Dominguez Wealth Management Solutions, Inc. Top Holdings and 13F Report (2025) About Dominguez Wealth Management Solutions, Inc.Investment ActivityDominguez Wealth Management Solutions, Inc. has $136.49 million in total holdings as of March 31, 2025.Dominguez Wealth Management Solutions, Inc. owns shares of 61 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 2.50% of the portfolio was purchased this quarter.About 0.51% of the portfolio was sold this quarter.This quarter, Dominguez Wealth Management Solutions, Inc. has purchased 59 new stocks and bought additional shares in 36 stocks.Dominguez Wealth Management Solutions, Inc. sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $17,676,585Apple $16,256,193First Trust TCW Opportunistic Fixed Income ETF $13,636,814iShares 0-3 Month Treasury Bond ETF $13,294,671Invesco S&P 500 Low Volatility ETF $9,561,659 Largest New Holdings this Quarter 060505104 - Bank of America $260,187 Holding922042775 - Vanguard FTSE All-World ex-US ETF $202,486 Holding293792107 - Enterprise Products Partners $201,426 Holding Largest Purchases this Quarter Vanguard Growth ETF 2,906 shares (about $1.08M)Invesco S&P 500 Low Volatility ETF 5,628 shares (about $420.52K)Bank of America 6,235 shares (about $260.19K)Innovator Defined Wealth Shield ETF 6,933 shares (about $217.56K)First Trust TCW Opportunistic Fixed Income ETF 4,910 shares (about $215.25K) Largest Sales this Quarter Emerson Electric 1,318 shares (about $144.51K)AT&T 2,205 shares (about $62.36K)PepsiCo 278 shares (about $41.68K)Amazon.com 184 shares (about $35.01K)American Century Focused Dynamic Growth ETF 270 shares (about $24.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDominguez Wealth Management Solutions, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$17,676,585$1,077,601 ▲6.5%47,66913.0%ETFAAPLApple$16,256,193$35,985 ▲0.2%73,18311.9%Computer and TechnologyFIXDFirst Trust TCW Opportunistic Fixed Income ETF$13,636,814$215,254 ▲1.6%311,05910.0%ManufacturingSGOViShares 0-3 Month Treasury Bond ETF$13,294,671$22,349 ▲0.2%132,0629.7%ETFSPLVInvesco S&P 500 Low Volatility ETF$9,561,659$420,523 ▲4.6%127,9677.0%ETFBALTInnovator Defined Wealth Shield ETF$6,597,551$217,558 ▲3.4%210,2474.8%ETFJNJJohnson & Johnson$3,953,960$22,388 ▲0.6%23,8422.9%MedicalPGProcter & Gamble$3,512,311$11,248 ▼-0.3%20,6102.6%Consumer StaplesLMBSFirst Trust Low Duration Opportunities ETF$3,108,751$38,591 ▲1.3%63,2372.3%ManufacturingEFGiShares MSCI EAFE Growth ETF$3,095,330$153,701 ▲5.2%30,9532.3%ETFAFLAflac$2,799,108$11,453 ▼-0.4%25,1742.1%FinanceKMBKimberly-Clark$2,488,539$2,844 ▼-0.1%17,4981.8%Consumer StaplesEMREmerson Electric$2,463,881$144,509 ▼-5.5%22,4721.8%IndustrialsMRKMerck & Co., Inc.$2,071,922$22,799 ▲1.1%23,0831.5%MedicalLMTLockheed Martin$1,820,926$14,743 ▲0.8%4,0761.3%AerospaceTAT&T$1,819,719$62,358 ▼-3.3%64,3461.3%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,714,318$47,584 ▲2.9%14,5911.3%ETFEEMiShares MSCI Emerging Markets ETF$1,636,674$74,946 ▲4.8%37,4521.2%FinanceTGTTarget$1,493,557$33,290 ▲2.3%14,3121.1%Retail/WholesaleIVWiShares S&P 500 Growth ETF$1,466,280$928 ▲0.1%15,7951.