Domani Wealth, LLC Reduced Holdings in Q1 2023

Domani Wealth, LLC

  • $431 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-475
- 2.92%
$151.05 - $180.26 $71.7K - $85.6K
15.8K $2.45M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.42K
- 15.28%
$98.73 - $99.54 $338K - $341K
19K $1.88M
CVX
Chevron Corp

Energy
-100
- 1.35%
$152.34 - $187.79 $15.2K - $18.8K
7.33K $1.2M
IWN
Ishares Russell2000 Val ETF

ETFs
-904
- 10.93%
$130.78 - $156.96 $118K - $142K
7.37K $1.01M
FULT
Fulton Financial Corp

Financial Services
-1K
- 4.94%
$13.7 - $17.47 $13.7K - $17.5K
19.3K $266K
PFE
Pfizer Inc

Healthcare
-254
- 4.31%
$39.39 - $51.28 $10K - $13K
5.65K $230K
IBM
International Business Machines Corp

Technology
-300
- 10.75%
$123.28 - $145.87 $37K - $43.8K
2.49K $326K
MCK
Mckesson Corp

Healthcare
-130
- 14.36%
$335.35 - $386.06 $43.6K - $50.2K
775 $275K
XOM
Exxon Mobil Corp

Energy
-333
- 2.72%
$99.84 - $119.17 $33.2K - $39.7K
11.9K $1.31M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-684
- 7.52%
$212.51 - $245.01 $145K - $168K
8.41K $1.91M
O
Realty Income Corp

Real Estate
-450
- 6.04%
$59.27 - $68.3 $26.7K - $30.7K
7.01K $443K
TJX
Tjx Companies Inc

Consumer Cyclical
-122
- 4.23%
$73.54 - $82.75 $8.97K - $10.1K
2.76K $216K
XRAY
Dentsply Sirona Inc.

Healthcare
-5.58K
- 19.16%
$32.69 - $39.66 $182K - $221K
23.5K $924K
IWS
Ishares Russell Midcap Value E

ETFs
-21
- 0.84%
$100.22 - $116.23 $2.1K - $2.44K
2.48K $262K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-328
- 2.16%
$96.32 - $100.79 $31.6K - $33.1K
14.9K $1.48M
DCP
Dcp Midstream, LP

Energy
-1.2K
- 5.41%
$38.51 - $42.08 $46.2K - $50.5K
21K $876K
CSCO
Cisco Systems, Inc.

Technology
-507
- 5.31%
$46.46 - $52.28 $23.6K - $26.5K
9.05K $473K
HSY
Hershey CO

Consumer Defensive
-121
- 3.95%
$214.52 - $254.41 $26K - $30.8K
2.94K $747K
CMCSA
Comcast Corp

Communication Services
-334
- 1.84%
$35.28 - $41.11 $11.8K - $13.7K
17.8K $675K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-365
- 4.15%
$54.19 - $65.17 $19.8K - $23.8K
8.44K $549K
AMZN
Amazon Com Inc

Consumer Cyclical
-742
- 7.78%
$83.12 - $112.91 $61.7K - $83.8K
8.8K $908K
TSLA
Tesla, Inc.

Consumer Cyclical
-90
- 4.57%
$108.1 - $214.24 $9.73K - $19.3K
1.88K $390K
IEFA
Ishares Tr

ETFs
-259
- 0.63%
$62.17 - $67.7 $16.1K - $17.5K
40.7K $2.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
-170
- 1.0%
$379.5 - $416.78 $64.5K - $70.9K
16.8K $6.88M
MSFT
Microsoft Corp

Technology
-8
- 0.07%
$222.31 - $288.3 $1.78K - $2.31K
11.8K $3.41M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-107
- 0.17%
$208.78 - $230.55 $22.3K - $24.7K
61.3K $13.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.24K
- 0.4%
$44.78 - $49.41 $55.3K - $61K
306K $14.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-817
- 0.23%
$44.47 - $49.23 $36.3K - $40.2K
347K $16.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-392
- 0.16%
$348.66 - $382.94 $137K - $150K
246K $92.5M
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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