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CIK: 0001881335
Total reported value
$181.5M
$181.5M
57 檔
33.9%
The Q1 2024 SEC filing reveals that Dominguez Wealth Management Solutions, Inc. held a total portfolio value of $181.5M, covering 57 public equity positions.
During Q1 2024, Dominguez Wealth Management Solutions, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.71% | +1.25% | +2.20% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 10.77% | -0.39% | +4.19% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.16% | -0.91% | -0.68% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 9.85% | +0.41% | -0.12% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 6.01% | -0.47% | +2.89% | |
| 6 | BALT | Inn Defined Wealth Shield | ETF-Other | 4.54% | -0.40% | +1.98% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.98% | -0.24% | +1.00% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.72% | -0.14% | +1.27% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.49% | -0.11% | +3.40% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.45% | -0.05% | -0.16% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.33% | +0.06% | +2.56% | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 2.23% | -0.02% | +1.20% | |
| 13 | TGT | Target CORP | Stock-Consumer Disc | 2.02% | -0.02% | +2.41% | |
| 14 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.84% | +0.07% | +2.12% | |
| 15 | INTC | Intel CORP | Stock-Tech | 1.78% | +0.17% | NEW | |
| 16 | AFL | Aflac Inc | Stock-Financials | 1.72% | -0.12% | +3.43% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.44% | -0.35% | +0.07% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.27% | +0.06% | +2.21% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.14% | +0.13% | +3.01% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.11% | +0.18% | +2.91% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.00% | +0.13% | -3.77% | |
| 22 | FDG | American Century Focused Dyn | ETF-Other | 0.99% | +0.02% | -0.90% | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.34% | +5.18% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.93% | +0.02% | +0.07% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.90% | -0.09% | +5.96% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.13% | -0.86% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.03% | +0.21% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.15% | +8.07% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.04% | +0.20% | |
| 30 | D | Dominion Energy Inc | Stock-Utilities | 0.74% | +0.01% | +0.28% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.05% | +1.06% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.65% | -0.04% | -1.43% | |
| 33 | PH | Parker Hannifin CORP | Stock-Industrials | 0.61% | -0.01% | — | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.09% | +0.10% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.04% | +0.12% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.02% | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | +0.01% | -0.71% | |
| 38 | FLV | American Century Focused Lar | ETF-Other | 0.50% | -0.02% | -3.53% | |
| 39 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.50% | +0.05% | -0.06% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.01% | -4.54% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.44% | -0.08% | +0.94% | |
| 42 | JIG | Jpmorgan International Growt | ETF-Other | 0.42% | — | -0.23% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | — | -11.22% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.02% | +0.07% | |
| 45 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.40% | +0.06% | -0.12% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.37% | -0.06% | +0.24% | |
| 47 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.33% | +0.04% | +0.43% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | -7.84% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.09% | — | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.32% | +0.01% | +0.19% |
According to official SEC Form 13F filings, Dominguez Wealth Management Solutions, Inc. reported a total U.S. public equity portfolio value of $181.5M across 57 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, FIXD, SGOV) accounted for 33.9% of total reported equity market value during Q1 2024.
During Q1 2024, Dominguez Wealth Management Solutions, Inc.'s top holdings by market value included VUG (11.7%)、FIXD (10.8%)、SGOV (10.2%). The largest single position, VUG, represented 11.7% of total portfolio value.
In Q1 2024, Dominguez Wealth Management Solutions, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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