Domani Wealth, LLC Incresed Positions 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
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
65
+ 0.04%
$24.17 - $26.36 $1.57K - $1.71K
146K $3.75M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.17K
+ 1.44%
$145.2 - $161.56 $169K - $189K
82.2K $12.5M
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
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