ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 23K | $651.33K |
 | AAPL | 20K | $5.04M |
 | NEE | 16K | $1.22M |
 | NVDA | 11K | $2.03M |
 | MSFT | 9K | $4.54M |
 | AMZN | 9K | $1.90M |
 | KO | 7K | $474.65K |
 | WMT | 7K | $716.37K |
 | FCX | 7K | $256.03K |
 | CSX | 6K | $226.31K |
 | SO | 6K | $533.87K |
 | GOOG | 6K | $1.36M |
 | VZ | 6K | $244.05K |
 | BRK-B | 5K | $2.71M |
 | GOOGL | 5K | $1.25M |
 | JPM | 4K | $1.31M |
 | HD | 4K | $1.67M |
 | CARR | 4K | $239.64K |
 | GLW | 4K | $323.61K |
 | XEL | 4K | $285.66K |
AT&T Inc.
T
Shares Held
23K
Value
$651.33K
Apple Inc.
AAPL
Shares Held
20K
Value
$5.04M
NextEra Energy, Inc.
NEE
Shares Held
16K
Value
$1.22M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$2.03M
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.54M
Amazon.com, Inc.
AMZN
Shares Held
9K
Value
$1.90M
The Coca-Cola Company
KO
Shares Held
7K
Value
$474.65K
Walmart Inc.
WMT
Shares Held
7K
Value
$716.37K
Freeport-McMoRan Inc.
FCX
Shares Held
7K
Value
$256.03K
CSX Corporation
CSX
Shares Held
6K
Value
$226.31K
The Southern Company
SO
Shares Held
6K
Value
$533.87K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.36M
Verizon Communications Inc.
VZ
Shares Held
6K
Value
$244.05K
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.71M
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.25M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.31M
The Home Depot, Inc.
HD
Shares Held
4K
Value
$1.67M
Carrier Global Corporation
CARR
Shares Held
4K
Value
$239.64K
Corning Incorporated
GLW
Shares Held
4K
Value
$323.61K
Xcel Energy Inc.
XEL
Shares Held
4K
Value
$285.66K