Domani Wealth, LLC

13F Filings History

Latest 13F report
Q1 2023 - Apr 19, 2023
Value $
$431M
Signature - Title
Scott D. Michael - Chief Compliance Officer/Partner
Location
Lancaster, PA
Summary
This page shows a list of all the recent 13F filings made by Domani Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Domani Wealth, LLC reported 117 stock holdings with total value $431M as of Q1 2023. Top holdings included VOO, VEU, EFA, AAPL, and JPST.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2023 117 $431M +$9.14M -$3.21M +$5.93M VOO, VEU, EFA, AAPL, JPST 13F-HR 4/18/2023, 09:45 PM
Q4 2022 117 $400M +$38M -$5.5M +$32.5M VOO, VEU, EFA, IJH, JPST 13F-HR 1/20/2023, 05:35 PM
Q3 2022 101 $341M +$3.05M -$6.73M -$3.68M VOO, VEU, AAPL, EFA, IJH 13F-HR 10/18/2022, 05:13 PM
Q2 2022 108 $366M +$13.9M -$40.8M -$26.9M VOO, VEU, EFA, AAPL, IJH 13F-HR 7/13/2022, 03:28 PM
Q1 2022 117 $462M +$31.3M -$36.1M -$4.75M VOO, VEU, AAPL, EFA, IJH 13F-HR 4/14/2022, 05:36 PM
Q4 2021 120 $510M +$8.23M -$11.2M -$3.01M VOO, VEU, EFA, BSV, AAPL 13F-HR 1/18/2022, 01:21 PM
Q3 2021 117 $478M +$2.15M -$16.1M -$14M VOO, VEU, BSV, EFA, SCHO 13F-HR 10/19/2021, 06:28 PM
Q2 2021 121 $496M +$4.34M -$57.5M -$53.1M VOO, VEU, BSV, EFA, SCHO 13F-HR 7/21/2021, 09:52 PM
Q1 2021 132 $519M +$22.7M -$16.8M +$5.96M VOO, VEU, BSV, SCHO, EFA 13F-HR 4/12/2021, 03:17 PM
Q4 2020 123 $492M +$22.2M -$36.4M -$14.2M VOO, VEU, BSV, AGG, EFA 13F-HR 1/21/2021, 05:05 PM
Q3 2020 119 $455M +$28.4M -$12.6M +$15.8M VOO, BSV, AGG, VEU, IWM 13F-HR 10/9/2020, 08:54 PM
Q2 2020 121 $428M +$22.2M -$25.4M -$3.21M VOO, AGG, BSV, VEU, SCHO 13F-HR 7/23/2020, 09:40 PM
Q1 2020 125 $374M +$150M -$20.4M +$130M VOO, AGG, BSV, SCHO, VEU 13F-HR 4/10/2020, 12:17 PM
Q4 2019 112 $303M +$9.94M -$3.54M +$6.4M VOO, VEU, SCHO, SCHB, CWI 13F-HR 1/24/2020, 05:57 PM
Q3 2019 111 $276M +$16.5M -$7.43M +$9.1M VOO, VEU, SCHO, SCHB, CWI 13F-HR 10/11/2019, 11:59 AM
Q2 2019 109 $269M +$15M -$2.61M +$12.4M VOO, SCHO, VEU, SCHB, CWI 13F-HR 7/17/2019, 02:42 PM
Q1 2019 111 $248M +$17.5M -$10.6M +$6.93M VOO, VEU, SCHB, CWI, SCHO 13F-HR 4/24/2019, 02:45 PM
Q4 2018 103 $215M +$35.5M -$24M +$11.4M VOO, VEU, SCHB, SCHO, CWI 13F-HR 1/25/2019, 05:14 PM
Q3 2018 106 $233M +$22.2M -$16.9M +$5.27M VOO, VEU, SCHB, BSV, AAPL 13F-HR 11/9/2018, 04:46 PM
Q2 2018 103 $218M +$6.21M -$24.9M -$18.7M VOO, VEU, BSV, AAPL, SCHB 13F-HR 8/3/2018, 11:26 AM
Q1 2018 101 $233M +$17.6M -$5.07M +$12.5M VOO, VEU, BSV, APU, MO 13F-HR 4/17/2018, 01:54 PM
Q4 2017 97 $228M +$4.98M -$16.8M -$11.8M VOO, BSV, VEU, MO, APU 13F-HR 2/9/2018, 07:15 PM
Q3 2017 95 $232M +$6.01M -$21.3M -$15.3M VOO, BSV, VEU, MO, APU 13F-HR 11/2/2017, 04:18 PM
Q2 2017 95 $243M +$4.37M -$8.08M -$3.71M BSV, VOO, VEU, MO, APU 13F-HR 8/11/2017, 03:51 PM
Q1 2017 99 $246M +$12.3M -$20.3M -$7.97M BSV, VOO, VEU, MO, APU 13F-HR 5/1/2017, 04:00 PM
Q4 2016 99 $248M +$17.4M -$37.3M -$19.9M BSV, VOO, MO, CUBI, VEU 13F-HR 2/2/2017, 09:33 PM
Q3 2016 118 $263M +$20.5M -$16.5M +$4M BSV, VOO, VEU, MO, VER 13F-HR 11/3/2016, 05:48 PM
Q2 2016 107 $258M +$16.5M -$32.8M -$16.3M BSV, MO, VEU, VER, APU 13F-HR 8/4/2016, 03:11 PM
Q1 2016 115 $265M +$34.9M -$31.6M +$3.25M BSV, VEU, MO, SPY, EFA 13F-HR 5/5/2016, 10:51 AM
Q4 2015 114 $256M +$111M -$36.6M +$74.4M BSV, MO, NYRT, VEU, SPY 13F-HR 2/8/2016, 01:38 PM
Q3 2015 99 $185M +$43.8M -$24.1M +$19.7M KMI, EFA, VER, MO, NYRT Restatement 11/5/2015, 03:25 PM
Q2 2015 95 $184M +$11.6M -$49.9K +$11.6M KMI, T104PS, MO, MWE, NYRT 13F-HR 8/7/2015, 02:35 PM
Q1 2015 96 $338K $0 $0 EPD, T, HQH, NFJ, PFE 13F-HR 5/4/2015, 10:44 AM