Dominguez Wealth Management Solutions, Inc. Top Holdings and 13F Report (2024) → Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad) About Dominguez Wealth Management Solutions, Inc.Investment ActivityDominguez Wealth Management Solutions, Inc. has $127.01 million in total holdings as of March 31, 2024.Dominguez Wealth Management Solutions, Inc. owns shares of 57 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.95% of the portfolio was purchased this quarter.About 0.28% of the portfolio was sold this quarter.This quarter, Dominguez Wealth Management Solutions, Inc. has purchased 56 new stocks and bought additional shares in 36 stocks.Dominguez Wealth Management Solutions, Inc. sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Growth ETF $14,872,327First Trust TCW Opportunistic Fixed Income ETF $13,682,889iShares 0-3 Month Treasury Bond ETF $12,906,245Apple $12,515,591Invesco S&P 500 Low Volatility ETF $7,634,712 Largest New Holdings this Quarter International Business Machines $219,246 Holding Largest Purchases this Quarter First Trust TCW Opportunistic Fixed Income ETF 12,613 shares (about $549.93K)Vanguard Growth ETF 931 shares (about $320.45K)International Business Machines 1,148 shares (about $219.25K)Invesco S&P 500 Low Volatility ETF 3,256 shares (about $214.47K)Walmart 3,500 shares (about $210.58K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 881 shares (about $88.73K)Vanguard S&P 500 ETF 136 shares (about $65.36K)iShares S&P 500 Growth ETF 590 shares (about $49.82K)Amazon.com 196 shares (about $35.35K)Coca-Cola 467 shares (about $28.57K) 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$14,872,327$320,453 ▲2.2%43,20811.7%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$13,682,889$549,926 ▲4.2%313,82810.8%ManufacturingSGOViShares 0-3 Month Treasury Bond ETF$12,906,245$88,725 ▼-0.7%128,15310.2%ETFAAPLApple$12,515,591$15,090 ▼-0.1%72,9869.9%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$7,634,712$214,472 ▲2.9%115,9066.0%ETFBALTInnovator Defined Wealth Shield ETF$5,767,760$111,949 ▲2.0%197,1214.5%ETFJNJJohnson & Johnson$3,786,472$37,491 ▲1.0%23,9363.0%MedicalPGProcter & Gamble$3,449,672$43,322 ▲1.3%21,2612.7%Consumer StaplesLMBSFirst Trust Low Duration Opportunities ETF$3,158,975$103,834 ▲3.4%65,4712.5%ManufacturingMRKMerck & Co., Inc.$3,115,198$4,882 ▼-0.2%23,6092.5%MedicalEFGiShares MSCI EAFE Growth ETF$2,960,155$73,897 ▲2.6%28,5212.3%ETFEMREmerson Electric$2,835,943$33,572 ▲1.2%25,0042.2%Industrial ProductsTGTTarget$2,571,538$60,430 ▲2.4%14,5112.0%Retail/WholesaleKMBKimberly-Clark$2,331,516$48,506 ▲2.1%18,0251.8%Consumer StaplesINTCIntel$2,255,756$27,827 ▲1.2%51,0701.8%Computer and TechnologyAFLAflac$2,178,815$72,209 ▲3.4%25,3761.7%FinanceLMTLockheed Martin$1,833,981$1,365 ▲0.1%4,0321.4%AerospaceIWPiShares Russell Mid-Cap Growth ETF$1,617,674$35,040 ▲2.2%14,1731.3%ETFEEMiShares MSCI Emerging Markets ETF$1,445,075$42,189 ▲3.0%35,1771.1%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$1,410,485$39,874 ▲2.9%10,7891.1%ETFIVWiShares S&P 500 Growth ETF$1,272,710$49,821 ▼-3.8%15,0721.0%ETFFDGAmerican CenturyFocused Dynamic Growth ETF$1,257,512$11,401 ▼-0.9%15,2211.0%ETFTAT&T$1,205,077$59,330 ▲5.2%68,4700.9%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,183,065$841 ▲0.1%14,0690.9%ETFBMYBristol-Myers Squibb$1,138,275$64,045 ▲6.0%20,9900.9%MedicalPEPPepsiCo$1,024,477$8,925 ▼-0.9%5,8540.8%Consumer StaplesSPYSPDR S&P 500 ETF Trust$990,002$2,092 ▲0.2%1,8930.8%FinanceMCDMcDonald's$969,966$72,465 ▲8.1%3,4400.8%Retail/WholesaleHDHome Depot$951,039$1,918 ▲0.2%2,4790.7%Retail/WholesaleDDominion Energy$938,023$2,607 ▲0.3%19,0690.7%UtilitiesNVDANVIDIA$859,598$9,039 ▲1.1%9510.7%Computer and TechnologySHViShares Short Treasury Bond ETF$822,639$11,938 ▼-1.4%7,4420.6%ETFPHParker-Hannifin$778,1060.0%1,4000.6%Industrial ProductsCOSTCostco Wholesale$755,313$733 ▲0.1%1,0310.6%Retail/WholesaleMSFTMicrosoft$723,027$841 ▲0.1%1,7190.6%Computer and TechnologyBRK.BBerkshire Hathaway$641,7140.0%1,5260.5%FinanceSCHDSchwab US Dividend Equity ETF$633,649$4,515 ▼-0.7%7,8590.5%ETFFLVAmerican CenturyFocused Large Cap Value ETF$630,629$23,063 ▼-3.5%9,7070.5%ETFFNYFirst Trust Mid Cap Growth AlphaDEX Fund$630,238$378 ▼-0.1%8,3350.5%ETFKOCoca-Cola$600,140$28,572 ▼-4.5%9,8090.5%Consumer StaplesVZVerizon Communications$561,139$5,203 ▲0.9%13,3730.4%Computer and TechnologyJIGJPMorgan International Growth ETF$535,705$1,259 ▼-0.2%8,5090.4%ETFVOOVanguard S&P 500 ETF$517,101$65,358 ▼-11.2%1,0760.4%ETFABBVAbbVie$515,540$364 ▲0.1%2,8310.4%MedicalJSMLJanus Henderson Small Cap Growth Alpha ETF$508,140$605 ▼-0.1%8,4020.4%ETFNEENextEra Energy$472,426$1,150 ▲0.2%7,3920.4%UtilitiesTDIVFirst Trust NASDAQ Technology Dividend Index Fund$420,037$1,811 ▲0.4%6,0290.3%ManufacturingAMZNAmazon.com$415,596$35,355 ▼-7.8%2,3040.3%Retail/WholesaleXOMExxon Mobil$411,7640.0%3,5420.3%Oils/EnergyVBRVanguard Small-Cap Value ETF$405,034$767 ▲0.2%2,1110.3%ETFMAMastercard$378,5580.0%7860.3%Business ServicesFXHFirst Trust Health Care AlphaDEX Fund$309,459$548 ▲0.2%2,8240.2%ETFWMTWalmart$299,205$210,581 ▲237.6%4,9730.2%Retail/WholesaleBJANInnovator U.S. Equity Buffer ETF - January$256,5380.0%5,8920.2%ETFVIGVanguard Dividend Appreciation ETF$240,856$365 ▲0.2%1,3190.2%ETFIBMInternational Business Machines$219,246$219,246 ▲New Holding1,1480.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$209,898$411 ▲0.2%3,5790.2%ETFShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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