Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Doyle Wealth Management (CIK 1698219) reported $1.16B across 203 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: ICSH ($91.4M, 7.85%), AAPL ($44.6M, 3.83%), VIG ($44.0M, 3.78%), MSFT ($43.5M, 3.73%), JNJ ($29.5M, 2.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ICSH | ISHARES TR | $91.4M | 7.85% | 1.8M | Added |
| 2 | AAPL | APPLE INC | $44.6M | 3.83% | 322,887 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $44.0M | 3.78% | 325,857 | Added |
| 4 | MSFT | MICROSOFT CORP | $43.5M | 3.73% | 186,586 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $29.5M | 2.53% | 180,282 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $26.2M | 2.25% | 231,527 | Added |
| 7 | WMT | WALMART INC | $25.2M | 2.16% | 193,948 | Added |
| 8 | GOOGL | ALPHABET INC | $24.5M | 2.10% | 255,889 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.6M | 1.94% | 84,771 | Trimmed |
| 10 | PAYX | PAYCHEX INC | $21.6M | 1.85% | 192,077 | Trimmed |
| 11 | COST | COSTCO WHSL CORP NEW | $21.3M | 1.83% | 45,098 | Added |
| 12 | DHR | DANAHER CORPORATION | $21.0M | 1.81% | 81,352 | Trimmed |
| 13 | PFE | PFIZER INC | $21.0M | 1.80% | 480,030 | Trimmed |
| 14 | PEP | PEPSICO INC | $20.4M | 1.75% | 125,029 | Trimmed |
| 15 | BSV | VANGUARD BD INDEX FDS | $20.1M | 1.73% | 268,595 | Trimmed |
| 16 | RSG | REPUBLIC SVCS INC | $18.7M | 1.60% | 137,188 | Trimmed |
| 17 | V | VISA INC | $18.5M | 1.59% | 104,225 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $18.3M | 1.57% | 174,987 | Added |
| 19 | SPYG | SPDR SER TR | $18.2M | 1.56% | 362,570 | Added |
| 20 | TJX | TJX COS INC NEW | $16.6M | 1.43% | 267,471 | Added |
| 21 | QCOM | QUALCOMM INC | $16.6M | 1.42% | 146,707 | Trimmed |
| 22 | MCD | MCDONALDS CORP | $16.5M | 1.41% | 71,303 | Trimmed |
| 23 | MRK | MERCK & CO INC | $16.5M | 1.41% | 191,071 | Trimmed |
| 24 | ACN | ACCENTURE PLC IRELAND | $16.2M | 1.40% | 63,138 | Trimmed |
| 25 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $16.2M | 1.40% | 236,877 | Added |
Source: SEC Form 13F filings · as of 2022-09-30