Managers / Q4 2019 · view latest →
Doyle Wealth Management
CIK 0001698219 · 100 2ND AVENUE SOUTH, SUITE 701S, ST. PETERSBURG, FL, 33701 · 727-898-3063
Reported Value
$800M
Q4 2019
Positions
211
Filings on Record
16
2019–present window
Filed
Feb 11, 2020
original filing
Summary
Doyle Wealth Management reported $800M in U.S.-listed holdings across 211 positions for Q4 2019.
Its largest position, MSFT, represents 3.9% of the portfolio.
Compared with Q3 2019, the fund opened 20 new positions and exited 7.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2022 | $1.2B | 204 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.2B | 210 | Aug 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.4B | 248 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.4B | 233 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.3B | 223 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.2B | 219 | Aug 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.0B | 215 | May 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $983M | 212 | Feb 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $861M | 189 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $759M | 178 | Aug 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $629M | 181 | Apr 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $800M | 211 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $724M | 198 | Nov 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $723M | 867 | Aug 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $688M | 193 | May 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $592M | 875 | Feb 8, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.