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Dow shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dow by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $638k 23k 27.36
2024-12-31 $4.2k 106 39.95
2024-06-30 $361k 6.8k 53.05

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Msci Emrg Chn (EMXC)
Global X Fds Data Ctr Dig Etf (DTCR)
Wedbush Ser Tr Dan Ive Revo Etf (IVES)
Ishares Tr Europe Etf (IEV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Listed Fds Tr Shares Lag Cap (OVL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for New Wave Wealth Advisors

Top funds holding Dow

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Two Sigma Investments
AQR Capital Management
Morgan Stanley
Pzena Investment Management
D. E. Shaw & Co
Invesco
Susquehanna International
FMR
Norges Bank Investment Management
Jane Street

View all funds holding Dow