0001698219-18-000001.txt : 20180207
0001698219-18-000001.hdr.sgml : 20180207
20180207141459
ACCESSION NUMBER: 0001698219-18-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180207
DATE AS OF CHANGE: 20180207
EFFECTIVENESS DATE: 20180207
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Doyle Wealth Management
CENTRAL INDEX KEY: 0001698219
IRS NUMBER: 202426576
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18005
FILM NUMBER: 18580548
BUSINESS ADDRESS:
STREET 1: 333 THIRD AVE NORTH
STREET 2: SUITE 300
CITY: ST. PETERSBURG
STATE: FL
ZIP: 33701
BUSINESS PHONE: 727-898-3063
MAIL ADDRESS:
STREET 1: 333 THIRD AVE NORTH
STREET 2: SUITE 300
CITY: ST. PETERSBURG
STATE: FL
ZIP: 33701
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001698219
XXXXXXXX
12-31-2017
12-31-2017
Doyle Wealth Management
333 THIRD AVE NORTH
SUITE 300
ST. PETERSBURG
FL
33701
13F HOLDINGS REPORT
028-18005
N
Todd Youngs
Director of Portfolio Management
7278983063
Todd Youngs
St Petersburg
FL
02-07-2018
0
170
591873
false
INFORMATION TABLE
2
13F_FormReport_DWM_12312017.xml
MICROSOFT CORP
COM
594918104
32416
378961
SH
SOLE
0
0
378961
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
22340
282422
SH
SOLE
0
0
282422
EXXON MOBIL CORP
COM
30231G102
22323
266895
SH
SOLE
0
0
266895
QUALCOMM INC
COM
747525103
20949
327232
SH
SOLE
0
0
327232
WAL-MART STORES INC
COM
931142103
18529
187631
SH
SOLE
0
0
187631
JPMORGAN CHASE & CO
COM
46625H100
18188
170079
SH
SOLE
0
0
170079
PFIZER INC
COM
717081103
17104
472214
SH
SOLE
0
0
472214
BRISTOL MYERS SQUIBB CO
COM
110122108
16694
272419
SH
SOLE
0
0
272419
WILLIAMS COS INC DEL
COM
969457100
16559
543086
SH
SOLE
0
0
543086
CHEVRON CORP NEW
COM
166764100
16270
129960
SH
SOLE
0
0
129960
JOHNSON & JOHNSON
COM
478160104
15725
112550
SH
SOLE
0
0
112550
NATIONAL OILWELL VARCO INC
COM
637071101
15626
433812
SH
SOLE
0
0
433812
INTEL CORP
COM
458140100
15625
338499
SH
SOLE
0
0
338499
CITIGROUP INC
COM NEW
172967424
13696
184061
SH
SOLE
0
0
184061
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
13516
132475
SH
SOLE
0
0
132475
WELLS FARGO CO NEW
COM
949746101
13115
216176
SH
SOLE
0
0
216176
PROCTER AND GAMBLE CO
COM
742718109
12747
138739
SH
SOLE
0
0
138739
CAPITAL ONE FINL CORP
COM
14040H105
12000
120505
SH
SOLE
0
0
120505
GOLDMAN SACHS GROUP INC
COM
38141G104
11739
46078
SH
SOLE
0
0
46078
ORACLE CORP
COM
68389X105
11054
233801
SH
SOLE
0
0
233801
SCHLUMBERGER LTD
COM
806857108
10452
155099
SH
SOLE
0
0
155099
GILEAD SCIENCES INC
COM
375558103
10402
145198
SH
SOLE
0
0
145198
NEXTERA ENERGY PARTNERS LP
COM UNIT PART IN
65341B106
10372
240595
SH
SOLE
0
0
240595
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
9939
50142
SH
SOLE
0
0
50142
COCA COLA CO
COM
191216100
9913
216072
SH
SOLE
0
0
216072
ALPHABET INC
CAP STK CL A
02079K305
9129
8666
SH
SOLE
0
0
8666
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
8945
112796
SH
SOLE
0
0
112796
VERIZON COMMUNICATIONS INC
COM
92343V104
8647
163360
SH
SOLE
0
0
163360
