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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, AAPL, SGOV, FIXD, SPLV, and represent 52.24% of Dominguez Wealth Management Solutions's stock portfolio.
Added to shares of these 10 stocks: VUG, SCHD, TSLA, SPLV, SGOV, WMT, MSFT, IVW, EFG, VTI.
Started 1 new stock position in TSLA.
Reduced shares in these 10 stocks: INTC, D, VEU, , TGT, EMR, PG, KO, T, FLV.
Sold out of its positions in FBT, INTC, VEU.
Dominguez Wealth Management Solutions was a net seller of stock by $-299k.
Dominguez Wealth Management Solutions has $137M in assets under management (AUM), dropping by -0.79%.
Central Index Key (CIK): 0001881335

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Portfolio Holdings for Dominguez Wealth Management Solutions

Dominguez Wealth Management Solutions holds 59 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	13.4	$18M	+2%	45k	410.44	View chart
Apple (AAPL)	13.3	$18M		73k	250.42	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	9.7	$13M		132k	100.32	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	9.6	$13M		306k	42.97	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	6.2	$8.6M		122k	70.00	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	4.7	$6.4M		203k	31.42	View chart
Procter & Gamble Company (PG)	2.5	$3.5M		21k	167.65	View chart
Johnson & Johnson (JNJ)	2.5	$3.4M		24k	144.62	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.2	$3.0M		63k	48.67	View chart
Emerson Electric (EMR)	2.2	$2.9M		24k	123.93	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.1	$2.8M		29k	96.83	View chart
AFLAC Incorporated (AFL)	1.9	$2.6M		25k	103.44	View chart
Kimberly-Clark Corporation (KMB)	1.7	$2.3M		18k	131.04	View chart
Merck & Co (MRK)	1.7	$2.3M		23k	99.48	View chart
Lockheed Martin Corporation (LMT)	1.4	$2.0M		4.0k	485.98	View chart
Target Corporation (TGT)	1.4	$1.9M	-2%	14k	135.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.3	$1.8M		14k	126.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$1.6M	+2%	16k	101.53	View chart
At&t (T)	1.1	$1.5M		67k	22.77	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.1	$1.5M		11k	135.37	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.1	$1.5M		36k	41.82	View chart
American Centy Etf Tr Focused Dynamic (FDG)	1.0	$1.4M		14k	103.86	View chart
NVIDIA Corporation (NVDA)	0.9	$1.2M		9.1k	134.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$1.2M		14k	88.40	View chart
Bristol Myers Squibb (BMY)	0.9	$1.2M		21k	56.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.1M		1.9k	586.01	View chart
Home Depot (HD)	0.7	$988k		2.5k	389.02	View chart
Costco Wholesale Corporation (COST)	0.7	$953k		1.0k	915.83	View chart
Parker-Hannifin Corporation (PH)	0.6	$890k		1.4k	636.03	View chart
McDonald's Corporation (MCD)	0.6	$844k		2.9k	289.89	View chart
Ishares Tr Short Treas Bd (SHV)	0.6	$825k		7.5k	110.11	View chart
Pepsi (PEP)	0.6	$825k		5.4k	152.06	View chart
Microsoft Corporation (MSFT)	0.6	$768k	+5%	1.8k	421.47	View chart
Dominion Resources (D)	0.5	$739k	-28%	14k	53.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$681k		1.5k	453.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$651k	+200%	24k	27.32	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.5	$649k		8.1k	80.00	View chart
Amazon (AMZN)	0.4	$585k		2.7k	219.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$582k		1.1k	538.61	View chart
Wal-Mart Stores (WMT)	0.4	$577k	+13%	6.4k	90.35	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.4	$569k	-3%	8.5k	66.75	View chart
Coca-Cola Company (KO)	0.4	$550k	-4%	8.8k	62.26	View chart
Verizon Communications (VZ)	0.4	$549k		14k	39.99	View chart
Nextera Energy (NEE)	0.4	$525k		7.3k	71.69	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.4	$514k	-2%	7.8k	65.55	View chart
Abbvie (ABBV)	0.4	$506k		2.9k	177.70	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.4	$493k	+2%	7.9k	62.45	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.3	$476k		6.1k	78.46	View chart
Mastercard Incorporated Cl A (MA)	0.3	$432k	+4%	821.00	526.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$430k	+9%	1.5k	289.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$405k		2.0k	198.19	View chart
Exxon Mobil Corporation (XOM)	0.3	$382k		3.6k	107.58	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.2	$295k		2.8k	104.14	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.2	$283k		5.9k	47.95	View chart
Tesla Motors (TSLA)	0.2	$271k	NEW	670.00	403.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$260k		1.3k	195.88	View chart
International Business Machines (IBM)	0.2	$258k		1.2k	219.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$250k		1.3k	189.34	View chart
Altria (MO)	0.2	$215k		4.1k	52.28	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 Q4 filed Jan. 15, 2025
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

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