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Domani Wealth, LLC

New Buys

Ticker$ Bought
ISHARES CORE MSCI EAFE ETF2,524,000
ISHARES MSCI VALUE INDEX ETF2,320,000
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF2,211,000
ISHARES RUSSELL 2000 GROWTH ETF1,951,000
ISHARES BARCLAYS AGGREGATE BOND ETF1,475,000
LOWE'S COMPANIES INC663,000
ARMSTRONG WORLD INDUSTRIES INC425,000
SHOPIFY INC. CLASS A417,000

New stocks bought by Domani Wealth, LLC

Additions

Ticker% Inc.
ISHARES MSCI EAFE GROWTH ETF1,250.77
ISHARES RUSSELL 2000 VALUE ETF260.93
JPMORGAN ULTRA-SHORT INCOME ETF74.37
ISHARES RUSSELL 1000 GROWTH ETF44.75
ISHARES S&P500 GROWTH INDEX ETF39.08
VANGUARD VALUE ETF28.36
SPDR MSCI ACWI EX-US ETF26.65
DENTSPLY SIRONA INC22.84

Additions to existing portfolio by Domani Wealth, LLC

Reductions

Ticker% Reduced
SCHWAB SHORT-TERM US TREASURY ETF-21.19
VANGUARD DIVIDEND APPRECIATION INDEX ETF-19.78
PNC FINANCIAL SERVICES GROUP-19.35
ABBVIE INC.-19.2
ABBOTT LABORATORIES-14.77
VANGUARD TOTAL STOCK MKT ETF-13.7
THE HERSHEY COMPANY-12.7
VERIZON COMMUNICATIONS, INC.-9.3

