test

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
MCDMcdonalds Corp
Recent Activity
Decreased -0.44%
0.62%
$843,858
2,911 shares@ $289.89 avg price
SHVIshares Tr
Recent Activity
Decreased -0.02%
0.61%
$824,619
7,489 shares@ $110.12 avg price
DDominion Energy Inc
Recent Activity
Decreased -28.42%
0.54%
$738,888
13,719 shares@ $53.86 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.48%
0.43%
$585,333
2,668 shares@ $219.4 avg price
FLVAmerican Centy Etf Tr
Recent Activity
Decreased -3.31%
0.42%
$569,177
8,527 shares@ $66.75 avg price
KOCoca Cola Co
Recent Activity
Decreased -4.94%
0.41%
$549,730
8,830 shares@ $62.26 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.16%
0.39%
$525,367
7,328 shares@ $71.7 avg price
JSMLJanus Detroit Str Tr
Recent Activity
Decreased -2.79%
0.38%
$513,572
7,835 shares@ $65.55 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.92%
0.3%
$404,902
2,043 shares@ $198.19 avg price