-11-15 | +133.59% |
| BA BOEING CO | United States | COM | 3,123 | $378,000 | 0.05% | 2022-09-30 | 2022-11-15 | +55.00% |
| ETN EATON CORP PLC | SHS | 2,777 | $370,000 | 0.05% | 2022-09-30 | 2022-11-15 | +224.89% | |
| D DOMINION ENERGY INC | United States | COM | 5,311 | $367,000 | 0.05% | 2022-09-30 | 2022-11-15 | -12.26% |
| CMI CUMMINS INC | United States | COM | 1,722 | $350,000 | 0.04% | 2022-09-30 | 2022-11-15 | +156.19% |
| NKE NIKE INC | United States | CL B | 4,120 | $342,000 | 0.04% | 2022-09-30 | 2022-11-15 | -56.88% |
| SCL STEPAN CO | United States | COM | 3,600 | $337,000 | 0.04% | 2022-09-30 | 2022-11-15 | -33.61% |
| TRV TRAVELERS COMPANIES INC | United States | COM | 2,195 | $336,000 | 0.04% | 2022-09-30 | 2022-11-15 | +137.08% |
| CL COLGATE PALMOLIVE CO | United States | COM | 4,653 | $327,000 | 0.04% | 2022-09-30 | 2022-11-15 | +23.07% |
| LHX L3HARRIS TECHNOLOGIES INC | United States | COM | 1,566 | $326,000 | 0.04% | 2022-09-30 | 2022-11-15 | +13.78% |
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| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||