Domani Wealth, LLC reduced stake in above stock

Sold off

Ticker$ Sold
SPDR UTILITIES SELECT SECTOR ETF-595,000

Domani Wealth, LLC got rid off the above stocks

Current Stock Holdings of Domani Wealth, LLC

Last Reported on: 23 Jan, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE, INC.4.21129,56416,834,000ADDED0.29
AAXJISHARES MSCI EAFE GROWTH ETF0.8339,6453,321,000ADDED1,250.77
AAXJISHARES MSCI VALUE INDEX ETF0.5850,5712,320,000NEWnull
ABBVABBVIE INC.0.122,976481,000REDUCED-19.2
ABTABBOTT LABORATORIES0.093,347367,000REDUCED-14.77
ACNACCENTURE PLC A0.466,9551,856,000UNCHANGED0
ACTXGLOBAL X S&P 500 CATHOLIC VALUES ETF0.1311,472534,000ADDED12.56
AEPAMERICAN ELECTRIC POWER CO INC.0.197,934753,000ADDED0.72
AGGISHARES MSCI EAFE INDEX ETF4.89297,83919,550,000REDUCED-1.23
AGGISHARES S&P MIDCAP 400 ETF4.6777,20418,675,000ADDED1.3
AGGISHARES RUSSELL 1000 GROWTH ETF3.2861,16113,103,000ADDED44.75
AGGISHARES RUSSELL 1000 ETF3.2461,44812,936,000ADDED10.5
AGGISHARES RUSSELL 1000 VALUE ETF3.0780,99112,282,000ADDED4.4
AGGISHARES RUSSELL 2000 ETF2.6761,20310,671,000ADDED10.62
AGGISHARES S&P 500 ETF1.7117,8116,843,000REDUCED-0.59
AGGISHARES RUSSELL MIDCAP ETF1.3680,7365,446,000ADDED16.79
AGGISHARES S&P500 GROWTH INDEX ETF0.5034,0951,995,000ADDED39.08
AGGISHARES RUSSELL 2000 GROWTH ETF0.499,0971,951,000NEWnull
AGGISHARES BARCLAYS AGGREGATE BOND ETF0.3715,2091,475,000NEWnull
AGGISHARES S&P 500 VALUE INDEX FUND ETF0.318,5211,236,000UNCHANGED0
AGGISHARES RUSSELL 2000 VALUE ETF0.298,2691,147,000ADDED260.93
AGGISHARES S&P SMALLCAP ETF0.2611,1321,054,000UNCHANGED0
AGGISHARES RUSSELL MIDCAP VALUE ETF0.072,497263,000UNCHANGED0
AMGNAMGEN INC.0.05793208,000NEWnull
AMPAMERIPRISE FINANCIAL, INC.0.141,800560,000UNCHANGED0
AMZNAMAZON COM INC0.209,540801,000REDUCED-1.41
ARCCARES CAPITAL0.68147,5882,726,000UNCHANGED0
AWIARMSTRONG WORLD INDUSTRIES INC0.116,195425,000NEWnull
AXPAMERICAN EXPRESS CO.0.184,939730,000UNCHANGED0
BABOPPENHEIMER LARGE CAP REVENUE ETF0.084,284317,000UNCHANGED0
BBAXJPMORGAN ULTRA-SHORT INCOME ETF4.59365,92618,344,000ADDED74.37
BILSPDR S&P DIVIDEND ETF0.6420,4722,561,000REDUCED-0.24
BILSPDR S&P REGIONAL BANKING ETF0.149,592563,000UNCHANGED0
BIVVANGUARD SHORT TERM BOND ETF0.073,723280,000NEWnull
BMYBRISTOL-MYERS SQUIBB CO.0.137,405533,000ADDED0.78
BONDPIMCO ENHANCED SHORT MATURITY ACTIVE ETF0.5522,4142,211,000NEWnull
BRKBBERKSHIRE HATHAWAY B0.101,291399,000REDUCED-2.57
BXTHE BLACKSTONE GROUP L.P.0.115,934440,000UNCHANGED0
CHTRCHARTER COMMUNICATIONS INC., DEL CL A0.07847287,000UNCHANGED0
CMCSACOMCAST CORP CL A0.1618,154635,000ADDED3.15
CSCOCISCO SYSTEMS, INC.0.119,557455,000ADDED10.28
CVXCHEVRON CORPORATION0.337,4261,333,000ADDED0.73
CVYINVESCO ZACKS MID-CAP ETF0.198,546760,000REDUCED-3.72
CWISPDR MSCI ACWI EX-US ETF0.88145,8343,509,000ADDED26.65
DCPDCP MIDSTREAM LP0.2222,200861,000UNCHANGED0
DEDEERE & CO.0.06512219,000NEWnull
DFACDFA TA U.S. CORE EQUITY 20.2948,1591,169,000ADDED3.17
DFSDISCOVER FINANCIAL SERVICES0.052,160211,000NEWnull
DHRDANAHER CORP1.6424,7236,562,000UNCHANGED0
DIASPDR DOW JONES INDUSTRIAL AVERAGE ETF0.101,158384,000UNCHANGED0
DUKDUKE ENERGY CORPORATION0.103,689380,000ADDED1.1
EPDENTERPRISE PRODUCTS PARTNERS LP0.64106,2522,563,000ADDED0.11
FNCBFIRST NATIONAL COMMUNITY BANCORP INC0.0630,811253,000UNCHANGED0
FNDASCHWAB US BROAD MARKET ETF3.90348,03915,596,000ADDED3.31
