Director of Portfolio Management

0001698219-19-000004.txt : 20191105 0001698219-19-000004.hdr.sgml : 20191105 20191105142656 ACCESSION NUMBER: 0001698219-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191105 DATE AS OF CHANGE: 20191105 EFFECTIVENESS DATE: 20191105 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: 191192806 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 09-30-2019 09-30-2019 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 11-05-2019 0 198 724262 false INFORMATION TABLE 2 13F_FormReport_DWM_09302019.xml VENTAS INC COM 92276F100 4856 66491 SH SOLE 0 0 66491 BAXTER INTL INC COM 071813109 12133 138714 SH SOLE 0 0 138714 DIAGEO P L C SPON ADR NEW 25243Q205 385 2355 SH SOLE 0 0 2355 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 1269 37439 SH SOLE 0 0 37439 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11980 257745 SH SOLE 0 0 257745 SYSCO CORP COM 871829107 270 3395 SH SOLE 0 0 3395 MOODYS CORP COM 615369105 222 1083 SH SOLE 0 0 1083 MCDONALDS CORP COM 580135101 8903 41464 SH SOLE 0 0 41464 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2213 53869 SH SOLE 0 0 53869 ISHARES TR RUS 1000 GRW ETF 464287614 5498 34439 SH SOLE 0 0 34439 GENERAL DYNAMICS CORP COM 369550108 300 1640 SH SOLE 0 0 1640 MONDELEZ INTL INC CL A 609207105 219 3968 SH SOLE 0 0 3968 GOLDMAN SACHS GROUP INC COM 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ISHARES TR CORE S&P TTL STK 464287150 540 8050 SH SOLE 0 0 8050 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 12666 239701 SH SOLE 0 0 239701 DISNEY WALT CO COM DISNEY 254687106 12930 99217 SH SOLE 0 0 99217 CONSTELLATION BRANDS INC CL A 21036P108 1642 7923 SH SOLE 0 0 7923 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 479 1781 SH SOLE 0 0 1781 TJX COS INC NEW COM 872540109 12430 222998 SH SOLE 0 0 222998 NIKE INC CL B 654106103 357 3801 SH SOLE 0 0 3801 JETBLUE AWYS CORP COM 477143101 422 25217 SH SOLE 0 0 25217 HEICO CORP NEW COM 422806109 1129 9041 SH SOLE 0 0 9041 CHEVRON CORP NEW COM 166764100 19041 160547 SH SOLE 0 0 160547 VERIZON COMMUNICATIONS INC COM 92343V104 16586 274786 SH SOLE 0 0 274786 ISHARES TR CORE US AGGBD ET 464287226 653 5767 SH SOLE 0 0 5767 GENUINE PARTS CO COM 372460105 240 2407 SH SOLE 0 0 2407 DUKE ENERGY CORP NEW COM NEW 26441C204 944 9845 SH SOLE 0 0 9845 PACKAGING CORP AMER COM 695156109 10060 94817 SH SOLE 0 0 94817 US BANCORP DEL COM NEW 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SOLE 0 0 12678 ISHARES TR RUSSELL 2000 ETF 464287655 709 4686 SH SOLE 0 0 4686 RAYTHEON CO COM NEW 755111507 290 1477 SH SOLE 0 0 1477 AMERICAN TOWER CORP NEW COM 03027X100 1357 6135 SH SOLE 0 0 6135 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 2606 70936 SH SOLE 0 0 70936 FACTSET RESH SYS INC COM 303075105 902 3711 SH SOLE 0 0 3711 CVS HEALTH CORP COM 126650100 269 4257 SH SOLE 0 0 4257 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 216 2396 SH SOLE 0 0 2396 NVIDIA CORP COM 67066G104 227 1305 SH SOLE 0 0 1305 NORFOLK SOUTHERN CORP COM 655844108 282 1571 SH SOLE 0 0 1571 ABBOTT LABS COM 002824100 9841 117613 SH SOLE 0 0 117613 ALPHABET INC CAP STK CL A 02079K305 15200 12448 SH SOLE 0 0 12448 COMMUNITY BK SYS INC COM 203607106 287 4651 SH SOLE 0 0 4651 UNITED INS HLDGS CORP COM 910710102 259 18500 SH SOLE 0 0 18500 MASTERCARD INC CL A 57636Q104 1369 5041 SH SOLE 0 0 5041 COMCAST CORP NEW CL A 20030N101 1135 25170 SH SOLE 0 0 25170 GENERAL MLS INC COM 370334104 452 8206 SH SOLE 0 0 8206 NEXTERA ENERGY INC COM 65339F101 4563 19586 SH SOLE 0 0 19586 SNAP ON INC COM 833034101 582 3716 SH SOLE 0 0 3716 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 380 13567 SH SOLE 0 0 13567 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 336 4535 SH SOLE 0 0 4535 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 332 2024 SH SOLE 0 0 2024 QUALCOMM INC COM 747525103 8106 106270 SH SOLE 0 0 106270 WELLS FARGO CO NEW COM 949746101 15232 301989 SH SOLE 0 0 301989 LOCKHEED MARTIN CORP COM 539830109 1325 3398 SH SOLE 0 0 3398 ISHARES TR RUS 1000 ETF 464287622 1219 7411 SH SOLE 0 0 7411 SPDR S&P 500 ETF TR TR UNIT 78462F103 3319 11182 SH SOLE 0 0 11182 TARGET CORP COM 87612E106 234 2185 SH SOLE 0 0 2185 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1602 47763 SH SOLE 0 0 47763 AT&T INC COM 00206R102 18085 477926 SH SOLE 0 0 477926 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 799 2931 SH SOLE 0 0 2931 LOWES COS INC COM 548661107 1324 12040 SH SOLE 0 0 12040 ROSS STORES INC COM 778296103 402 3657 SH SOLE 0 0 3657 ENTERPRISE PRODS PARTNERS L COM 293792107 337 11793 SH SOLE 0 0 11793 REPUBLIC SVCS INC COM 760759100 11782 136135 SH SOLE 0 0 136135 ISHARES TR CORE S&P MCP ETF 464287507 529 2739 SH SOLE 0 0 2739 AMERICAN ELEC PWR CO INC COM 025537101 889 9491 SH SOLE 0 0 9491 FEDEX CORP COM 31428X106 273 1874 SH SOLE 0 0 1874 APPLE INC COM 037833100 13633 60871 SH SOLE 0 0 60871 KEYCORP NEW COM 493267108 179 10025 SH SOLE 0 0 10025 VANGUARD STAR FD VG TL INTL STK F 921909768 228 4421 SH SOLE 0 0 4421 CAPITAL ONE FINL CORP COM 14040H105 11497 126372 SH SOLE 0 0 126372 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 355 7227 SH SOLE 0 0 7227 GLOBAL PMTS INC COM 37940X102 343 2155 SH SOLE 0 0 2155 INTERNATIONAL BUSINESS MACHS COM 459200101 1427 9812 SH SOLE 0 0 9812