StockDriftsStockDriftsTop 50 Domani Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 21.45% | 245.8K | $92.5M | — | — | — | 2023-03-31 |
| VEU | Vanguard FTSE All-World ex-US ETF | 8.64% | 696.4K | $37.2M | — | — | — | 2023-03-31 |
| EFA | iShares MSCI EAFE Index ETF | 4.97% | 299.6K | $21.4M | — | — | — | 2023-03-31 |
| AAPL | Apple, Inc. | 4.96% | 129.8K | $21.4M | — | — | — | 2023-03-31 |
| JPST | JPMorgan Ultra-Short Income ETF | 4.6% | 394.0K | $19.8M | — | — | — | 2023-03-31 |
| IJH | iShares S&P Midcap 400 ETF | 4.49% | 77.3K | $19.3M | — | — | — | 2023-03-31 |
| IWF | iShares Russell 1000 Growth ETF | 4.08% | 72.0K | $17.6M | — | — | — | 2023-03-31 |
| SCHB | Schwab US Broad Market ETF | 3.86% | 347.2K | $16.6M | — | — | — | 2023-03-31 |
| SCHX | Schwab US Large-Cap ETF | 3.44% | 306.2K | $14.8M | — | — | — | 2023-03-31 |
| IWB | iShares Russell 1000 ETF | 3.21% | 61.3K | $13.8M | — | — | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Domani Wealth, Llc reports $430.98M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are VOO (21.4%), VEU (8.6%) and EFA (5.0%). Figures reflect the Q1 2023 filing.
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Holdings on this page are parsed from Domani Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1634553). View Domani Wealth, Llc’s 13F filings on SEC