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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
EFGIshares Tr
Recent Activity
Increased 1.37%
2.08%
$2.848M
29,416 shares@ $96.84 avg price
AFLAflac Inc
Recent Activity
Decreased -0.35%
1.91%
$2.615M
25,277 shares@ $103.44 avg price
KMBKimberly-clark Corp
Recent Activity
Increased 0.26%
1.68%
$2.296M
17,518 shares@ $131.04 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.05%
1.66%
$2.271M
22,829 shares@ $99.49 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 0.08%
1.44%
$1.965M
4,043 shares@ $485.98 avg price
TGTTarget Corp
Recent Activity
Decreased -2.48%
1.39%
$1.892M
13,993 shares@ $135.18 avg price
IWPIshares Tr
Recent Activity
Decreased -0.74%
1.32%
$1.798M
14,186 shares@ $126.75 avg price
IVWIshares Tr
Recent Activity
Increased 2.76%
1.17%
$1.603M
15,785 shares@ $101.53 avg price
TAt&t Inc
Recent Activity
Decreased -1.83%
1.11%
$1.515M
66,551 shares@ $22.77 avg price
IJTIshares Tr
Recent Activity
Increased 1.17%
1.11%
$1.513M
11,174 shares@ $135.37 avg price