Dominguez Wealth Management Solutions, Inc. Top Holdings and 13F Report (2025) About Dominguez Wealth Management Solutions, Inc.Investment ActivityDominguez Wealth Management Solutions, Inc. has $137.05 million in total holdings as of December 31, 2024.Dominguez Wealth Management Solutions, Inc. owns shares of 59 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 1.34% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Dominguez Wealth Management Solutions, Inc. has purchased 61 new stocks and bought additional shares in 33 stocks.Dominguez Wealth Management Solutions, Inc. sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Growth ETF $18,372,726Apple $18,285,838iShares 0-3 Month Treasury Bond ETF $13,226,207First Trust TCW Opportunistic Fixed Income ETF $13,155,209Invesco S&P 500 Low Volatility ETF $8,563,726 Largest New Holdings this Quarter Tesla $270,573 Holding Largest Purchases this Quarter Vanguard Growth ETF 1,147 shares (about $470.78K)Schwab US Dividend Equity ETF 15,905 shares (about $434.53K)Tesla 670 shares (about $270.57K)Invesco S&P 500 Low Volatility ETF 1,453 shares (about $101.71K)iShares 0-3 Month Treasury Bond ETF 824 shares (about $82.66K) Largest Sales this Quarter Dominion Energy 5,449 shares (about $293.48K)Target 356 shares (about $48.12K)Emerson Electric 292 shares (about $36.19K)Procter & Gamble 177 shares (about $29.67K)Coca-Cola 459 shares (about $28.58K) 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$18,372,726$470,780 ▲2.6%44,76313.4%ETFAAPLApple$18,285,838$28,798 ▲0.2%73,02113.3%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$13,226,207$82,664 ▲0.6%131,8409.7%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$13,155,209$6,488 ▲0.0%306,1499.6%ManufacturingSPLVInvesco S&P 500 Low Volatility ETF$8,563,726$101,710 ▲1.2%122,3396.2%ETFBALTInnovator Defined Wealth Shield ETF$6,388,126$34,185 ▲0.5%203,3144.7%ETFPGProcter & Gamble$3,466,379$29,674 ▼-0.8%20,6762.5%Consumer StaplesJNJJohnson & Johnson$3,428,540$37,746 ▲1.1%23,7072.5%MedicalLMBSFirst Trust Low Duration Opportunities ETF$3,039,546$9,101 ▲0.3%62,4522.2%ManufacturingEMREmerson Electric$2,948,268$36,187 ▼-1.2%23,7902.2%Industrial ProductsEFGiShares MSCI EAFE Growth ETF$2,848,380$38,248 ▲1.4%29,4162.1%ETFAFLAflac$2,614,628$9,206 ▼-0.4%25,2771.9%FinanceKMBKimberly-Clark$2,295,552$5,766 ▲0.3%17,5181.7%Consumer StaplesMRKMerck & Co., Inc.$2,271,050$1,293 ▼-0.1%22,8291.7%MedicalLMTLockheed Martin$1,964,801$1,458 ▲0.1%4,0431.4%AerospaceTGTTarget$1,891,530$48,123 ▼-2.5%13,9931.4%Retail/WholesaleIWPiShares Russell Mid-Cap Growth ETF$1,798,057$13,562 ▼-0.7%14,1861.3%ETFIVWiShares S&P 500 Growth ETF$1,602,648$42,947 ▲2.8%15,7851.2%ETFTAT&T$1,515,355$28,257 ▼-1.8%66,5511.1%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$1,512,579$17,462 ▲1.2%11,1741.1%ETFEEMiShares MSCI Emerging Markets ETF$1,494,539$24,381 ▲1.7%35,7371.1%FinanceFDGAmerican CenturyFocused Dynamic Growth ETF$1,427,037$3,220 ▼-0.2%13,7401.0%ETFNVDANVIDIA$1,224,791$1,209 ▲0.1%9,1200.9%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,218,626$8,840 ▼-0.7%13,7850.9%ETFBMYBristol-Myers Squibb$1,185,733$6,900 ▲0.6%20,9640.9%MedicalSPYSPDR S&P 500 ETF Trust$1,098,177$3,516 ▼-0.3%1,8740.8%FinanceHDHome Depot$987,732$6,613 ▲0.7%2,5390.7%Retail/WholesaleCOSTCostco Wholesale$952,466$17,401 ▲1.9%1,0400.7%Retail/WholesalePHParker-Hannifin$890,4420.0%1,4000.6%Industrial ProductsMCDMcDonald's$843,858$3,769 ▼-0.4%2,9110.6%Retail/WholesaleSHViShares Short Treasury Bond ETF$824,619$220 ▼0.0%7,4890.6%ETFPEPPepsiCo$824,4820.0%5,4220.6%Consumer StaplesMSFTMicrosoft$767,917$43,411 ▲6.0%1,8220.6%Computer and TechnologyDDominion Energy$738,888$293,476 ▼-28.4%13,7190.5%UtilitiesBRK.BBerkshire Hathaway$680,8270.0%1,5020.5%FinanceSCHDSchwab US Dividend Equity ETF$650,714$434,529 ▲201.0%23,8180.5%ETFFNYFirst Trust Mid Cap Growth AlphaDEX Fund$648,786$6,640 ▲1.0%8,1100.5%ETFAMZNAmazon.com$585,333$2,852 ▼-0.5%2,6680.4%Retail/WholesaleVOOVanguard S&P 500 ETF$581,702$1,616 ▲0.3%1,0800.4%ETFWMTWalmart$576,959$67,761 ▲13.3%6,3860.4%Retail/WholesaleFLVAmerican CenturyFocused Large Cap Value ETF$569,177$19,491 ▼-3.3%8,5270.4%ETFKOCoca-Cola$549,730$28,576 ▼-4.9%8,8300.4%Consumer StaplesVZVerizon Communications$549,194$5,399 ▲1.0%13,7330.4%Computer and TechnologyNEENextEra Energy$525,367$860 ▼-0.2%7,3280.4%UtilitiesJSMLJanus Henderson Small Cap Growth Alpha ETF$513,572$14,748 ▼-2.8%7,8350.4%ETFABBVAbbVie$506,445$355 ▲0.1%2,8500.4%MedicalJIGJPMorgan International Growth ETF$493,355$9,742 ▲2.0%7,9000.4%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$475,913$1,255 ▲0.3%6,0660.3%ManufacturingMAMastercard$432,178$17,898 ▲4.3%8210.3%Business ServicesVTIVanguard Total Stock Market ETF$429,478$37,963 ▲9.7%1,4820.3%ETFVBRVanguard Small-Cap Value ETF$404,902$3,766 ▼-0.9%2,0430.3%ETFXOMExxon Mobil$382,0200.0%3,5510.3%Oils/EnergyFXHFirst Trust Health Care AlphaDEX Fund$294,725$208 ▲0.1%2,8300.2%ETFBJANInnovator U.S. Equity Buffer ETF - January$282,5210.0%5,8920.2%ETFTSLATesla$270,573$270,573 ▲New Holding6700.2%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$259,732$784 ▲0.3%1,3260.2%ETFIBMInternational Business Machines$257,485$1,099 ▲0.4%1,1710.2%Computer and TechnologyGOOGLAlphabet$250,1230.0%1,3210.2%Computer and TechnologyMOAltria Group$214,939$1,150 ▲0.5%4,1110.2%Consumer StaplesINTCIntel$0$1,167,092 ▼-100.0%00.0%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$0$215,643 ▼-100.0%00.0%ETFFBTFirst Trust NYSE Arca Biotechnology Index Fund$0$200,814 ▼-100.0%00.0%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 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. 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