Director of Portfolio Management

0001698219-18-000003.txt : 20180511 0001698219-18-000003.hdr.sgml : 20180511 20180511110436 ACCESSION NUMBER: 0001698219-18-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180511 DATE AS OF CHANGE: 20180511 EFFECTIVENESS DATE: 20180511 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: 18825527 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 03-31-2018 03-31-2018 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 727-898-3063 Todd Youngs St Petersburg FL 05-11-2018 0 167 594359 false INFORMATION TABLE 2 13F_FormReport_DWM_03312018.xml PFIZER INC COM 717081103 16892 475952 SH SOLE 0 0 475952 BECTON DICKINSON & CO COM 075887109 492 2271 SH SOLE 0 0 2271 GENERAL ELECTRIC CO COM 369604103 2374 176088 SH SOLE 0 0 176088 AMERICAN TOWER CORP NEW COM 03027X100 994 6837 SH SOLE 0 0 6837 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 377 1563 SH SOLE 0 0 1563 WEATHERFORD INTL PLC ORD SHS G48833100 3284 1434064 SH SOLE 0 0 1434064 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 22040 280980 SH SOLE 0 0 280980 SPDR S&P 500 ETF TR TR UNIT 78462F103 2641 10037 SH SOLE 0 0 10037 DISNEY WALT CO COM DISNEY 254687106 327 3255 SH SOLE 0 0 3255 AMERICAN EXPRESS CO COM 025816109 651 6977 SH SOLE 0 0 6977 ABBOTT LABS COM 002824100 7422 123859 SH SOLE 0 0 123859 HARRIS CORP DEL COM 413875105 281 1742 SH SOLE 0 0 1742 SNAP ON INC COM 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675 8715 SH SOLE 0 0 8715 COMMUNITY BK SYS INC COM 203607106 249 4651 SH SOLE 0 0 4651 UNITED TECHNOLOGIES CORP COM 913017109 455 3618 SH SOLE 0 0 3618 NIKE INC CL B 654106103 309 4646 SH SOLE 0 0 4646 SCHLUMBERGER LTD COM 806857108 10592 163500 SH SOLE 0 0 163500 WALMART INC COM 931142103 17510 196813 SH SOLE 0 0 196813 PFIZER INC COM 717081103 2 2900 SH Put SOLE 0 0 2900 FREEPORT-MCMORAN INC CL B 35671D857 5098 290180 SH SOLE 0 0 290180 INGREDION INC COM 457187102 672 5211 SH SOLE 0 0 5211 FEDEX CORP COM 31428X106 353 1471 SH SOLE 0 0 1471 COMCAST CORP NEW CL A 20030N101 870 25462 SH SOLE 0 0 25462 JPMORGAN CHASE & CO COM 46625H100 18226 165740 SH SOLE 0 0 165740 ISHARES TR CORE S&P SCP ETF 464287804 241 3133 SH SOLE 0 0 3133 EXXON MOBIL CORP COM 30231G102 17873 239559 SH SOLE 0 0 239559 CISCO SYS INC COM 17275R102 481 11221 SH SOLE 0 0 11221 LIBERTY MEDIA CORP DEB 4.000%11/1 530715AG6 7 10000 PRN SOLE 0 0 10000 NATIONAL OILWELL VARCO INC COM 637071101 15891 431714 SH SOLE 0 0 431714 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