The Analysis of Dominguez Wealth Management Solutions, Inc.'s Holdings


Currently, Dominguez Wealth Management Solutions, Inc. holds 67 types of securities in its portfolio with a total value $163.5M. In the most recent quarter, they have increased their positions in VUG (+1.7K shares, valued at $814.7K), N/A (+8.8K shares, valued at $630.6K), BALT (+12.2K shares, valued at $409.4K); decreased their positions in AAPL (-661 shares, valued at $179.7K), FDG (-748 shares, valued at $94.9K), VZ (-2.1K shares, valued at $87.2K); initiated new positions in N/A (+815 shares, valued at $255.7K), N/A (+351 shares, valued at $215.3K), USB (+3.8K shares, valued at $202.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS54.0K shares3.19%2025-12-312026-01-15history
AAPL APPLE INC72.5K shares-0.90%2025-12-312026-01-15history
SGOV ISHARES TR144.9K shares1.33%2025-12-312026-01-15history
FIXD FIRST TR EXCHNG TRADED FD VI321.4K shares0.38%2025-12-312026-01-15history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II154.7K shares6.05%2025-12-312026-01-15history
BALT INNOVATOR ETFS TRUST255.6K shares5.02%2025-12-312026-01-15history
JNJ JOHNSON & JOHNSON23.9K shares-0.28%2025-12-312026-01-15history
EFG ISHARES TR37.8K shares5.28%2025-12-312026-01-15history
Sponsored
LMBS FIRST TR EXCHANGE-TRADED FD64.8K shares0.04%2025-12-312026-01-15history
PG PROCTER AND GAMBLE CO20.4K shares-0.09%2025-12-312026-01-15history
EMR EMERSON ELEC CO21.8K shares-1.75%2025-12-312026-01-15history
AFL AFLAC INC25.0K shares0.43%2025-12-312026-01-15history
EEM ISHARES TR44.9K shares4.26%2025-12-312026-01-15history
MERCK & CO INC MERCK & CO INC22.7K shares0.32%2025-12-312026-01-15history
IWP ISHARES TR17.2K shares4.17%2025-12-312026-01-15history
IJT ISHARES TR14.5K shares5.36%2025-12-312026-01-15history
Sponsored
IVW ISHARES TR16.5K shares1.65%2025-12-312026-01-15history
LMT LOCKHEED MARTIN CORP4.2K shares0.70%2025-12-312026-01-15history
NVDA NVIDIA CORPORATION10.3K shares0.77%2025-12-312026-01-15history
KMB KIMBERLY-CLARK CORP16.8K shares-2.03%2025-12-312026-01-15history
FDG AMERICAN CENTY ETF TR12.8K shares-5.51%2025-12-312026-01-15history
T AT&T INC59.6K shares-2.47%2025-12-312026-01-15history
IWR ISHARES TR13.9K shares0.94%2025-12-312026-01-15history
TGT TARGET CORP13.4K shares0.55%2025-12-312026-01-15history
Sponsored
PH PARKER-HANNIFIN CORP1.4K shares0.00%2025-12-312026-01-15history
BMY BRISTOL-MYERS SQUIBB CO22.4K shares0.83%2025-12-312026-01-15history
SPY SPDR S&P 500 ETF TR1.8K shares0.11%2025-12-312026-01-15history
MSFT MICROSOFT CORP2.5K shares7.08%2025-12-312026-01-15history
COST COSTCO WHSL CORP NEW1.0K shares0.00%2025-12-312026-01-15history
HD HOME DEPOT INC2.6K shares1.01%2025-12-312026-01-15history
WMT WALMART INC8.0K shares8.14%2025-12-312026-01-15history
MCD MCDONALDS CORP2.9K shares-0.45%2025-12-312026-01-15history
Sponsored
D DOMINION ENERGY INC14.3K shares1.10%2025-12-312026-01-15history
SHV ISHARES TR7.3K shares-2.50%2025-12-312026-01-15history
SCHD SCHWAB STRATEGIC TR28.8K shares20.19%2025-12-312026-01-15history
VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares14.23%2025-12-312026-01-15history
PEP PEPSICO INC5.1K shares0.00%2025-12-312026-01-15history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-5.85%2025-12-312026-01-15history
FNY FIRST TR EXCHANGE-TRADED ALP7.8K shares-1.87%2025-12-312026-01-15history
AMZN AMAZON COM INC2.9K shares0.00%2025-12-312026-01-15history
Sponsored
ABBV ABBVIE INC2.9K shares-0.28%2025-12-312026-01-15history
FLV AMERICAN CENTY ETF TR8.4K shares-3.25%2025-12-312026-01-15history
ALPHABET INC ALPHABET INC2.0K shares0.00%2025-12-312026-01-15history
KO COCA COLA CO8.5K shares-1.62%2025-12-312026-01-15history
TDIV FIRST TR EXCHANGE TRADED FD6.1K shares0.23%2025-12-312026-01-15history
JIG J P MORGAN EXCHANGE TRADED F7.5K shares-1.28%2025-12-312026-01-15history
JSML JANUS DETROIT STR TR7.4K shares-1.24%2025-12-312026-01-15history
NEE NEXTERA ENERGY INC6.8K shares0.22%2025-12-312026-01-15history
Sponsored
VZ VERIZON COMMUNICATIONS INC12.2K shares-14.96%2025-12-312026-01-15history
MA MASTERCARD INCORPORATED823 shares0.12%2025-12-312026-01-15history
VBR VANGUARD INDEX FDS2.1K shares4.54%2025-12-312026-01-15history
MU MICRON TECHNOLOGY INC1.6K shares0.00%2025-12-312026-01-15history
XOM EXXON MOBIL CORP3.3K shares0.00%2025-12-312026-01-15history
VTI VANGUARD INDEX FDS1.1K shares-5.06%2025-12-312026-01-15history
IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.34%2025-12-312026-01-15history
BAC BANK AMERICA CORP6.3K shares-0.76%2025-12-312026-01-15history
Sponsored
BJAN INNOVATOR ETFS TRUST5.9K shares0.00%2025-12-312026-01-15history
VIG VANGUARD SPECIALIZED FUNDS1.5K shares-0.34%2025-12-312026-01-15history
TSLA TESLA INC704 shares0.00%2025-12-312026-01-15history
FXH FIRST TR EXCHANGE TRADED FD2.7K shares-5.98%2025-12-312026-01-15history
ALPHABET INC ALPHABET INC815 sharesnew addition2025-12-312026-01-15history
VEU VANGUARD INTL EQUITY INDEX F3.3K shares-1.58%2025-12-312026-01-15history
MO ALTRIA GROUP INC4.2K shares0.43%2025-12-312026-01-15history
FBT FIRST TR EXCHANGE-TRADED FD1.1K shares-8.44%2025-12-312026-01-15history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR351 sharesnew addition2025-12-312026-01-15history
IWF ISHARES TR428 shares0.00%2025-12-312026-01-15history
USB US BANCORP DEL3.8K sharesnew addition2025-12-312026-01-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available