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  Name: Dominguez Wealth Management Solutions Inc.
  City: WILLIAMSBURG
  State: VA
  Zip: 23188
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $127,015,000
  Total Value Change : $6,438,000
  Securities Held Change : 1
   
All Securities Held : 57
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 36
  Unchanged Positions : 5
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PH)1 Year Chart         PH Parker Hannifin Corp 33 - $548.00 $778,000 1,400 0.61% 133,000 0 0.001    Industrial Equipment ...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 36 - $413.00 $642,000 1,526 0.51% 98,000 0 0    Property & Casualty I...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 49 - $118.67 $412,000 3,542 0.32% 58,000 0 0    Integrated Oil & Gas
   (MA)1 Year Chart         MA MasterCard Inc A 51 - $459.66 $379,000 786 0.3% 44,000 0 0    Business Services
   (BJAN)1 Year Chart         BJAN Innovator S&p 500 Buffer Etf 54 - $0.00 $257,000 5,892 0.2% 16,000 0 0.144    N/A

      5 Records Found
  1    
Page 1 of 1
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