Director of Portfolio Management

0001698219-20-000001.txt : 20200211 0001698219-20-000001.hdr.sgml : 20200211 20200211163707 ACCESSION NUMBER: 0001698219-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200211 DATE AS OF CHANGE: 20200211 EFFECTIVENESS DATE: 20200211 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: 20597159 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 12-31-2019 12-31-2019 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 02-11-2020 0 211 799772 false INFORMATION TABLE 2 DoyleWealthMgmt_13F_12312019.xml VENTAS INC COM 92276F100 3747 64900 SH SOLE 0 0 0 64900 ISHARES TR ULTR SH TRM BD 46434V878 237 4715 SH SOLE 0 0 0 4715 BAXTER INTL INC COM 071813109 12001 143520 SH SOLE 0 0 0 143520 DIAGEO P L C SPON ADR NEW 25243Q205 402 2384 SH SOLE 0 0 0 2384 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 1424 39299 SH SOLE 0 0 0 39299 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 15478 266399 SH SOLE 0 0 0 266399 MOODYS CORP COM 615369105 257 1083 SH SOLE 0 0 0 1083 SYSCO CORP COM 871829107 278 3253 SH SOLE 0 0 0 3253 MCDONALDS CORP COM 580135101 9450 47820 SH SOLE 0 0 0 47820 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2793 63395 SH SOLE 0 0 0 63395 GENERAL DYNAMICS CORP COM 369550108 289 1641 SH SOLE 0 0 0 1641 ISHARES TR RUS 1000 GRW ETF 464287614 6198 35233 SH SOLE 0 0 0 35233 MONDELEZ INTL INC CL A 609207105 222 4026 SH SOLE 0 0 0 4026 GOLDMAN SACHS GROUP INC COM 38141G104 20909 90935 SH SOLE 0 0 0 90935 3M CO COM 88579Y101 477 2701 SH SOLE 0 0 0 2701 INTEL CORP COM 458140100 11863 198214 SH SOLE 0 0 0 198214 DOMINION ENERGY INC COM 25746U109 596 7195 SH SOLE 0 0 0 7195 CHARTER COMMUNICATIONS INC N CL A 16119P108 9536 19660 SH SOLE 0 0 0 19660 ENBRIDGE INC COM 29250N105 302 7582 SH SOLE 0 0 0 7582 WASTE MGMT INC DEL COM 94106L109 411 3610 SH SOLE 0 0 0 3610 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 1598 38129 SH SOLE 0 0 0 38129 EXXON MOBIL CORP COM 30231G102 22059 316126 SH SOLE 0 0 0 316126 LILLY ELI & CO COM 532457108 621 4723 SH SOLE 0 0 0 4723 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1018 17618 SH SOLE 0 0 0 17618 ALPHABET INC CAP STK CL C 02079K107 1763 1318 SH SOLE 0 0 0 1318 VANGUARD GROUP DIV APP ETF 921908844 20368 163387 SH SOLE 0 0 0 163387 UNION PACIFIC CORP COM 907818108 238 1317 SH SOLE 0 0 0 1317 MICROSOFT CORP COM 594918104 31499 199738 SH SOLE 0 0 0 199738 BLACKSTONE GROUP INC COM CL A 09260D107 205 3658 SH SOLE 0 0 0 3658 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 555 2897 SH SOLE 0 0 0 2897 CISCO SYS INC COM 17275R102 1220 25444 SH SOLE 0 0 0 25444 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 212 1316 SH SOLE 0 0 0 1316 SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 746 18918 SH SOLE 0 0 0 18918 NORTHROP GRUMMAN CORP COM 666807102 390 1134 SH SOLE 0 0 0 1134 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 523 5703 SH SOLE 0 0 0 5703 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1195 7301 SH SOLE 0 0 0 7301 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1042 23435 SH SOLE 0 0 0 23435 GILEAD SCIENCES INC COM 375558103 223 3426 SH SOLE 0 0 0 3426 MEDTRONIC PLC SHS G5960L103 1284 11316 SH SOLE 0 0 0 11316 NUVEEN QUALITY MUNCP INCOME COM 67066V101 155 10643 SH SOLE 0 0 0 10643 S&P GLOBAL INC COM 78409V104 777 2845 SH SOLE 0 0 0 2845 HOME DEPOT INC COM 437076102 2496 11429 SH SOLE 0 0 0 11429 CATERPILLAR INC 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0 10623 ISHARES TR IBOXX INV CP ETF 464287242 254 1984 SH SOLE 0 0 0 1984 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 