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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
LMTLockheed Martin Corp
Recent Activity
Increased 0.08%
1.44%
$1.965M
4,043 shares@ $485.98 avg price
IVWIshares Tr
Recent Activity
Increased 2.76%
1.17%
$1.603M
15,785 shares@ $101.53 avg price
IJTIshares Tr
Recent Activity
Increased 1.17%
1.11%
$1.513M
11,174 shares@ $135.37 avg price
EEMIshares Tr
Recent Activity
Increased 1.66%
1.1%
$1.495M
35,737 shares@ $41.83 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.1%
0.9%
$1.225M
9,120 shares@ $134.3 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 0.59%
0.87%
$1.186M
20,964 shares@ $56.57 avg price
HDHome Depot Inc
Recent Activity
Increased 0.68%
0.73%
$987,732
2,539 shares@ $389.03 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.87%
0.7%
$952,466
1,040 shares@ $915.84 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6%
0.57%
$767,917
1,822 shares@ $421.47 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 201%
0.48%
$650,714
23,818 shares@ $27.33 avg price