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Home > Institutional Investor > Doyle Wealth Management > Profile

Instuitional Investor - Doyle Wealth Management

Fund Profile
Filing Period:
Fund Name: Doyle Wealth Management
Portfolio Value $1,164,018,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,827,207 $91,379,000 7.85%
2.
Apple Inc.
 AAPL 322,887 $44,623,000 3.83%
3.
Vanguard Specialized Funds
 325,857 $44,043,000 3.78%
4.
Microsoft Corp
 MSFT 186,586 $43,456,000 3.73%
5.
Johnson & Johnson
 JNJ 180,282 $29,451,000 2.53%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)