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Dow shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Dow

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

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Quarterly reported holdings in Dow by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $209k 5.2k 40.13
2024-09-30 $335k 6.1k 54.63

More positions owned by Sax Wealth Advisors

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Dow

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