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Dow shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in Dow

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

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Quarterly reported holdings in Dow by Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $369k 6.7k 54.63
2024-06-30 $266k 5.0k 53.05
2024-03-31 $234k 4.0k 57.93
2023-12-31 $210k 3.8k 54.84

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Fundamental Us S (FNDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Actively Managed Exc Var Rate Invt (VRIG)

View all positions for Goldstone Financial Group

Top funds holding Dow

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Pzena Investment Management
Geode Capital Management
Invesco
Dimensional Fund Advisors
UBS Group
Capital World Investors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Northern Trust
Bank of America Corporation
Bank of New York Mellon
FMR

View all funds holding Dow