HoldingsChannel.com
Domani Wealth LLC Top Holdings
As of  09/30/2022, below is a summary of the Domani Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Domani Wealth LLC. In the Domani Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Domani Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Domani Wealth LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
Vanguard S&P 500 ETF (VOO) 249,931 +1,733 $82,052
     VOO249,931+1,733$82,052
Vanguard FTSE All World ex US ETF (VEU) 731,022 +18,961 $32,428
     VEU731,022+18,961$32,428
Apple Inc. 129,191 +73 $17,854
     AAPL129,191+73$17,854
iShares MSCI EAFE Index ETF (EFA) 301,555 -1,971 $16,890
     EFA301,555-1,971$16,890
iShares S&P Midcap 400 ETF (IJH) 76,215 -162 $16,711
     IJH76,215-162$16,711
Schwab US Broad Market ETF (SCHB) 336,898 -8,315 $14,146
     SCHB336,898-8,315$14,146
Schwab US Large Cap ETF (SCHX) 307,388 -87 $13,018
     SCHX307,388-87$13,018
iShares Russell 1000 ETF (IWB) 55,608 -859 $10,973
     IWB55,608-859$10,973
iShares Russell 1000 Value ETF (IWD) 77,577 -3,312 $10,550
     IWD77,577-3,312$10,550
JPMorgan Ultra Short Income ETF (JPST) 209,852 -31,743 $10,526
     JPST209,852-31,743$10,526
iShares Russell 2000 ETF (IWM) 55,327 -661 $9,125
     IWM55,327-661$9,125
iShares Russell 1000 Growth ETF (IWF) 42,253 -744 $8,890
     IWF42,253-744$8,890
iShares S&P 500 ETF (IVV) 17,916 -52 $6,425
     IVV17,916-52$6,425
Danaher Corp 24,723 UNCH $6,386
     DHR24,723UNCH$6,386
SPDR S&P 500 ETF (SPY) 17,019 -68 $6,079
     SPY17,019-68$6,079
Vanguard Value ETF (VTV) 38,444 +223 $4,747
     VTV38,444+223$4,747
iShares Russell Midcap ETF (IWR) 69,131 -430 $4,296
     IWR69,131-430$4,296
Pepsico Inc. 25,718 UNCH $4,199
     PEP25,718UNCH$4,199
Procter & Gamble Co. 25,471 UNCH $3,216
     PG25,471UNCH$3,216
Microsoft Corp. 12,302 -60 $2,865
     MSFT12,302-60$2,865
Johnson & Johnson 16,185 UNCH $2,644
     JNJ16,185UNCH$2,644
Enterprise Products Partners LP 106,132 UNCH $2,524
     EPD106,132UNCH$2,524
Ares Capital 147,588 UNCH $2,491
     ARCC147,588UNCH$2,491
SPDR MSCI ACWI ex US ETF (CWI) 115,146 -17,452 $2,442
     CWI115,146-17,452$2,442
SPDR S&P Dividend ETF (SDY) 20,521 -10 $2,288
     SDY20,521-10$2,288
Accenture PLC A 6,955 UNCH $1,790
     ACN6,955UNCH$1,790
Vanguard Total Stock Mkt ETF (VTI) 9,768 UNCH $1,753
     VTI9,768UNCH$1,753
Schwab US Small Cap ETF (SCHA) 45,668 -2,754 $1,726
     SCHA45,668-2,754$1,726
United Health Group 3,342 UNCH $1,688
     UNH3,342UNCH$1,688
Calamos Strategic Total Return Fund CEF (CSQ) 129,550 UNCH $1,619
     CSQ129,550UNCH$1,619
iShares S&P500 Growth Index ETF (IVW) 24,515 UNCH $1,418
     IVW24,515UNCH$1,418
Schwab Short Term US Treasury ETF (SCHO) 26,507 -151 $1,279
     SCHO26,507-151$1,279
iShares S&P 500 Value Index Fund ETF (IVE) 8,521 UNCH $1,095
     IVE8,521UNCH$1,095
Amazon Com Inc 9,676 -204 $1,093
     AMZN9,676-204$1,093
Chevron Corporation 7,372 +250 $1,059
     CVX7,372+250$1,059
Exxon Mobil Corporation 11,958 +383 $1,044
     XOM11,958+383$1,044
DFA TA U.S. Core Equity 2 46,679 -2,282 $1,038
     DFAC46,679-2,282$1,038
Nvidia Corporation 8,128 UNCH $987
     NVDA8,128UNCH$987
Schwab US Mid Cap ETF (SCHM) 16,259 +1 $984
     SCHM16,259+1$984
iShares S&P Smallcap ETF (IJR) 11,132 -36 $971
     IJR11,132-36$971
Synopsys Corp 3,125 UNCH $955
     SNPS3,125UNCH$955
Target Corporation 5,742 UNCH $852
     TGT5,742UNCH$852
DCP Midstream LP 22,200 UNCH $834
     DCP22,200UNCH$834
Texas Instruments Inc. 5,324 UNCH $824
     TXN5,324UNCH$824
Merck & Co. Inc. 9,244 UNCH $796
     MRK9,244UNCH$796
NextEra Energy Inc. 9,951 UNCH $780
     NEE9,951UNCH$780
The Hershey Company 3,505 +1 $773
     HSY3,505+1$773
Invesco Zacks Mid Cap ETF (CZA) 8,876 -130 $710
     CZA8,876-130$710
Alphabet Inc. Class C 7,358 +6,989 $707
     GOOG7,358+6,989$707
Fortive Corp Com 12,038 UNCH $702
     FTV12,038UNCH$702

See Full List: All Stocks Held By Domani Wealth LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Domani Wealth LLC

Size ($ in 1000's)
At 09/30/2022: $341,158
At 06/30/2022: $365,898

Domani Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Domani Wealth LLC 13F filings. Link to 13F filings: SEC filings

Domani Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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