Director of Portfolio Management

0001698219-21-000001.txt : 20210204 0001698219-21-000001.hdr.sgml : 20210204 20210204153948 ACCESSION NUMBER: 0001698219-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210204 DATE AS OF CHANGE: 20210204 EFFECTIVENESS DATE: 20210204 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: 21590919 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 12-31-2020 12-31-2020 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 Borton Youngs Saint Petersburg FL 02-04-2021 0 212 983494 false INFORMATION TABLE 2 DoyleWealthMgmt_13F_12312020.xml AMERICAN TOWER CORP NEW COM 03027X100 3885 17310 SH SOLE 0 0 0 17310 DISNEY WALT CO COM 254687106 20538 113357 SH SOLE 0 0 0 113357 PFIZER INC COM 717081103 18256 495950 SH SOLE 0 0 0 495950 BECTON DICKINSON & CO COM 075887109 423 1691 SH SOLE 0 0 0 1691 DIGITAL RLTY TR INC COM 253868103 1683 12067 SH SOLE 0 0 0 12067 DISCOVER FINL SVCS COM 254709108 14241 157308 SH SOLE 0 0 0 157308 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 648 11415 SH SOLE 0 0 0 11415 DANAHER CORPORATION COM 235851102 18771 84500 SH SOLE 0 0 0 84500 MASTERCARD INCORPORATED CL A 57636Q104 1849 5179 SH SOLE 0 0 0 5179 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 335 3622 SH SOLE 0 0 0 3622 ISHARES TR NATIONAL MUN ETF 464288414 261 2227 SH SOLE 0 0 0 2227 KIMBERLY-CLARK CORP COM 494368103 2279 16900 SH SOLE 0 0 0 16900 SPDR S&P 500 ETF TR TR UNIT 78462F103 3660 9790 SH SOLE 0 0 0 9790 HEICO CORP NEW CL A 422806208 1244 10623 SH SOLE 0 0 0 10623 RAYMOND JAMES FINL INC COM 754730109 271 2833 SH SOLE 0 0 0 2833 ABBOTT LABS COM 002824100 9435 86173 SH SOLE 0 0 0 86173 PEPSICO INC COM 713448108 16824 113444 SH SOLE 0 0 0 113444 ISHARES TR TIPS BD ETF 464287176 234 1830 SH SOLE 0 0 0 1830 BK OF AMERICA CORP COM 060505104 435 14367 SH SOLE 0 0 0 14367 AMERICAN EXPRESS CO COM 025816109 703 5810 SH SOLE 0 0 0 5810 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5043 106827 SH SOLE 0 0 0 106827 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 391 1577 SH SOLE 0 0 0 1577 SELECT SECTOR SPDR TR ENERGY 81369Y506 8897 234740 SH SOLE 0 0 0 234740 ROSS STORES INC COM 778296103 446 3634 SH SOLE 0 0 0 3634 SNAP ON INC COM 833034101 857 5006 SH SOLE 0 0 0 5006 GENUINE PARTS CO COM 372460105 478 4760 SH SOLE 0 0 0 4760 VANGUARD INDEX FDS LARGE CAP ETF 922908637 366 2083 SH SOLE 0 0 0 2083 DIAGEO PLC SPON ADR NEW 25243Q205 275 1730 SH SOLE 0 0 0 1730 NEXTERA ENERGY INC COM 65339F101 10281 133258 SH SOLE 0 0 0 133258 CVS HEALTH CORP COM 126650100 267 3910 SH SOLE 0 0 0 3910 COSTCO WHSL CORP NEW COM 22160K105 8957 23771 SH SOLE 0 0 0 23771 TRAVELERS COMPANIES INC COM 89417E109 347 2469 SH SOLE 0 0 0 2469 CATERPILLAR INC COM 149123101 281 1544 SH SOLE 0 0 0 1544 APPLE INC COM 037833100 42889 323225 SH SOLE 0 0 0 323225 AT&T INC COM 00206R102 2959 102890 SH SOLE 0 0 0 102890 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1493 