ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 29K | $723.07K |
 | AAPL | 21K | $5.67M |
 | NEE | 16K | $1.30M |
 | NVDA | 13K | $2.41M |
 | AMZN | 10K | $2.20M |
 | MSFT | 9K | $4.48M |
 | ING | 8K | $218.60K |
 | WMT | 8K | $839.25K |
 | VZ | 7K | $286.94K |
 | KO | 7K | $490.01K |
 | FCX | 7K | $336.99K |
 | CSX | 6K | $235.04K |
 | GOOGL | 6K | $1.84M |
 | BRK-B | 6K | $2.85M |
 | GOOG | 6K | $1.75M |
 | SO | 5K | $445.16K |
 | JPM | 4K | $1.42M |
 | CARR | 4K | $216.12K |
 | HD | 4K | $1.38M |
 | GLW | 4K | $351.47K |
AT&T Inc.
T
Shares Held
29K
Value
$723.07K
Apple Inc.
AAPL
Shares Held
21K
Value
$5.67M
NextEra Energy, Inc.
NEE
Shares Held
16K
Value
$1.30M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.41M
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.20M
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.48M
ING Groep N.V.
ING
Shares Held
8K
Value
$218.60K
Walmart Inc.
WMT
Shares Held
8K
Value
$839.25K
Verizon Communications Inc.
VZ
Shares Held
7K
Value
$286.94K
The Coca-Cola Company
KO
Shares Held
7K
Value
$490.01K
Freeport-McMoRan Inc.
FCX
Shares Held
7K
Value
$336.99K
CSX Corporation
CSX
Shares Held
6K
Value
$235.04K
Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.84M
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.85M
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.75M
The Southern Company
SO
Shares Held
5K
Value
$445.16K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.42M
Carrier Global Corporation
CARR
Shares Held
4K
Value
$216.12K
The Home Depot, Inc.
HD
Shares Held
4K
Value
$1.38M
Corning Incorporated
GLW
Shares Held
4K
Value
$351.47K