Director of Portfolio Management

0001698219-20-000004.txt : 20201113 0001698219-20-000004.hdr.sgml : 20201113 20201113102357 ACCESSION NUMBER: 0001698219-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201113 DATE AS OF CHANGE: 20201113 EFFECTIVENESS DATE: 20201113 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: 201309664 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 09-30-2020 09-30-2020 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 11-13-2020 0 189 861009 false INFORMATION TABLE 2 DoyleWealthMgmt_13F_09302020.xml SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 489 1761 SH SOLE 0 0 0 1761 ISHARES TR CORE S&P MCP ETF 464287507 221 1195 SH SOLE 0 0 0 1195 ISHARES TR CORE S&P SCP ETF 464287804 202 2871 SH SOLE 0 0 0 2871 ISHARES TR CORE S&P500 ETF 464287200 1108 3297 SH SOLE 0 0 0 3297 ISHARES TR RUS 1000 ETF 464287622 1204 6433 SH SOLE 0 0 0 6433 ISHARES TR RUS 1000 VAL ETF 464287598 877 7425 SH SOLE 0 0 0 7425 ISHARES TR RUS 1000 GRW ETF 464287614 6608 30467 SH SOLE 0 0 0 30467 ISHARES TR RUSSELL 2000 ETF 464287655 306 2040 SH SOLE 0 0 0 2040 SPDR S&P 500 ETF TR TR UNIT 78462F103 3278 9787 SH SOLE 0 0 0 9787 ADOBE SYSTEMS INCORPORATED COM 00724F101 9152 18662 SH SOLE 0 0 0 18662 AMAZON COM INC COM 023135106 31363 9961 SH SOLE 0 0 0 9961 BRISTOL-MYERS SQUIBB CO COM 110122108 562 9324 SH SOLE 0 0 0 9324 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19957 93721 SH SOLE 0 0 0 93721 BOEING CO COM 097023105 450 2725 SH SOLE 0 0 0 2725 INVESCO QQQ TR UNIT SER 1 46090E103 1210 4357 SH SOLE 0 0 0 4357 AMGEN INC COM 031162100 7905 31103 SH SOLE 0 0 0 31103 ABBOTT LABS COM 002824100 8988 82586 SH SOLE 0 0 0 82586 ADVANCED MICRO DEVICES INC COM 007903107 273 3329 SH SOLE 0 0 0 3329 ALTRIA GROUP INC COM 02209S103 575 14884 SH SOLE 0 0 0 14884 INTEL CORP COM 458140100 10929 211063 SH SOLE 0 0 0 211063 ORACLE CORP COM 68389X105 201 3373 SH SOLE 0 0 0 3373 QUALCOMM INC COM 747525103 16807 142824 SH SOLE 0 0 0 142824 DISNEY WALT CO COM DISNEY 254687106 15071 121461 SH SOLE 0 0 0 121461 HONEYWELL INTL INC COM 438516106 3170 19260 SH SOLE 0 0 0 19260 SYSCO CORP COM 871829107 202 3254 SH SOLE 0 0 0 3254 US BANCORP DEL COM NEW 902973304 286 7986 SH SOLE 0 0 0 7986 JOHNSON & JOHNSON COM 478160104 25499 171275 SH SOLE 0 0 0 171275 MEDTRONIC PLC SHS G5960L103 1096 10547 SH SOLE 0 0 0 10547 PFIZER INC COM 717081103 18159 494792 SH SOLE 0 0 0 494792 LOWES COS INC COM 548661107 817 4923 SH SOLE 0 0 0 4923 CHEVRON CORP NEW COM 166764100 7771 107933 SH SOLE 0 0 0 107933 MICROSOFT CORP COM 594918104 40393 192044 SH SOLE 0 0 0 192044 UNITED PARCEL SERVICE INC CL B 911312106 12317 73921 SH SOLE 0 0 0 73921 AT&T INC COM 00206R102 3039 106583 SH SOLE 0 0 0 106583 TRUIST FINL CORP COM 89832Q109 233 6130 SH SOLE 0 0 0 6130 CITIGROUP INC COM NEW 172967424 8408 195029 SH SOLE 0 0 0 195029 INGREDION INC COM 457187102 295 3897 SH SOLE 0 0 0 3897 CISCO SYS INC COM 17275R102 786 19951 SH SOLE 0 0 0 19951 DNP SELECT INCOME FD INC COM 23325P104 145 14398 SH SOLE 0 0 0 14398 INTERNATIONAL