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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
VUGVanguard Index Fds
Recent Activity
Increased 2.63%
13.41%
$18.373M
44,763 shares@ $410.45 avg price
AAPLApple Inc
Recent Activity
Increased 0.16%
13.35%
$18.286M
73,021 shares@ $250.42 avg price
SGOVIshares Tr
Recent Activity
Increased 0.63%
9.66%
$13.226M
131,840 shares@ $100.33 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 0.05%
9.6%
$13.155M
306,149 shares@ $42.97 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 1.21%
6.25%
$8.564M
122,339 shares@ $70.0 avg price
BALTInnovator Etfs Trust
Recent Activity
Increased 0.54%
4.67%
$6.388M
203,314 shares@ $31.43 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.84%
2.53%
$3.466M
20,676 shares@ $167.66 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.12%
2.51%
$3.429M
23,707 shares@ $144.63 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.31%
2.22%
$3.04M
62,452 shares@ $48.68 avg price
EMREmerson Elec Co
Recent Activity
Decreased -1.21%
2.16%
$2.948M
23,790 shares@ $123.93 avg price