Director of Portfolio Management

0001698219-22-000004.txt : 20220810 0001698219-22-000004.hdr.sgml : 20220810 20220810152031 ACCESSION NUMBER: 0001698219-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220810 DATE AS OF CHANGE: 20220810 EFFECTIVENESS DATE: 20220810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Doyle Wealth Management CENTRAL INDEX KEY: 0001698219 IRS NUMBER: 854139879 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18005 FILM NUMBER: 221151586 BUSINESS ADDRESS: STREET 1: 100 2ND AVENUE SOUTH STREET 2: SUITE 701S CITY: ST. PETERSBURG STATE: FL ZIP: 33701 BUSINESS PHONE: 727-898-3063 MAIL ADDRESS: STREET 1: 100 2ND AVENUE SOUTH STREET 2: SUITE 701S CITY: ST. PETERSBURG STATE: FL ZIP: 33701 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001698219 XXXXXXXX 06-30-2022 06-30-2022 Doyle Wealth Management

100 2ND AVENUE SOUTH SUITE 701S ST. PETERSBURG FL 33701

13F HOLDINGS REPORT 028-18005 N Todd Youngs Director of Portfolio Management 7278983063 Todd Youngs St Petersburg FL 08-10-2022 0 210 1239075 false INFORMATION TABLE 2 DoyleWealthMgmt_13f_06302022.xml 3M CO COM 88579Y101 358 2766 SH SOLE 0 0 0 2766 ABBOTT LABS COM 002824100 11261 103645 SH SOLE 0 0 0 103645 ABBVIE INC COM 00287Y109 5225 34116 SH SOLE 0 0 0 34116 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 17565 63261 SH SOLE 0 0 0 63261 ADOBE SYSTEMS INCORPORATED COM 00724F101 5908 16139 SH SOLE 0 0 0 16139 ADVANCED MICRO DEVICES INC COM 007903107 538 7033 SH SOLE 0 0 0 7033 AFLAC INC COM 001055102 455 8223 SH SOLE 0 0 0 8223 AIR PRODS & CHEMS INC COM 009158106 830 3450 SH SOLE 0 0 0 3450 ALLSTATE CORP COM 020002101 244 1929 SH SOLE 0 0 0 1929 ALPHABET INC CAP STK CL A 02079K305 27991 12844 SH SOLE 0 0 0 12844 ALPHABET INC CAP STK CL C 02079K107 2926 1337 SH SOLE 0 0 0 1337 ALTRIA GROUP INC COM 02209S103 475 11383 SH SOLE 0 0 0 11383 AMAZON COM INC COM 023135106 24381 229557 SH SOLE 0 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INGREDION INC COM 457187102 317 3594 SH SOLE 0 0 0 3594 INTEL CORP COM 458140100 1221 32637 SH SOLE 0 0 0 32637 INTERNATIONAL BUSINESS MACHS COM 459200101 1368 9692 SH SOLE 0 0 0 9692 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 245 1825 SH SOLE 0 0 0 1825 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1288 30662 SH SOLE 0 0 0 30662 INVESCO QQQ TR UNIT SER 1 46090E103 1349 4814 SH SOLE 0 0 0 4814 IRIDIUM COMMUNICATIONS INC COM 46269C102 376 10000 SH SOLE 0 0 0 10000 ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 1921 83175 SH SOLE 0 0 0 83175 ISHARES TR CORE US AGGBD ET 464287226 204 2011 SH SOLE 0 0 0 2011 ISHARES TR RUS 1000 VAL ETF 464287598 1127 7775 SH SOLE 0 0 0 7775 ISHARES TR CORE DIV GRWTH 46434V621 335 7025 SH SOLE 0 0 0 7025 ISHARES TR CORE S&P TTL STK 464287150 613 7318 SH SOLE 0 0 0 7318 ISHARES TR BLACKROCK ULTRA 46434V878 87681 1752218 SH SOLE 0 0 0 1752218 ISHARES TR CORE S&P SCP ETF 464287804 611 6615 SH SOLE 0 0 0 6615 ISHARES TR SHRT NAT MUN ETF 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TECHNOLOGIES INC COM 502431109 377 1558 SH SOLE 0 0 0 1558 LIBERTY MEDIA CORP DEL DEB 4.000%11/1 530715AG6 4 10000 PRN SOLE 0 0 0 10000 LILLY ELI & CO COM 532457108 1336 4121 SH SOLE 0 0 0 4121 LOCKHEED MARTIN CORP COM 539830109 1120 2604 SH SOLE 0 0 0 2604 LOWES COS INC COM 548661107 626 3582 SH SOLE 0 0 0 3582 MANULIFE FINL CORP COM 56501R106 264 15225 SH SOLE 0 0 0 15225 MARATHON PETE CORP COM 56585A102 519 6309 