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Size ($ in 1000's)
At 03/31/2024: $127,015
At 12/31/2023: $120,577
Dominguez Wealth Management Solutions Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Dominguez Wealth Management Solutions Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Dominguez Wealth Management Solutions Inc. top holdings by largest position size, as per the latest 13f filing made by Dominguez Wealth Management Solutions Inc..
In the Dominguez Wealth Management Solutions Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Dominguez Wealth Management Solutions Inc. in that top holding, then the share count change between reporting periods, and finally the Dominguez Wealth Management Solutions Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VUG) |
43,208 |
+931 |
$14,872 | | VUG | 43,208 | +931 | $14,872 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
313,828 |
+12,613 |
$13,683 | | FIXD | 313,828 | +12,613 | $13,683 | | ISHARES TR (SGOV) |
128,153 |
-881 |
$12,906 | | SGOV | 128,153 | -881 | $12,906 | | APPLE INC |
72,986 |
-88 |
$12,516 | | AAPL | 72,986 | -88 | $12,516 | | INVESCO EXCH TRADED FD TR II (SPLV) |
115,906 |
+3,256 |
$7,635 | | SPLV | 115,906 | +3,256 | $7,635 | | INNOVATOR ETFS TRUST (BALT) |
197,121 |
+3,826 |
$5,768 | | BALT | 197,121 | +3,826 | $5,768 | | JOHNSON & JOHNSON |
23,936 |
+237 |
$3,786 | | JNJ | 23,936 | +237 | $3,786 | | PROCTER AND GAMBLE CO |
21,261 |
+267 |
$3,450 | | PG | 21,261 | +267 | $3,450 | | FIRST TR EXCHANGE TRADED FD (LMBS) |
65,471 |
+2,152 |
$3,159 | | LMBS | 65,471 | +2,152 | $3,159 | | MERCK & CO INC |
23,609 |
-37 |
$3,115 | | MRK | 23,609 | -37 | $3,115 | | ISHARES TR (EFG) |
28,521 |
+712 |
$2,960 | | EFG | 28,521 | +712 | $2,960 | | EMERSON ELEC CO |
25,004 |
+296 |
$2,836 | | EMR | 25,004 | +296 | $2,836 | | TARGET CORP |
14,511 |
+341 |
$2,572 | | TGT | 14,511 | +341 | $2,572 | | KIMBERLY CLARK CORP |
18,025 |
+375 |
$2,332 | | KMB | 18,025 | +375 | $2,332 | | INTEL CORP |
51,070 |
+630 |
$2,256 | | INTC | 51,070 | +630 | $2,256 | | AFLAC INC |
25,376 |
+841 |
$2,179 | | AFL | 25,376 | +841 | $2,179 | | LOCKHEED MARTIN CORP |
4,032 |
+3 |
$1,834 | | LMT | 4,032 | +3 | $1,834 | | ISHARES TR (IWP) |
14,173 |
+307 |
$1,618 | | IWP | 14,173 | +307 | $1,618 | | ISHARES TR (EEM) |
35,177 |
+1,027 |
$1,445 | | EEM | 35,177 | +1,027 | $1,445 | | ISHARES TR (IJT) |
10,789 |
+305 |
$1,410 | | IJT | 10,789 | +305 | $1,410 | | ISHARES TR (IVW) |
15,072 |
-590 |
$1,273 | | IVW | 15,072 | -590 | $1,273 | | AMERICAN CENTY ETF TR (FDG) |
15,221 |
-138 |
$1,258 | | FDG | 15,221 | -138 | $1,258 | | AT&T INC |
68,470 |
+3,371 |
$1,205 | | T | 68,470 | +3,371 | $1,205 | | ISHARES TR (IWR) |
14,069 |
+10 |
$1,183 | | IWR | 14,069 | +10 | $1,183 | | BRISTOL MYERS SQUIBB CO |
20,990 |
+1,181 |
$1,138 | | BMY | 20,990 | +1,181 | $1,138 | | PEPSICO INC |
5,854 |
-51 |
$1,024 | | PEP | 5,854 | -51 | $1,024 | | SPDR S&P 500 ETF TR (SPY) |
1,893 |
+4 |
$990 | | SPY | 1,893 | +4 | $990 | | MCDONALDS CORP |
3,440 |
+257 |
$970 | | MCD | 3,440 | +257 | $970 | | HOME DEPOT INC |
2,479 |
+5 |
$951 | | HD | 2,479 | +5 | $951 | | DOMINION ENERGY INC |
19,069 |
+53 |
$938 | | D | 19,069 | +53 | $938 | | NVIDIA CORPORATION |
951 |
+10 |
$860 | | NVDA | 951 | +10 | $860 | | ISHARES TR (SHV) |
7,442 |
-108 |
$823 | | SHV | 7,442 | -108 | $823 | | PARKER HANNIFIN CORP |
1,400 |
UNCH |
$778 | | PH | 1,400 | UNCH | $778 | | COSTCO WHSL CORP NEW |
1,031 |
+1 |
$755 | | COST | 1,031 | +1 | $755 | | MICROSOFT CORP |
1,719 |
+2 |
$723 | | MSFT | 1,719 | +2 | $723 |  BERKSHIRE HATHAWAY INC DEL |
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$642 | | BRK.B | 1,526 | UNCH | $642 | | SCHWAB STRATEGIC TR |
7,859 |
-56 |
$634 | | SCHD | 7,859 | -56 | $634 | | AMERICAN CENTY ETF TR (FLV) |
9,707 |
-355 |
$631 | | FLV | 9,707 | -355 | $631 | | FIRST TR EXCHANGE TRADED ALP (FNY) |
8,335 |
-5 |
$630 | | FNY | 8,335 | -5 | $630 | | COCA COLA CO |
9,809 |
-467 |
$600 | | KO | 9,809 | -467 | $600 | | VERIZON COMMUNICATIONS INC |
13,373 |
+124 |
$561 | | VZ | 13,373 | +124 | $561 | | J P MORGAN EXCHANGE TRADED F (JIG) |
8,509 |
-20 |
$536 | | JIG | 8,509 | -20 | $536 | | VANGUARD INDEX FDS (VOO) |
1,076 |
-136 |
$517 | | VOO | 1,076 | -136 | $517 | | ABBVIE INC |
2,831 |
+2 |
$516 | | ABBV | 2,831 | +2 | $516 | | JANUS DETROIT STR TR |
8,402 |
-10 |
$508 | | JSML | 8,402 | -10 | $508 | | NEXTERA ENERGY INC |
7,392 |
+18 |
$472 | | NEE | 7,392 | +18 | $472 | | FIRST TR EXCHANGE TRADED FD (TDIV) |
6,029 |
+26 |
$420 | | TDIV | 6,029 | +26 | $420 | | AMAZON COM INC |
2,304 |
-196 |
$416 | | AMZN | 2,304 | -196 | $416 | | EXXON MOBIL CORP |
3,542 |
UNCH |
$412 | | XOM | 3,542 | UNCH | $412 | | VANGUARD INDEX FDS (VBR) |
2,111 |
+4 |
$405 | | VBR | 2,111 | +4 | $405 |
See Full List: All Stocks Held By Dominguez Wealth Management Solutions Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Dominguez Wealth Management Solutions Inc.
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