780 23897 SH SOLE 0 0 0 23897 WALMART INC COM 931142103 25363 213420 SH SOLE 0 0 0 213420 ISHARES TR CORE S&P TTL STK 464287150 374 5145 SH SOLE 0 0 0 5145 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 12737 241914 SH SOLE 0 0 0 241914 CSX CORP COM 126408103 235 3245 SH SOLE 0 0 0 3245 DISNEY WALT CO COM DISNEY 254687106 15736 108803 SH SOLE 0 0 0 108803 CONSTELLATION BRANDS INC CL A 21036P108 1614 8504 SH SOLE 0 0 0 8504 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 502 1761 SH SOLE 0 0 0 1761 TJX COS INC NEW COM 872540109 14070 230436 SH SOLE 0 0 0 230436 HESS CORP COM 42809H107 200 3000 SH SOLE 0 0 0 3000 NIKE INC CL B 654106103 457 4515 SH SOLE 0 0 0 4515 JETBLUE AWYS CORP COM 477143101 472 25217 SH SOLE 0 0 0 25217 CHEVRON CORP NEW COM 166764100 19828 164536 SH SOLE 0 0 0 164536 HEICO CORP NEW COM 422806109 918 8041 SH SOLE 0 0 0 8041 ALTRIA GROUP INC COM 02209S103 712 14258 SH SOLE 0 0 0 14258 ISHARES TR CORE US AGGBD ET 464287226 5712 50829 SH SOLE 0 0 0 50829 VERIZON COMMUNICATIONS INC COM 92343V104 17553 285886 SH SOLE 0 0 0 285886 GENUINE PARTS CO COM 372460105 238 2238 SH SOLE 0 0 0 2238 DUKE ENERGY CORP NEW COM NEW 26441C204 872 9563 SH SOLE 0 0 0 9563 PACKAGING CORP AMER COM 695156109 11034 98531 SH SOLE 0 0 0 98531 US BANCORP DEL COM NEW 902973304 492 8300 SH SOLE 0 0 0 8300 VANGUARD INDEX FDS SMALL CP ETF 922908751 673 4063 SH SOLE 0 0 0 4063 VANGUARD INDEX FDS LARGE CAP ETF 922908637 315 2132 SH SOLE 0 0 0 2132 BRISTOL MYERS SQUIBB CO COM 110122108 1249 19456 SH SOLE 0 0 0 19456 MERCK & CO INC COM 58933Y105 13137 144445 SH SOLE 0 0 0 144445 AMGEN INC COM 031162100 688 2854 SH SOLE 0 0 0 2854 ISHARES TR CORE S&P SCP ETF 464287804 283 3371 SH SOLE 0 0 0 3371 CHUBB LIMITED COM H1467J104 8116 52139 SH SOLE 0 0 0 52139 VANGUARD WORLD FDS UTILITIES ETF 92204A876 469 3283 SH SOLE 0 0 0 3283 RAYMOND JAMES FINANCIAL INC COM 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ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7976 37879 SH SOLE 0 0 0 37879 INVESCO QQQ TR UNIT SER 1 46090E103 936 4402 SH SOLE 0 0 0 4402 CUMMINS INC COM 231021106 308 1722 SH SOLE 0 0 0 1722 CONSOLIDATED EDISON INC COM 209115104 343 3789 SH SOLE 0 0 0 3789 TRAVELERS COMPANIES INC COM 89417E109 268 1954 SH SOLE 0 0 0 1954 COLGATE PALMOLIVE CO COM 194162103 478 6942 SH SOLE 0 0 0 6942 DELAWARE INVTS DIV & INCOME COM 245915103 273 18000 SH SOLE 0 0 0 18000 COCA COLA CO COM 191216100 13437 242769 SH SOLE 0 0 0 242769 VANGUARD WORLD FDS INF TECH ETF 92204A702 905 3696 SH SOLE 0 0 0 3696 NRG ENERGY INC COM NEW 629377508 258 6501 SH SOLE 0 0 0 6501 CHIPOTLE MEXICAN GRILL INC COM 169656105 301 360 SH SOLE 0 0 0 360 VALERO ENERGY CORP NEW COM 91913Y100 2613 27907 SH SOLE 0 0 0 27907 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 230 2641 SH SOLE 0 0 0 2641 CITIGROUP INC COM NEW 172967424 15127 189348 SH SOLE 0 0 0 189348 VANGUARD INDEX FDS GROWTH ETF 922908736 732 4016 SH SOLE 0 0 0 4016 PAYCHEX INC COM 704326107 15314 180036 SH SOLE 0 0 0 180036 VISA INC COM CL A 92826C839 12626 67193 SH SOLE 0 0 0 67193 TEXAS INSTRS INC COM 882508104 626 4879 SH SOLE 0 0 0 4879 EASTMAN CHEMICAL CO COM 277432100 451 5695 SH SOLE 0 0 0 5695 ORACLE CORP COM 68389X105 12184 229982 SH SOLE 0 0 0 229982 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3139 33825 SH SOLE 0 0 0 33825 ZOETIS INC CL A 98978V103 572 4322 SH SOLE 0 0 0 4322 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 405 2634 SH SOLE 0 0 0 2634 MARRIOTT INTL INC NEW CL A 571903202 309 2041 SH SOLE 0 0 0 2041 