ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 24K | $681.44K |
 | AAPL | 22K | $5.64M |
 | NEE | 17K | $1.53M |
 | NVDA | 14K | $2.43M |
 | AMZN | 11K | $2.20M |
 | MSFT | 9K | $3.44M |
 | WMT | 8K | $989.52K |
 | ING | 8K | $206.06K |
 | KO | 7K | $559.21K |
 | FCX | 7K | $396.30K |
 | CSX | 7K | $269.00K |
 | GOOGL | 6K | $1.78M |
 | VZ | 6K | $294.67K |
 | BRK-B | 6K | $2.73M |
 | GOOG | 5K | $1.53M |
 | SO | 5K | $502.19K |
 | BP | 5K | $220.12K |
 | JPM | 4K | $1.30M |
 | JNJ | 4K | $1.03M |
 | CARR | 4K | $232.84K |
AT&T Inc.
T
Shares Held
24K
Value
$681.44K
Apple Inc.
AAPL
Shares Held
22K
Value
$5.64M
NextEra Energy, Inc.
NEE
Shares Held
17K
Value
$1.53M
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.43M
Amazon.com, Inc.
AMZN
Shares Held
11K
Value
$2.20M
Microsoft Corporation
MSFT
Shares Held
9K
Value
$3.44M
Walmart Inc.
WMT
Shares Held
8K
Value
$989.52K
ING Groep N.V.
ING
Shares Held
8K
Value
$206.06K
The Coca-Cola Company
KO
Shares Held
7K
Value
$559.21K
Freeport-McMoRan Inc.
FCX
Shares Held
7K
Value
$396.30K
CSX Corporation
CSX
Shares Held
7K
Value
$269.00K
Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.78M
Verizon Communications Inc.
VZ
Shares Held
6K
Value
$294.67K
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.73M
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.53M
The Southern Company
SO
Shares Held
5K
Value
$502.19K
BP p.l.c.
BP
Shares Held
5K
Value
$220.12K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.30M
Johnson & Johnson
JNJ
Shares Held
4K
Value
$1.03M
Carrier Global Corporation
CARR
Shares Held
4K
Value
$232.84K