Director of Portfolio Management

0001698219-20-000003.txt : 20200806 0001698219-20-000003.hdr.sgml : 20200806 20200806161923 ACCESSION NUMBER: 0001698219-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200806 DATE AS OF CHANGE: 20200806 EFFECTIVENESS DATE: 20200806 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: 201081968 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 06-30-2020 06-30-2020 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 08-06-2020 0 178 758980 false INFORMATION TABLE 2 DoyleWealthMgmt_13f.xml PFIZER INC COM 717081103 16040 490519 SH SOLE 0 0 0 490519 AMERICAN TOWER CORP NEW COM 03027X100 1592 6158 SH SOLE 0 0 0 6158 BECTON DICKINSON & CO COM 075887109 474 1981 SH SOLE 0 0 0 1981 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 3222 83061 SH SOLE 0 0 0 83061 DISNEY WALT CO COM DISNEY 254687106 13348 119701 SH SOLE 0 0 0 119701 DISCOVER FINL SVCS COM 254709108 7486 149461 SH SOLE 0 0 0 149461 DANAHER CORPORATION COM 235851102 15267 86340 SH SOLE 0 0 0 86340 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 479 8716 SH SOLE 0 0 0 8716 MASTERCARD INCORPORATED CL A 57636Q104 1400 4736 SH SOLE 0 0 0 4736 ISHARES TR NATIONAL MUN ETF 464288414 276 2391 SH SOLE 0 0 0 2391 SPDR S&P 500 ETF TR TR UNIT 78462F103 3017 9785 SH SOLE 0 0 0 9785 HEICO CORP NEW CL A 422806208 863 10623 SH SOLE 0 0 0 10623 ABBOTT LABS COM 002824100 11001 120317 SH SOLE 0 0 0 120317 RAYMOND JAMES FINL INC COM 754730109 212 3083 SH SOLE 0 0 0 3083 PEPSICO INC COM 713448108 13938 105383 SH SOLE 0 0 0 105383 BK OF AMERICA CORP COM 060505104 330 13902 SH SOLE 0 0 0 13902 AMERICAN EXPRESS CO COM 025816109 550 5780 SH SOLE 0 0 0 5780 ROSS STORES INC COM 778296103 312 3657 SH SOLE 0 0 0 3657 SELECT SECTOR SPDR TR ENERGY 81369Y506 8857 233992 SH SOLE 0 0 0 233992 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 399 2022 SH SOLE 0 0 0 2022 SNAP ON INC COM 833034101 522 3771 SH SOLE 0 0 0 3771 VANGUARD INDEX FDS LARGE CAP ETF 922908637 307 2147 SH SOLE 0 0 0 2147 COSTCO WHSL CORP NEW COM 22160K105 1000 3298 SH SOLE 0 0 0 3298 NEXTERA ENERGY INC COM 65339F101 6634 27621 SH SOLE 0 0 0 27621 CVS HEALTH CORP COM 126650100 217 3341 SH SOLE 0 0 0 3341 TRAVELERS COMPANIES INC COM 89417E109 222 1945 SH SOLE 0 0 0 1945 APPLE INC COM 037833100 29882 81913 SH SOLE 0 0 0 81913 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1406 39713 SH SOLE 0 0 0 39713 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 454 1761 SH SOLE 0 0 0 1761 TORONTO DOMINION BK ONT COM NEW 891160509 1062 23808 SH SOLE 0 0 0 23808 AMAZON COM INC COM 023135106 28955 10496 SH SOLE 0 0 0 10496 AT&T INC COM 00206R102 14636 484161 SH SOLE 0 0 0 484161 PAYCHEX INC COM 704326107 13828 182554 SH SOLE 0 0 0 182554 VANGUARD WORLD FDS UTILITIES ETF 92204A876 370 2992 SH SOLE 0 0 0 2992 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 409 4535 SH SOLE 0 0 0 4535 XCEL ENERGY INC COM 98389B100 207 3310 SH SOLE 0 0 0 3310 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 12604 58698 SH SOLE 0 0 0 58698 QUALCOMM INC COM 747525103 12970 142197 SH SOLE 0 0 0 142197 LOWES COS INC COM 548661107 665 4922 SH SOLE 0 0 0 4922 MERCK & CO. 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SH SOLE 0 0 0 2845 PPG INDS INC COM 693506107 658 6206 SH SOLE 0 0 0 6206 MOODYS CORP COM 615369105 298 1083 SH SOLE 0 0 0 1083