0001698219-17-000003.txt : 20171025
0001698219-17-000003.hdr.sgml : 20171025
20171025151509
ACCESSION NUMBER: 0001698219-17-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171025
DATE AS OF CHANGE: 20171025
EFFECTIVENESS DATE: 20171025
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: 171152974
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
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false
false
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0001698219
XXXXXXXX
09-30-2017
09-30-2017
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
10-25-2017
0
152
571236
false
INFORMATION TABLE
2
13F_FormReport_DWM_09302017.xml
MICROSOFT CORP
COM
594918104
29854
400773
SH
SOLE
0
0
400773
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
23397
293122
SH
SOLE
0
0
293122
EXXON MOBIL CORP
COM
30231G102
21780
265676
SH
SOLE
0
0
265676
BRISTOL MYERS SQUIBB CO
COM
110122108
17602
276149
SH
SOLE
0
0
276149
QUALCOMM INC
COM
747525103
17472
337033
SH
SOLE
0
0
337033
PFIZER INC
COM
717081103
17262
483517
SH
SOLE
0
0
483517
JPMORGAN CHASE & CO
COM
46625H100
16858
176508
SH
SOLE
0
0
176508
WILLIAMS COS INC DEL
COM
969457100
16506
550015
SH
SOLE
0
0
550015
NATIONAL OILWELL VARCO INC
COM
637071101
16267
455276
SH
SOLE
0
0
455276
JOHNSON & JOHNSON
COM
478160104
15283
117553
SH
SOLE
0
0
117553
WAL-MART STORES INC
COM
931142103
15193
194435
SH
SOLE
0
0
194435
CHEVRON CORP NEW
COM
166764100
15050
128081
SH
SOLE
0
0
128081
CITIGROUP INC
COM NEW
172967424
13590
186834
SH
SOLE
0
0
186834
INTEL CORP
COM
458140100
13467
353657
SH
SOLE
0
0
353657
SCHLUMBERGER LTD
COM
806857108
13253
189981
SH
SOLE
0
0
189981
PROCTER AND GAMBLE CO
COM
742718109
12925
142066
SH
SOLE
0
0
142066
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
12395
130763
SH
SOLE
0
0
130763
GILEAD SCIENCES INC
COM
375558103
11942
147391
SH
SOLE
0
0
147391
WELLS FARGO CO NEW
COM
949746101
11604
210415
SH
SOLE
0
0
210415
ORACLE CORP
COM
68389X105
11273
233155
SH
SOLE
0
0
233155
GOLDMAN SACHS GROUP INC
COM
38141G104
10879
45867
SH
SOLE
0
0
45867
CAPITAL ONE FINL CORP
COM
14040H105
10574
124903
SH
SOLE
0
0
124903
NEXTERA ENERGY PARTNERS LP
COM UNIT PART IN
65341B106
9971
247474
SH
SOLE
0
0
247474
COCA COLA CO
COM
191216100
9395
208731
SH
SOLE
0
0
208731
WEATHERFORD INTL PLC
ORD SHS
G48833100
9179
2004118
SH
SOLE
0
0
2004118
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
9017
49188
SH
SOLE
0
0
49188
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
8627
107666
SH
SOLE
0
0
107666
ALPHABET INC
CAP STK CL A
02079K305
8500
8729
SH
SOLE
0
0
8729
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