FNDASCHWAB US LARGE-CAP ETF3.47307,38913,879,000ADDED0
FNDASCHWAB US SMALL-CAP ETF0.4645,6681,850,000UNCHANGED0
FNDASCHWAB US MID-CAP ETF0.2716,2271,065,000REDUCED-0.2
FNDASCHWAB SHORT-TERM US TREASURY ETF0.2520,8901,008,000REDUCED-21.19
FNDASCHWAB U.S. LARGE CAP GROWTH ETF0.128,800489,000UNCHANGED0
FNDASCHWAB U.S. LARGE CAP VALUE ETF0.105,727378,000REDUCED-0.97
FTVFORTIVE CORP COM0.1912,038773,000UNCHANGED0
FULTFULTON FINL CORP.0.0920,259341,000REDUCED-3.14
GOOGALPHABET INC. CLASS C0.167,414658,000ADDED0.76
GOOGALPHABET INC. CLASS A0.073,080272,000ADDED19.38
HDTHE HOME DEPOT INC.0.06689218,000NEWnull
HSYTHE HERSHEY COMPANY0.183,060709,000REDUCED-12.7
IBCEISHARES CORE MSCI EAFE ETF0.6340,9492,524,000NEWnull
IBMINTL BUSINESS MACH CORP.0.102,790393,000ADDED12.64
JNJJOHNSON & JOHNSON0.7216,2502,871,000ADDED0.4
JPMJP MORGAN CHASE & CO.0.123,687494,000ADDED0.85
KMIKINDER MORGAN INC CLASS P0.1328,016507,000ADDED0.67
LLYELI LILLY & COMPANY0.141,511553,000ADDED0.73
LOWLOWE'S COMPANIES INC0.173,328663,000NEWnull
MCDMCDONALD'S CORPORATION0.121,892499,000ADDED22.7
MCKMCKESSON, INC.0.09905339,000NEWnull
MMCMARSH & MC LENNAN CO INC0.143,340553,000UNCHANGED0
MOALTRIA GROUP INC.0.065,384246,000ADDED0.5
MRKMERCK & CO., INC.0.269,3571,038,000ADDED1.22
MSFTMICROSOFT CORP.0.7111,8252,836,000REDUCED-3.88
NEENEXTERA ENERGY INC.0.219,951832,000UNCHANGED0
NVDANVIDIA CORPORATION0.318,3891,226,000ADDED3.21
OREALTY INCOME CORP.0.127,455473,000ADDED6.87
ORCLORACLE CORP.0.094,445363,000ADDED0.7
PEGPUBLIC SERVICE ENT GROUP INC0.074,274262,000ADDED1.23
PEPPEPSICO, INC.1.1725,7694,655,000ADDED0.2
PFEPFIZER, INC.0.085,899302,000ADDED9.97
PGPROCTER & GAMBLE CO.0.9725,4713,860,000UNCHANGED0
PNCPNC FINANCIAL SERVICES GROUP0.092,338369,000REDUCED-19.35
PPGPPG INDUSTRIES INC.0.134,168524,000ADDED0.19
PPLPA POWER & LIGHT0.056,848200,000NEWnull
QQQPOWERSHARES QQQ0.071,126300,000NEWnull
RTXRAYTHEON TECHNOLOGIES ORD0.207,931800,000ADDED8.18
SNPSSYNOPSYS CORP0.253,125998,000UNCHANGED0
SOSOUTHERN COMPANY0.095,085363,000ADDED1.36
SPYSPDR S&P 500 ETF1.6216,9796,493,000REDUCED-0.24
TAT&T, INC.0.1839,020718,000ADDED0.21
TGTTARGET CORPORATION0.225,758858,000ADDED0.28
TJXTJX COMPANIES0.062,882229,000NEWnull
TSLATESLA MOTORS INC0.061,971243,000REDUCED-0.76
TXNTEXAS INSTRUMENTS, INC.0.225,328880,000ADDED0.08
UNHUNITED HEALTH GROUP0.453,3711,787,000ADDED0.87
UNPUNION PACIFIC CORPORATION0.071,446299,000ADDED0.56
VVISA, INC.0.091,729359,000ADDED2.73
VEUVANGUARD FTSE ALL-WORLD EX-US ETF8.64689,00034,546,000REDUCED-5.75
VIGVANGUARD DIVIDEND APPRECIATION INDEX ETF0.051,338203,000REDUCED-19.78
VOOVANGUARD S&P 500 ETF21.64246,22686,509,000REDUCED-1.48
VOOVANGUARD VALUE ETF1.7349,3456,927,000ADDED28.36
VOOVANGUARD TOTAL STOCK MKT ETF0.408,4301,612,000REDUCED-13.7
VOOVANGUARD MID-CAP GROWTH ETF0.112,353423,000REDUCED-0.63
VOOVANGUARD SMALL-CAP GROWTH ETF0.081,515304,000UNCHANGED0
VOOVANGUARD GROWTH ETF0.061,072228,000REDUCED-8.84
VZVERIZON COMMUNICATIONS, INC.0.087,957313,000REDUCED-9.3
XLBSPDR UTILITIES SELECT SECTOR ETF000SOLD OFF-100
XOMEXXON MOBIL CORPORATION0.3412,2531,352,000ADDED2.47
XRAYDENTSPLY SIRONA INC0.2329,100927,000ADDED22.84
CALAMOS STRATEGIC TOTAL RETURN FUND CEF0.44129,5501,739,000UNCHANGED0
SHOPIFY INC. CLASS A0.1012,027417,000NEWnull
EATON VANCE ENHANCED EQUITY INCOME II CEF0.0615,500257,000UNCHANGED0

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