Dominguez Wealth Management Solutions, Inc. Portfolio Holdings

Dominguez Wealth Management Solutions, Inc.

  • $138 Billion
  • Q3 2024

Dominguez Wealth Management Solutions, Inc. has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $138 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17B, Vanguard Growth ETF with a value of $16.7B, First Tr ETF Viii Tcw Opportun with a value of $13.8B, Ishares Trishares 0 3 Mnth Tre with a value of $13.2B, and Invesco ETF Tr Ii S&P 500 Low with a value of $8.67B.

Examining the 13F form we can see an increase of $5.34B in the current position value, from $133B to 138B.

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 $138 Billion
ETFs: $74.8 Billion
Technology: $20.3 Billion
Consumer Defensive: $11.5 Billion
Healthcare: $8.03 Billion
Industrials: $5.88 Billion
Financial Services: $3.92 Billion
Consumer Cyclical: $2.41 Billion
Communication Services: $2.32 Billion
Other: $2.14 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.7 Billion 12.12% of portfolio
43,616
Q3 2024 Reduced 4.18%
$0
$13.8 Billion 10.02% of portfolio
305,998
Q3 2024 Reduced 5.3%
$0
$13.2 Billion 9.55% of portfolio
131,016
Q3 2024 Added 4.14%
$0
$8.67 Billion 6.28% of portfolio
120,886
Q3 2024 Reduced 2.47%
$0
$6.23 Billion 4.51% of portfolio
202,226
Q3 2024 Reduced 3.71%
$0
$3.12 Billion 2.26% of portfolio
29,021
Q3 2024 Reduced 5.77%
$0
$3.08 Billion 2.23% of portfolio
62,265
Q3 2024 Reduced 5.94%
$0
$1.68 Billion 1.21% of portfolio
14,293
Q3 2024 Reduced 5.68%
$0
$1.61 Billion 1.17% of portfolio
35,154
Q3 2024 Reduced 6.52%
$0
$1.54 Billion 1.12% of portfolio
11,045
Q3 2024 Reduced 5.46%
$0
$1.47 Billion 1.06% of portfolio
15,362
Q3 2024 Added 1.88%
$0
$1.28 Billion 0.92% of portfolio
13,771
Q3 2024 Reduced 0.03%
$0
$1.22 Billion 0.89% of portfolio
13,885
Q3 2024 Added 0.09%
$0
$1.08 Billion 0.78% of portfolio
1,880
Q3 2024 Reduced 0.79%
$0
$829 Million 0.6% of portfolio
7,491
Q3 2024 Reduced 1.24%
$0
$669 Million 0.48% of portfolio
7,913
Q3 2024 Added 0.69%
$0
$568 Million 0.41% of portfolio
1,077
Q3 2024 Added 0.09%
$0
$522 Million 0.38% of portfolio
7,744
Q3 2024 Reduced 0.06%
$0
$527 Million 0.38% of portfolio
8,060
Q3 2024 Added 1.12%
$0
$486 Million 0.35% of portfolio
6,050
Q3 2024 Added 0.13%
$0
$414 Million 0.3% of portfolio
2,062
Q3 2024 Reduced 0.43%
$0
$382 Million 0.28% of portfolio
1,351
Q3 2024 New
$0
$316 Million 0.23% of portfolio
2,828
Q3 2024 Added 0.07%
$0
$274 Million 0.2% of portfolio
5,892
Q1 2023 New
$0
$262 Million 0.19% of portfolio
1,322
Q3 2024 Added 0.23%
$0
$216 Million 0.16% of portfolio
3,423
Q3 2024 Added 0.2%
$0
$201 Million 0.15% of portfolio
1,168
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $138 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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