Notify me when Domani Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2023 | 117 | $430,979,556 | +$9,137,170 | -$3,206,899 | +$5,930,271 | VOO, VEU, EFA, AAPL, JPST | 13F-HR | 18 Apr 2023, 21:45 |
| Q4 2022 | 117 | $399,674,000 | +$37,959,040 | -$5,497,117 | +$32,461,923 | VOO, VEU, EFA, IJH, JPST | 13F-HR | 20 Jan 2023, 17:35 |
| Q3 2022 | 101 | $341,158,000 | +$3,048,287 | -$6,726,763 | -$3,678,476 | VOO, VEU, AAPL, EFA, IJH | 13F-HR | 18 Oct 2022, 17:13 |
| Q2 2022 | 108 | $365,898,000 | +$13,907,719 | -$40,844,260 | -$26,936,541 | VOO, VEU, EFA, AAPL, IJH | 13F-HR | 13 Jul 2022, 15:28 |
| Q1 2022 | 117 | $461,955,000 | +$31,296,555 | -$36,050,773 | -$4,754,218 | VOO, VEU, AAPL, EFA, IJH | 13F-HR | 14 Apr 2022, 17:36 |
| Q4 2021 | 120 | $510,447,000 | +$8,231,420 | -$11,244,684 | -$3,013,264 | VOO, VEU, EFA, BSV, AAPL | 13F-HR | 18 Jan 2022, 13:21 |
| Q3 2021 | 117 | $477,852,000 | +$2,147,627 | -$16,127,313 | -$13,979,686 | VOO, VEU, BSV, EFA, SCHO | 13F-HR | 19 Oct 2021, 18:28 |
| Q2 2021 | 121 | $495,758,000 | +$4,335,111 | -$57,476,929 | -$53,141,818 | VOO, VEU, BSV, EFA, SCHO | 13F-HR | 21 Jul 2021, 21:52 |
| Q1 2021 | 132 | $519,021,000 | +$22,720,354 | -$16,764,894 | +$5,955,460 | VOO, VEU, BSV, SCHO, EFA | 13F-HR | 12 Apr 2021, 15:17 |
| Q4 2020 | 123 | $492,101,000 | +$22,216,859 | -$36,408,303 | -$14,191,444 | VOO, VEU, BSV, AGG, EFA | 13F-HR | 21 Jan 2021, 17:05 |
| Q3 2020 | 119 | $455,246,000 | +$28,392,565 | -$12,624,060 | +$15,768,505 | VOO, BSV, AGG, VEU, IWM | 13F-HR | 09 Oct 2020, 20:54 |
| Q2 2020 | 121 | $427,719,000 | +$22,201,124 | -$25,413,494 | -$3,212,370 | VOO, AGG, BSV, VEU, SCHO | 13F-HR | 23 Jul 2020, 21:40 |
| Q1 2020 | 125 | $374,185,000 | +$150,137,685 | -$20,384,152 | +$129,753,533 | VOO, AGG, BSV, SCHO, VEU | 13F-HR | 10 Apr 2020, 12:17 |
| Q4 2019 | 112 | $302,593,000 | +$9,940,116 | -$3,539,627 | +$6,400,489 | VOO, VEU, SCHO, SCHB, CWI | 13F-HR | 24 Jan 2020, 17:57 |
| Q3 2019 | 111 | $275,694,000 | +$16,525,508 | -$7,428,832 | +$9,096,676 | VOO, VEU, SCHO, SCHB, CWI | 13F-HR | 11 Oct 2019, 11:59 |
| Q2 2019 | 109 | $268,693,000 | +$14,998,684 | -$2,614,854 | +$12,383,830 | VOO, SCHO, VEU, SCHB, CWI | 13F-HR | 17 Jul 2019, 14:42 |
| Q1 2019 | 111 | $248,429,000 | +$17,507,188 | -$10,575,650 | +$6,931,538 | VOO, VEU, SCHB, CWI, SCHO | 13F-HR | 24 Apr 2019, 14:45 |
| Q4 2018 | 103 | $214,774,000 | +$35,477,311 | -$24,027,702 | +$11,449,609 | VOO, VEU, SCHB, SCHO, CWI | 13F-HR | 25 Jan 2019, 17:14 |
| Q3 2018 | 106 | $233,248,000 | +$22,198,088 | -$16,926,465 | +$5,271,623 | VOO, VEU, SCHB, BSV, AAPL | 13F-HR | 09 Nov 2018, 16:46 |
| Q2 2018 | 103 | $217,973,000 | +$6,214,122 | -$24,905,682 | -$18,691,560 | VOO, VEU, BSV, AAPL, SCHB | 13F-HR | 03 Aug 2018, 11:26 |
| Q1 2018 | 101 | $233,359,000 | +$17,556,457 | -$5,071,687 | +$12,484,770 | VOO, VEU, BSV, APU, MO | 13F-HR | 17 Apr 2018, 13:54 |
| Q4 2017 | 97 | $228,057,000 | +$4,982,234 | -$16,784,464 | -$11,802,230 | VOO, BSV, VEU, MO, APU | 13F-HR | 09 Feb 2018, 19:15 |
| Q3 2017 | 95 | $232,180,000 | +$6,008,641 | -$21,295,175 | -$15,286,534 | VOO, BSV, VEU, MO, APU | 13F-HR | 02 Nov 2017, 16:18 |
| Q2 2017 | 95 | $242,974,000 | +$4,365,108 | -$8,075,648 | -$3,710,540 | BSV, VOO, VEU, MO, APU | 13F-HR | 11 Aug 2017, 15:51 |
| Q1 2017 | 99 | $246,390,000 | +$12,294,761 | -$20,261,812 | -$7,967,051 | BSV, VOO, VEU, MO, APU | 13F-HR | 01 May 2017, 16:00 |
| Q4 2016 | 99 | $247,894,000 | +$17,392,870 | -$37,287,368 | -$19,894,498 | BSV, VOO, MO, CUBI, VEU | 13F-HR | 02 Feb 2017, 21:33 |
| Q3 2016 | 118 | $263,255,000 | +$20,535,552 | -$16,531,784 | +$4,003,768 | BSV, VOO, VEU, MO, VER | 13F-HR | 03 Nov 2016, 17:48 |
| Q2 2016 | 107 | $257,642,000 | +$16,481,709 | -$32,818,982 | -$16,337,273 | BSV, MO, VEU, VER, APU | 13F-HR | 04 Aug 2016, 15:11 |
| Q1 2016 | 115 | $264,658,000 | +$34,880,837 | -$31,629,301 | +$3,251,536 | BSV, VEU, MO, SPY, EFA | 13F-HR | 05 May 2016, 10:51 |
| Q4 2015 | 114 | $255,593,000 | +$110,996,416 | -$36,589,115 | +$74,407,301 | BSV, MO, NYRT, VEU, SPY | 13F-HR | 08 Feb 2016, 13:38 |
| Q3 2015 | 99 | $184,569,000 | +$43,791,714 | -$24,100,282 | +$19,691,432 | KMI, EFA, VER, MO, NYRT | Restatement | 05 Nov 2015, 15:25 |
| Q2 2015 | 95 | $183,528,000 | +$11,623,280 | -$49,949 | +$11,573,331 | KMI, T104PS, MO, MWE, NYRT | 13F-HR | 07 Aug 2015, 14:35 |
| Q1 2015 | 96 | $337,865 | $0 | $0 | $0 | EPD, T, HQH, NFJ, PFE | 13F-HR | 04 May 2015, 10:44 |