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Dominguez Wealth Management Solutions, Inc.13F | |
| Dominguez Wealth Management Solutions, Inc. | |
| Last update 2025-07-07 | 61 Stocks (1 new) |
| Value $144.00 Mil | Turnover 3 % |
Dominguez Wealth Management So... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 50,450 | 22,117.2 | +5.83% | 15.350 | +0.85% | 0.010 | +27.35% | +9.24% | 164,247.8 | ||
AAPL | Apple Inc | 73,168 | 15,011.8 | -0.02% | 10.420 | 0% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
FIXD |
First Trust Smith Opportunistic Fixed Income ETF
First Trust Smith Opportunistic Fixed Income ETF
| 316,518 | 13,892.0 | +1.75% | 9.640 | +0.17% | 0.410 | +1.99% | +3.61% | 3,344.6 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 136,046 | 13,698.5 | +3.02% | 9.510 | +0.28% | 0.030 | +1.08% | +2.38% | 51,420.8 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 135,833 | 9,891.3 | +6.15% | 6.860 | +0.40% | 0.130 | +2.59% | +6.38% | 7,659.6 | ||
BALT | Innovator Defined Wealth Shield ETF | 223,475 | 7,169.1 | +6.29% | 4.980 | +0.29% | 0.480 | +3.84% | +2.75% | 1,583.6 | ||
EFG | iShares MSCI EAFE Growth ETF | 33,316 | 3,731.4 | +7.63% | 2.590 | +0.18% | 0.030 | +11.16% | +15.31% | 13,002.8 | ||
JNJ | Johnson & Johnson | 24,025 | 3,669.8 | +0.77% | 2.550 | +0.02% | 0.000 | +7.37% | +18.05% | 404,051.9 | Drug Manufacturers | |
PG | Procter & Gamble Co | 20,393 | 3,249.0 | -1.05% | 2.250 | -0.03% | 0.000 | -5.05% | -3.74% | 371,187.9 | Consumer Packaged Goods | |
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 64,272 | 3,166.0 | +1.64% | 2.200 | +0.04% | 0.060 | +1.69% | +3.22% | 5,146.3 |
Dominguez Wealth Management Solutions, Inc.'s Historical Top Holdings Breakdowns
Dominguez Wealth Management Solutions, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 2025-06-30 | Add Add | +0.85% | 329.49 ($394.63) 438.4 | $447.28 | 13.34% | Add 5.83% | 50,450 | 2,781 | |
SPLV | Invesco S&P 500 Low Volatility ETF | 2025-06-30 | Add Add | +0.40% | 68.13 ($72.42) 74.77 | $73.65 | 1.70% | Add 6.15% | 135,833 | 7,866 | |
BALT | Innovator Defined Wealth Shield ETF | 2025-06-30 | Add Add | +0.29% | 30.33 ($31.58) 32.1 | $32.28 | 2.23% | Add 6.29% | 223,475 | 13,228 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | Add Add | +0.28% | 100.35 ($100.53) 100.71 | $100.62 | 0.09% | Add 3.02% | 136,046 | 3,984 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-06-30 | Add Add | +0.18% | 89.8 ($105.4) 112 | $110.57 | 4.91% | Add 7.63% | 33,316 | 2,363 | |
FIXD |
First Trust Smith Opportunistic Fixed Income ETF
First Trust Smith Opportunistic Fixed Income ETF
| 2025-06-30 | Add Add | +0.17% | 42.72 ($43.42) 44.24 | $43.58 | 0.36% | Add 1.75% | 316,518 | 5,459 | |
TSLA | Tesla Inc | 2025-06-30 | New Buy New Buy | +0.15% | 221.86 ($300.61) 362.89 | $332.11 | 10.48% | New holding | 674 | 674 | |
EPD | Enterprise Products Partners LP | 2025-06-30 | Sold Out Sold Out | -0.15% | 28.95 ($31.2) 34.22 | $31.33 | 0.42% | Sold Out | 0 | -5,900 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-06-30 | Add Add | +0.09% | 104.34 ($126.36) 138.68 | $140.00 | 10.79% | Add 6.39% | 15,524 | 933 | |
IJT | ISHARES TRUST | 2025-06-30 | Add Add | +0.09% | 108.87 ($125.28) 133.04 | $135.62 | 8.25% | Add 8.55% | 12,746 | 1,004 |
Dominguez Wealth Management Solutions, Inc. Total Holding History ($B)
Dominguez Wealth Management Solutions, Inc.'s Asset Allocation
Dominguez Wealth Management Solutions, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Dominguez Wealth Management Solutions, Inc.'s Hypothetical Growth since 2025-06-30
Dominguez Wealth Management Solutions, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Dominguez Wealth Management Solutions, Inc.'s Holdings Heat Map
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Dominguez Wealth Management Solutions, Inc.'s Holdings Bubble Chart
Dominguez Wealth Management Solutions, Inc. News
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