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Dow shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge Investment Advisors investment in Dow

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

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Quarterly reported holdings in Dow by Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 104k 22.93
2025-06-30 $2.1M 78k 26.48
2025-03-31 $3.2M 92k 34.92
2024-12-31 $1.2M 29k 40.13

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Microsoft Corporation (MSFT)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Russell 2000 Etf (IWM)
Bristol Myers Squibb (BMY)

View all positions for Wealthedge Investment Advisors

Top funds holding Dow

Vanguard Group
BlackRock
State Street Corporation
Pzena Investment Management
Geode Capital Management
Capital Research Global Investors
Susquehanna International
Invesco
Citadel Advisors
Charles Schwab Investment Management
Northern Trust
Squarepoint Ops
Holocene Advisors
Dimensional Fund Advisors
UBS Group

View all funds holding Dow