35458 SH SOLE 0 0 0 35458 TARGET CORP COM 87612E106 430 2438 SH SOLE 0 0 0 2438 TORONTO DOMINION BK ONT COM NEW 891160509 1343 23808 SH SOLE 0 0 0 23808 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 531 1738 SH SOLE 0 0 0 1738 VANGUARD WORLD FDS UTILITIES ETF 92204A876 295 2147 SH SOLE 0 0 0 2147 PAYCHEX INC COM 704326107 17671 189641 SH SOLE 0 0 0 189641 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 505 4685 SH SOLE 0 0 0 4685 AMAZON COM INC COM 023135106 33059 10151 SH SOLE 0 0 0 10151 XCEL ENERGY INC COM 98389B100 221 3310 SH SOLE 0 0 0 3310 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 15739 60255 SH SOLE 0 0 0 60255 QUALCOMM INC COM 747525103 21881 143636 SH SOLE 0 0 0 143636 MERCK & CO. INC COM 58933Y105 12797 156445 SH SOLE 0 0 0 156445 ISHARES TR MSCI USA QLT FCT 46432F339 2207 18990 SH SOLE 0 0 0 18990 LOWES COS INC COM 548661107 646 4025 SH SOLE 0 0 0 4025 PHILIP MORRIS INTL INC COM 718172109 583 7038 SH SOLE 0 0 0 7038 ENTERPRISE PRODS PARTNERS L COM 293792107 297 15155 SH SOLE 0 0 0 15155 STEPAN CO COM 858586100 430 3600 SH SOLE 0 0 0 3600 ORACLE CORP COM 68389X105 292 4509 SH SOLE 0 0 0 4509 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 15039 181414 SH SOLE 0 0 0 181414 TEXAS INSTRS INC COM 882508104 671 4087 SH SOLE 0 0 0 4087 NORFOLK SOUTHN CORP COM 655844108 324 1363 SH SOLE 0 0 0 1363 EASTMAN CHEM CO COM 277432100 512 5101 SH SOLE 0 0 0 5101 PROCTER AND GAMBLE CO COM 742718109 15738 113108 SH SOLE 0 0 0 113108 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 2864 42721 SH SOLE 0 0 0 42721 BOEING CO COM 097023105 588 2745 SH SOLE 0 0 0 2745 CUMMINS INC COM 231021106 379 1667 SH SOLE 0 0 0 1667 GLOBAL PMTS INC COM 37940X102 207 961 SH SOLE 0 0 0 961 TRUIST FINL CORP COM 89832Q109 359 7496 SH SOLE 0 0 0 7496 VANGUARD INDEX FDS GROWTH ETF 922908736 933 3684 SH SOLE 0 0 0 3684 DUKE ENERGY CORP NEW COM NEW 26441C204 876 9565 SH SOLE 0 0 0 9565 NIKE INC CL B 654106103 552 3902 SH SOLE 0 0 0 3902 WALMART INC COM 931142103 25779 178833 SH SOLE 0 0 0 178833 VALLEY NATL BANCORP COM 919794107 299 30710 SH SOLE 0 0 0 30710 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 26594 243891 SH SOLE 0 0 0 243891 SPDR SER TR PRTFLO S&P500 HI 78468R788 512 15549 SH SOLE 0 0 0 15549 WILLIAMS COS INC COM 969457100 6308 314636 SH SOLE 0 0 0 314636 JETBLUE AWYS CORP COM 477143101 368 25342 SH SOLE 0 0 0 25342 LIBERTY MEDIA CORP DEL DEB 4.000%11/1 530715AG6 7 10000 PRN SOLE 0 0 0 10000 INTEL CORP COM 458140100 9792 196553 SH SOLE 0 0 0 196553 US BANCORP DEL COM NEW 902973304 382 8199 SH SOLE 0 0 0 8199 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 210 1207 SH SOLE 0 0 0 1207 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 337 4135 SH SOLE 0 0 0 4135 COMCAST CORP NEW CL A 20030N101 1042 19886 SH SOLE 0 0 0 19886 ARES CAPITAL CORP COM 04010L103 288 17026 SH SOLE 0 0 0 17026 INGREDION INC COM 457187102 