Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Dominguez Wealth Management Solutions

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

Top 5 stock holdings are AAPL, VUG, FIXD, SGOV, SPLV, and represent 50.27% of Dominguez Wealth Management Solutions's stock portfolio.
Added to shares of these 10 stocks: SGOV, VTI, MO, FBT, WMT, IVW, AMZN, FNY, JSML, SCHD.
Started 3 new stock positions in MO, FBT, VTI.
Reduced shares in these 10 stocks: FIXD, VUG, BALT, SPLV, MU, LMBS, EFG, EMR, PG, KMB.
Sold out of its position in MU.
Dominguez Wealth Management Solutions was a net seller of stock by $-2.5M.
Dominguez Wealth Management Solutions has $138M in assets under management (AUM), dropping by 4.02%.
Central Index Key (CIK): 0001881335

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Dominguez Wealth Management Solutions

Dominguez Wealth Management Solutions holds 61 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	12.3	$17M		73k	233.00	View chart
Vanguard Index Fds Growth Etf (VUG)	12.1	$17M	-4%	44k	383.93	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	10.0	$14M	-5%	306k	45.24	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	9.6	$13M	+4%	131k	100.72	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	6.3	$8.7M	-2%	121k	71.73	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	4.5	$6.2M	-3%	202k	30.83	View chart
Johnson & Johnson (JNJ)	2.8	$3.8M	-2%	23k	162.06	View chart
Procter & Gamble Company (PG)	2.6	$3.6M	-3%	21k	173.20	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.3	$3.1M	-5%	29k	107.65	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.2	$3.1M	-5%	62k	49.41	View chart
AFLAC Incorporated (AFL)	2.1	$2.8M		25k	111.80	View chart
Emerson Electric (EMR)	1.9	$2.6M	-4%	24k	109.37	View chart
Merck & Co (MRK)	1.9	$2.6M	-3%	23k	113.56	View chart
Kimberly-Clark Corporation (KMB)	1.8	$2.5M	-4%	18k	142.28	View chart
Lockheed Martin Corporation (LMT)	1.7	$2.4M		4.0k	584.60	View chart
Target Corporation (TGT)	1.6	$2.2M	-3%	14k	155.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.2	$1.7M	-5%	14k	117.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.2	$1.6M	-6%	35k	45.86	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.1	$1.5M	-5%	11k	139.50	View chart
At&t (T)	1.1	$1.5M	-4%	68k	22.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$1.5M		15k	95.75	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.9	$1.3M		14k	92.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$1.2M		14k	88.14	View chart
Intel Corporation (INTC)	0.8	$1.2M	-5%	50k	23.46	View chart
Dominion Resources (D)	0.8	$1.1M		19k	57.79	View chart
NVIDIA Corporation (NVDA)	0.8	$1.1M	-4%	9.1k	121.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.1M		1.9k	573.80	View chart
Bristol Myers Squibb (BMY)	0.8	$1.1M	-6%	21k	51.74	View chart
Home Depot (HD)	0.7	$1.0M		2.5k	405.19	View chart
Pepsi (PEP)	0.7	$922k		5.4k	170.05	View chart
Costco Wholesale Corporation (COST)	0.7	$905k	-5%	1.0k	886.55	View chart
McDonald's Corporation (MCD)	0.6	$890k		2.9k	304.53	View chart
Parker-Hannifin Corporation (PH)	0.6	$885k		1.4k	631.82	View chart
Ishares Tr Short Treas Bd (SHV)	0.6	$829k		7.5k	110.63	View chart
Microsoft Corporation (MSFT)	0.5	$740k		1.7k	430.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$691k	-2%	1.5k	460.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$669k		7.9k	84.53	View chart
Coca-Cola Company (KO)	0.5	$668k		9.3k	71.86	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.5	$639k		8.0k	79.64	View chart
Nextera Energy (NEE)	0.4	$620k		7.3k	84.52	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.4	$617k	-3%	8.8k	69.96	View chart
Verizon Communications (VZ)	0.4	$611k		14k	44.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$568k		1.1k	527.73	View chart
Abbvie (ABBV)	0.4	$562k		2.8k	197.48	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.4	$527k		8.1k	65.40	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.4	$522k		7.7k	67.43	View chart
Amazon (AMZN)	0.4	$500k		2.7k	186.33	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.4	$486k		6.1k	80.30	View chart
Wal-Mart Stores (WMT)	0.3	$455k	+13%	5.6k	80.75	View chart
Exxon Mobil Corporation (XOM)	0.3	$416k		3.6k	117.23	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$414k		2.1k	200.75	View chart
Mastercard Incorporated Cl A (MA)	0.3	$389k		787.00	493.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$382k	NEW	1.4k	283.07	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.2	$316k		2.8k	111.88	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.2	$274k		5.9k	46.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$262k		1.3k	198.00	View chart
International Business Machines (IBM)	0.2	$258k		1.2k	221.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$219k		1.3k	165.84	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$216k		3.4k	63.00	View chart
Altria (MO)	0.2	$209k	NEW	4.1k	51.04	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$201k	NEW	1.2k	171.93	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 Q3 filed Oct. 3, 2024
Dominguez Wealth Management Solutions 2024 Q2 filed July 10, 2024
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z