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Dow shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group investment in Dow

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

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Quarterly reported holdings in Dow by ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $440k 8.0k 54.84
2023-09-30 $415k 8.0k 51.56
2023-06-30 $348k 6.5k 53.26
2023-03-31 $303k 5.5k 54.82

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

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