Burkett Financial Services »

Dow shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Dow (DOW) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Dow

Tip: Access up to 7 years of quarterly data

All positions including Dow held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dow by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2k 55 40.40
2024-09-30 $3.0k 54 55.06
2024-06-30 $2.8k 54 52.74
2024-03-31 $3.1k 53 57.94
2023-12-31 $2.9k 52 55.23

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Dow

Vanguard Group
BlackRock
State Street Corporation
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Jpmorgan Chase & Co
UBS Group
Dimensional Fund Advisors
Invesco
Norges Bank Investment Management
Northern Trust
Capital World Investors
Citadel Advisors
Capital Research Global Investors

View all funds holding Dow