Dominguez Wealth Management Solutions, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 3, 2024
Value $
$138M
Signature - Title
Jeffrey Dominguez - President
Location
Williamsburg, VA
Summary
This page shows a list of all the recent 13F filings made by Dominguez Wealth Management Solutions, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dominguez Wealth Management Solutions, Inc. reported 61 stock holdings with total value $138M as of Q3 2024. Top holdings included AAPL, VUG, FIXD, SGOV, and SPLV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 61 $138M +$1.44M -$3.91M -$2.47M AAPL, VUG, FIXD, SGOV, SPLV 13F-HR 10/3/2024, 02:57 PM
Q2 2024 59 $133M +$4.8M -$791K +$4.01M VUG, AAPL, FIXD, SGOV, SPLV 13F-HR 7/10/2024, 03:17 PM
Q1 2024 57 $127M +$2.47M -$350K +$2.12M VUG, FIXD, SGOV, AAPL, SPLV 13F-HR 4/18/2024, 11:42 AM
Q4 2023 56 $121M +$13.4M -$10M +$3.36M AAPL, FIXD, VUG, SGOV, SPLV 13F-HR 1/9/2024, 10:00 AM
Q3 2023 58 $108M +$1.41M -$1.27M +$142K FIXD, AAPL, VUG, SPLV, BALT 13F-HR 10/18/2023, 01:38 PM
Q2 2023 57 $114M +$2.02M -$727K +$1.29M FIXD, AAPL, VUG, SPLV, BALT 13F-HR 7/13/2023, 03:17 PM
Q1 2023 58 $109M +$3.84M -$153K +$3.69M FIXD, AAPL, VUG, SPLV, BALT 13F-HR 4/24/2023, 03:23 PM
Q4 2022 57 $101M $0 $0 FIXD, AAPL, VUG, SPLV, BALT 13F-HR 2/13/2023, 10:04 AM