Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DOYLE WEALTH MANAGEMENT | 11-15-2022 | 09-30-2022 | 204 | 1,164,018,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 151 | $456,000 | 4,696 | 0.04 | 0.04 | 11 | 0.23 | 09-30-2022 |
COMCAST CORP NEW | CL A | 152 | $449,000 | 15,299 | 0.04 | 0.05 | -157 | -1.02 | 09-30-2022 |
IRIDIUM COMMUNICATIONS INC | COM | 153 | $444,000 | 10,000 | 0.04 | 0.03 | 0 | 0.00 | 09-30-2022 |
ADVANCED MICRO DEVICES INC | COM | 154 | $440,000 | 6,952 | 0.04 | 0.04 | -81 | -1.15 | 09-30-2022 |