Dominguez Wealth Management Solutions, Inc. Portfolio Holdings

Dominguez Wealth Management Solutions, Inc.

  • $137 Billion
  • Q4 2024

Dominguez Wealth Management Solutions, Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $18.4B, Apple Inc. with a value of $18.3B, Ishares Trishares 0 3 Mnth Tre with a value of $13.2B, First Tr ETF Viii Tcw Opportun with a value of $13.2B, and Invesco ETF Tr Ii S&P 500 Low with a value of $8.56B.

Examining the 13F form we can see an decrease of $1.1B in the current position value, from $138B to 137B.

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 $137 Billion
ETFs: $75.1 Billion
Technology: $20.5 Billion
Consumer Defensive: $10.8 Billion
Healthcare: $7.39 Billion
Industrials: $5.8 Billion
Financial Services: $3.73 Billion
Consumer Cyclical: $2.69 Billion
Communication Services: $2.31 Billion
Other: $1.65 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.4 Billion 13.41% of portfolio
44,763
Q4 2024 Added 2.63%
$0
$13.2 Billion 9.65% of portfolio
131,840
Q4 2024 Added 0.63%
$0
$13.2 Billion 9.6% of portfolio
306,149
Q4 2024 Added 0.05%
$0
$8.56 Billion 6.25% of portfolio
122,339
Q4 2024 Added 1.2%
$0
$6.39 Billion 4.66% of portfolio
203,314
Q4 2024 Added 0.54%
$0
$3.04 Billion 2.22% of portfolio
62,452
Q4 2024 Added 0.3%
$0
$2.85 Billion 2.08% of portfolio
29,416
Q4 2024 Added 1.36%
$0
$1.8 Billion 1.31% of portfolio
14,186
Q4 2024 Reduced 0.75%
$0
$1.6 Billion 1.17% of portfolio
15,785
Q4 2024 Added 2.75%
$0
$1.51 Billion 1.1% of portfolio
11,174
Q4 2024 Added 1.17%
$0
$1.49 Billion 1.09% of portfolio
35,737
Q4 2024 Added 1.66%
$0
$1.43 Billion 1.04% of portfolio
13,740
Q4 2024 Reduced 0.23%
$0
$1.22 Billion 0.89% of portfolio
13,785
Q4 2024 Reduced 0.72%
$0
$1.1 Billion 0.8% of portfolio
1,874
Q4 2024 Reduced 0.32%
$0
$825 Million 0.6% of portfolio
7,489
Q4 2024 Reduced 0.03%
$0
$651 Million 0.47% of portfolio
23,818
Q4 2024 Added 201.0%
$0
$582 Million 0.42% of portfolio
1,080
Q4 2024 Added 0.28%
$0
$514 Million 0.37% of portfolio
7,835
Q4 2024 Reduced 2.79%
$0
$493 Million 0.36% of portfolio
7,900
Q4 2024 Added 2.01%
$0
$476 Million 0.35% of portfolio
6,066
Q4 2024 Added 0.26%
$0
$429 Million 0.31% of portfolio
1,482
Q4 2024 Added 9.7%
$0
$405 Million 0.3% of portfolio
2,043
Q4 2024 Reduced 0.92%
$0
$295 Million 0.22% of portfolio
2,830
Q4 2024 Added 0.07%
$0
$283 Million 0.21% of portfolio
5,892
Q1 2023 New
$0
$260 Million 0.19% of portfolio
1,326
Q4 2024 Added 0.3%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $137 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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