Domani Wealth, LLC Purchases in Q1 2023

Domani Wealth, LLC

  • $431 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
186
+ 0.14%
$125.02 - $164.9 $23.3K - $30.7K
130K $21.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
10.8K
+ 17.73%
$209.92 - $244.33 $2.28M - $2.65M
72K $17.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.39K
+ 1.07%
$50.42 - $55.03 $373K - $407K
696K $37.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.75K
+ 0.59%
$66.22 - $72.19 $116K - $126K
300K $21.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
28.1K
+ 7.69%
$50.12 - $50.36 $1.41M - $1.42M
394K $19.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
12.2K
+ 15.13%
$66.27 - $75.04 $809K - $916K
92.9K $6.5M
EFG
Msci Eafe Growth ETF

ETFs
5.92K
+ 14.94%
$84.36 - $93.68 $500K - $555K
45.6K $4.27M
IWM
Ishares Russell 2000 ETF

ETFs
3.37K
+ 5.5%
$170.25 - $198.32 $573K - $667K
64.6K $11.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
100
+ 0.13%
$237.25 - $271.72 $23.7K - $27.2K
77.3K $19.3M
EFV
Msci Eafe Value ETF

ETFs
10.9K
+ 21.57%
$45.61 - $50.02 $497K - $546K
61.5K $2.98M
EPD
Enterprise Products Partners L.P.

Energy
8.7K
+ 8.19%
$24.23 - $26.78 $211K - $233K
115K $2.98M
TMP
Tompkins Financial Corp

Financial Services
3.77K
New
$65.33 - $79.14 $246K - $298K
3.77K $249K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
65
+ 0.04%
$24.17 - $26.36 $1.57K - $1.71K
146K $3.75M
INTC
Intel Corp

Technology
7.14K
New
$24.9 - $32.67 $178K - $233K
7.14K $233K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.17K
+ 1.44%
$145.2 - $161.56 $169K - $189K
82.2K $12.5M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.5K
New
$113.62 - $154.67 $170K - $232K
1.5K $212K
LRCX
Lam Research Corp

Technology
390
New
$414.3 - $541.04 $162K - $211K
390 $206K
VNQ
Vanguard Specialized Funds Van

ETFs
2.45K
New
$77.59 - $93.7 $190K - $229K
2.45K $203K
IVW
Ishares S&P 500 Growth ETF

ETFs
160
+ 0.47%
$57.25 - $63.89 $9.16K - $10.2K
34.3K $2.19M
VTI
Vanguard Total Stock Market Et

ETFs
330
+ 3.91%
$189.85 - $210.01 $62.7K - $69.3K
8.76K $1.79M
GOOG
Alphabet Inc.

Communication Services
240
+ 3.24%
$86.77 - $108.8 $20.8K - $26.1K
7.65K $796K
TGT
Target Corp

Consumer Defensive
39
+ 0.68%
$151.69 - $181.02 $5.92K - $7.06K
5.8K $960K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
761
+ 6.84%
$92.27 - $107.68 $70.2K - $81.9K
11.9K $1.15M
BX
Blackstone Inc.

Financial Services
93
+ 1.57%
$76.13 - $100.03 $7.08K - $9.3K
6.03K $529K
V
Visa Inc.

Financial Services
27
+ 1.56%
$207.4 - $231.44 $5.6K - $6.25K
1.76K $395K
SCHO
Schwab Short Term Us Treasury

ETFs
1
+ 0.0%
$47.8 - $49.0 $47.8 - $49
20.9K $1.02M
DE
Deere & CO

Industrials
38
+ 7.42%
$385.5 - $439.61 $14.6K - $16.7K
550 $227K
ABBV
Abb Vie Inc.

Healthcare
75
+ 2.52%
$144.61 - $166.54 $10.8K - $12.5K
3.05K $486K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 0.03%
$74.67 - $76.76 $74.7 - $76.8
3.72K $284K
JPM
Jpmorgan Chase & CO

Financial Services
106
+ 2.87%
$124.91 - $143.8 $13.2K - $15.2K
3.79K $494K
UNP
Union Pacific Corp

Industrials
30
+ 2.07%
$185.72 - $214.7 $5.57K - $6.44K
1.48K $297K
DUK
Duke Energy Corp

Utilities
160
+ 4.34%
$91.55 - $105.65 $14.6K - $16.9K
3.85K $371K
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 2.32%
$280.82 - $339.79 $4.49K - $5.44K
705 $208K
RTX
Raytheon Technologies Corp

Industrials
137
+ 1.73%
$94.24 - $102.46 $12.9K - $14K
8.07K $790K
LLY
Eli Lilly & CO

Healthcare
38
+ 2.51%
$310.63 - $364.82 $11.8K - $13.9K
1.55K $531K
MRK
Merck & Co., Inc.

Healthcare
109
+ 1.16%
$102.94 - $114.86 $11.2K - $12.5K
9.47K $1.01M
PNC
Pnc Financial Services Group, Inc.

Financial Services
49
+ 2.1%
$122.13 - $168.79 $5.98K - $8.27K
2.39K $303K
VTV
Vanguard Value ETF

ETFs
222
+ 0.45%
$132.13 - $144.96 $29.3K - $32.2K
49.6K $6.85M
UNH
Unitedhealth Group Inc

Healthcare
11
+ 0.33%
$460.33 - $518.33 $5.06K - $5.7K
3.38K $1.6M
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Domani Wealth, LLC Portfolio

Follow Domani Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Domani Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Domani Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email