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 | +$9,137,169 | -$1,768,899 | +$7,368,270 | VOO, VEU, EFA, AAPL, JPST | 13F-HR | 18 Apr 2023, 21:45 |
| Q4 2022 | 117 | $399,674,000 | +$37,959,045 | -$4,902,116 | +$33,056,929 | VOO, VEU, EFA, IJH, JPST | 13F-HR | 20 Jan 2023, 16:35 |
| Q3 2022 | 101 | $341,158,000 | +$3,048,286 | -$3,924,765 | -$876,479 | VOO, VEU, AAPL, EFA, IJH | 13F-HR | 18 Oct 2022, 17:13 |
| Q2 2022 | 108 | $365,898,000 | +$13,907,729 | -$37,007,262 | -$23,099,533 | VOO, VEU, EFA, AAPL, IJH | 13F-HR | 13 Jul 2022, 15:28 |
| Q1 2022 | 117 | $461,955,000 | +$31,296,548 | -$33,505,776 | -$2,209,228 | VOO, VEU, AAPL, EFA, IJH | 13F-HR | 14 Apr 2022, 17:36 |
| Q4 2021 | 120 | $510,447,000 | +$8,231,422 | -$10,228,682 | -$1,997,260 | VOO, VEU, EFA, BSV, AAPL | 13F-HR | 18 Jan 2022, 12:21 |
| Q3 2021 | 117 | $477,852,000 | +$2,147,627 | -$16,127,315 | -$13,979,688 | VOO, VEU, BSV, EFA, SCHO | 13F-HR | 19 Oct 2021, 18:28 |
| Q2 2021 | 121 | $495,758,000 | +$4,335,111 | -$57,476,922 | -$53,141,811 | VOO, VEU, BSV, EFA, SCHO | 13F-HR | 21 Jul 2021, 21:52 |
| Q1 2021 | 132 | $519,021,000 | +$22,720,351 | -$16,764,891 | +$5,955,460 | VOO, VEU, BSV, SCHO, EFA | 13F-HR | 12 Apr 2021, 15:17 |
| Q4 2020 | 123 | $492,101,000 | +$22,216,872 | -$35,809,302 | -$13,592,430 | VOO, VEU, BSV, AGG, EFA | 13F-HR | 21 Jan 2021, 16:05 |
| Q3 2020 | 119 | $454,904,342 | +$28,392,555 | -$10,917,060 | +$17,475,495 | VOO, BSV, AGG, VEU, IWM | 13F-HR | 09 Oct 2020, 20:54 |
| Q2 2020 | 121 | $427,719,000 | +$22,201,122 | -$21,297,489 | +$903,633 | VOO, AGG, BSV, VEU, SCHO | 13F-HR | 23 Jul 2020, 21:40 |
| Q1 2020 | 125 | $374,185,000 | +$150,137,658 | -$16,143,159 | +$133,994,499 | VOO, AGG, BSV, SCHO, VEU | 13F-HR | 10 Apr 2020, 12:17 |
| Q4 2019 | 112 | $302,593,000 | +$9,940,115 | -$1,385,627 | +$8,554,488 | VOO, VEU, SCHO, SCHB, CWI | 13F-HR | 24 Jan 2020, 16:57 |
| Q3 2019 | 111 | $275,694,000 | +$16,525,500 | -$2,342,832 | +$14,182,668 | VOO, VEU, SCHO, SCHB, CWI | 13F-HR | 11 Oct 2019, 11:59 |
| Q2 2019 | 109 | $268,693,000 | +$14,998,692 | -$1,448,854 | +$13,549,838 | VOO, SCHO, VEU, SCHB, CWI | 13F-HR | 17 Jul 2019, 14:42 |
| Q1 2019 | 111 | $248,429,000 | +$17,507,190 | -$8,712,650 | +$8,794,540 | VOO, VEU, SCHB, CWI, SCHO | 13F-HR | 24 Apr 2019, 14:45 |
| Q4 2018 | 103 | $214,774,000 | +$35,477,300 | -$20,642,699 | +$14,834,601 | VOO, VEU, SCHB, SCHO, CWI | 13F-HR | 25 Jan 2019, 16:14 |
| Q3 2018 | 106 | $233,248,000 | +$22,198,084 | -$14,224,462 | +$7,973,622 | VOO, VEU, SCHB, BSV, AAPL | 13F-HR | 09 Nov 2018, 15:46 |
| Q2 2018 | 103 | $217,973,000 | +$6,214,120 | -$24,361,686 | -$18,147,566 | VOO, VEU, BSV, AAPL, SCHB | 13F-HR | 03 Aug 2018, 11:26 |
| Q1 2018 | 100 | $233,359,000 | +$17,556,461 | -$4,791,687 | +$12,764,774 | VOO, VEU, BSV, APU, MO | 13F-HR | 17 Apr 2018, 13:54 |
| Q4 2017 | 97 | $228,057,000 | +$4,982,234 | -$16,784,460 | -$11,802,226 | VOO, BSV, VEU, MO, APU | 13F-HR | 09 Feb 2018, 18:15 |
| Q3 2017 | 95 | $232,180,000 | +$6,008,641 | -$13,684,171 | -$7,675,530 | VOO, BSV, VEU, MO, APU | 13F-HR | 02 Nov 2017, 16:18 |
| Q2 2017 | 95 | $242,974,000 | +$4,365,109 | -$6,435,644 | -$2,070,535 | BSV, VOO, VEU, MO, APU | 13F-HR | 11 Aug 2017, 15:51 |
| Q1 2017 | 98 | $246,143,000 | +$12,294,760 | -$18,356,804 | -$6,062,044 | BSV, VOO, VEU, MO, APU | 13F-HR | 01 May 2017, 16:00 |
| Q4 2016 | 98 | $247,659,000 | +$17,157,867 | -$32,133,379 | -$14,975,512 | BSV, VOO, MO, CUBI, VEU | 13F-HR | 02 Feb 2017, 20:33 |
| Q3 2016 | 118 | $263,255,000 | +$20,535,551 | -$10,747,783 | +$9,787,768 | BSV, VOO, VEU, MO, VERXXXX | 13F-HR | 03 Nov 2016, 17:48 |
| Q2 2016 | 107 | $257,642,000 | +$16,481,716 | -$27,487,982 | -$11,006,266 | BSV, MO, VEU, VERXXXX, APU | 13F-HR | 04 Aug 2016, 15:11 |
| Q1 2016 | 115 | $264,658,000 | +$34,880,834 | -$17,708,287 | +$17,172,547 | BSV, VEU, MO, SPY, EFA | 13F-HR | 05 May 2016, 10:51 |
| Q4 2015 | 114 | $255,593,000 | +$110,996,392 | -$28,107,099 | +$82,889,293 | BSV, MO, NYRT, VEU, SPY | 13F-HR | 08 Feb 2016, 12:38 |
| Q3 2015 | 99 | $184,569,000 | +$43,791,666 | -$3,635,282 | +$40,156,384 | KMI, EFA, VERXXXX, MO, NYRT | Restatement | 05 Nov 2015, 14:25 |
| Q2 2015 | 95 | $183,528,000 | $0 | KMI, T104PS, MO, MWE, NYRT | 13F-HR | 07 Aug 2015, 14:35 | ||
| Q1 2015 | 5 | $318,888 | $0 | EPD, T, HQHXXXX, PFE, BABXXXX | 13F-HR | 04 May 2015, 10:44 |