8178
68547
SH
SOLE
0
0
68547
DISH NETWORK CORP
CL A
25470M109
8141
150126
SH
SOLE
0
0
150126
VERIZON COMMUNICATIONS INC
COM
92343V104
8029
162227
SH
SOLE
0
0
162227
GENERAL ELECTRIC CO
COM
369604103
7645
316167
SH
SOLE
0
0
316167
CHARTER COMMUNICATIONS INC N
CL A
16119P108
7548
20770
SH
SOLE
0
0
20770
CHUBB LIMITED
COM
H1467J104
7137
50065
SH
SOLE
0
0
50065
ABBOTT LABS
COM
002824100
6893
129170
SH
SOLE
0
0
129170
ABBVIE INC
COM
00287Y109
6353
71499
SH
SOLE
0
0
71499
PEPSICO INC
COM
713448108
6067
54447
SH
SOLE
0
0
54447
MERCK & CO INC
COM
58933Y105
5402
84370
SH
SOLE
0
0
84370
MCDONALDS CORP
COM
580135101
5283
33717
SH
SOLE
0
0
33717
NRG ENERGY INC
COM NEW
629377508
5000
195374
SH
SOLE
0
0
195374
VENTAS INC
COM
92276F100
4661
71565
SH
SOLE
0
0
71565
NEXTERA ENERGY INC
COM
65339F101
4597
31365
SH
SOLE
0
0
31365
ISHARES TR
RUS 1000 GRW ETF
464287614
4190
33506
SH
SOLE
0
0
33506
SOUTHERN CO
COM
842587107
4181
85078
SH
SOLE
0
0
85078
APPLE INC
COM
037833100
4082
26488
SH
SOLE
0
0
26488
ALPHABET INC
CAP STK CL C
02079K107
2968
3095
SH
SOLE
0
0
3095
VANGUARD INDEX FDS
REIT ETF
922908553
2910
35024
SH
SOLE
0
0
35024
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2473
9842
SH
SOLE
0
0
9842
HONEYWELL INTL INC
COM
438516106
2386
16835
SH
SOLE
0
0
16835
ZOETIS INC
CL A
98978V103
2308
36196
SH
SOLE
0
0
36196
TORONTO DOMINION BK ONT
COM NEW
891160509
2176
38678
SH
SOLE
0
0
38678
PPL CORP
COM
69351T106
2077
54742
SH
SOLE
0
0
54742
RAYMOND JAMES FINANCIAL INC
COM
754730109
1941
23022
SH
SOLE
0
0
23022
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
1906
23512
SH
SOLE
0
0
23512
HOME DEPOT INC
COM
437076102
1740
10637
SH
SOLE
0
0
10637
AT&T INC
COM
00206R102
1426
36396
SH
SOLE
0
0
36396
ISHARES TR
RUS 1000 ETF
464287622
1281
9158
SH
SOLE
0
0
9158
FIRST TR MORNINGSTAR DIV LEA
SHS
336917109
1184
40788
SH
SOLE
0
0
40788
MEDTRONIC PLC
SHS
G5960L103
1180
15169
SH
SOLE
0
0
15169
COMCAST CORP NEW
CL A
20030N101
1059
27532
SH
SOLE
0
0
27532
POWERSHARES ETF TRUST
S&P 500 QLTY PRT
73935X682
1034
35900
SH
SOLE
0
0
35900
NRG YIELD INC
CL C
62942X405
990
51311
SH
SOLE
0
0
51311
AMERICAN TOWER CORP NEW
COM
03027X100
932
6817
SH
SOLE
0
0
6817
VANGUARD INDEX FDS
GROWTH ETF
922908736
890
6706
SH
SOLE
0
0
6706
KIMBERLY CLARK CORP
COM
494368103
887
7539
SH
SOLE
0
0
7539
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
875
6753
SH
SOLE
0
0
6753
VANGUARD INDEX FDS
VALUE ETF
922908744
871
8727
SH
SOLE
0
0
8727
FACTSET RESH SYS INC
COM
303075105
846
4698
SH
SOLE
0
0
4698
INTERNATIONAL BUSINESS MACHS
COM
459200101
792
5462
SH
SOLE
0
0
5462
AMERICAN ELEC PWR INC
COM
025537101
757
10773
SH
SOLE
0
