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Dow shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dow by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $967k 17k 57.93
2023-12-31 $798k 15k 54.84
2023-09-30 $882k 17k 51.56

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Dow

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Pzena Investment Management
Morgan Stanley
Geode Capital Management
Dimensional Fund Advisors
UBS Group
Northern Trust
Susquehanna International
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
FMR

View all funds holding Dow