Director of Portfolio Management

0001698219-21-000004.txt : 20211112 0001698219-21-000004.hdr.sgml : 20211112 20211112131815 ACCESSION NUMBER: 0001698219-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 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: 211402235 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 09-30-2021 09-30-2021 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 11-12-2021 0 223 1257546 false INFORMATION TABLE 2 DoyleWealthMgmt_13F_09302021.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 4245 9891 SH SOLE 0 0 0 9891 PFIZER INC COM 717081103 21627 502831 SH SOLE 0 0 0 502831 DISCOVER FINL SVCS COM 254709108 19231 156542 SH SOLE 0 0 0 156542 DANAHER CORPORATION COM 235851102 25168 82670 SH SOLE 0 0 0 82670 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 701 12341 SH SOLE 0 0 0 12341 ISHARES TR NATIONAL MUN ETF 464288414 246 2120 SH SOLE 0 0 0 2120 KIMBERLY-CLARK CORP COM 494368103 1007 7601 SH SOLE 0 0 0 7601 HEICO CORP NEW CL A 422806208 829 7000 SH SOLE 0 0 0 7000 DISNEY WALT CO COM 254687106 12420 73418 SH SOLE 0 0 0 73418 AMERICAN TOWER CORP NEW COM 03027X100 9832 37044 SH SOLE 0 0 0 37044 BECTON DICKINSON & CO COM 075887109 933 3794 SH SOLE 0 0 0 3794 DIGITAL RLTY TR INC COM 253868103 1922 13306 SH SOLE 0 0 0 13306 MARATHON 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