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
7750
69471
SH
SOLE
0
0
69471
CHARTER COMMUNICATIONS INC N
CL A
16119P108
7604
22633
SH
SOLE
0
0
22633
CHUBB LIMITED
COM
H1467J104
7348
50286
SH
SOLE
0
0
50286
ABBOTT LABS
COM
002824100
7182
125845
SH
SOLE
0
0
125845
DISH NETWORK CORP
CL A
25470M109
6837
143188
SH
SOLE
0
0
143188
ABBVIE INC
COM
00287Y109
6712
69408
SH
SOLE
0
0
69408
PEPSICO INC
COM
713448108
6301
52544
SH
SOLE
0
0
52544
MERCK & CO INC
COM
58933Y105
6208
110323
SH
SOLE
0
0
110323
MCDONALDS CORP
COM
580135101
5646
32803
SH
SOLE
0
0
32803
WEATHERFORD INTL PLC
ORD SHS
G48833100
5566
1334690
SH
SOLE
0
0
1334690
NRG ENERGY INC
COM NEW
629377508
5410
189951
SH
SOLE
0
0
189951
NEXTERA ENERGY INC
COM
65339F101
4597
29433
SH
SOLE
0
0
29433
APPLE INC
COM
037833100
4555
26916
SH
SOLE
0
0
26916
ISHARES TR
RUS 1000 GRW ETF
464287614
4430
32891
SH
SOLE
0
0
32891
VENTAS INC
COM
92276F100
4264
71059
SH
SOLE
0
0
71059
SOUTHERN CO
COM
842587107
4092
85090
SH
SOLE
0
0
85090
GENERAL ELECTRIC CO
COM
369604103
3060
175387
SH
SOLE
0
0
175387
ALPHABET INC
CAP STK CL C
02079K107
2916
2787
SH
SOLE
0
0
2787
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2820
10566
SH
SOLE
0
0
10566
VANGUARD INDEX FDS
REIT ETF
922908553
2728
32872
SH
SOLE
0
0
32872
HONEYWELL INTL INC
COM
438516106
2579
16814
SH
SOLE
0
0
16814
ZOETIS INC
CL A
98978V103
2495
34629
SH
SOLE
0
0
34629
TORONTO DOMINION BK ONT
COM NEW
891160509
2168
37005
SH
SOLE
0
0
37005
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
2076
24250
SH
SOLE
0
0
24250
RAYMOND JAMES FINANCIAL INC
COM
754730109
2034
22782
SH
SOLE
0
0
22782
HOME DEPOT INC
COM
437076102
1985
10474
SH
SOLE
0
0
10474
COLGATE PALMOLIVE CO
COM
194162103
1960
25979
SH
SOLE
0
0
25979
AT&T INC
COM
00206R102
1666
42851
SH
SOLE
0
0
42851
ISHARES TR
RUS 1000 ETF
464287622
1360
9149
SH
SOLE
0
0
9149
FIRST TR MORNINGSTAR DIV LEA
SHS
336917109
1211
40237
SH
SOLE
0
0
40237
MEDTRONIC PLC
SHS
G5960L103
1129
13981
SH
SOLE
0
0
13981
NRG YIELD INC
CL C
62942X405
1081
57215
SH
SOLE
0
0
57215
POWERSHARES ETF TRUST
S&P 500 QLTY PRT
73935X682
1067
35036
SH
SOLE
0
0
35036
COMCAST CORP NEW
CL A
20030N101
1066
26628
SH
SOLE
0
0
26628
FACEBOOK INC
CL A
30303M102
1021
5787
SH
SOLE
0
0
5787
AMERICAN TOWER CORP NEW
COM
03027X100
974
6827
SH
SOLE
0
0
6827
KIMBERLY CLARK CORP
COM
494368103
973
8065
SH
SOLE
0
0
8065
PHILIP MORRIS INTL INC
COM
718172109
951
9000
SH
SOLE
0
0
9000
VANGUARD INDEX FDS
GROWTH ETF
922908736
947
6734
SH
SOLE
0
0
6734
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
934
6809
SH
SOLE
0
0
6809
FACTSET RESH SYS INC
COM
303075105
906
4702
SH
SOLE
0
0
4702
ALTRIA GROUP INC
COM
02209S103
901
12614
SH
SOLE
0
0
12614
VANGUARD INDEX FDS
VALUE ETF
922908744
882
8291
SH
SOLE
0
0
8291
DUKE ENERGY CORP NEW
COM NEW
26441C204
812
9652
SH
SOLE
0
0
9652
AMAZON COM INC
COM
023135106
793
678
SH
SOLE
0
0
678
AMERICAN ELEC PWR INC
COM
025537101
786
10679
SH
SOLE
0
0
10679
ISHARES TR
RUS 1000 VAL ETF
464287598
780
6274
SH
SOLE
0
0
6274
INTERNATIONAL BUSINESS MACHS
COM
