Domani Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ1 2023
- Locationyork, PA
- CIK0001634553
- Alternate namesPBWM Holdings, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
117 | $430.98M | VOO, VEU, EFA, AAPL | 13F-HR | Apr 19, 2023 | 000163455323000003 | ||
117 | $399.67M | VOO, VEU, EFA, IJH | 13F-HR | Jan 23, 2023 | 000163455323000001 | ||
101 | $341.16M | VOO, VEU, AAPL, EFA | 13F-HR | Oct 18, 2022 | 000163455322000005 | ||
108 | $365.90M | VOO, VEU, EFA, AAPL | 13F-HR | Jul 13, 2022 | 000163455322000004 | ||
117 | $461.95M | VOO, VEU, AAPL, EFA | 13F-HR | Apr 15, 2022 | 000163455322000003 | ||
120 | $510.45M | VOO, VEU, EFA, BSV | 13F-HR | Jan 18, 2022 | 000163455322000001 | ||
117 | $477.85M | VOO, VEU, BSV, EFA | 13F-HR | Oct 20, 2021 | 000163455321000005 | ||
121 | $495.76M | VOO, VEU, BSV, EFA | 13F-HR | Jul 22, 2021 | 000163455321000004 | ||
132 | $519.02M | VOO, VEU, BSV, SCHO | 13F-HR | Apr 12, 2021 | 000163455321000003 | ||
123 | $492.10M | VOO, VEU, BSV, AGG | 13F-HR | Jan 21, 2021 | 000163455321000001 | ||
119 | $455.25M | VOO, BSV, AGG, VEU | 13F-HR | Oct 13, 2020 | 000163455320000005 | ||
121 | $427.72M | VOO, AGG, BSV, VEU | 13F-HR | Jul 24, 2020 | 000163455320000004 | ||
125 | $374.19M | VOO, AGG, BSV, SCHO | 13F-HR | Apr 10, 2020 | 000163455320000003 | ||
112 | $302.59M | VOO, VEU, SCHO, SCHB | 13F-HR | Jan 27, 2020 | 000163455320000001 | ||
111 | $275.69M | VOO, VEU, SCHO, SCHB | 13F-HR | Oct 11, 2019 | 000163455319000005 | ||
109 | $268.69M | VOO, SCHO, VEU, SCHB | 13F-HR | Jul 17, 2019 | 000163455319000004 | ||
111 | $248.43M | VOO, VEU, SCHB, CWI | 13F-HR | Apr 24, 2019 | 000163455319000003 | ||
103 | $214.77M | VOO, VEU, SCHB, SCHO | 13F-HR | Jan 25, 2019 | 000163455319000002 | ||
106 | $233.25M | VOO, VEU, SCHB, BSV | 13F-HR | Nov 9, 2018 | 000163455318000005 | ||
103 | $217.97M | VOO, VEU, BSV, AAPL | 13F-HR | Aug 3, 2018 | 000163455318000004 | ||
101 | $233.62M | VOO, VEU, BSV, APU | 13F-HR | Apr 17, 2018 | 000163455318000003 | ||
97 | $228.06M | VOO, BSV, VEU, MO | 13F-HR | Feb 12, 2018 | 000163455318000002 | ||
95 | $232.18M | VOO, BSV, VEU, MO | 13F-HR | Nov 2, 2017 | 000163455317000009 | ||
95 | $242.97M | BSV, VOO, VEU, MO | 13F-HR | Aug 11, 2017 | 000163455317000007 | ||
99 | $246.39M | BSV, VOO, VEU, MO | 13F-HR | May 1, 2017 | 000163455317000004 | ||
99 | $247.89M | BSV, VOO, MO, CUBI | 13F-HR | Feb 3, 2017 | 000163455317000003 | ||
118 | $263.25M | BSV, VOO, VEU, MO | 13F-HR | Nov 4, 2016 | 000163455316000013 | ||
107 | $257.64M | BSV, MO, VEU, VER | 13F-HR | Aug 4, 2016 | 000163455316000012 | ||
115 | $264.66M | BSV, VEU, MO, SPY | 13F-HR | May 5, 2016 | 000163455316000011 | ||
114 | $255.59M | BSV, MO, NEW YORK REIT INC, VEU | 13F-HR | Feb 8, 2016 | 000163455316000010 | ||
99 | $184.57M | KMI, EFA, VER, MO | RESTATEMENT | Nov 5, 2015 | 000163455315000008 | ||
95 | $183.53M | KMI, AMERICAN RLTY CAP PPTYS INC, MO, MWE | 13F-HR | Aug 7, 2015 | 000163455315000006 | ||
96 | $6.65B | AMERICAN RLTY CAP PPTYS INC, NEW YORK REIT INC, KMI, CSQ | 13F-HR | May 4, 2015 | 000163455315000003 |