SH SOLE 0 0 0 6309 MARRIOTT INTL INC NEW CL A 571903202 212 1555 SH SOLE 0 0 0 1555 MASTERCARD INCORPORATED CL A 57636Q104 1669 5291 SH SOLE 0 0 0 5291 MCDONALDS CORP COM 580135101 17730 71818 SH SOLE 0 0 0 71818 MCKESSON CORP COM 58155Q103 407 1249 SH SOLE 0 0 0 1249 MEDTRONIC PLC SHS G5960L103 849 9457 SH SOLE 0 0 0 9457 MERCK & CO INC COM 58933Y105 17529 192267 SH SOLE 0 0 0 192267 META PLATFORMS INC CL A 30303M102 556 3446 SH SOLE 0 0 0 3446 MICROSOFT CORP COM 594918104 48112 187332 SH SOLE 0 0 0 187332 MID-AMER APT CMNTYS INC COM 59522J103 331 1893 SH SOLE 0 0 0 1893 MOODYS CORP COM 615369105 233 858 SH SOLE 0 0 0 858 NEXTERA ENERGY INC COM 65339F101 14616 188694 SH SOLE 0 0 0 188694 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 3343 45074 SH SOLE 0 0 0 45074 NIKE INC CL B 654106103 426 4165 SH SOLE 0 0 0 4165 NORTHROP GRUMMAN CORP COM 666807102 478 998 SH SOLE 0 0 0 998 NUVEEN QUALITY MUNCP INCOME COM 67066V101 133 10643 SH SOLE 0 0 0 10643 NVIDIA CORPORATION COM 67066G104 934 6164 SH SOLE 0 0 0 6164 ORACLE CORP COM 68389X105 283 4044 SH SOLE 0 0 0 4044 PACKAGING CORP AMER COM 695156109 16115 117197 SH SOLE 0 0 0 117197 PAYCHEX INC COM 704326107 22088 193979 SH SOLE 0 0 0 193979 PEPSICO INC COM 713448108 21002 126020 SH SOLE 0 0 0 126020 PFIZER INC COM 717081103 25371 483895 SH SOLE 0 0 0 483895 PHILIP MORRIS INTL INC COM 718172109 425 4308 SH SOLE 0 0 0 4308 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4680 47218 SH SOLE 0 0 0 47218 PNC FINL SVCS GROUP INC COM 693475105 8439 53486 SH SOLE 0 0 0 53486 PPG INDS INC COM 693506107 687 6006 SH SOLE 0 0 0 6006 PROCTER AND GAMBLE CO COM 742718109 17889 124408 SH SOLE 0 0 0 124408 QUALCOMM INC COM 747525103 18826 147377 SH SOLE 0 0 0 147377 RAYTHEON TECHNOLOGIES CORP COM 75513E101 12802 133207 SH SOLE 0 0 0 133207 REPUBLIC SVCS INC COM 760759100 18221 139228 SH SOLE 0 0 0 139228 ROPER TECHNOLOGIES INC COM 776696106 10798 27360 SH SOLE 0 0 0 27360 S&P GLOBAL INC COM 78409V104 13463 39943 SH SOLE 0 0 0 39943 SALESFORCE INC COM 79466L302 13317 80692 SH SOLE 0 0 0 80692 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 283 4505 SH SOLE 0 0 0 4505 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 607 4778 SH SOLE 0 0 0 4778 SELECT SECTOR SPDR TR ENERGY 81369Y506 15656 218931 SH SOLE 0 0 0 218931 SNAP ON INC COM 833034101 1038 5269 SH SOLE 0 0 0 5269 SOUTHERN CO COM 842587107 3335 46773 SH SOLE 0 0 0 46773 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 546 1773 SH SOLE 0 0 0 1773 SPDR S&P 500 ETF TR TR UNIT 78462F103 3898 10334 SH SOLE 0 0 0 10334 SPDR SER TR PRTFLO S&P500 HI 78468R788 629 15768 SH SOLE 0 0 0 15768 SPDR SER TR PORTFOLIO S&P500 78464A854 7985 180091 SH SOLE 0 0 0 180091 SPDR SER TR PORTFOLIO S&P400 78464A847 2420 60980 SH SOLE 0 0 0 60980 SPDR SER TR PORTFOLI S&P1500 78464A805 3213 69128 SH SOLE 0 0 0 69128 SPDR SER TR PRTFLO S&P500 VL 78464A508 17193 466961 SH SOLE 0 0 0 466961 SPDR SER TR PORTFOLIO S&P600 78468R853 3927 109140 SH SOLE 0 0 0 109140 SPDR SER TR PRTFLO S&P500 GW 78464A409 17826 340963 SH SOLE 0 0 0 340963 STARBUCKS CORP COM 855244109 7294 95490 SH SOLE 0 0 0 95490 STEPAN CO COM 858586100 365 3600 SH SOLE 0 0 0 3600 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 19120 233883 SH SOLE 0 0 0 233883 TARGET CORP COM 87612E106 582 4119 SH SOLE 0 0 0 4119 TERADYNE INC COM 880770102 367 4102 SH SOLE 0 0 0 4102 TESLA INC COM 88160R101 966 1435 SH SOLE 0 0 0 1435 TEXAS INSTRS