459200101
754
4916
SH
SOLE
0
0
4916
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
711
16328
SH
SOLE
0
0
16328
ISHARES TR
CORE S&P500 ETF
464287200
705
2622
SH
SOLE
0
0
2622
PPG INDS INC
COM
693506107
702
6006
SH
SOLE
0
0
6006
SNAP ON INC
COM
833034101
701
4022
SH
SOLE
0
0
4022
INGREDION INC
COM
457187102
685
4899
SH
SOLE
0
0
4899
3M CO
COM
88579Y101
673
2860
SH
SOLE
0
0
2860
MB FINANCIAL INC NEW
COM
55264U108
668
15000
SH
SOLE
0
0
15000
UNITED PARCEL SERVICE INC
CL B
911312106
667
5594
SH
SOLE
0
0
5594
BOEING CO
COM
097023105
659
2236
SH
SOLE
0
0
2236
MACYS INC
COM
55616P104
642
25505
SH
SOLE
0
0
25505
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
622
3992
SH
SOLE
0
0
3992
VANGUARD WORLD FDS
INF TECH ETF
92204A702
618
3750
SH
SOLE
0
0
3750
MCKESSON CORP
COM
58155Q103
593
3800
SH
SOLE
0
0
3800
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
590
12090
SH
SOLE
0
0
12090
CISCO SYS INC
COM
17275R102
585
15269
SH
SOLE
0
0
15269
LOWES COS INC
COM
548661107
582
6267
SH
SOLE
0
0
6267
LOCKHEED MARTIN CORP
COM
539830109
560
1744
SH
SOLE
0
0
1744
GENERAL MLS INC
COM
370334104
546
9208
SH
SOLE
0
0
9208
DOWDUPONT INC
COM
26078J100
533
7486
SH
SOLE
0
0
7486
TEXAS INSTRS INC
COM
882508104
527
5047
SH
SOLE
0
0
5047
WELLTOWER INC
COM
95040Q104
508
7971
SH
SOLE
0
0
7971
AMGEN INC
COM
031162100
502
2886
SH
SOLE
0
0
2886
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
498
7104
SH
SOLE
0
0
7104
MANULIFE FINL CORP
COM
56501R106
495
23747
SH
SOLE
0
0
23747
BECTON DICKINSON & CO
COM
075887109
492
2299
SH
SOLE
0
0
2299
UNITED TECHNOLOGIES CORP
COM
913017109
475
3727
SH
SOLE
0
0
3727
MARRIOTT INTL INC NEW
CL A
571903202
473
3487
SH
SOLE
0
0
3487
FORD MTR CO DEL
COM PAR $0.01
345370860
470
37645
SH
SOLE
0
0
37645
PAYCHEX INC
COM
704326107
452
6644
SH
SOLE
0
0
6644
S&P GLOBAL INC
COM
78409V104
448
2643
SH
SOLE
0
0
2643
BANK AMER CORP
COM
060505104
446
15119
SH
SOLE
0
0
15119
VANGUARD INDEX FDS
MID CAP ETF
922908629
443
2862
SH
SOLE
0
0
2862
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
438
9766
SH
SOLE
0
0
9766
VANGUARD INDEX FDS
SMALL CP ETF
922908751
432
2926
SH
SOLE
0
0
2926
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
419
9128
SH
SOLE
0
0
9128
FEDEX CORP
COM
31428X106
404
1620
SH
SOLE
0
0
1620
DISCOVERY COMMUNICATNS NEW
COM SER C
25470F302
395
18639
SH
SOLE
0
0
18639
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
387
1563
SH
SOLE
0
0
1563
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
385
1571
SH
SOLE
0
0
1571
CONSOLIDATED EDISON INC
COM
209115104
383
4507
SH
SOLE
0
0
4507
PPL CORP
COM
69351T106
379
12229
SH
SOLE
0
0
12229
UNITED INS HLDGS CORP
COM
910710102
377
21828
SH
SOLE
0
0
21828
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
376
6871
SH
SOLE
0
0
6871
NIKE INC
CL B
654106103
372
5951
SH
SOLE
0
0
5951
ENTERPRISE PRODS PARTNERS L
COM
293792107
351
13223
SH
SOLE
0
0
13223
AETNA INC NEW
COM
00817Y108
346
1920
SH
SOLE
0
0
1920
AMERICAN EXPRESS CO
COM
025816109
338
3403
SH
SOLE
0
0
3403
DIAGEO P L C
