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Jeffrey Dominguez

@Dominguez Wealth Management Solutions, Inc.

Latest period2024 - Q4ReportedManaged Assets$137.054MTotal holdings59
Assets growth rate-0.79%Assets growth rate (2-Q avg)1.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dominguez Wealth Management Solutions, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Dominguez Wealth Management Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 137.054M in assets, with a quarterly growth rate of -0.79% and a 2-quarter average growth rate of 1.62%. The portfolio is managed by Jeffrey Dominguez, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
INTCIntel Corp
Recent Activity
Exited
0%
$1.167M
49,748 shares@ $23.47 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Exited
0%
$215,643
3,423 shares@ $63.0 avg price
FBTFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$200,814
1,168 shares@ $171.93 avg price