BUSINESS MACHS COM 459200101 1159 9523 SH SOLE 0 0 0 9523 COCA COLA CO COM 191216100 2283 46242 SH SOLE 0 0 0 46242 LOCKHEED MARTIN CORP COM 539830109 1180 3078 SH SOLE 0 0 0 3078 PEPSICO INC COM 713448108 15022 108387 SH SOLE 0 0 0 108387 PPG INDS INC COM 693506107 758 6206 SH SOLE 0 0 0 6206 VERIZON COMMUNICATIONS INC COM 92343V104 18424 309703 SH SOLE 0 0 0 309703 SPDR SER TR PRTFLO S&P500 GW 78464A409 5238 104523 SH SOLE 0 0 0 104523 SPDR SER TR PORTFOLI S&P1500 78464A805 2837 69393 SH SOLE 0 0 0 69393 SELECT SECTOR SPDR TR ENERGY 81369Y506 7353 245497 SH SOLE 0 0 0 245497 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 595 5097 SH SOLE 0 0 0 5097 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 23283 180965 SH SOLE 0 0 0 180965 BK OF AMERICA CORP COM 060505104 358 14869 SH SOLE 0 0 0 14869 STARBUCKS CORP COM 855244109 7626 88754 SH SOLE 0 0 0 88754 EXXON MOBIL CORP COM 30231G102 3851 112176 SH SOLE 0 0 0 112176 WALMART INC COM 931142103 24872 177773 SH SOLE 0 0 0 177773 ASTRAZENECA PLC SPONSORED ADR 046353108 1731 31595 SH SOLE 0 0 0 31595 TEXAS INSTRS INC COM 882508104 619 4337 SH SOLE 0 0 0 4337 BAXTER INTL INC COM 071813109 9302 115669 SH SOLE 0 0 0 115669 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 20837 257021 SH SOLE 0 0 0 257021 TARGET CORP COM 87612E106 261 1660 SH SOLE 0 0 0 1660 COSTCO WHSL CORP NEW COM 22160K105 7717 21737 SH SOLE 0 0 0 21737 LILLY ELI & CO COM 532457108 552 3732 SH SOLE 0 0 0 3732 CVS HEALTH CORP COM 126650100 215 3686 SH SOLE 0 0 0 3686 DOMINION ENERGY INC COM 25746U109 590 7478 SH SOLE 0 0 0 7478 DIAGEO PLC SPON ADR NEW 25243Q205 222 1613 SH SOLE 0 0 0 1613 DANAHER CORPORATION COM 235851102 18514 85980 SH SOLE 0 0 0 85980 MERCK & CO. INC COM 58933Y105 12511 150824 SH SOLE 0 0 0 150824 RAYMOND JAMES FINL INC COM 754730109 206 2833 SH SOLE 0 0 0 2833 PROCTER AND GAMBLE CO COM 742718109 15187 109267 SH SOLE 0 0 0 109267 KIMBERLY CLARK CORP COM 494368103 805 5451 SH SOLE 0 0 0 5451 GOLDMAN SACHS GROUP INC COM 38141G104 9192 45737 SH SOLE 0 0 0 45737 HOME DEPOT INC COM 437076102 3248 11697 SH SOLE 0 0 0 11697 MCDONALDS CORP COM 580135101 13178 60037 SH SOLE 0 0 0 60037 NIKE INC CL B 654106103 490 3902 SH SOLE 0 0 0 3902 JPMORGAN CHASE & CO COM 46625H100 16095 167188 SH SOLE 0 0 0 167188 TJX COS INC NEW COM 872540109 13175 236752 SH SOLE 0 0 0 236752 MONDELEZ INTL INC CL A 609207105 286 4976 SH SOLE 0 0 0 4976 WILLIAMS COS INC COM 969457100 6810 346557 SH SOLE 0 0 0 346557 ISHARES TR IBOXX INV CP ETF 464287242 334 2482 SH SOLE 0 0 0 2482 XCEL ENERGY INC COM 98389B100 228 3310 SH SOLE 0 0 0 3310 UNITEDHEALTH GROUP INC COM 91324P102 224 719 SH SOLE 0 0 0 719 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 13429 59424 SH SOLE 0 0 0 59424 AMERICAN TOWER CORP NEW COM 03027X100 2242 9276 SH SOLE 0 0 0 9276 RAYTHEON TECHNOLOGIES CORP COM 75513E101 5734 99644 SH SOLE 0 0 0 99644 3M CO COM 88579Y101 415 2591 SH SOLE 0 0 0 2591 COMCAST CORP NEW CL A 20030N101 882 19056 SH SOLE 0 0 0 19056 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1468 