ELEVATE WEALTH ADVISORY, INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SO | 16K | $1.42M |
 | WFC | 8K | $724.59K |
 | NVDA | 3K | $556.46K |
 | AAPL | 2K | $605.73K |
 | GOOGL | 2K | $687.89K |
 | MSFT | 2K | $945.60K |
 | BRK-B | 1K | $679.12K |
 | AMZN | 1K | $254.31K |
 | JPM | 934 | $300.93K |
 | META | 747 | $493.16K |
 | GOOG | 217 | $68.23K |
The Southern Company
SO
Shares Held
16K
Value
$1.42M
Wells Fargo & Company
WFC
Shares Held
8K
Value
$724.59K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$556.46K
Apple Inc.
AAPL
Shares Held
2K
Value
$605.73K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$687.89K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$945.60K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$679.12K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$254.31K
JPMorgan Chase & Co.
JPM
Shares Held
934
Value
$300.93K
Meta Platforms, Inc.
META
Shares Held
747
Value
$493.16K
Alphabet Inc.
GOOG
Shares Held
217
Value
$68.23K