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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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
5.9K | QoQ NEW(+5.9K) YoY NEW(+5.9K) | All Managers (Combined) | $201.4K | 0.1% ($201.4K/$136.5M) | QoQ NEW(+$201.4K) YoY NEW(+$201.4K) |