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$1,461,874$70,716 ▲5.1%11,7421.1%ETFBMYBristol-Myers Squibb$1,308,393$29,824 ▲2.3%21,4531.0%MedicalFDGAmerican Century Focused Dynamic Growth ETF$1,223,885$24,532 ▼-2.0%13,4700.9%ETFIWRiShares Russell Mid-Cap ETF$1,173,821$1,106 ▲0.1%13,7980.9%ETFSPYSPDR S&P 500 ETF Trust$1,049,734$1,678 ▲0.2%1,8770.8%FinanceNVDANVIDIA$1,019,584$31,107 ▲3.1%9,4070.7%Computer and TechnologyCOSTCostco Wholesale$983,5410.0%1,0400.7%Retail/WholesaleHDHome Depot$936,895$6,231 ▲0.7%2,5560.7%Retail/WholesaleMCDMcDonald's$911,402$2,186 ▲0.2%2,9180.7%Retail/WholesalePHParker-Hannifin$850,9900.0%1,4000.6%IndustrialsSHViShares Short Treasury Bond ETF$821,818$5,413 ▼-0.7%7,4400.6%ETFBRK.BBerkshire Hathaway$800,468$533 ▲0.1%1,5030.6%FinanceDDominion Energy$778,353$9,139 ▲1.2%13,8820.6%UtilitiesMSFTMicrosoft$772,927$88,967 ▲13.0%2,0590.6%Computer and TechnologyPEPPepsiCo$771,251$41,681 ▼-5.1%5,1440.6%Consumer StaplesSCHDSchwab US Dividend Equity ETF$668,105$2,153 ▲0.3%23,8950.5%ETFVZVerizon Communications$630,215$7,303 ▲1.2%13,8940.5%Computer and TechnologyKOCoca-Cola$621,990$10,384 ▼-1.6%8,6850.5%Consumer StaplesWMTWalmart$605,401$44,773 ▲8.0%6,8960.4%Retail/WholesaleFNYFirst Trust Mid Cap Growth AlphaDEX Fund$604,108$3,145 ▼-0.5%8,0680.4%ETFABBVAbbVie$597,528$419 ▲0.1%2,8520.4%MedicalFLVAmerican Century Focused Large Cap Value ETF$580,596$15,376 ▼-2.6%8,3070.4%ETFVOOVanguard S&P 500 ETF$555,551$514 ▲0.1%1,0810.4%ETFNEENextEra Energy$509,000$10,492 ▼-2.0%7,1800.4%UtilitiesJIGJPMorgan International Growth ETF$483,194$17,755 ▼-3.5%7,6200.4%ETFAMZNAmazon.com$472,606$35,008 ▼-6.9%2,4840.3%Retail/WholesaleJSMLJanus Henderson Small Cap Growth Alpha ETF$463,831$13,025 ▼-2.7%7,6210.3%ETFMAMastercard$450,1570.0%8210.3%Business ServicesTDIVFirst Trust NASDAQ Technology Dividend Index Fund$447,244$736 ▲0.2%6,0760.3%ManufacturingXOMExxon Mobil$422,3630.0%3,5510.3%EnergyVTIVanguard Total Stock Market ETF$391,846$15,388 ▼-3.8%1,4260.3%ETFVBRVanguard Small-Cap Value ETF$377,710$2,794 ▼-0.7%2,0280.3%ETFFXHFirst Trust Health Care AlphaDEX Fund$293,372$207 ▲0.1%2,8320.2%ETFIBMInternational Business Machines$292,469$1,243 ▲0.4%1,1760.2%Computer and TechnologyBJANInnovator U.S. Equity Buffer ETF - January$274,7560.0%5,8920.2%ETFVIGVanguard Dividend Appreciation ETF$272,777$15,521 ▲6.0%1,4060.2%ETFBACBank of America$260,187$260,187 ▲New Holding6,2350.2%FinanceMOAltria Group$247,983$1,260 ▲0.5%4,1320.2%Consumer StaplesGOOGLAlphabet$234,089$29,841 ▲14.6%1,5140.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$202,486$202,486 ▲New Holding3,3380.1%ETFEPDEnterprise Products Partners$201,426$201,426 ▲New Holding5,9000.1%EnergyTSLATesla$0$270,573 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
