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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Dominguez Wealth Management Solutions, Inc. Portfolio

Follow Dominguez Wealth Management Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dominguez Wealth Management Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Dominguez Wealth Management Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email