HoldingsChannel.com
Domani Wealth LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Vanguard S&P 500 ETF (VOO) 227,240 +7,624 $61,162
     VOO227,240+7,624$61,162
Schwab Short Term US Treasury ETF (SCHO) 405,134 +208,086 $20,496
     SCHO405,134+208,086$20,496
Vanguard FTSE All World ex US ETF (VEU) 395,746 +7,785 $20,179
     VEU395,746+7,785$20,179
Schwab US Broad Market ETF (SCHB) 200,824 +5,799 $14,164
     SCHB200,824+5,799$14,164
SPDR MSCI ACWI ex US ETF (CWI) 350,006 +3,986 $12,835
     CWI350,006+3,986$12,835
Schwab US Large Cap ETF (SCHX) 137,697 -173 $9,665
     SCHX137,697-173$9,665
Apple Inc. 44,036 -171 $8,716
     AAPL44,036-171$8,716
Schwab US Small Cap ETF (SCHA) 118,163 +60 $8,446
     SCHA118,163+60$8,446
iShares S&P 500 ETF (IVV) 26,678 -160 $7,863
     IVV26,678-160$7,863
Vanguard Short Term Bond ETF (BSV) 84,364 -8,871 $6,794
     BSV84,364-8,871$6,794
SPDR S&P 500 ETF (SPY) 20,192 -56 $5,916
     SPY20,192-56$5,916
iShares Russell 1000 Value ETF (IWD) 43,439 +1 $5,526
     IWD43,439+1$5,526
iShares Russell 1000 Growth ETF (IWF) 31,079 -77 $4,890
     IWF31,079-77$4,890
AmeriGas Partners LP 131,725 UNCH $4,589
     APU131,725UNCH$4,589
Danaher Corp 27,161 UNCH $3,882
     DHR27,161UNCH$3,882
Pepsico Inc. 28,072 +71 $3,681
     PEP28,072+71$3,681
Procter & Gamble Co. 30,281 +80 $3,320
     PG30,281+80$3,320
Kinder Morgan Inc. 139,869 +49,834 $2,920
     KMI139,869+49,834$2,920
Enterprise Products Partners LP 96,082 UNCH $2,774
     EPD96,082UNCH$2,774
iShares Russell 2000 ETF (IWM) 17,148 -31 $2,667
     IWM17,148-31$2,667
Johnson & Johnson 18,684 -584 $2,602
     JNJ18,684-584$2,602
Schwab U.S. Large Cap Value ETF (SCHV) 43,712 +656 $2,454
     SCHV43,712+656$2,454
Vanguard Growth ETF (VUG) 14,300 -148 $2,336
     VUG14,300-148$2,336
Calamos Strategic Total Return Fund CEF (CSQ) 179,550 UNCH $2,291
     CSQ179,550UNCH$2,291
Microsoft Corp. 16,298 +194 $2,183
     MSFT16,298+194$2,183
Altria Group Inc. 39,256 -935 $1,859
     MO39,256-935$1,859
Schwab US Mid Cap ETF (SCHM) 32,301 +780 $1,844
     SCHM32,301+780$1,844
SPDR S&P Dividend ETF (SDY) 18,256 +2 $1,842
     SDY18,256+2$1,842
Accenture PLC A 9,771 UNCH $1,805
     ACN9,771UNCH$1,805
Dentsply Sirona Inc 29,731 -1,000 $1,735
     XRAY29,731-1,000$1,735
AT&T Inc. 49,485 +60 $1,658
     T49,485+60$1,658
Exxon Mobil Corporation 16,714 -100 $1,281
     XOM16,714-100$1,281
Chevron Corporation 8,936 +9 $1,112
     CVX8,936+9$1,112
Fortive Corp Com 13,236 UNCH $1,079
     FTV13,236UNCH$1,079
Vanguard S&P Mid Cap 400 Growth ETF (IVOG) 7,531 UNCH $1,057
     IVOG7,531UNCH$1,057
Vanguard Mid Cap Growth ETF (VOT) 6,608 -136 $987
     VOT6,608-136$987
Texas Instruments Inc. 8,182 UNCH $939
     TXN8,182UNCH$939
United Health Group 3,845 +3 $938
     UNH3,845+3$938
DCP Midstream LP 30,755 UNCH $901
     DCP30,755UNCH$901
American Express Co. 7,207 UNCH $890
     AXP7,207UNCH$890
Comcast Corp Cl A 17,886 UNCH $756
     CMCSA17,886UNCH$756
American Electric Power Co Inc. 8,496 UNCH $748
     AEP8,496UNCH$748
The Hershey Company 5,522 +3 $740
     HSY5,522+3$740
iShares Russell 1000 ETF (IWB) 4,441 -176 $723
     IWB4,441-176$723
iShares MSCI EAFE Growth ETF (EFG) 8,649 +378 $699
     EFG8,649+378$699
Merck & Co. Inc. 8,091 UNCH $678
     MRK8,091UNCH$678
Amazon Com Inc 356 UNCH $674
     AMZN356UNCH$674
VEREIT Inc. Cl A 74,362 UNCH $670
     VER74,362UNCH$670
United Technologies 4,949 +10 $644
     UTX4,949+10$644
JP Morgan Chase & Co. 5,294 UNCH $592
     JPM5,294UNCH$592

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 06/30/2019: $268,693
At 03/31/2019: $248,429

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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