0
10773
DUKE ENERGY CORP NEW
COM NEW
26441C204
717
8547
SH
SOLE
0
0
8547
FACEBOOK INC
CL A
30303M102
703
4115
SH
SOLE
0
0
4115
ISHARES TR
CORE S&P500 ETF
464287200
684
2705
SH
SOLE
0
0
2705
UNITED PARCEL SERVICE INC
CL B
911312106
677
5637
SH
SOLE
0
0
5637
MB FINANCIAL INC NEW
COM
55264U108
675
15000
SH
SOLE
0
0
15000
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
674
16328
SH
SOLE
0
0
16328
PHILIP MORRIS INTL INC
COM
718172109
658
5928
SH
SOLE
0
0
5928
ALTRIA GROUP INC
COM
02209S103
655
10326
SH
SOLE
0
0
10326
PPG INDS INC
COM
693506107
653
6006
SH
SOLE
0
0
6006
ISHARES TR
RUS 1000 VAL ETF
464287598
601
5075
SH
SOLE
0
0
5075
SNAP ON INC
COM
833034101
597
4009
SH
SOLE
0
0
4009
INGREDION INC
COM
457187102
589
4880
SH
SOLE
0
0
4880
CREDIT SUISSE NASSAU BRH
VELOCITY SHS SHO
22542D365
587
35500
SH
SOLE
0
0
35500
MCKESSON CORP
COM
58155Q103
584
3800
SH
SOLE
0
0
3800
BOEING CO
COM
097023105
571
2245
SH
SOLE
0
0
2245
VANGUARD WORLD FDS
INF TECH ETF
92204A702
569
3745
SH
SOLE
0
0
3745
3M CO
COM
88579Y101
558
2659
SH
SOLE
0
0
2659
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
555
3818
SH
SOLE
0
0
3818
WELLTOWER INC
COM
95040Q104
541
7705
SH
SOLE
0
0
7705
AMAZON COM INC
COM
023135106
519
540
SH
SOLE
0
0
540
AMGEN INC
COM
031162100
518
2779
SH
SOLE
0
0
2779
TEXAS INSTRS INC
COM
882508104
512
5713
SH
SOLE
0
0
5713
BECTON DICKINSON & CO
COM
075887109
510
2600
SH
SOLE
0
0
2600
LOCKHEED MARTIN CORP
COM
539830109
505
1626
SH
SOLE
0
0
1626
LOWES COS INC
COM
548661107
470
5885
SH
SOLE
0
0
5885
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
455
6965
SH
SOLE
0
0
6965
DOWDUPONT INC
COM
26078J100
455
6579
SH
SOLE
0
0
6579
VANGUARD INDEX FDS
MID CAP ETF
922908629
414
2815
SH
SOLE
0
0
2815
S&P GLOBAL INC
COM
78409V104
413
2643
SH
SOLE
0
0
2643
GENERAL MLS INC
COM
370334104
403
7794
SH
SOLE
0
0
7794
MARSH & MCLENNAN COS INC
COM
571748102
402
4800
SH
SOLE
0
0
4800
PAYCHEX INC
COM
704326107
398
6643
SH
SOLE
0
0
6643
DISCOVERY COMMUNICATNS NEW
COM SER C
25470F302
378
18639
SH
SOLE
0
0
18639
UNITED TECHNOLOGIES CORP
COM
913017109
375
3227
SH
SOLE
0
0
3227
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
371
8505
SH
SOLE
0
0
8505
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
357
8224
SH
SOLE
0
0
8224
UNITED INS HLDGS CORP
COM
910710102
356
21828
SH
SOLE
0
0
21828
CONSOLIDATED EDISON INC
COM
209115104
352
4364
SH
SOLE
0
0
4364
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
350
1563
SH
SOLE
0
0
1563
FORD MTR CO DEL
COM PAR $0.01
345370860
342
28551
SH
SOLE
0
0
28551
BANK AMER CORP
COM
060505104
336
13258
SH
SOLE
0
0
13258
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADR
