DW

Domani Wealth, LLC

13F
Domani Wealth, LLC
Last update 2023-04-19 117 Stocks (5 new)
Value $431.00 Mil Turnover 2 %
Countries:
Top Holdings: VOO(21.45%)VEU(8.64%)EFA(4.97%)AAPL(4.96%)JPST(4.60%)
Portfolio Report
Summary Stock Picks Current Portfolio
Domani Wealth, LLC Top Holdings of 2023-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
245,834
92450.790
-0.16%
21.450
-0.03%
0.030
+11.55%
+21.36%
493529.541
 
VEU 		Vanguard FTSE All-World ex-US ETF
696,388
37235.860
+1.07%
8.640
+0.09%
0.110
+8.15%
+8.78%
39645.310
 
EFA 		iShares MSCI EAFE ETF
299,590
21426.680
+0.59%
4.970
+0.03%
0.040
+6.52%
+6.48%
55935.522
 
AAPL 		Apple Inc
129,750
21395.850
+0.14%
4.960
+0.01%
0.000
+6.90%
+16.50%
3377630.649
Hardware
JPST 		JPMorgan Ultra-Short Income ETF
394,049
19828.550
+7.69%
4.600
+0.33%
0.080
-0.08%
+0.36%
26833.243
 
IJH 		iShares Core S&P Mid-Cap ETF
386,520
19338.370
+0.13%
4.490
+0.01%
0.030
+10.08%
+13.84%
93198.127
 
IWF 		iShares Russell 1000 Growth ETF
72,005
17592.910
+17.73%
4.080
+0.61%
0.030
+14.69%
+25.61%
98988.939
 
SCHB 		Schwab U.S. Broad Market ETF
347,222
16614.560
-0.23%
3.860
-0.01%
0.080
+11.86%
+20.42%
31646.483
 
SCHX 		Schwab U.S. Large-Cap ETF
306,154
14808.650
-0.40%
3.440
-0.01%
0.050
+11.93%
+21.28%
50142.900
 
IWB 		iShares Russell 1000 ETF
61,341
13815.830
-0.17%
3.210
-0.01%
0.050
+11.78%
+20.74%
37918.756
 

Domani Wealth, LLC's Historical Top Holdings Breakdowns

Domani Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWF 		iShares Russell 1000 Growth ETF2023-03-31Add
+0.61%
●
209.46 ($229.99) 244.33
$380.80
65.57%
Add 17.73%
72,005
10,844
JPST 		JPMorgan Ultra-Short Income ETF2023-03-31Add
+0.33%
●
49.8 ($50.11) 50.36
$50.41
0.60%
Add 7.69%
394,049
28,123
IWR 		iShares Russell Mid-Cap ETF2023-03-31Add
+0.20%
●
66.12 ($70.37) 74.75
$89.11
26.63%
Add 15.13%
92,949
12,213
IWM 		iShares Russell 2000 ETF2023-03-31Add
+0.14%
●
170.25 ($183.51) 197.59
$224.27
22.21%
Add 5.5%
64,568
3,365
EFG 		iShares MSCI EAFE Growth ETF2023-03-31Add
+0.13%
●
84.36 ($89.94) 93.68
$102.06
13.48%
Add 14.94%
45,568
5,923
EFV 		iShares MSCI EAFE Value ETF2023-03-31Add
+0.12%
●
45.61 ($48.4) 50.02
$55.90
15.50%
Add 21.57%
61,477
10,906
SHOP 		Shopify Inc2023-03-31Sold Out
-0.10%
●
35.68 ($44) 53.63
$79.57
80.84%
Sold Out
0
-12,027
VEU 		Vanguard FTSE All-World ex-US ETF2023-03-31Add
+0.09%
●
50.31 ($52.89) 54.91
$61.07
15.47%
Add 1.07%
696,388
7,388
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund2023-03-31Reduce
-0.08%
●
98.08 ($98.91) 99.33
$100.32
1.43%
Reduce -15.28%
18,990
-3,424
QQQ 		INVESCO QQQ Trust2023-03-31Sold Out
-0.08%
●
261.18 ($294.67) 320.93
$492.21
67.04%
Sold Out
0
-1,126

Domani Wealth, LLC Total Holding History ($B)

To

Domani Wealth, LLC's Asset Allocation

To

Domani Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Domani Wealth, LLC's Hypothetical Growth since 2023-03-31

Domani Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Domani Wealth, LLC's Holdings Heat Map

Size field:

Domani Wealth, LLC's Holdings Bubble Chart

Domani Wealth, LLC News

  • 1

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