Jeffrey Dominguez

@Dominguez Wealth Management Solutions, Inc.

Latest period2024 - Q4

Reported3d ago

Managed Assets$137.054M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FNYFirst Tr Exchange-traded Alp Recent Activity Increased 1.04%	0.48%	$648,786 8,110 shares@ $80.0 avg price	Increased 1.04%
VOOVanguard Index Fds Recent Activity Increased 0.28%	0.43%	$581,702 1,080 shares@ $538.62 avg price	Increased 0.28%
WMTWalmart Inc Recent Activity Increased 13.31%	0.43%	$576,959 6,386 shares@ $90.35 avg price	Increased 13.31%
VZVerizon Communications Inc Recent Activity Increased 1%	0.41%	$549,194 13,733 shares@ $40.0 avg price	Increased 1%
ABBVAbbvie Inc Recent Activity Increased 0.08%	0.37%	$506,445 2,850 shares@ $177.7 avg price	Increased 0.08%
JIGJ P Morgan Exchange Traded F Recent Activity Increased 2.02%	0.36%	$493,355 7,900 shares@ $62.45 avg price	Increased 2.02%
TDIVFirst Tr Exchange-traded Fd Recent Activity Increased 0.27%	0.35%	$475,913 6,066 shares@ $78.46 avg price	Increased 0.27%
MAMastercard Incorporated Recent Activity Increased 4.33%	0.32%	$432,178 821 shares@ $526.41 avg price	Increased 4.33%
VTIVanguard Index Fds Recent Activity Increased 9.7%	0.32%	$429,478 1,482 shares@ $289.8 avg price	Increased 9.7%
FXHFirst Tr Exchange Traded Fd Recent Activity Increased 0.08%	0.22%	$294,725 2,830 shares@ $104.15 avg price	Increased 0.08%