13F Filings History of Doyle Wealth Management
- Latest 13F filing
- Q3 2022 - 15 Nov 2022
- Latest reported 13F value
- $1,164,018,000
- Largest 13F holdings
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ICSH AAPL VIG MSFT JNJ AMZN WMT GOOGL BRKB PAYX COST DHR
+8 more
PFE PEP BSV RSG V JPM SPYG TJX - Form 13F summary
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- Doyle Wealth Management Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Doyle Wealth Management reported 204 equity holdings with a total reported market value of $1,164,018,000 for Q3 2022. Top reported holdings included ICSH, AAPL, VIG, MSFT, and JNJ.
- Manager signature
- Todd Youngs - Director of Portfolio Management
- Manager location
- St. Petersburg, FL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2022
Latest value
$1,164,018,000
Quarter delta
-$75,057,000
Accepted
15 Nov 2022, 14:52
Rows shown
1-23 of 23
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2022 | 204 | $1,164,018,000 | +$53,074,077 | -$38,479,462 | +$14,594,615 | ICSH, AAPL, VIG, MSFT, JNJ | 13F-HR | 15 Nov 2022, 14:52 |
| Q2 2022 | 210 | $1,239,075,000 | +$118,657,813 | -$75,304,701 | +$43,353,112 | ICSH, MSFT, VIG, AAPL, JNJ | 13F-HR | 10 Aug 2022, 15:20 |
| Q1 2022 | 248 | $1,387,273,000 | +$75,882,809 | -$22,848,819 | +$53,033,990 | MSFT, AAPL, VIG, BSV, AMZN | 13F-HR | 13 May 2022, 10:51 |
| Q4 2021 | 233 | $1,393,714,000 | +$33,851,919 | -$13,247,083 | +$20,604,836 | MSFT, AAPL, VIG, BSV, GOOGL | 13F-HR | 11 Feb 2022, 16:27 |
| Q3 2021 | 223 | $1,257,546,000 | +$59,903,506 | -$11,966,477 | +$47,937,029 | MSFT, AAPL, VIG, BSV, AMZN | 13F-HR | 12 Nov 2021, 13:18 |
| Q2 2021 | 219 | $1,205,435,000 | +$105,172,591 | -$18,723,031 | +$86,449,560 | MSFT, AAPL, AMZN, VIG, BSV | 13F-HR | 03 Aug 2021, 13:10 |
| Q1 2021 | 215 | $1,044,354,000 | +$66,774,339 | -$39,128,786 | +$27,645,553 | MSFT, AAPL, AMZN, VIG, JNJ | 13F-HR | 07 May 2021, 17:23 |
| Q4 2020 | 212 | $983,494,000 | +$52,879,399 | -$17,692,795 | +$35,186,604 | AAPL, MSFT, AMZN, JNJ, TSM | 13F-HR | 04 Feb 2021, 15:39 |
| Q3 2020 | 189 | $861,009,000 | +$130,467,794 | -$62,533,462 | +$67,934,332 | MSFT, AAPL, AMZN, JNJ, WMT | 13F-HR | 13 Nov 2020, 10:23 |
| Q2 2020 | 178 | $758,980,000 | +$64,253,281 | -$30,328,813 | +$33,924,468 | MSFT, AAPL, AMZN, WMT, JNJ | 13F-HR | 06 Aug 2020, 16:19 |
| Q1 2020 | 181 | $629,100,000 | +$45,853,996 | -$75,363,522 | -$29,509,526 | MSFT, WMT, JNJ, AMZN, AAPL | 13F-HR | 29 Apr 2020, 14:50 |
| Q4 2019 | 211 | $799,772,000 | +$51,973,456 | -$22,276,827 | +$29,696,629 | MSFT, WMT, JNJ, JPM, XOM | 13F-HR | 11 Feb 2020, 16:37 |
| Q3 2019 | 198 | $724,262,000 | +$26,368,009 | -$38,178,383 | -$11,810,374 | MSFT, WMT, XOM, JNJ, JPM | 13F-HR | 05 Nov 2019, 14:26 |
| Q2 2019 | 844 | $722,924,000 | +$39,483,004 | -$6,229,839 | +$33,253,165 | MSFT, XOM, WMT, JNJ, PFE | 13F-HR | 15 Aug 2019, 11:32 |
| Q1 2019 | 193 | $652,915,000 | +$66,346,435 | -$54,048,137 | +$12,298,298 | MSFT, XOM, JNJ, WMT, PFE | 13F-HR | 13 May 2019, 13:50 |
| Q4 2018 | 854 | $592,349,000 | +$103,951,827 | -$72,931,861 | +$31,019,966 | PFE, XOM, JNJ, MSFT, QCOM | 13F-HR | 08 Feb 2019, 16:37 |
| Q3 2018 | 193 | $643,580,000 | +$22,656,966 | -$22,733,086 | -$76,120 | XOM, QCOM, PFE, MSFT, BSV | 13F-HR | 07 Nov 2018, 20:26 |
| Q2 2018 | 185 | $605,849,000 | +$45,978,507 | -$42,998,929 | +$2,979,578 | XOM, BSV, CVX, MSFT, QCOM | 13F-HR | 07 Aug 2018, 21:46 |
| Q1 2018 | 165 | $594,357,000 | +$46,132,486 | -$18,666,797 | +$27,465,689 | MSFT, BSV, QCOM, JPM, XOM | 13F-HR | 11 May 2018, 11:04 |
| Q4 2017 | 170 | $591,873,000 | +$15,933,916 | -$21,936,879 | -$6,002,963 | MSFT, BSV, XOM, QCOM, WMT | 13F-HR | 07 Feb 2018, 14:14 |
| Q3 2017 | 152 | $571,236,000 | +$32,476,381 | -$20,849,727 | +$11,626,654 | MSFT, BSV, XOM, BMY, QCOM | 13F-HR | 25 Oct 2017, 15:15 |
| Q2 2017 | 142 | $539,916,000 | +$57,023,815 | -$11,693,732 | +$45,330,083 | MSFT, BSV, XOM, QCOM, GE | 13F-HR | 20 Jul 2017, 16:49 |
| Q1 2017 | 134 | $490,681,000 | $0 | $0 | $0 | MSFT, BSV, XOM, JNJ, QCOM | 13F-HR | 17 Apr 2017, 13:26 |