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 224 1933 SH SOLE 0 0 0 1933 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 19159 237670 SH SOLE 0 0 0 237670 VANGUARD INDEX FDS VALUE ETF 922908744 685 5717 SH SOLE 0 0 0 5717 PFIZER INC COM 717081103 19681 502330 SH SOLE 0 0 0 502330 PNC FINL SVCS GROUP INC COM 693475105 212 1325 SH SOLE 0 0 0 1325 EATON CORP PLC SHS G29183103 455 4807 SH SOLE 0 0 0 4807 DISCOVERY INC COM 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SH SOLE 0 0 0 12678 RAYTHEON CO COM NEW 755111507 329 1496 SH SOLE 0 0 0 1496 ISHARES TR RUSSELL 2000 ETF 464287655 672 4056 SH SOLE 0 0 0 4056 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 2905 72890 SH SOLE 0 0 0 72890 AMERICAN TOWER CORP NEW COM 03027X100 1424 6198 SH SOLE 0 0 0 6198 FACTSET RESH SYS INC COM 303075105 996 3712 SH SOLE 0 0 0 3712 VANGUARD WHITEHALL FDS INC INTL DVD ETF 921946810 335 4653 SH SOLE 0 0 0 4653 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 310 3039 SH SOLE 0 0 0 3039 CVS HEALTH CORP COM 126650100 331 4454 SH SOLE 0 0 0 4454 NORFOLK SOUTHERN CORP COM 655844108 270 1392 SH SOLE 0 0 0 1392 NVIDIA CORP COM 67066G104 268 1139 SH SOLE 0 0 0 1139 ABBOTT LABS COM 002824100 10185 117255 SH SOLE 0 0 0 117255 ALPHABET INC CAP STK CL A 02079K305 17126 12786 SH SOLE 0 0 0 12786 UNITED INS HLDGS CORP COM 910710102 233 18500 SH SOLE 0 0 0 18500 COMMUNITY BK SYS INC COM 203607106 330 4651 SH SOLE 0 0 0 4651 MASTERCARD INC CL A 57636Q104 1457 4879 SH SOLE 0 0 0 4879 COMCAST CORP NEW CL A 20030N101 1378 30652 SH SOLE 0 0 0 30652 GENERAL MLS INC COM 370334104 401 7481 SH SOLE 0 0 0 7481 NEXTERA ENERGY INC COM 65339F101 5335 22029 SH SOLE 0 0 0 22029 FIFTH THIRD BANCORP COM 316773100 263 8542 SH SOLE 0 0 0 8542 DANAHER CORPORATION COM 235851102 7085 46163 SH SOLE 0 0 0 46163 SNAP ON INC COM 833034101 632 3732 SH SOLE 0 0 0 3732 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 382 4535 SH SOLE 0 0 0 4535 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 418 13596 SH SOLE 0 0 0 13596 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 366 2025 SH SOLE 0 0 0 2025 QUALCOMM INC COM 747525103 9469 107320 SH SOLE 0 0 0 107320 WELLS FARGO CO NEW COM 949746101 16843 313068 SH SOLE 0 0 0 313068 LOCKHEED MARTIN CORP COM 539830109 1145 2940 SH SOLE 0 0 0 2940 ISHARES TR RUS 1000 ETF 464287622 1336 7485 SH SOLE 0 0 0 7485 SPDR S&P 500 ETF TR TR UNIT 78462F103 3698 11490 SH SOLE 0 0 0 11490 TARGET CORP COM 87612E106 314 2448 SH SOLE 0 0 0 2448 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1764 48245 SH SOLE 0 0 0 48245 AT&T INC COM 00206R102 19290 493607 SH SOLE 0 0 0 493607 ROSS STORES INC COM 778296103 426 3657 SH SOLE 0 0 0 3657 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 863 2919 SH SOLE 0 0 0 2919 ENTERPRISE PRODS PARTNERS L COM 293792107 340 12079 SH SOLE 0 0 0 12079 LOWES COS INC COM 548661107 967 8071 SH SOLE 0 0 0 8071 REPUBLIC SVCS INC COM 760759100 12767 142444 SH SOLE 0 0 0 142444 ISHARES TR CORE S&P MCP ETF 464287507 566 2750 SH SOLE 0 0 0 2750 AMERICAN ELEC PWR CO INC COM 025537101 890 9412 SH SOLE 0 0 0 9412 APPLE INC COM 037833100 19199 65380 SH SOLE 0 0 0 65380 FIRST TR EXCHANG TRADED FD I MANAGD MUN ETF 33739N108 296 5330 SH SOLE 0 0 0 5330 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 288 5851 SH SOLE 0 0 0 5851 CAPITAL ONE FINL CORP COM 14040H105 13285 129093 SH SOLE 0 0 0 129093 GLOBAL PMTS INC COM 37940X102 393 2155 SH SOLE 0 0 0 2155 TRUIST FINL CORP COM 89832Q109 219 3884 SH SOLE 0 0 0 3884 INTERNATIONAL BUSINESS 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