DW

Dominguez Wealth Management Solutions, Inc.

13F
Dominguez Wealth Management Solutions, Inc.
Last update 2025-05-12 61 Stocks (3 new)
Value $136.00 Mil Turnover 2 %
Countries:
Top Holdings: VUG(12.95%)AAPL(11.91%)FIXD(9.99%)SGOV(9.74%)SPLV(7.01%)
Summary Stock Picks Current Portfolio
Dominguez Wealth Management So... Top Holdings of 2025-03-31 View Full List
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
47,669
17,676.6
+6.49%
12.950
+0.79%
0.010
+8.94%
+2.95%
153,592.3
 
AAPL 		Apple Inc
73,183
16,256.2
+0.22%
11.910
+0.03%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
FIXD 		First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
311,059
13,636.8
+1.60%
9.990
+0.16%
0.380
-0.35%
+2.21%
3,427.5
 
SGOV 		iShares 0-3 Month Treasury Bond ETF
132,062
13,294.7
+0.17%
9.740
+0.02%
0.030
+1.08%
+1.84%
47,079.0
 
SPLV 		Invesco S&P 500 Low Volatility ETF
127,967
9,561.7
+4.60%
7.010
+0.31%
0.120
-0.37%
+4.99%
7,976.4
 
BALT 		Innovator Defined Wealth Shield ETF
210,247
6,597.6
+3.41%
4.830
+0.16%
0.470
+1.40%
+1.75%
1,464.2
 
JNJ 		Johnson & Johnson
23,842
3,954.0
+0.57%
2.900
+0.02%
0.000
-5.71%
+8.98%
373,013.5
Drug Manufacturers
PG 		Procter & Gamble Co
20,610
3,512.3
-0.32%
2.570
-0.01%
0.000
-5.51%
-0.96%
384,551.8
Consumer Packaged Goods
LMBS 		First Trust Low Duration Mortgage Opportunities ET
63,237
3,108.8
+1.26%
2.280
+0.03%
0.060
+0.57%
+2.07%
5,001.6
 
EFG 		iShares MSCI EAFE Growth ETF
30,953
3,095.3
+5.23%
2.270
+0.11%
0.030
+6.52%
+14.89%
13,217.1
 

Dominguez Wealth Management Solutions, Inc.'s Historical Top Holdings Breakdowns

Dominguez Wealth Management Solutions, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG 		Vanguard Growth ETF2025-03-31Add
+0.79%
●
369.1 ($404.54) 427.61
$421.99
4.31%
Add 6.49%
47,669
2,906
SPLV 		Invesco S&P 500 Low Volatility ETF2025-03-31Add
+0.31%
●
68.32 ($72.22) 75.06
$72.95
1.01%
Add 4.6%
127,967
5,628
TSLA 		Tesla Inc2025-03-31Sold Out
-0.20%
●
222.15 ($333.26) 428.22
$295.14
-11.44%
Sold Out
0
-670
BAC 		Bank of America Corp2025-03-31New Buy
+0.19%
●
39.61 ($44.56) 47.74
$44.97
0.92%
New holding
6,235
6,235
FIXD 		First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF2025-03-31Add
+0.16%
●
42.4 ($43.35) 44.11
$43.14
-0.48%
Add 1.6%
311,059
4,910
BALT 		Innovator Defined Wealth Shield ETF2025-03-31Add
+0.16%
●
31.31 ($31.58) 31.89
$31.97
1.23%
Add 3.41%
210,247
6,933
EPD 		Enterprise Products Partners LP2025-03-31New Buy
+0.15%
●
31.75 ($33.3) 34.14
$31.46
-5.53%
New holding
5,900
5,900
VEU 		Vanguard FTSE All-World ex-US ETF2025-03-31New Buy
+0.15%
●
56.51 ($60.25) 62.98
$66.28
10.01%
New holding
3,338
3,338
EMR 		Emerson Electric Co2025-03-31Reduce
-0.12%
●
108.64 ($120.56) 131.17
$123.51
2.45%
Reduce -5.54%
22,472
-1,318
EFG 		iShares MSCI EAFE Growth ETF2025-03-31Add
+0.11%
●
96.1 ($101.94) 106.32
$111.25
9.13%
Add 5.23%
30,953
1,537

Dominguez Wealth Management Solutions, Inc. Total Holding History ($B)

To

Dominguez Wealth Management Solutions, Inc.'s Asset Allocation

To

Dominguez Wealth Management Solutions, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Dominguez Wealth Management Solutions, Inc.'s Hypothetical Growth since 2025-03-31

Dominguez Wealth Management Solutions, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Dominguez Wealth Management Solutions, Inc.'s Holdings Heat Map

Size field:

Dominguez Wealth Management Solutions, Inc.'s Holdings Bubble Chart

Dominguez Wealth Management Solutions, Inc. News

  • 1

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