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CIK: 0001881335
Total reported value
$181.5M
$181.5M
59 檔
39.5%
According to the latest 13F quarterly dataset, Dominguez Wealth Management Solutions, Inc. managed an equity portfolio of $181.5M at the end of Q4 2024, spanning 59 distinct U.S. exchange-listed positions.
In Q4 2024, Dominguez Wealth Management Solutions, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.41% | +1.25% | +2.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 13.34% | +0.41% | +0.16% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.65% | -0.91% | +0.63% | |
| 4 | FIXD | First Trust Smith Opportunis | ETF-Other | 9.60% | -0.39% | +0.05% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 6.25% | -0.47% | +1.20% | |
| 6 | BALT | Inn Defined Wealth Shield | ETF-Other | 4.66% | -0.40% | +0.54% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.53% | -0.14% | -0.85% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.50% | -0.24% | +1.11% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.22% | -0.11% | +0.30% | |
| 10 | EMR | Emerson Electric Co | Stock-Industrials | 2.15% | -0.02% | -1.21% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.08% | +0.06% | +1.36% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 1.91% | -0.12% | -0.35% | |
| 13 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.67% | +0.07% | +0.25% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.66% | -0.05% | -0.06% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.43% | -0.35% | +0.07% | |
| 16 | TGT | Target CORP | Stock-Consumer Disc | 1.38% | -0.02% | -2.48% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.31% | +0.06% | -0.75% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.17% | +0.13% | +2.75% | |
| 19 | T | At&t Inc | Stock-Comm Services | 1.11% | -0.34% | -1.83% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.10% | +0.18% | +1.17% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.09% | +0.13% | +1.66% | |
| 22 | FDG | American Century Focused Dyn | ETF-Other | 1.04% | +0.02% | -0.23% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.05% | +0.10% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.89% | +0.02% | -0.72% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.87% | -0.09% | +0.59% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | +0.03% | -0.32% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.04% | +0.67% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.09% | +1.86% | |
| 29 | PH | Parker Hannifin CORP | Stock-Industrials | 0.65% | -0.01% | — | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.15% | -0.44% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.60% | -0.04% | -0.03% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.13% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.04% | +5.99% | |
| 34 | D | Dominion Energy Inc | Stock-Utilities | 0.54% | +0.01% | -28.43% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.02% | — | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | +0.01% | +201.00% | |
| 37 | FNY | First Trust Mid Cap Growth | ETF-Other | 0.47% | +0.05% | +1.03% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.01% | -0.48% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | — | +0.28% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.08% | +13.31% | |
| 41 | FLV | American Century Focused Lar | ETF-Other | 0.42% | -0.02% | -3.31% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.01% | -4.94% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.08% | +0.99% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | -0.06% | -0.16% | |
| 45 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.37% | +0.06% | -2.79% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.02% | +0.07% | |
| 47 | JIG | Jpmorgan International Growt | ETF-Other | 0.36% | — | +2.01% | |
| 48 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.35% | +0.04% | +0.26% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | -0.02% | +4.32% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | -0.01% | +9.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.3% | +2.63% | Add |
| 2 | AAPL | Apple Inc | +1% | +0.16% | Add |
| 3 | EMR | Emerson Electric Co | +0.2% | -1.21% | Trim |
| 4 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 5 | BALT | Inn Defined Wealth Shield | +0.2% | +0.54% | Add |
| 6 | FDG | American Century Focused Dyn | +0.1% | -0.23% | Trim |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +2.75% | Add |
| 8 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -0.75% | Trim |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +0.63% | Add |
| 10 | WMT | Walmart Inc | +0.1% | +13.31% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +0.10% | Add |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | +0.59% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | -0.48% | Trim |
| 14 | COST | Costco Wholesale CORP | 0% | +1.86% | Add |
| 15 | MA | Mastercard Inc - A | 0% | +4.32% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | 0% | +9.70% | Add |
| 17 | T | At&t Inc | 0% | -1.83% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 19 | MSFT | Microsoft CORP | 0% | +5.99% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.32% | Trim |
| 21 | LMBS | First Trust Low Duration Opp | 0% | +0.30% | Add |
| 22 | FXH | First Trust Health Care Alph | 0% | +0.07% | Add |
| 23 | SCHD | Schwab US Dvd Equity ETF | 0% | +201.00% | Add |
| 24 | JSML | Janus Hender Sm Cap Grw Alph | 0% | -2.79% | Trim |
| 25 | MCD | Mcdonald's CORP | 0% | -0.44% | Trim |
| 26 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 27 | HD | Home Depot Inc | 0% | +0.67% | Add |
| 28 | JIG | Jpmorgan International Growt | 0% | +2.01% | Add |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +1.17% | Add |
| 30 | SPLV | Invesco S&p 500 Low Volatili | 0% | +1.20% | Add |
| 31 | FLV | American Century Focused Lar | 0% | -3.31% | Trim |
| 32 | VZ | Verizon Communications Inc | 0% | +0.99% | Add |
| 33 | ABBV | Abbvie Inc | 0% | +0.07% | Add |
| 34 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 35 | NEE | Nextera Energy Inc | -0.1% | -0.16% | Trim |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -0.85% | Trim |
| 37 | KO | Coca-cola Co/the | -0.1% | -4.94% | Trim |
| 38 | EEM | Ishares Msci Emerging Market | -0.1% | +1.66% | Add |
| 39 | KMB | Kimberly-clark CORP | -0.1% | +0.25% | Add |
| 40 | AFL | Aflac Inc | -0.1% | -0.35% | Trim |
| 41 | FBT | First Trust Nyse Arca Biotec | -0.2% | EXIT | Sold out |
| 42 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | EXIT | Sold out |
| 43 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | +1.36% | Add |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -0.06% | Trim |
| 45 | TGT | Target CORP | -0.2% | -2.48% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.3% | +1.11% | Add |
| 47 | D | Dominion Energy Inc | -0.3% | -28.43% | Trim |
| 48 | LMT | Lockheed Martin CORP | -0.3% | +0.07% | Add |
| 49 | FIXD | First Trust Smith Opportunis | -0.4% | +0.05% | Add |
| 50 | INTC | Intel CORP | -0.8% | EXIT | Sold out |
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 59 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, AAPL, SGOV) accounted for 39.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSLA
市值: $270.6K
Top Position Liquidated / Trimmed
INTC
前期市值: $1.2M
During Q4 2024, Dominguez Wealth Management Solutions, Inc.'s top holdings by market value included VUG (13.4%)、AAPL (13.3%)、SGOV (9.7%). The largest single position, VUG, represented 13.4% of total portfolio value.
In Q4 2024, Dominguez Wealth Management Solutions, Inc. made 47 total portfolio adjustments, initiating 1 new buys, adding to 27 positions, trimming 16 holdings, and fully liquidating 3 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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