Director of Portfolio Management

0001698219-19-000002.txt : 20190513 0001698219-19-000002.hdr.sgml : 20190513 20190513135051 ACCESSION NUMBER: 0001698219-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190513 DATE AS OF CHANGE: 20190513 EFFECTIVENESS DATE: 20190513 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: 19817816 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 03-31-2019 03-31-2019 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 05-13-2019 0 193 687697 false INFORMATION TABLE 2 13F_FormReport_DWM_03312019.xml SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 448 1725 SH SOLE 0 0 1725 ISHARES TR CORE S&P MCP ETF 464287507 534 2763 SH SOLE 0 0 2763 ISHARES TR CORE S&P SCP ETF 464287804 245 3086 SH SOLE 0 0 3086 ISHARES TR CORE S&P500 ETF 464287200 1144 3944 SH SOLE 0 0 3944 ISHARES TR RUS 1000 ETF 464287622 1286 8023 SH SOLE 0 0 8023 ISHARES TR RUS 1000 VAL ETF 464287598 1224 9766 SH SOLE 0 0 9766 ISHARES TR RUS 1000 GRW ETF 464287614 5329 34418 SH SOLE 0 0 34418 ISHARES TR RUSSELL 2000 ETF 464287655 733 4681 SH SOLE 0 0 4681 SPDR S&P 500 ETF TR TR UNIT 78462F103 3411 11839 SH SOLE 0 0 11839 AMAZON COM INC COM 023135106 5450 2884 SH SOLE 0 0 2884 BRISTOL MYERS SQUIBB CO COM 110122108 837 17796 SH SOLE 0 0 17796 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 16176 77390 SH SOLE 0 0 77390 BOEING CO COM 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VANGUARD WORLD FDS INF TECH ETF 92204A702 818 3960 SH SOLE 0 0 3960 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 341 1921 SH SOLE 0 0 1921 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 220 1539 SH SOLE 0 0 1539 MASTERCARD INC CL A 57636Q104 1202 4857 SH SOLE 0 0 4857 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 157 10367 SH SOLE 0 0 10367 ISHARES TR CORE S&P TTL STK 464287150 462 7039 SH SOLE 0 0 7039 VANGUARD INDEX FDS LARGE CAP ETF 922908637 287 2170 SH SOLE 0 0 2170 ARES CAP CORP COM 04010L103 329 18537 SH SOLE 0 0 18537 FIRST TR MORNINGSTAR DIV LEA SHS 336917109 1342 44539 SH SOLE 0 0 44539 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 415 8262 SH SOLE 0 0 8262 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 18203 229086 SH SOLE 0 0 229086 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 731 21436 SH SOLE 0 0 21436 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2454 28418 SH SOLE 0 0 28418 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2056 50129 SH SOLE 0 0 50129 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 335 4535 SH SOLE 0 0 4535 VISA INC COM CL A 92826C839 7949 49462 SH SOLE 0 0 49462 PHILIP MORRIS INTL INC COM 718172109 684 8085 SH SOLE 0 0 8085 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 1327 39126 SH SOLE 0 0 39126 LIBERTY MEDIA CORP DEB 4.000%11/1 530715AG6 6 10000 PRN SOLE 0 0 10000 DISCOVERY INC COM SER C 25470F302 407 15213 SH SOLE 0 0 15213 UNITED INS HLDGS CORP COM 910710102 270 18500 SH SOLE 0 0 18500 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3417 42939 SH SOLE 0 0 42939 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 329 2068 SH SOLE 0 0 2068 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 248 2259 SH SOLE 0 0 2259 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 353 1334 SH SOLE 0 0 1334 PHILLIPS 66 COM 718546104 362 4174 SH SOLE 0 0 4174 FACEBOOK INC CL A 30303M102 593 3150 SH SOLE 0 0 3150 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 372 7616 SH SOLE 0 0 7616 ABBVIE INC COM 00287Y109 249 3209 SH SOLE 0 0 3209 ZOETIS INC CL A 98978V103 619 6052 SH SOLE 0 0 6052 SPDR SER TR PORTFOLIO SM ETF 78468R853 499 16159 SH SOLE 0 0 16159 ALPHABET INC CAP STK CL C 02079K107 1815 1558 SH SOLE 0 0 1558 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 11381 254661 SH SOLE 0 0 254661 CHARTER COMMUNICATIONS INC N CL A 16119P108 7527 19918 SH SOLE 0 0 19918 DOWDUPONT INC COM 26078J100 432 13725 SH SOLE 0 0 13725 DOW INC COM 260557103 242 4569 SH SOLE 0 0 4569