Dominguez Wealth Management Solutions, Inc. Portfolio Holdings by Sector
Dominguez Wealth Management Solutions, Inc.
- $127 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VUG FIXD SGOV SPLV LMBS EFG IWP IJT 24 stocks |
$68.4 Million
56.74% of portfolio
|
  14  
|
  9  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12.5 Million
10.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ MRK BMY ABBV 4 stocks |
$8.56 Million
7.09% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$5.78 Million
4.79% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
TGT COST WMT 3 stocks |
$3.63 Million
3.01% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
EMR PH 2 stocks |
$3.61 Million
3.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
INTC NVDA 2 stocks |
$3.12 Million
2.58% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$2.18 Million
1.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$1.83 Million
1.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1.77 Million
1.46% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1.62 Million
1.35% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1.45 Million
1.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
D NEE 2 stocks |
$1.41 Million
1.17% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$969,966
0.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$951,039
0.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$723,027
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$641,714
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$415,596
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$411,764
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$378,558
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$219,246
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|