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Dominguez Wealth Management Solutions

Latest statistics and disclosures from Dominguez Wealth Management Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, FIXD, SGOV, AAPL, SPLV, and represent 48.51% of Dominguez Wealth Management Solutions's stock portfolio.
Added to shares of these 10 stocks: FIXD, VUG, IBM, SPLV, WMT, BALT, LMBS, EFG, MCD, AFL.
Started 1 new stock position in IBM.
Reduced shares in these 10 stocks: SGOV, VOO, IVW, AMZN, KO, FLV, AAPL, SHV, FDG, PEP.
Dominguez Wealth Management Solutions was a net buyer of stock by $2.1M.
Dominguez Wealth Management Solutions has $127M in assets under management (AUM), dropping by 5.34%.
Central Index Key (CIK): 0001881335

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Positions held by Dominguez Wealth Management Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Dominguez Wealth Management Solutions

Dominguez Wealth Management Solutions holds 57 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	11.7	$15M	+2%	43k	344.20	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	10.8	$14M	+4%	314k	43.60	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	10.2	$13M		128k	100.71	View chart
Apple (AAPL)	9.9	$13M		73k	171.48	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	6.0	$7.6M	+2%	116k	65.87	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	4.5	$5.8M		197k	29.26	View chart
Johnson & Johnson (JNJ)	3.0	$3.8M		24k	158.19	View chart
Procter & Gamble Company (PG)	2.7	$3.4M		21k	162.25	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.5	$3.2M	+3%	66k	48.25	View chart
Merck & Co (MRK)	2.5	$3.1M		24k	131.95	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.3	$3.0M	+2%	29k	103.79	View chart
Emerson Electric (EMR)	2.2	$2.8M		25k	113.42	View chart
Target Corporation (TGT)	2.0	$2.6M	+2%	15k	177.21	View chart
Kimberly-Clark Corporation (KMB)	1.8	$2.3M	+2%	18k	129.35	View chart
Intel Corporation (INTC)	1.8	$2.3M		51k	44.17	View chart
AFLAC Incorporated (AFL)	1.7	$2.2M	+3%	25k	85.86	View chart
Lockheed Martin Corporation (LMT)	1.4	$1.8M		4.0k	454.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.3	$1.6M	+2%	14k	114.14	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.1	$1.4M	+3%	35k	41.08	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.1	$1.4M	+2%	11k	130.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$1.3M	-3%	15k	84.44	View chart
American Centy Etf Tr Focused Dynamic (FDG)	1.0	$1.3M		15k	82.62	View chart
At&t (T)	0.9	$1.2M	+5%	69k	17.60	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$1.2M		14k	84.09	View chart
Bristol Myers Squibb (BMY)	0.9	$1.1M	+5%	21k	54.23	View chart
Pepsi (PEP)	0.8	$1.0M		5.9k	175.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$990k		1.9k	522.98	View chart
McDonald's Corporation (MCD)	0.8	$970k	+8%	3.4k	281.97	View chart
Home Depot (HD)	0.7	$951k		2.5k	383.64	View chart
Dominion Resources (D)	0.7	$938k		19k	49.19	View chart
NVIDIA Corporation (NVDA)	0.7	$860k		951.00	903.89	View chart
Ishares Tr Short Treas Bd (SHV)	0.6	$823k		7.4k	110.54	View chart
Parker-Hannifin Corporation (PH)	0.6	$778k		1.4k	555.79	View chart
Costco Wholesale Corporation (COST)	0.6	$755k		1.0k	732.60	View chart
Microsoft Corporation (MSFT)	0.6	$723k		1.7k	420.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$642k		1.5k	420.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$634k		7.9k	80.63	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.5	$631k	-3%	9.7k	64.97	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.5	$630k		8.3k	75.61	View chart
Coca-Cola Company (KO)	0.5	$600k	-4%	9.8k	61.18	View chart
Verizon Communications (VZ)	0.4	$561k		13k	41.96	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.4	$536k		8.5k	62.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$517k	-11%	1.1k	480.58	View chart
Abbvie (ABBV)	0.4	$516k		2.8k	182.11	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.4	$508k		8.4k	60.48	View chart
Nextera Energy (NEE)	0.4	$472k		7.4k	63.91	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.3	$420k		6.0k	69.67	View chart
Amazon (AMZN)	0.3	$416k	-7%	2.3k	180.38	View chart
Exxon Mobil Corporation (XOM)	0.3	$412k		3.5k	116.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$405k		2.1k	191.87	View chart
Mastercard Incorporated Cl A (MA)	0.3	$379k		786.00	481.63	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.2	$310k		2.8k	109.58	View chart
Wal-Mart Stores (WMT)	0.2	$299k	+237%	5.0k	60.17	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.2	$257k		5.9k	43.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$241k		1.3k	182.60	View chart
International Business Machines (IBM)	0.2	$219k	NEW	1.1k	190.98	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$210k		3.6k	58.65	View chart

Past Filings by Dominguez Wealth Management Solutions

SEC 13F filings are viewable for Dominguez Wealth Management Solutions going back to 2022

Dominguez Wealth Management Solutions 2024 Q1 filed April 18, 2024
Dominguez Wealth Management Solutions 2023 Q4 filed Jan. 9, 2024
Dominguez Wealth Management Solutions 2023 Q3 filed Oct. 18, 2023
Dominguez Wealth Management Solutions 2023 Q2 filed July 13, 2023
Dominguez Wealth Management Solutions 2023 Q1 filed April 24, 2023
Dominguez Wealth Management Solutions 2022 Q4 filed Feb. 13, 2023

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