Dominguez Wealth Management Solutions, Inc. Portfolio Holdings

Dominguez Wealth Management Solutions, Inc.

  • $127 Billion
  • Q1 2024

Dominguez Wealth Management Solutions, Inc. has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $14.9B, First Tr ETF Viii Tcw Opportun with a value of $13.7B, Ishares Trishares 0 3 Mnth Tre with a value of $12.9B, Apple Inc. with a value of $12.5B, and Invesco ETF Tr Ii S&P 500 Low with a value of $7.63B.

Examining the 13F form we can see an increase of $6.43B in the current position value, from $121B to 127B.

Dominguez Wealth Management Solutions, Inc. is based out at Williamsburg, VA

Below you can find more details about Dominguez Wealth Management Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
ETFs: $69.9 Billion
Technology: $16.6 Billion
Consumer Defensive: $11 Billion
Healthcare: $8.56 Billion
Industrials: $5.45 Billion
Financial Services: $3.2 Billion
Consumer Cyclical: $2.34 Billion
Communication Services: $1.77 Billion
Other: $1.82 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.9 Billion 11.71% of portfolio
43,208
Q1 2024 Added 2.2%
$0
$13.7 Billion 10.77% of portfolio
313,828
Q1 2024 Added 4.19%
$0
$12.9 Billion 10.16% of portfolio
128,153
Q1 2024 Reduced 0.68%
$3.64T
$12.5 Billion 9.85% of portfolio
72,986
Q1 2024 Reduced 0.12%
$0
$7.63 Billion 6.01% of portfolio
115,906
Q1 2024 Added 2.89%
$0
$5.77 Billion 4.54% of portfolio
197,121
Q1 2024 Added 1.98%
$383B
$3.79 Billion 2.98% of portfolio
23,936
Q1 2024 Added 1.0%
$391B
$3.45 Billion 2.72% of portfolio
21,261
Q1 2024 Added 1.27%
$0
$3.16 Billion 2.49% of portfolio
65,471
Q1 2024 Added 3.4%
$320B
$3.12 Billion 2.45% of portfolio
23,609
Q1 2024 Reduced 0.16%
$0
$2.96 Billion 2.33% of portfolio
28,521
Q1 2024 Added 2.56%
$64.7B
$2.84 Billion 2.23% of portfolio
25,004
Q1 2024 Added 1.2%
$67B
$2.57 Billion 2.02% of portfolio
14,511
Q1 2024 Added 2.41%
$46.7B
$2.33 Billion 1.84% of portfolio
18,025
Q1 2024 Added 2.12%
$131B
$2.26 Billion 1.78% of portfolio
51,070
Q1 2024 Added 1.25%
$56.3B
$2.18 Billion 1.72% of portfolio
25,376
Q1 2024 Added 3.43%
$0
$1.62 Billion 1.27% of portfolio
14,173
Q1 2024 Added 2.21%
$0
$1.45 Billion 1.14% of portfolio
35,177
Q1 2024 Added 3.01%
$0
$1.41 Billion 1.11% of portfolio
10,789
Q1 2024 Added 2.91%
$0
$1.27 Billion 1.0% of portfolio
15,072
Q1 2024 Reduced 3.77%
$0
$1.26 Billion 0.99% of portfolio
15,221
Q1 2024 Reduced 0.9%
$134B
$1.21 Billion 0.95% of portfolio
68,470
Q1 2024 Added 5.18%
$0
$1.18 Billion 0.93% of portfolio
14,069
Q1 2024 Added 0.07%
$84.3B
$1.14 Billion 0.9% of portfolio
20,990
Q1 2024 Added 5.96%
$226B
$1.02 Billion 0.81% of portfolio
5,854
Q1 2024 Reduced 0.86%
$0
$990 Million 0.78% of portfolio
1,893
Q1 2024 Added 0.21%
$185B
$970 Million 0.76% of portfolio
3,440
Q1 2024 Added 8.07%
$343B
$951 Million 0.75% of portfolio
2,479
Q1 2024 Added 0.2%
$40.9B
$938 Million 0.74% of portfolio
19,069
Q1 2024 Added 0.28%
$314B
$860 Million 0.68% of portfolio
951
Q1 2024 Added 1.06%
$0
$823 Million 0.65% of portfolio
7,442
Q1 2024 Reduced 1.43%
$64.9B
$778 Million 0.61% of portfolio
1,400
Q4 2022 New
$392B
$755 Million 0.59% of portfolio
1,031
Q1 2024 Added 0.1%
$3.49T
$723 Million 0.57% of portfolio
1,719
Q1 2024 Added 0.12%
$535B
$642 Million 0.51% of portfolio
1,526
Q4 2023 Reduced 0.52%
$0
$631 Million 0.5% of portfolio
9,707
Q1 2024 Reduced 3.53%
$0
$634 Million 0.5% of portfolio
7,859
Q1 2024 Reduced 0.71%
-
$630 Million 0.5% of portfolio
-
Q1 2024 Reduced 0.06%
$276B
$600 Million 0.47% of portfolio
9,809
Q1 2024 Reduced 4.54%
$173B
$561 Million 0.44% of portfolio
13,373
Q1 2024 Added 0.94%
$0
$536 Million 0.42% of portfolio
8,509
Q1 2024 Reduced 0.23%
$0
$517 Million 0.41% of portfolio
1,076
Q1 2024 Reduced 11.22%
$296B
$516 Million 0.41% of portfolio
2,831
Q1 2024 Added 0.07%
$0
$508 Million 0.4% of portfolio
8,402
Q1 2024 Reduced 0.12%
$142B
$472 Million 0.37% of portfolio
7,392
Q1 2024 Added 0.24%
$2.04T
$416 Million 0.33% of portfolio
2,304
Q1 2024 Reduced 7.84%
$0
$420 Million 0.33% of portfolio
6,029
Q1 2024 Added 0.43%
$0
$405 Million 0.32% of portfolio
2,111
Q1 2024 Added 0.19%
$472B
$412 Million 0.32% of portfolio
3,542
Q4 2023 Reduced 58.73%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $127 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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