ELEVATE WEALTH ADVISORY, INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SO | 15K | $1.44M |
 | FTNT | 13K | $1.03M |
 | WFC | 8K | $621.62K |
 | KO | 7K | $543.29K |
 | NVDA | 3K | $577.82K |
 | RTX | 3K | $604.47K |
 | AAPL | 3K | $642.78K |
 | GOOGL | 2K | $652.99K |
 | MSFT | 2K | $755.64K |
 | XOM | 1K | $247.14K |
 | BRK-B | 1K | $658.90K |
 | AMZN | 1K | $272.01K |
 | JPM | 945 | $277.89K |
 | META | 769 | $439.87K |
 | GOOG | 239 | $68.53K |
The Southern Company
SO
Shares Held
15K
Value
$1.44M
Fortinet, Inc.
FTNT
Shares Held
13K
Value
$1.03M
Wells Fargo & Company
WFC
Shares Held
8K
Value
$621.62K
The Coca-Cola Company
KO
Shares Held
7K
Value
$543.29K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$577.82K
RTX Corporation
RTX
Shares Held
3K
Value
$604.47K
Apple Inc.
AAPL
Shares Held
3K
Value
$642.78K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$652.99K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$755.64K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$247.14K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$658.90K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$272.01K
JPMorgan Chase & Co.
JPM
Shares Held
945
Value
$277.89K
Meta Platforms, Inc.
META
Shares Held
769
Value
$439.87K
Alphabet Inc.
GOOG
Shares Held
239
Value
$68.53K