HoldingsChannel.com
Domani Wealth LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Vanguard S&P 500 ETF (VOO) 256,082 +19,854 $60,645
     VOO256,082+19,854$60,645
Ishares Barclays Aggregate Bond ETF (AGG) 305,359 +305,359 $35,229
     AGG305,359+305,359$35,229
Vanguard Short Term Bond ETF (BSV) 388,373 +301,531 $31,917
     BSV388,373+301,531$31,917
Schwab Short Term US Treasury ETF (SCHO) 533,185 +83,576 $27,582
     SCHO533,185+83,576$27,582
Vanguard FTSE All World ex US ETF (VEU) 523,310 +62,859 $21,466
     VEU523,310+62,859$21,466
iShares MSCI EAFE Index ETF (EFA) 364,620 +356,818 $19,493
     EFA364,620+356,818$19,493
Schwab US Broad Market ETF (SCHB) 245,817 +46,544 $14,855
     SCHB245,817+46,544$14,855
Apple Inc. 42,931 +760 $10,917
     AAPL42,931+760$10,917
iShares S&P Midcap 400 ETF (IJH) 74,548 +71,862 $10,724
     IJH74,548+71,862$10,724
Schwab US Large Cap ETF (SCHX) 155,471 +17,747 $9,523
     SCHX155,471+17,747$9,523
iShares Russell 2000 ETF (IWM) 80,964 +55,937 $9,267
     IWM80,964+55,937$9,267
iShares Russell 1000 Value ETF (IWD) 74,606 +26,074 $7,399
     IWD74,606+26,074$7,399
iShares Russell 1000 ETF (IWB) 47,632 +43,638 $6,741
     IWB47,632+43,638$6,741
iShares Russell 1000 Growth ETF (IWF) 43,501 +14,272 $6,553
     IWF43,501+14,272$6,553
iShares S&P 500 ETF (IVV) 21,278 -2,172 $5,498
     IVV21,278-2,172$5,498
SPDR S&P 500 ETF (SPY) 19,058 -1,050 $4,912
     SPY19,058-1,050$4,912
SPDR MSCI ACWI ex US ETF (CWI) 237,982 -281,403 $4,693
     CWI237,982-281,403$4,693
Vanguard Value ETF (VTV) 44,385 +40,381 $3,953
     VTV44,385+40,381$3,953
Danaher Corp 27,267 +100 $3,774
     DHR27,267+100$3,774
Pepsico Inc. 27,785 -148 $3,337
     PEP27,785-148$3,337
Procter & Gamble Co. 29,095 -1,152 $3,200
     PG29,095-1,152$3,200
Microsoft Corp. 19,644 +3,241 $3,098
     MSFT19,644+3,241$3,098
Johnson & Johnson 20,132 +1,716 $2,640
     JNJ20,132+1,716$2,640
Vanguard Growth ETF (VUG) 15,301 +849 $2,398
     VUG15,301+849$2,398
Invesco Zacks Mid Cap ETF (CZA) 44,053 +44,053 $2,333
     CZA44,053+44,053$2,333
iShares Russell Midcap ETF (IWR) 43,686 +33,373 $1,886
     IWR43,686+33,373$1,886
Ares Capital 167,208 -26,937 $1,803
     ARCC167,208-26,937$1,803
Vanguard Russell 1000 ETF (VONE) 15,058 +15,058 $1,765
     VONE15,058+15,058$1,765
Calamos Strategic Total Return Fund CEF (CSQ) 179,550 UNCH $1,754
     CSQ179,550UNCH$1,754
Accenture PLC A 10,556 +720 $1,723
     ACN10,556+720$1,723
SPDR S&P Dividend ETF (SDY) 19,926 +1,684 $1,591
     SDY19,926+1,684$1,591
Enterprise Products Partners LP 106,132 UNCH $1,518
     EPD106,132UNCH$1,518
Vanguard Intermediate Term Bond ETF (BIV) 16,899 +16,899 $1,510
     BIV16,899+16,899$1,510
Vanguard Total Stock Mkt ETF (VTI) 11,377 +9,341 $1,467
     VTI11,377+9,341$1,467
iShares S&P500 Growth Index (IVW) 8,656 +8,656 $1,429
     IVW8,656+8,656$1,429
Altria Group Inc. 36,265 +310 $1,402
     MO36,265+310$1,402
Vanguard FTSE Developed Markets ETF (VEA) 41,125 +41,125 $1,371
     VEA41,125+41,125$1,371
Vanguard Russell 1000 Value ETF (VONV) 15,292 +15,292 $1,331
     VONV15,292+15,292$1,331
AT&T Inc. 45,613 +31 $1,330
     T45,613+31$1,330
Vanguard Russell 1000 Growth ETF (VONG) 7,972 +7,972 $1,233
     VONG7,972+7,972$1,233
Dentsply Sirona Inc 28,864 -1,031 $1,121
     XRAY28,864-1,031$1,121
Schwab U.S. Large Cap Value ETF (SCHV) 24,432 -23,544 $1,082
     SCHV24,432-23,544$1,082
Vanguard Mid Cap Growth ETF (VOT) 8,212 +638 $1,040
     VOT8,212+638$1,040
Kinder Morgan Inc Class P 74,266 -65,081 $1,034
     KMI74,266-65,081$1,034
United Health Group 4,100 +204 $1,022
     UNH4,100+204$1,022
WisdomTree CBOE S&P500 PutWriteStrat ETF (PUTW) 41,880 +10,928 $943
     PUTW41,880+10,928$943
Amazon Com Inc 477 +153 $930
     AMZN477+153$930
Schwab US Mid Cap ETF (SCHM) 20,618 -15,012 $869
     SCHM20,618-15,012$869
iShares S&P Smallcap (IJR) 15,351 +15,351 $861
     IJR15,351+15,351$861
iShares S&P 500 Value Index Fund ETF (IVE) 8,704 +8,704 $838
     IVE8,704+8,704$838

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 03/31/2020: $374,185
At 12/31/2019: $302,593

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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