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Dow shares owned by Flagship Wealth Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Flagship Wealth Advisors from 13F filings

Historical chart of Flagship Wealth Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

All positions including Dow held by Flagship Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0k 306 22.93
2025-06-30 $8.1k 306 26.48
2025-03-31 $11k 306 34.92
2024-12-31 $12k 306 40.13

More positions owned by Flagship Wealth Advisors

Invesco QQQ Trust Exchange Traded Fund (QQQ)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)
Fidelity High Dividend ETF Exchange Traded Fund (FDVV)
WisdomTree U.S. LargeCap Fund Exchange Traded Fund (EPS)
Vanguard Value ETF Exchange Traded Fund (VTV)
Invesco S&P MidCap Momentum ETF Exchange Traded Fund (XMMO)
Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
NVIDIA Corp Common Stock (NVDA)
WisdomTree US Quality Dividend Gr ETF Exchange Traded Fund (DGRW)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)

View all positions for Flagship Wealth Advisors

Top funds holding Dow

Vanguard Group
BlackRock
State Street Corporation
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Susquehanna International
Invesco
UBS Group
Citadel Advisors
Charles Schwab Investment Management
Northern Trust
Squarepoint Ops
Holocene Advisors

View all funds holding Dow