SPON ADR NEW
25243Q205
334
2286
SH
SOLE
0
0
2286
MARSH & MCLENNAN COS INC
COM
571748102
326
4000
SH
SOLE
0
0
4000
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
324
2642
SH
SOLE
0
0
2642
CF INDS HLDGS INC
COM
125269100
321
7550
SH
SOLE
0
0
7550
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
33734X143
317
4535
SH
SOLE
0
0
4535
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
313
1817
SH
SOLE
0
0
1817
COSTCO WHSL CORP NEW
COM
22160K105
310
1667
SH
SOLE
0
0
1667
DISNEY WALT CO
COM DISNEY
254687106
308
2867
SH
SOLE
0
0
2867
ISHARES TR
CORE S&P MCP ETF
464287507
305
1610
SH
SOLE
0
0
1610
ISHARES TR
MSCI EAFE ETF
464287465
302
4299
SH
SOLE
0
0
4299
NORTHROP GRUMMAN CORP
COM
666807102
301
982
SH
SOLE
0
0
982
ISHARES TR
RUSSELL 2000 ETF
464287655
299
1960
SH
SOLE
0
0
1960
EXELON CORP
COM
30161N101
297
7524
SH
SOLE
0
0
7524
UNITED BANKSHARES INC WEST V
COM
909907107
294
8468
SH
SOLE
0
0
8468
TOTAL SYS SVCS INC
COM
891906109
279
3526
SH
SOLE
0
0
3526
SELECT SECTOR SPDR TR
ENERGY
81369Y506
278
3847
SH
SOLE
0
0
3847
SYSCO CORP
COM
871829107
270
4453
SH
SOLE
0
0
4453
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
267
1735
SH
SOLE
0
0
1735
VISA INC
COM CL A
92826C839
264
2313
SH
SOLE
0
0
2313
OCCIDENTAL PETE CORP DEL
COM
674599105
258
3502
SH
SOLE
0
0
3502
COMMUNITY BK SYS INC
COM
203607106
250
4651
SH
SOLE
0
0
4651
ISHARES TR
CORE S&P SCP ETF
464287804
247
3211
SH
SOLE
0
0
3211
CORNING INC
COM
219350105
245
7645
SH
SOLE
0
0
7645
LILLY ELI & CO
COM
532457108
243
2880
SH
SOLE
0
0
2880
NEW JERSEY RES
COM
646025106
236
5873
SH
SOLE
0
0
5873
CREDIT SUISSE NASSAU BRH
VELOCITY SHS SHO
22542D365
236
20000
SH
SOLE
0
0
20000
PNC FINL SVCS GROUP INC
COM
693475105
234
1625
SH
SOLE
0
0
1625
APPLIED MATLS INC
COM
038222105
232
4539
SH
SOLE
0
0
4539
EMERSON ELEC CO
COM
291011104
229
3293
SH
SOLE
0
0
3293
ENBRIDGE INC
COM
29250N105
228
5821
SH
SOLE
0
0
5821
CLOROX CO DEL
COM
189054109
228
1535
SH
SOLE
0
0
1535
CALATLANTIC GROUP INC
COM
128195104
226
4000
SH
SOLE
0
0
4000
CVS HEALTH CORP
COM
126650100
222
3069
SH
SOLE
0
0
3069
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
221
6221
SH
SOLE
0
0
6221
FIRST AMERN FINL CORP
COM
31847R102
218
3894
SH
SOLE
0
0
3894
EASTMAN CHEM CO
COM
277432100
217
2344
SH
SOLE
0
0
2344
GENERAL DYNAMICS CORP
COM
369550108
215
1056
SH
SOLE
0
0
1056
PUTNAM PREMIER INCOME TR
SH BEN INT
746853100
213
40023
SH
SOLE
0
0
40023
WASTE MGMT INC DEL
COM
94106L109
210
2430
SH
SOLE
0
0
2430
GALLAGHER ARTHUR J & CO
COM
363576109
209
3300
SH
SOLE
0
0
3300
SPDR SERIES TRUST
OILGAS EQUIP
78464A748
190
11087
SH
SOLE
0
0
11087
VANECK VECTORS ETF TR
AMT FREE SHORT M
92189F528
176
10211
SH
SOLE
0
0
10211
BLACKROCK MUNIVEST FD II INC
COM
09253T101
161
10413
SH
SOLE
0
0
10413
NUVEEN QUALITY MUNCP INCOME
COM
67066V101
150
10643
SH
SOLE
0
0
10643
DNP SELECT INCOME FD
COM
23325P104
147
13640
SH
SOLE
0
0
13640
GLADSTONE INVT CORP
COM
376546107
133
11900
SH
SOLE
0
0
11900
LIBERTY MEDIA CORP
DEB 4.000%11/1
530715AG6
6
10000
PRN
SOLE
0
0
10000