308 3914 SH SOLE 0 0 0 3914 ISHARES TR CORE S&P SCP ETF 464287804 266 2894 SH SOLE 0 0 0 2894 JPMORGAN CHASE & CO COM 46625H100 21361 168105 SH SOLE 0 0 0 168105 CISCO SYS INC COM 17275R102 1236 27623 SH SOLE 0 0 0 27623 BRISTOL-MYERS SQUIBB CO COM 110122108 613 9879 SH SOLE 0 0 0 9879 DISCOVERY INC COM SER C 25470F302 376 14367 SH SOLE 0 0 0 14367 VANGUARD WORLD FDS ENERGY ETF 92204A306 974 18780 SH SOLE 0 0 0 18780 EXXON MOBIL CORP COM 30231G102 3455 83826 SH SOLE 0 0 0 83826 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 433 7427 SH SOLE 0 0 0 7427 EATON CORP PLC SHS G29183103 502 4180 SH SOLE 0 0 0 4180 ABBVIE INC COM 00287Y109 2758 25740 SH SOLE 0 0 0 25740 CHEVRON CORP NEW COM 166764100 7815 92540 SH SOLE 0 0 0 92540 NUVEEN QUALITY MUNCP INCOME COM 67066V101 164 10643 SH SOLE 0 0 0 10643 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 744 10214 SH SOLE 0 0 0 10214 VANGUARD INDEX FDS VALUE ETF 922908744 677 5694 SH SOLE 0 0 0 5694 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 416 1513 SH SOLE 0 0 0 1513 UNITED BANKSHARES INC WEST V COM 909907107 274 8468 SH SOLE 0 0 0 8468 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 21432 92430 SH SOLE 0 0 0 92430 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2559 30128 SH SOLE 0 0 0 30128 CONSTELLATION BRANDS INC CL A 21036P108 533 2435 SH SOLE 0 0 0 2435 VANGUARD INDEX FDS MID CAP ETF 922908629 3155 15261 SH SOLE 0 0 0 15261 SQUARE INC CL A 852234103 411 1890 SH SOLE 0 0 0 1890 VISA INC COM CL A 92826C839 19846 90733 SH SOLE 0 0 0 90733 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 26535 187968 SH SOLE 0 0 0 187968 PACKAGING CORP AMER COM 695156109 14922 108198 SH SOLE 0 0 0 108198 MONDELEZ INTL INC CL A 609207105 285 4876 SH SOLE 0 0 0 4876 ISHARES TR IBOXX INV CP ETF 464287242 343 2482 SH SOLE 0 0 0 2482 ROPER TECHNOLOGIES INC COM 776696106 10600 24589 SH SOLE 0 0 0 24589 ISHARES TR RUS 1000 VAL ETF 464287598 1008 7371 SH SOLE 0 0 0 7371 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 678 3032 SH SOLE 0 0 0 3032 ELECTRONIC ARTS INC COM 285512109 8147 56735 SH SOLE 0 0 0 56735 ISHARES TR CORE S&P TTL STK 464287150 375 4350 SH SOLE 0 0 0 4350 VIATRIS INC COM 92556V106 1056 56370 SH SOLE 0 0 0 56370 EXELON CORP COM 30161N101 217 5143 SH SOLE 0 0 0 5143 ISHARES TR BLACKROCK ULTRA 46434V878 3228 63901 SH SOLE 0 0 0 63901 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 663 5098 SH SOLE 0 0 0 5098 ZOETIS INC CL A 98978V103 7803 47147 SH SOLE 0 0 0 47147 MANULIFE FINL CORP COM 56501R106 307 17225 SH SOLE 0 0 0 17225 FACEBOOK INC CL A 30303M102 851 3115 SH SOLE 0 0 0 3115 SPDR SER TR PORTFOLIO S&P500 78464A854 4786 108876 SH SOLE 0 0 0 108876 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1091 26424 SH SOLE 0 0 0 26424 TJX COS INC NEW COM 872540109 16210 237372 SH SOLE 0 0 0 237372 LILLY ELI & CO COM 532457108 622 3684 SH SOLE 0 0 0 3684 VANGUARD INDEX FDS SMALL CP