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Dow shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors investment in Dow

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

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Quarterly reported holdings in Dow by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 223 57.93
2023-12-31 $25k 446 54.84
2023-09-30 $16k 318 51.56
2020-09-30 $652k 15k 44.03

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding Dow

Vanguard Group
Jpmorgan Chase & Co
Pzena Investment Management
Dimensional Fund Advisors
UBS Group
Norges Bank Investment Management
Pacer Advisors
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
State Farm Mutual Automobile Insurance Company
Barclays
Goldman Sachs Group
Charles Schwab Investment Management
Wells Fargo & Company

View all funds holding Dow