$101 Million is the total value of Dominguez Wealth Management Solutions, Inc.'s 57 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | 7 | Q2 2024 | 16.2% |
| APPLE INC | 7 | Q2 2024 | 12.5% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 12.8% |
| INVESCO EXCH TRADED FD TR II | 7 | Q2 2024 | 7.1% |
| INNOVATOR ETFS TRUST | 7 | Q2 2024 | 5.3% |
| FIRST TR EXCHANGE-TRADED FD | 7 | Q2 2024 | 4.7% |
| JOHNSON & JOHNSON | 7 | Q2 2024 | 4.0% |
| PROCTER AND GAMBLE CO | 7 | Q2 2024 | 3.2% |
| MERCK & CO INC | 7 | Q2 2024 | 2.8% |
| ISHARES TR | 7 | Q2 2024 | 2.4% |
View Dominguez Wealth Management Solutions, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-13 |
View Dominguez Wealth Management Solutions, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.