ETF 922908751 8981 46134 SH SOLE 0 0 0 46134 DNP SELECT INCOME FD INC COM 23325P104 148 14398 SH SOLE 0 0 0 14398 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1591 8175 SH SOLE 0 0 0 8175 ISHARES TR CORE MSCI INTL 46435G326 228 3695 SH SOLE 0 0 0 3695 HUMANA INC COM 444859102 7949 19374 SH SOLE 0 0 0 19374 CITIGROUP INC COM NEW 172967424 9819 159251 SH SOLE 0 0 0 159251 PNC FINL SVCS GROUP INC COM 693475105 999 6703 SH SOLE 0 0 0 6703 SALESFORCE COM INC COM 79466L302 17188 77238 SH SOLE 0 0 0 77238 ALTRIA GROUP INC COM 02209S103 498 12146 SH SOLE 0 0 0 12146 HOME DEPOT INC COM 437076102 3151 11863 SH SOLE 0 0 0 11863 CHUBB LIMITED COM H1467J104 9162 59527 SH SOLE 0 0 0 59527 ISHARES TR CORE US AGGBD ET 464287226 25790 218210 SH SOLE 0 0 0 218210 DELAWARE INVTS DIV & INCOME COM 245915103 167 18000 SH SOLE 0 0 0 18000 FIRST TR MORNINGSTAR DIVID L SHS 336917109 671 22676 SH SOLE 0 0 0 22676 ADVANCED MICRO DEVICES INC COM 007903107 314 3429 SH SOLE 0 0 0 3429 MCKESSON CORP COM 58155Q103 219 1261 SH SOLE 0 0 0 1261 DIREXION SHS ETF TR DLY ENRGY BULL2X 25460G609 244 17015 SH SOLE 0 0 0 17015 INVESCO QQQ TR UNIT SER 1 46090E103 1271 4053 SH SOLE 0 0 0 4053 SPDR SER TR PORTFOLIO S&P400 78464A847 1254 31033 SH SOLE 0 0 0 31033 COCA COLA CO COM 191216100 2578 47015 SH SOLE 0 0 0 47015 NETFLIX INC COM 64110L106 265 490 SH SOLE 0 0 0 490 AMGEN INC COM 031162100 9262 40283 SH SOLE 0 0 0 40283 TESLA INC COM 88160R101 692 981 SH SOLE 0 0 0 981 MID-AMER APT CMNTYS INC COM 59522J103 240 1893 SH SOLE 0 0 0 1893 LOCKHEED MARTIN CORP COM 539830109 1116 3143 SH SOLE 0 0 0 3143 UNITEDHEALTH GROUP INC COM 91324P102 568 1619 SH SOLE 0 0 0 1619 NVIDIA CORPORATION COM 67066G104 606 1160 SH SOLE 0 0 0 1160 SOUTHERN CO COM 842587107 2449 39859 SH SOLE 0 0 0 39859 VERIZON COMMUNICATIONS INC COM 92343V104 18908 321841 SH SOLE 0 0 0 321841 WASTE MGMT INC DEL COM 94106L109 405 3431 SH SOLE 0 0 0 3431 AMERICAN ELEC PWR CO INC COM 025537101 728 8738 SH SOLE 0 0 0 8738 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2276 6624 SH SOLE 0 0 0 6624 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2841 31040 SH SOLE 0 0 0 31040 INTERNATIONAL BUSINESS MACHS COM 459200101 1254 9965 SH SOLE 0 0 0 9965 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2429 29176 SH SOLE 0 0 0 29176 3M CO COM 88579Y101 613 3507 SH SOLE 0 0 0 3507 REPUBLIC SVCS INC COM 760759100 13778 143077 SH SOLE 0 0 0 143077 CONSOLIDATED EDISON INC COM 209115104 259 3586 SH SOLE 0 0 0 3586 ISHARES TR RUS 1000 ETF 464287622 1297 6121 SH SOLE 0 0 0 6121 RAYTHEON TECHNOLOGIES CORP COM 75513E101 7844 109691 SH SOLE 0 0 0 109691 ALLSTATE CORP COM 020002101 260 2363 SH SOLE 0 0 0 2363 PAYCOM SOFTWARE INC COM 70432V102 201 445 SH SOLE 0 0 0 445 NORTHROP GRUMMAN CORP COM 666807102 282 924 SH SOLE 0 0 0 924 VANGUARD WORLD FDS INF TECH ETF 92204A702 1349 3813 SH SOLE 0 0 0 3813 STARBUCKS CORP COM 855244109 9628 89996 SH SOLE 