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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$414 Million 0.3% of portfolio
2,062
Q3 2024 Reduced 0.43%
$491B
$389 Million 0.28% of portfolio
787
Q2 2024 Added 0.13%
$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
$199B
$258 Million 0.19% of portfolio
1,166
Q3 2024 Added 0.52%
$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%
$1T
$219 Million 0.16% of portfolio
1,321
Q3 2024 Added 0.08%
$0
$201 Million 0.15% of portfolio
1,168
Q3 2024 New
$100B
$209 Million 0.15% of portfolio
4,089
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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