HoldingsChannel.com
Domani Wealth LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Vanguard S&P 500 ETF (VOO) 236,228 +4,604 $69,876
     VOO236,228+4,604$69,876
Vanguard FTSE All World ex US ETF (VEU) 460,451 +25,781 $24,749
     VEU460,451+25,781$24,749
Schwab Short Term US Treasury ETF (SCHO) 449,609 +22,944 $22,696
     SCHO449,609+22,944$22,696
Schwab US Broad Market ETF (SCHB) 199,273 +373 $15,320
     SCHB199,273+373$15,320
SPDR MSCI ACWI ex US ETF (CWI) 519,385 -7,800 $13,385
     CWI519,385-7,800$13,385
Apple Inc. 42,171 -738 $12,384
     AAPL42,171-738$12,384
Schwab US Large Cap ETF (SCHX) 137,724 -16 $10,579
     SCHX137,724-16$10,579
Schwab US Small Cap ETF (SCHA) 129,374 +10,510 $9,786
     SCHA129,374+10,510$9,786
iShares S&P 500 ETF (IVV) 23,450 -123 $7,580
     IVV23,450-123$7,580
Vanguard Short Term Bond ETF (BSV) 86,842 +4,866 $7,000
     BSV86,842+4,866$7,000
iShares Russell 1000 Value ETF (IWD) 48,532 +3 $6,624
     IWD48,532+3$6,624
SPDR S&P 500 ETF (SPY) 20,108 -84 $6,472
     SPY20,108-84$6,472
iShares Russell 1000 Growth ETF (IWF) 29,229 -149 $5,142
     IWF29,229-149$5,142
Danaher Corp 27,167 UNCH $4,170
     DHR27,167UNCH$4,170
iShares Russell 2000 ETF (IWM) 25,027 +4,410 $4,146
     IWM25,027+4,410$4,146
Pepsico Inc. 27,933 +10 $3,818
     PEP27,933+10$3,818
Procter & Gamble Co. 30,247 -94 $3,778
     PG30,247-94$3,778
Ares Capital 194,145 -5,450 $3,621
     ARCC194,145-5,450$3,621
Enterprise Products Partners LP 106,132 UNCH $2,989
     EPD106,132UNCH$2,989
Kinder Morgan Inc Class P 139,347 +886 $2,950
     KMI139,347+886$2,950
Schwab U.S. Large Cap Value ETF (SCHV) 47,976 +2,355 $2,884
     SCHV47,976+2,355$2,884
Johnson & Johnson 18,416 -153 $2,686
     JNJ18,416-153$2,686
Vanguard Growth ETF (VUG) 14,452 +470 $2,633
     VUG14,452+470$2,633
Microsoft Corp. 16,403 +4 $2,587
     MSFT16,403+4$2,587
Calamos Strategic Total Return Fund CEF (CSQ) 179,550 UNCH $2,442
     CSQ179,550UNCH$2,442
Schwab US Mid Cap ETF (SCHM) 35,630 +1,779 $2,143
     SCHM35,630+1,779$2,143
Accenture PLC A 9,836 UNCH $2,071
     ACN9,836UNCH$2,071
SPDR S&P Dividend ETF (SDY) 18,242 -17 $1,962
     SDY18,242-17$1,962
Altria Group Inc. 35,955 -1,119 $1,795
     MO35,955-1,119$1,795
AT&T Inc. 45,582 -3,959 $1,781
     T45,582-3,959$1,781
Dentsply Sirona Inc 29,895 UNCH $1,692
     XRAY29,895UNCH$1,692
Vanguard Mid Cap Growth ETF (VOT) 7,574 +162 $1,203
     VOT7,574+162$1,203
Exxon Mobil Corporation 16,470 -126 $1,149
     XOM16,470-126$1,149
United Health Group 3,896 +3 $1,145
     UNH3,896+3$1,145
Vanguard S&P Mid Cap 400 Growth ETF (IVOG) 7,531 UNCH $1,107
     IVOG7,531UNCH$1,107
Chevron Corporation 8,948 UNCH $1,078
     CVX8,948UNCH$1,078
Texas Instruments Inc. 8,183 UNCH $1,050
     TXN8,183UNCH$1,050
Fortive Corp Com 13,144 -92 $1,004
     FTV13,144-92$1,004
American Express Co. 7,207 UNCH $897
     AXP7,207UNCH$897
WisdomTree CBOE S&P500 PutWriteStrat ETF (PUTW) 30,952 +30,952 $882
     PUTW30,952+30,952$882
The Hershey Company 5,628 +3 $827
     HSY5,628+3$827
Comcast Corp Cl A 18,345 UNCH $825
     CMCSA18,345UNCH$825
American Electric Power Co Inc. 8,496 UNCH $803
     AEP8,496UNCH$803
United Technologies 5,284 +135 $791
     UTX5,284+135$791
Schwab U.S. Large Cap Growth ETF (SCHG) 8,218 +1,131 $764
     SCHG8,218+1,131$764
Merck & Co. Inc. 8,346 UNCH $759
     MRK8,346UNCH$759
DCP Midstream LP 30,755 UNCH $753
     DCP30,755UNCH$753
Target Corporation 5,742 +5,742 $736
     TGT5,742+5,742$736
iShares MSCI EAFE Growth ETF (EFG) 8,352 +59 $722
     EFG8,352+59$722
iShares Russell 1000 ETF (IWB) 3,994 -439 $713
     IWB3,994-439$713

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

See Details: Top 10 Stocks Held By Domani Wealth LLC

Size ($ in 1000's)
At 12/31/2019: $302,593
At 09/30/2019: $275,694

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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