Dominguez Wealth Management Solutions
Latest statistics and disclosures from Dominguez Wealth Management Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, FIXD, SGOV, AAPL, SPLV, and represent 48.51% of Dominguez Wealth Management Solutions's stock portfolio.
- Added to shares of these 10 stocks: FIXD, VUG, IBM, SPLV, WMT, BALT, LMBS, EFG, MCD, AFL.
- Started 1 new stock position in IBM.
- Reduced shares in these 10 stocks: SGOV, VOO, IVW, AMZN, KO, FLV, AAPL, SHV, FDG, PEP.
- Dominguez Wealth Management Solutions was a net buyer of stock by $2.1M.
- Dominguez Wealth Management Solutions has $127M in assets under management (AUM), dropping by 5.34%.
- Central Index Key (CIK): 0001881335
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Dominguez Wealth Management Solutions holds 57 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Dominguez Wealth Management Solutions
SEC 13F filings are viewable for Dominguez Wealth Management Solutions going back to 2022
- Dominguez Wealth Management Solutions 2024 Q1 filed April 18, 2024
- Dominguez Wealth Management Solutions 2023 Q4 filed Jan. 9, 2024
- Dominguez Wealth Management Solutions 2023 Q3 filed Oct. 18, 2023
- Dominguez Wealth Management Solutions 2023 Q2 filed July 13, 2023
- Dominguez Wealth Management Solutions 2023 Q1 filed April 24, 2023
- Dominguez Wealth Management Solutions 2022 Q4 filed Feb. 13, 2023