881624209
333
18939
SH
SOLE
0
0
18939
CISCO SYS INC
COM
17275R102
331
9839
SH
SOLE
0
0
9839
COSTCO WHSL CORP NEW
COM
22160K105
326
1983
SH
SOLE
0
0
1983
UNITED BANKSHARES INC WEST V
COM
909907107
315
8468
SH
SOLE
0
0
8468
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
309
6258
SH
SOLE
0
0
6258
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
33734X143
306
4535
SH
SOLE
0
0
4535
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
304
2633
SH
SOLE
0
0
2633
FEDEX CORP
COM
31428X106
298
1319
SH
SOLE
0
0
1319
AMERICAN EXPRESS CO
COM
025816109
296
3274
SH
SOLE
0
0
3274
EASTMAN CHEM CO
COM
277432100
289
3194
SH
SOLE
0
0
3194
ISHARES TR
RUSSELL 2000 ETF
464287655
287
1935
SH
SOLE
0
0
1935
NORTHROP GRUMMAN CORP
COM
666807102
283
982
SH
SOLE
0
0
982
ISHARES TR
CORE S&P MCP ETF
464287507
278
1553
SH
SOLE
0
0
1553
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
277
1201
SH
SOLE
0
0
1201
ISHARES TR
MSCI EAFE ETF
464287465
276
4029
SH
SOLE
0
0
4029
SELECT SECTOR SPDR TR
ENERGY
81369Y506
273
3983
SH
SOLE
0
0
3983
CVS HEALTH CORP
COM
126650100
261
3212
SH
SOLE
0
0
3212
AETNA INC NEW
COM
00817Y108
257
1619
SH
SOLE
0
0
1619
COMMUNITY BK SYS INC
COM
203607106
257
4651
SH
SOLE
0
0
4651
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
249
4723
SH
SOLE
0
0
4723
NEW JERSEY RES
COM
646025106
247
5871
SH
SOLE
0
0
5871
ENBRIDGE INC
COM
29250N105
243
5815
SH
SOLE
0
0
5815
EXELON CORP
COM
30161N101
243
6440
SH
SOLE
0
0
6440
ENTERPRISE PRODS PARTNERS L
COM
293792107
241
9240
SH
SOLE
0
0
9240
SYSCO CORP
COM
871829107
240
4452
SH
SOLE
0
0
4452
APPLIED MATLS INC
COM
038222105
236
4538
SH
SOLE
0
0
4538
TOTAL SYS SVCS INC
COM
891906109
231
3526
SH
SOLE
0
0
3526
VANGUARD INDEX FDS
SMALL CP ETF
922908751
226
1599
SH
SOLE
0
0
1599
ISHARES TR
CORE S&P SCP ETF
464287804
226
3049
SH
SOLE
0
0
3049
NIKE INC
CL B
654106103
223
4301
SH
SOLE
0
0
4301
PNC FINL SVCS GROUP INC
COM
693475105
219
1625
SH
SOLE
0
0
1625
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
211
1386
SH
SOLE
0
0
1386
PUTNAM PREMIER INCOME TR
SH BEN INT
746853100
210
39441
SH
SOLE
0
0
39441
GENERAL DYNAMICS CORP
COM
369550108
205
999
SH
SOLE
0
0
999
GALLAGHER ARTHUR J & CO
COM
363576109
203
3300
SH
SOLE
0
0
3300
PROSHARES TR
ULTRAPRO SHORT S
74348A442
165
12000
SH
SOLE
0
0
12000
DNP SELECT INCOME FD
COM
23325P104
157
13640
SH
SOLE
0
0
13640
NUVEEN QUALITY MUNCP INCOME
COM
67066V101
151
10643
SH
SOLE
0
0
10643
GLADSTONE INVT CORP
COM
376546107
113
11900
SH
SOLE
0
0
11900
LIBERTY MEDIA CORP
DEB 4.000%11/1
530715AG6
7
10000
PRN
SOLE
0
0
10000
FXCM INC
NOTE 2.250% 6/1
302693AB2
4
10000
PRN
SOLE
0
0
10000