8617 SH SOLE 0 0 0 8617 WASTE MGMT INC DEL COM 94106L109 353 3121 SH SOLE 0 0 0 3121 NORFOLK SOUTHN CORP COM 655844108 298 1394 SH SOLE 0 0 0 1394 NEXTERA ENERGY INC COM 65339F101 8412 30307 SH SOLE 0 0 0 30307 DUKE ENERGY CORP NEW COM NEW 26441C204 852 9616 SH SOLE 0 0 0 9616 CONSTELLATION BRANDS INC CL A 21036P108 1572 8297 SH SOLE 0 0 0 8297 APPLE INC COM 037833100 37182 321056 SH SOLE 0 0 0 321056 SPDR SER TR PRTFLO S&P500 VL 78464A508 4095 135582 SH SOLE 0 0 0 135582 CATERPILLAR INC DEL COM 149123101 230 1544 SH SOLE 0 0 0 1544 ELECTRONIC ARTS INC COM 285512109 7013 53777 SH SOLE 0 0 0 53777 CHUBB LIMITED COM H1467J104 7756 66794 SH SOLE 0 0 0 66794 ROSS STORES INC COM 778296103 341 3657 SH SOLE 0 0 0 3657 ROYAL CARIBBEAN GROUP COM V7780T103 219 3384 SH SOLE 0 0 0 3384 AMERICAN EXPRESS CO COM 025816109 580 5787 SH SOLE 0 0 0 5787 GENERAL MLS INC COM 370334104 247 4010 SH SOLE 0 0 0 4010 S&P GLOBAL INC COM 78409V104 1026 2845 SH SOLE 0 0 0 2845 EASTMAN CHEM CO COM 277432100 438 5601 SH SOLE 0 0 0 5601 GENERAL DYNAMICS CORP COM 369550108 207 1499 SH SOLE 0 0 0 1499 SOUTHERN CO COM 842587107 1828 33712 SH SOLE 0 0 0 33712 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1061 24535 SH SOLE 0 0 0 24535 PAYCHEX INC COM 704326107 14903 186823 SH SOLE 0 0 0 186823 NORTHROP GRUMMAN CORP COM 666807102 325 1030 SH SOLE 0 0 0 1030 VALERO ENERGY CORP COM 91913Y100 827 19083 SH SOLE 0 0 0 19083 PNC FINL SVCS GROUP INC COM 693475105 774 7044 SH SOLE 0 0 0 7044 NETFLIX INC COM 64110L106 245 490 SH SOLE 0 0 0 490 ISHARES TR CORE US AGGBD ET 464287226 23734 201035 SH SOLE 0 0 0 201035 JETBLUE AWYS CORP COM 477143101 289 25467 SH SOLE 0 0 0 25467 AIR PRODS & CHEMS INC COM 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205 2111 SH SOLE 0 0 0 2111 VANGUARD INDEX FDS VALUE ETF 922908744 599 5734 SH SOLE 0 0 0 5734 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 590 2891 SH SOLE 0 0 0 2891 VANGUARD INDEX FDS MID CAP ETF 922908629 2267 12861 SH SOLE 0 0 0 12861 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2445 30971 SH SOLE 0 0 0 30971 PACKAGING CORP AMER COM 695156109 11599 106362 SH SOLE 0 0 0 106362 TORONTO DOMINION BK ONT COM NEW 891160509 1101 23808 SH SOLE 0 0 0 23808 VANGUARD INDEX FDS SMALL CP ETF 922908751 5558 36140 SH SOLE 0 0 0 36140 VANGUARD INDEX FDS GROWTH ETF 922908736 883 3880 SH SOLE 0 0 0 3880 REPUBLIC SVCS INC COM 760759100 13404 143586 SH SOLE 0 0 0 143586 NUVEEN QUALITY MUNCP INCOME COM 67066V101 155 10643 SH SOLE 0 0 0 10643 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 618 10571 SH SOLE 0 0 0 10571 DELAWARE INVTS DIV & INCOME COM 245915103 145 18000 SH SOLE 0 0 0 18000 VANGUARD WORLD FDS UTILITIES ETF 92204A876 353 2735 SH SOLE 0 0 0 2735 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1440 37259 SH SOLE 0 0 0 37259 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 874 26424 SH SOLE 0 0 0 26424 SALESFORCE COM INC COM 79466L302 19100 76000 SH SOLE 0 0 0 76000 ROPER TECHNOLOGIES INC COM 776696106 9252 23417 SH SOLE 0 0 0 23417 VANGUARD WORLD FDS INF