0 0 0 89996 DOMINION ENERGY INC COM 25746U109 2035 27064 SH SOLE 0 0 0 27064 WEC ENERGY GROUP INC COM 92939U106 261 2831 SH SOLE 0 0 0 2831 ISHARES TR RUS 1000 GRW ETF 464287614 7232 29991 SH SOLE 0 0 0 29991 ISHARES TR CORE S&P MCP ETF 464287507 271 1179 SH SOLE 0 0 0 1179 MICROSOFT CORP COM 594918104 42705 192000 SH SOLE 0 0 0 192000 WP CAREY INC COM 92936U109 211 2990 SH SOLE 0 0 0 2990 ISHARES TR RUSSELL 2000 ETF 464287655 393 2005 SH SOLE 0 0 0 2005 ADOBE SYSTEMS INCORPORATED COM 00724F101 9552 19100 SH SOLE 0 0 0 19100 GENERAL MLS INC COM 370334104 210 3577 SH SOLE 0 0 0 3577 SPDR GOLD TR GOLD SHS 78463V107 214 1202 SH SOLE 0 0 0 1202 MCDONALDS CORP COM 580135101 13289 61928 SH SOLE 0 0 0 61928 HEICO CORP NEW COM 422806109 1065 8041 SH SOLE 0 0 0 8041 ANTHEM INC COM 036752103 203 633 SH SOLE 0 0 0 633 SPDR SER TR PRTFLO S&P500 GW 78464A409 6640 120101 SH SOLE 0 0 0 120101 SPDR SER TR PORTFOLIO S&P600 78468R853 1782 49768 SH SOLE 0 0 0 49768 MARRIOTT INTL INC NEW CL A 571903202 205 1552 SH SOLE 0 0 0 1552 GOLDMAN SACHS GROUP INC COM 38141G104 12047 45684 SH SOLE 0 0 0 45684 ALPHABET INC CAP STK CL A 02079K305 23070 13163 SH SOLE 0 0 0 13163 APPLIED MATLS INC COM 038222105 407 4713 SH SOLE 0 0 0 4713 ISHARES TR MSCI EAFE ETF 464287465 214 2939 SH SOLE 0 0 0 2939 ROYAL CARIBBEAN GROUP COM V7780T103 253 3384 SH SOLE 0 0 0 3384 ALPHABET INC CAP STK CL C 02079K107 2045 1167 SH SOLE 0 0 0 1167 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 409 8061 SH SOLE 0 0 0 8061 VALERO ENERGY CORP COM 91913Y100 878 15518 SH SOLE 0 0 0 15518 HONEYWELL INTL INC COM 438516106 4077 19169 SH SOLE 0 0 0 19169 EMERSON ELEC CO COM 291011104 250 3115 SH SOLE 0 0 0 3115 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1568 31284 SH SOLE 0 0 0 31284 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3119 30563 SH SOLE 0 0 0 30563 BAXTER INTL INC COM 071813109 8048 100294 SH SOLE 0 0 0 100294 ASTRAZENECA PLC SPONSORED ADR 046353108 1372 27453 SH SOLE 0 0 0 27453 ISHARES TR CORE S&P500 ETF 464287200 1263 3364 SH SOLE 0 0 0 3364 SPDR SER TR PRTFLO S&P500 VL 78464A508 6468 188070 SH SOLE 0 0 0 188070 UNITED PARCEL SERVICE INC CL B 911312106 12858 76353 SH SOLE 0 0 0 76353 UNITED INS HLDGS CORP COM 910710102 77 13500 SH SOLE 0 0 0 13500 MEDTRONIC PLC SHS G5960L103 1262 10773 SH SOLE 0 0 0 10773 BLACKROCK INC COM 09247X101 213 295 SH SOLE 0 0 0 295 XILINX INC COM 983919101 230 1620 SH SOLE 0 0 0 1620 FACTSET RESH SYS INC COM 303075105 1003 3016 SH SOLE 0 0 0 3016 SPDR SER TR PORTFOLI S&P1500 78464A805 3200 69422 SH SOLE 0 0 0 69422 PAYPAL HLDGS INC COM 70450Y103 217 927 SH SOLE 0 0 0 927 AIR PRODS & CHEMS INC COM 009158106 1026 3757 SH SOLE 0 0 0 3757 JOHNSON & JOHNSON COM 478160104 27691 175947 SH SOLE 0 0 0 175947 S&P GLOBAL INC COM 78409V104 904 2750 SH SOLE 0 0 0 2750 MOODYS CORP COM 615369105 266 918 SH SOLE 0 0 0 918 PPG INDS INC COM 693506107 895 6206 SH SOLE 0 0 0 6206