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Dow shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Dow

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

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Quarterly reported holdings in Dow by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $342k 15k 22.93
2025-06-30 $493k 19k 26.47
2025-03-31 $1.8M 51k 34.24
2024-12-31 $2.9M 73k 40.20
2024-09-30 $214k 4.0k 53.84
2024-06-30 $242k 4.5k 53.71

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

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