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Dow shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dow by Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 8.8k 22.93
2025-06-30 $233k 8.8k 26.48
2025-03-31 $311k 8.9k 34.92
2024-12-31 $31k 766 40.13
2024-09-30 $342k 6.3k 54.63
2024-06-30 $332k 6.3k 53.05
2024-03-31 $363k 6.3k 57.93
2023-12-31 $344k 6.3k 54.84
2023-09-30 $317k 6.2k 51.56

More positions owned by Provenance Wealth Advisors

Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Jp Morgan Etf Active Growth Etf Active Growth (JGRO)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)
Spdr S&p 500 Etf Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)

View all positions for Provenance 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