Domani Wealth, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
221 WEST PHILADELPHIA STREET YORK, PA 17401
As of the latest 13F report, the guru’s equity portfolio contained 117 stocks valued at a total of $400.00Mil. The top holdings were VOO(21.64%), VEU(8.64%), and EFA(4.89%).
According to GuruFocus data, these were Domani Wealth, LLC’s top five trades of the quarter.
JPMorgan Ultra-Short Income ETF
During the quarter, Domani Wealth, LLC bought 156,074 shares of ARCA:JPST for a total holding of 365,926. The trade had a 1.96% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.92.
On 01/23/2023, JPMorgan Ultra-Short Income ETF traded for a price of $50.31 per share and a market cap of $24.29Bil. The stock has returned 1.27% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Russell 1000 Growth ETF
During the quarter, Domani Wealth, LLC bought 18,908 shares of ARCA:IWF for a total holding of 61,161. The trade had a 1.01% impact on the equity portfolio. During the quarter, the stock traded for an average price of $219.59.
On 01/23/2023, iShares Russell 1000 Growth ETF traded for a price of $224.41 per share and a market cap of $60.12Bil. The stock has returned -17.75% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Russell 1000 Growth ETF has a price-earnings ratio of 26.10 and a price-book ratio of 8.88.
iShares MSCI EAFE Growth ETF
During the quarter, Domani Wealth, LLC bought 36,710 shares of BATS:EFG for a total holding of 39,645. The trade had a 0.77% impact on the equity portfolio. During the quarter, the stock traded for an average price of $80.70999999999999.
On 01/23/2023, iShares MSCI EAFE Growth ETF traded for a price of $91.11 per share and a market cap of $11.22Bil. The stock has returned -10.12% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI EAFE Growth ETF has a price-earnings ratio of 23.00 and a price-book ratio of 3.49.
iShares Core MSCI EAFE ETF
The guru established a new position worth 40,949 shares in BATS:IEFA, giving the stock a 0.63% weight in the equity portfolio. Shares traded for an average price of $58.61 during the quarter.
On 01/23/2023, iShares Core MSCI EAFE ETF traded for a price of $66.61 per share and a market cap of $95.96Bil. The stock has returned -6.51% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI EAFE ETF has a price-earnings ratio of 12.70 and a price-book ratio of 1.53.
iShares MSCI EAFE Value ETF
The guru established a new position worth 50,571 shares in BATS:EFV, giving the stock a 0.58% weight in the equity portfolio. Shares traded for an average price of $43.02 during the quarter.
On 01/23/2023, iShares MSCI EAFE Value ETF traded for a price of $49.2 per share and a market cap of $16.41Bil. The stock has returned -1.78% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI EAFE Value ETF has a price-earnings ratio of 9.10 and a price-book ratio of 1.05.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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