INC COM 882508104 11900 77448 SH SOLE 0 0 0 77448 TJX COS INC NEW COM 872540109 14825 265448 SH SOLE 0 0 0 265448 TORONTO DOMINION BK ONT COM NEW 891160509 1565 23864 SH SOLE 0 0 0 23864 TRAVELERS COMPANIES INC COM 89417E109 369 2184 SH SOLE 0 0 0 2184 TRUIST FINL CORP COM 89832Q109 299 6296 SH SOLE 0 0 0 6296 UNITED BANKSHARES INC WEST V COM 909907107 297 8468 SH SOLE 0 0 0 8468 UNITED PARCEL SERVICE INC CL B 911312106 15362 84156 SH SOLE 0 0 0 84156 UNITEDHEALTH GROUP INC COM 91324P102 3597 7003 SH SOLE 0 0 0 7003 US BANCORP DEL COM NEW 902973304 345 7496 SH SOLE 0 0 0 7496 VALERO ENERGY CORP COM 91913Y100 1860 17500 SH SOLE 0 0 0 17500 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 4168 65396 SH SOLE 0 0 0 65396 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 205 1540 SH SOLE 0 0 0 1540 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 22025 286822 SH SOLE 0 0 0 286822 VANGUARD INDEX FDS GROWTH ETF 922908736 2297 10304 SH SOLE 0 0 0 10304 VANGUARD INDEX FDS LARGE CAP ETF 922908637 382 2218 SH SOLE 0 0 0 2218 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2383 26155 SH SOLE 0 0 0 26155 VANGUARD INDEX FDS MID CAP ETF 922908629 11373 57740 SH SOLE 0 0 0 57740 VANGUARD INDEX FDS VALUE ETF 922908744 1223 9273 SH SOLE 0 0 0 9273 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1496 7931 SH SOLE 0 0 0 7931 VANGUARD INDEX FDS SMALL CP ETF 922908751 16045 91107 SH SOLE 0 0 0 91107 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 299 2312 SH SOLE 0 0 0 2312 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3734 10765 SH SOLE 0 0 0 10765 VANGUARD INDEX FDS SM CP VAL ETF 922908611 295 1968 SH SOLE 0 0 0 1968 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3190 76587 SH SOLE 0 0 0 76587 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 795 15916 SH SOLE 0 0 0 15916 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 273 3198 SH SOLE 0 0 0 3198 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 301 5352 SH SOLE 0 0 0 5352 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 16312 213898 SH SOLE 0 0 0 213898 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 45663 318279 SH SOLE 0 0 0 318279 VANGUARD STAR FDS VG TL INTL STK F 921909768 484 9370 SH SOLE 0 0 0 9370 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 10302 252491 SH SOLE 0 0 0 252491 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5078 49929 SH SOLE 0 0 0 49929 VANGUARD WORLD FDS INF TECH ETF 92204A702 1170 3583 SH SOLE 0 0 0 3583 VANGUARD WORLD FDS ENERGY ETF 92204A306 1768 17779 SH SOLE 0 0 0 17779 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 465 2046 SH SOLE 0 0 0 2046 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 747 9677 SH SOLE 0 0 0 9677 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 915 3884 SH SOLE 0 0 0 3884 VANGUARD WORLD FDS UTILITIES ETF 92204A876 287 1882 SH SOLE 0 0 0 1882 VERIZON COMMUNICATIONS INC COM 92343V104 14265 281093 SH SOLE 0 0 0 281093 VISA INC COM CL A 92826C839 20566 104452 SH SOLE 0 0 0 104452 WALMART INC COM 931142103 23508 193351 SH SOLE 0 0 0 193351 WARNER BROS DISCOVERY INC COM SER A 934423104 253 18869 SH SOLE 0 0 0 18869 WASTE MGMT INC DEL COM 94106L109 290 1897 SH SOLE 0 0 0 1897 WILLIAMS COS INC COM 969457100 8734 279855 SH SOLE 0 0 0 279855 WP CAREY INC COM 92936U109 347 4184 SH SOLE 0 0 0 4184 XCEL ENERGY INC COM 98389B100 206 2910 SH SOLE 0 0 0 2910 ZOETIS INC CL A 98978V103 10698 62235 SH SOLE 0 0 0 62235