Domani Wealth, LLC Closed Holding Positions

Domani Wealth, LLC

  • $431 Million
  • Q1 2023
Stock Closed Quarter Shares Sold Price Range Trade History
AMD
Advanced Micro Devices Inc

Technology
Q2 2022 Filed on Jul 13, 2022
3,892
$76.47 - $110.53 $298K - $430K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2022 Filed on Jul 13, 2022
3,105
$75.41 - $102.47 $234K - $318K
MRVL
Marvell Technology, Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
3,570
$43.53 - $72.96 $155K - $260K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 13, 2022
1,709
$93.29 - $138.58 $159K - $237K
ADBE
Adobe Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
536
$360.79 - $468.81 $193K - $251K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
6,689
$42.52 - $48.44 $284K - $324K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q1 2022 Filed on Apr 15, 2022
3,274
$63.45 - $79.12 $208K - $259K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2022 Filed on Apr 15, 2022
304
$524.0 - $644.92 $159K - $196K
TFC
Truist Financial Corp

Financial Services
Q1 2022 Filed on Apr 15, 2022
4,106
$56.23 - $67.41 $231K - $277K
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
Q1 2022 Filed on Apr 15, 2022
22,665
$14.99 - $18.25 $340K - $414K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2022 Filed on Apr 15, 2022
2,114
$97.08 - $107.22 $205K - $227K
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on Apr 15, 2022
258
$662.87 - $917.22 $171K - $237K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 15, 2022
1,380
$93.61 - $194.94 $129K - $269K
DXCM
Dexcom Inc

Healthcare
Q4 2021 Filed on Jan 18, 2022
372
$129.87 - $162.82 $48.3K - $60.6K
Vereit, Inc. Cl A
Q4 2021 Filed on Jan 18, 2022
11,797
N/A
AMAT
Applied Materials Inc

Technology
Q3 2021 Filed on Oct 20, 2021
1,860
$127.2 - $144.09 $237K - $268K
General Electric Co.
Q3 2021 Filed on Oct 20, 2021
15,965
N/A
TREX
Trex CO Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
6,000
$93.91 - $109.95 $563K - $660K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2021 Filed on Jul 22, 2021
3,115
$88.27 - $90.15 $275K - $281K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2021 Filed on Jul 22, 2021
1,550
$136.19 - $145.71 $211K - $226K
YORW
York Water CO

Utilities
Q2 2021 Filed on Jul 22, 2021
5,980
$45.3 - $52.6 $271K - $315K
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2021 Filed on Jul 22, 2021
7,106
$49.75 - $53.3 $354K - $379K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q2 2021 Filed on Jul 22, 2021
1,691
$67.02 - $71.26 $113K - $121K
HON
Honeywell International Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
996
$212.5 - $232.95 $212K - $232K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2021 Filed on Jul 22, 2021
4,199
$50.96 - $55.14 $214K - $232K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q2 2021 Filed on Jul 22, 2021
2,497
$57.63 - $60.69 $144K - $152K
META
Meta Platforms, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
2,280
$296.52 - $355.64 $676K - $811K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
2,531
$73.78 - $107.52 $187K - $272K
VV
Vanguard Large Cap ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
1,700
$187.36 - $200.75 $319K - $341K
MTB
M&T Bank Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
2,037
$142.98 - $167.27 $291K - $341K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
3,894
$53.9 - $54.6 $210K - $213K
Vereit Inc. Cl A
Q4 2020 Filed on Jan 21, 2021
58,992
N/A
Target Corporation
Q3 2020 Filed on Oct 13, 2020
5,767
N/A
CAT
Caterpillar Inc

Industrials
Q3 2020 Filed on Oct 13, 2020
1,790
$125.73 - $153.87 $225K - $275K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q3 2020 Filed on Oct 13, 2020
2,837
$91.72 - $106.52 $260K - $302K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q2 2020 Filed on Jul 24, 2020
12,799
$43.56 - $56.5 $558K - $723K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q2 2020 Filed on Jul 24, 2020
41,880
$22.11 - $25.04 $926K - $1.05M
EW
Edwards Lifesciences Corp

Healthcare
Q2 2020 Filed on Jul 24, 2020
1,167
$57.54 - $76.95 $67.1K - $89.8K
United Technologies
Q2 2020 Filed on Jul 24, 2020
5,434
N/A
Alps Alerian Mlp ETF
Q2 2020 Filed on Jul 24, 2020
16,189
N/A
PFIS
Peoples Financial Services Corp.

Financial Services
Q2 2020 Filed on Jul 24, 2020
7,087
$30.24 - $39.4 $214K - $279K
People'S United Financial Inc.
Q1 2020 Filed on Apr 10, 2020
30,920
N/A
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q1 2020 Filed on Apr 10, 2020
7,531
$46.42 - $76.49 $350K - $576K
PARA
Paramount Global

Communication Services
Q1 2020 Filed on Apr 10, 2020
5,055
$11.28 - $42.13 $57K - $213K
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on Apr 10, 2020
4,849
$25.25 - $53.75 $122K - $261K
Raytheon Company
Q1 2020 Filed on Apr 10, 2020
1,378
N/A
Target Corporation
Q4 2019 Filed on Jan 27, 2020
5,742
N/A
Cbs Corporation
Q4 2019 Filed on Jan 27, 2020
5,055
N/A
MMM
3 M CO

Industrials
Q4 2019 Filed on Jan 27, 2020
1,974
$150.74 - $178.47 $298K - $352K
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