Domani Wealth, LLC Purchases and Sells in Q1 2023

Domani Wealth, LLC

$431 Million
Q1 2023

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	186 + 0.14%	$125.02 - $164.9 $23.3K - $30.7K	130K $21.4M
IWF	10.8K + 17.73%	$209.92 - $244.33 $2.28M - $2.65M	72K $17.6M
VEU	7.39K + 1.07%	$50.42 - $55.03 $373K - $407K	696K $37.2M
EFA	1.75K + 0.59%	$66.22 - $72.19 $116K - $126K	300K $21.4M
JPST	28.1K + 7.69%	$50.12 - $50.36 $1.41M - $1.42M	394K $19.8M
IWR	12.2K + 15.13%	$66.27 - $75.04 $809K - $916K	92.9K $6.5M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TMP	3.77K New	$65.33 - $79.14 $246K - $298K	3.77K $249K
INTC	7.14K New	$24.9 - $32.67 $178K - $233K	7.14K $233K
PAG	1.5K New	$113.62 - $154.67 $170K - $232K	1.5K $212K
LRCX	390 New	$414.3 - $541.04 $162K - $211K	390 $206K
VNQ	2.45K New	$77.59 - $93.7 $190K - $229K	2.45K $203K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	-475 - 2.92%	$151.05 - $180.26 $71.7K - $85.6K	15.8K $2.45M
MINT	-3.42K - 15.28%	$98.73 - $99.54 $338K - $341K	19K $1.88M
CVX	-100 - 1.35%	$152.34 - $187.79 $15.2K - $18.8K	7.33K $1.2M
IWN	-904 - 10.93%	$130.78 - $156.96 $118K - $142K	7.37K $1.01M
FULT	-1K - 4.94%	$13.7 - $17.47 $13.7K - $17.5K	19.3K $266K
PFE	-254 - 4.31%	$39.39 - $51.28 $10K - $13K	5.65K $230K

Activity Summary All Purchases 40 New Holdings 5 Increased Positions 35 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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