Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DOYLE WEALTH MANAGEMENT | 11-15-2022 | 09-30-2022 | 204 | 1,164,018,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN TOWER CORP NEW | COM | 51 | $8,851,000 | 41,226 | 0.76 | 0.85 | 72 | 0.17 | 09-30-2022 |
| WILLIAMS COS INC | COM | 52 | $8,311,000 | 290,301 | 0.71 | 0.70 | 10,446 | 3.73 | 09-30-2022 |
| STARBUCKS CORP | COM | 53 | $7,917,000 | 93,960 | 0.68 | 0.59 | -1,530 | -1.60 | 09-30-2022 |
| PNC FINL SVCS GROUP INC | COM | 54 | $7,804,000 | 52,229 | 0.67 | 0.68 | -1,257 | -2.35 | 09-30-2022 |
