• 13F History

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
York, 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 -$1.77M +$7.37M VOO, VEU, EFA, AAPL, JPST 13F-HR 4/18/2023, 09:45 PM
Q4 2022 117 $400M +$38M -$4.9M +$33.1M VOO, VEU, EFA, IJH, JPST 13F-HR 1/20/2023, 04:35 PM
Q3 2022 101 $341M +$3.05M -$3.92M -$876K VOO, VEU, AAPL, EFA, IJH 13F-HR 10/18/2022, 05:13 PM
Q2 2022 108 $366M +$13.9M -$37M -$23.1M VOO, VEU, EFA, AAPL, IJH 13F-HR 7/13/2022, 03:28 PM
Q1 2022 117 $462M +$31.3M -$33.5M -$2.21M VOO, VEU, AAPL, EFA, IJH 13F-HR 4/14/2022, 05:36 PM
Q4 2021 120 $510M +$8.23M -$10.2M -$2M VOO, VEU, EFA, BSV, AAPL 13F-HR 1/18/2022, 12:21 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 -$35.8M -$13.6M VOO, VEU, BSV, AGG, EFA 13F-HR 1/21/2021, 04:05 PM
Q3 2020 119 $455M +$28.4M -$10.9M +$17.5M VOO, BSV, AGG, VEU, IWM 13F-HR 10/9/2020, 08:54 PM
Q2 2020 121 $428M +$22.2M -$21.3M +$904K VOO, AGG, BSV, VEU, SCHO 13F-HR 7/23/2020, 09:40 PM
Q1 2020 125 $374M +$150M -$16.1M +$134M VOO, AGG, BSV, SCHO, VEU 13F-HR 4/10/2020, 12:17 PM
Q4 2019 112 $303M +$9.94M -$1.39M +$8.55M VOO, VEU, SCHO, SCHB, CWI 13F-HR 1/24/2020, 04:57 PM
Q3 2019 111 $276M +$16.5M -$2.34M +$14.2M VOO, VEU, SCHO, SCHB, CWI 13F-HR 10/11/2019, 11:59 AM
Q2 2019 109 $269M +$15M -$1.45M +$13.5M VOO, SCHO, VEU, SCHB, CWI 13F-HR 7/17/2019, 02:42 PM
Q1 2019 111 $248M +$17.5M -$8.71M +$8.79M VOO, VEU, SCHB, CWI, SCHO 13F-HR 4/24/2019, 02:45 PM
Q4 2018 103 $215M +$35.5M -$20.6M +$14.8M VOO, VEU, SCHB, SCHO, CWI 13F-HR 1/25/2019, 04:14 PM
Q3 2018 106 $233M +$22.2M -$14.2M +$7.97M VOO, VEU, SCHB, BSV, AAPL 13F-HR 11/9/2018, 03:46 PM
Q2 2018 103 $218M +$6.21M -$24.4M -$18.1M VOO, VEU, BSV, AAPL, SCHB 13F-HR 8/3/2018, 11:26 AM
Q1 2018 100 $233M +$17.6M -$4.79M +$12.8M 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, 06:15 PM
Q3 2017 95 $232M +$6.01M -$13.7M -$7.68M VOO, BSV, VEU, MO, APU 13F-HR 11/2/2017, 04:18 PM
Q2 2017 95 $243M +$4.37M -$6.44M -$2.07M BSV, VOO, VEU, MO, APU 13F-HR 8/11/2017, 03:51 PM
Q1 2017 98 $246M +$12.3M -$18.4M -$6.06M BSV, VOO, VEU, MO, APU 13F-HR 5/1/2017, 04:00 PM
Q4 2016 98 $248M +$17.2M -$32.1M -$15M BSV, VOO, MO, CUBI, VEU 13F-HR 2/2/2017, 08:33 PM
Q3 2016 118 $263M +$20.5M -$10.7M +$9.79M BSV, VOO, VEU, MO, VERXXXX 13F-HR 11/3/2016, 05:48 PM
Q2 2016 107 $258M +$16.5M -$27.5M -$11M BSV, MO, VEU, VERXXXX, APU 13F-HR 8/4/2016, 03:11 PM
Q1 2016 115 $265M +$34.9M -$17.7M +$17.2M BSV, VEU, MO, SPY, EFA 13F-HR 5/5/2016, 10:51 AM
Q4 2015 114 $256M +$111M -$28.1M +$82.9M BSV, MO, NYRT, VEU, SPY 13F-HR 2/8/2016, 12:38 PM
Q3 2015 99 $185M +$43.8M -$3.64M +$40.2M KMI, EFA, VERXXXX, MO, NYRT Restatement 11/5/2015, 02:25 PM
Q2 2015 95 $184M KMI, T104PS, MO, MWE, NYRT 13F-HR 8/7/2015, 02:35 PM
Q1 2015 5 $319K EPD, T, HQHXXXX, PFE, BABXXXX 13F-HR 5/4/2015, 10:44 AM