Dominguez-Wealth-Management-Solutions
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABBV", "GOOGL", "T", null, null, "D", "HD", null, null, "MCD", null, null, "EMR", null, null, "IVW", "MA", "MSFT", "EFG", null, "EEM", "PEP", null, "AAPL", "SPY", "NVDA", "LMT", "PG", "MRK", "VZ", null, "IBM", "TGT", null, "VIG", "AFL", "IWP", "IWR", "AMZN", "VEU", "VUG", "VBR", "VOO", "WMT", "SCHD", null, null, "KMB", "BAC", "BRK-B", "BMY", "KO", "COST", "IJT", "NEE", "EPD", "XOM", "JNJ", "PH", "MO", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 61
- Total Value
- 136494675
- Accession Number
- 0001881335-25-000004
- Form Type
- 13F-HR
- Manager Name
- Dominguez-Wealth-Management-Solutions
Data Enrichment
77% identified47 identified14 unidentified
Holdings
61 positions • $136.5M total value
Manager:
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025072794
Shares:8.3K
Value:$580.6K
% of Portfolio:0.4% ($580.6K/$136.5M)
46641Q324
Shares:7.6K
Value:$483.2K
% of Portfolio:0.4% ($483.2K/$136.5M)
47103U100
Shares:7.6K
Value:$463.8K
% of Portfolio:0.3% ($463.8K/$136.5M)
33738R118
Shares:6.1K
Value:$447.2K
% of Portfolio:0.3% ($447.2K/$136.5M)
33734X143
Shares:2.8K
Value:$293.4K
% of Portfolio:0.2% ($293.4K/$136.5M)
Shares:1.2K
Value:$292.5K
% of Portfolio:0.2% ($292.5K/$136.5M)
45782C409
Shares:5.9K
Value:$274.8K
% of Portfolio:0.2% ($274.8K/$136.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
AbbVie Inc.(ABBVcusip00287Y109) | 2.9K | QoQ +0.07% (+2)YoY +0.74% (+21) | All Managers (Combined) | $597.5K | 0.4% ($597.5K/$136.5M) | |
(cusip025072794)✕ | 8.3K | All Managers (Combined) | $580.6K | 0.4% ($580.6K/$136.5M) | ||
| 1.1K | QoQ +0.09% (-1)YoY +0.46% (+5) | All Managers (Combined) | $555.6K | 0.4% ($555.6K/$136.5M) | ||
| 7.2K | QoQ -2.01% (-148)YoY -2.86% (-212) | All Managers (Combined) | $509.0K | 0.4% ($509.0K/$136.5M) | ||
(cusip46641Q324)✕ | 7.6K | All Managers (Combined) | $483.2K | 0.4% ($483.2K/$136.5M) | ||
AMAZON COM INC(AMZNcusip023135106) | 2.5K | QoQ -6.89% (-184)YoY +7.81% (+180) | All Managers (Combined) | $472.6K | 0.3% ($472.6K/$136.5M) | |
(cusip47103U100)✕ | 7.6K | QoQ -2.73% (-214)YoY -9.29% (-781) | All Managers (Combined) | $463.8K | 0.3% ($463.8K/$136.5M) | |
Mastercard Inc(MAcusip57636Q104) | 821 | QoQ 0.00% (+0)YoY +4.45% (+35) | All Managers (Combined) | $450.2K | 0.3% ($450.2K/$136.5M) | |
(cusip33738R118)✕ | 6.1K | QoQ +0.16% (-10)YoY +0.77% (+47) | All Managers (Combined) | $447.2K | 0.3% ($447.2K/$136.5M) | |
EXXON MOBIL CORP(XOMcusip30231G102) | 3.6K | QoQ 0.00% (+0)YoY +0.25% (+9) | All Managers (Combined) | $422.4K | 0.3% ($422.4K/$136.5M) | |
| 1.4K | QoQ -3.77% (-56)YoY NEW(+1.4K) | All Managers (Combined) | $391.8K | 0.3% ($391.8K/$136.5M) | YoY NEW(+$391.8K) | |
| 2.0K | QoQ -0.73% (-15)YoY -3.93% (-83) | All Managers (Combined) | $377.7K | 0.3% ($377.7K/$136.5M) | ||
(cusip33734X143)✕ | 2.8K | QoQ +0.07% (-2)YoY +0.28% (-8) | All Managers (Combined) | $293.4K | 0.2% ($293.4K/$136.5M) | |
| 1.2K | QoQ +0.42% (+5)YoY +2.43% (+28) | All Managers (Combined) | $292.5K | 0.2% ($292.5K/$136.5M) | ||
(cusip45782C409)✕ | 5.9K | All Managers (Combined) | $274.8K | 0.2% ($274.8K/$136.5M) | ||
| 1.4K | QoQ +6.03% (+80)YoY +6.59% (+87) | All Managers (Combined) | $272.8K | 0.2% ($272.8K/$136.5M) | ||
| 6.2K | QoQ NEW(+6.2K) YoY NEW(+6.2K) | All Managers (Combined) | $260.2K | 0.2% ($260.2K/$136.5M) | QoQ NEW(+$260.2K) YoY NEW(+$260.2K) | |
| 4.1K | QoQ +0.51% (+21)YoY NEW(+4.1K) | All Managers (Combined) | $248.0K | 0.2% ($248.0K/$136.5M) | YoY NEW(+$248.0K) | |
Alphabet Inc.(GOOGLcusip02079K305) | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $234.1K | 0.2% ($234.1K/$136.5M) | YoY NEW(+$234.1K) |
| 3.3K | QoQ NEW(+3.3K) YoY -6.73% (-241) | All Managers (Combined) | $202.5K | 0.1% ($202.5K/$136.5M) | QoQ NEW(+$202.5K) |