Strategies Wealth Advisors »

Dow shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dow by Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $500k 22k 22.93
2025-06-30 $553k 21k 26.48

More positions owned by Strategies Wealth Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies 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