TECH ETF 92204A702 1176 3775 SH SOLE 0 0 0 3775 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 357 1523 SH SOLE 0 0 0 1523 VALLEY NATL BANCORP COM 919794107 210 30710 SH SOLE 0 0 0 30710 MASTERCARD INCORPORATED CL A 57636Q104 1627 4810 SH SOLE 0 0 0 4810 ISHARES TR CORE S&P TTL STK 464287150 328 4343 SH SOLE 0 0 0 4343 VANGUARD INDEX FDS LARGE CAP ETF 922908637 337 2152 SH SOLE 0 0 0 2152 HEICO CORP NEW CL A 422806208 942 10623 SH SOLE 0 0 0 10623 HEICO CORP NEW COM 422806109 842 8041 SH SOLE 0 0 0 8041 ARES CAPITAL CORP COM 04010L103 230 16516 SH SOLE 0 0 0 16516 FIRST TR MORNINGSTAR DIVID L SHS 336917109 739 28373 SH SOLE 0 0 0 28373 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 383 7592 SH SOLE 0 0 0 7592 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 14517 174804 SH SOLE 0 0 0 174804 SPDR SER TR PORTFOLIO S&P400 78464A847 1014 31062 SH SOLE 0 0 0 31062 DISCOVER FINL SVCS COM 254709108 8959 155051 SH SOLE 0 0 0 155051 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2659 32850 SH SOLE 0 0 0 32850 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4045 98904 SH SOLE 0 0 0 98904 ISHARES TR NATIONAL MUN ETF 464288414 277 2391 SH SOLE 0 0 0 2391 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 449 4735 SH SOLE 0 0 0 4735 VISA INC COM CL A 92826C839 17801 89019 SH SOLE 0 0 0 89019 PHILIP MORRIS INTL INC COM 718172109 537 7158 SH SOLE 0 0 0 7158 SPDR SER TR PORTFOLIO S&P500 78464A854 4181 106258 SH SOLE 0 0 0 106258 DISCOVERY INC COM SER C 25470F302 282 14367 SH SOLE 0 0 0 14367 UNITED INS HLDGS CORP COM 910710102 82 13500 SH SOLE 0 0 0 13500 DIREXION SHS ETF TR DLY ENRGY BULL2X 25460G609 159 17015 SH SOLE 0 0 0 17015 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1719 16860 SH SOLE 0 0 0 16860 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2449 29555 SH SOLE 0 0 0 29555 TESLA INC COM 88160R101 208 485 SH SOLE 0 0 0 485 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 419 1880 SH SOLE 0 0 0 1880 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 209 2012 SH SOLE 0 0 0 2012 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2043 6640 SH SOLE 0 0 0 6640 FACEBOOK INC CL A 30303M102 802 3062 SH SOLE 0 0 0 3062 ABBVIE INC COM 00287Y109 528 6027 SH SOLE 0 0 0 6027 ZOETIS INC CL A 98978V103 7508 45403 SH SOLE 0 0 0 45403 ISHARES TR MSCI USA QLT FCT 46432F339 1491 14374 SH SOLE 0 0 0 14374 SPDR SER TR PORTFOLIO S&P600 78468R853 1196 43671 SH SOLE 0 0 0 43671 ISHARES TR ULTR SH TRM BD 46434V878 2497 49382 SH SOLE 0 0 0 49382 ALPHABET INC CAP STK CL C 02079K107 1755 1194 SH SOLE 0 0 0 1194 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 518 9308 SH SOLE 0 0 0 9308 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 2651 44217 SH SOLE 0 0 0 44217 SPDR SER TR PRTFLO S&P500 HI 78468R788 597 21787 SH SOLE 0 0 0 21787 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 317 4408 SH SOLE 0 0 0 4408 CHARTER COMMUNICATIONS INC N CL A 16119P108 268 430 SH SOLE 0 0 0 430 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 313 6161 SH SOLE 0 0 0 6161