Elwood & Goetz Wealth Advisory Group, LLC Purchases in Q3 2024

Elwood & Goetz Wealth Advisory Group, LLC

  • $402 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
79.2K
+ 7.25%
$47.6 - $53.31 $3.77M - $4.22M
1.17M $61.9M
DFAR
Dimensional ETF Tr Dimensional

ETFs
47.1K
+ 2.51%
$21.91 - $26.03 $1.03M - $1.23M
1.93M $49.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.02K
+ 2.43%
$475.2 - $527.7 $1.44M - $1.59M
127K $67.2M
AVSC
American Centy ETF Tr Avantis
34.8K
+ 6.88%
$49.07 - $56.13 $1.71M - $1.95M
540K $29.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.1K
+ 5.3%
$75.47 - $83.18 $1.29M - $1.43M
341K $28.3M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
26.5K
+ 5.31%
$29.23 - $33.51 $775K - $888K
526K $17.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.34K
+ 160.01%
$405.19 - $478.57 $1.35M - $1.6M
5.43K $2.5M
AAPL
Apple Inc.

Technology
5.8K
+ 62.19%
$207.23 - $234.82 $1.2M - $1.36M
15.1K $3.53M
COST
Costco Wholesale Corp

Consumer Defensive
1.06K
New
$801.83 - $917.05 $849K - $971K
1.06K $938K
GOOG
Alphabet Inc.

Communication Services
5.43K
New
$149.54 - $192.66 $812K - $1.05M
5.43K $907K
VGT
Vanguard Information Technolog

ETFs
355
+ 0.67%
$514.43 - $606.85 $183K - $215K
53.4K $31.3M
VO
Vanguard Mid Cap ETF

ETFs
544
+ 2.02%
$237.84 - $263.83 $129K - $144K
27.4K $7.23M
HD
Home Depot, Inc.

Consumer Cyclical
1.23K
+ 66.81%
$333.64 - $405.2 $411K - $499K
3.08K $1.25M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.46K
New
$59.25 - $65.33 $501K - $553K
8.46K $548K
TMO
Thermo Fisher Scientific Inc.

Healthcare
867
New
$531.86 - $624.21 $461K - $541K
867 $536K
AMZN
Amazon Com Inc

Consumer Cyclical
2.97K
+ 69.58%
$161.02 - $200.0 $478K - $594K
7.24K $1.35M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
492
New
$1024.09 - $1201.76 $504K - $591K
492 $517K
DE
Deere & CO

Industrials
1.03K
New
$344.84 - $418.0 $356K - $432K
1.03K $431K
NSC
Norfolk Southern Corp

Industrials
1.74K
New
$213.75 - $259.69 $372K - $452K
1.74K $431K
CHD
Church & Dwight CO Inc

Consumer Defensive
3.51K
New
$98.01 - $106.59 $344K - $374K
3.51K $367K
BX
Blackstone Inc.

Financial Services
2.36K
New
$120.77 - $159.66 $285K - $376K
2.36K $360K
JNJ
Johnson & Johnson

Healthcare
2.03K
+ 110.04%
$145.48 - $167.38 $295K - $339K
3.87K $627K
LOW
Lowes Companies Inc

Consumer Cyclical
964
+ 57.38%
$213.3 - $270.78 $206K - $261K
2.64K $715K
JPM
Jpmorgan Chase & CO

Financial Services
1.54K
+ 76.31%
$194.9 - $224.8 $300K - $346K
3.56K $749K
TXN
Texas Instruments Inc

Technology
1.64K
New
$194.6 - $194.6 $319K - $319K
1.64K $319K
SPGI
S&P Global Inc.

Financial Services
612
New
$446.32 - $527.38 $273K - $323K
612 $316K
V
Visa Inc.

Financial Services
1.14K
New
$253.74 - $291.56 $290K - $333K
1.14K $313K
AXP
American Express CO

Financial Services
1.12K
New
$225.92 - $271.17 $252K - $303K
1.12K $302K
IBM
International Business Machines Corp

Technology
1.36K
New
$175.1 - $223.38 $237K - $303K
1.36K $299K
ISRG
Intuitive Surgical Inc

Healthcare
580
New
$416.14 - $494.01 $241K - $287K
580 $284K
ACN
Accenture PLC

Technology
605
+ 69.86%
$295.44 - $355.81 $179K - $215K
1.47K $519K
EFX
Equifax Inc

Industrials
870
New
$236.42 - $307.13 $206K - $267K
870 $255K
UNP
Union Pacific Corp

Industrials
1.01K
New
$221.78 - $256.09 $223K - $257K
1.01K $247K
AMT
American Tower Corp

Real Estate
1.07K
New
$192.27 - $242.73 $205K - $259K
1.07K $247K
ZTS
Zoetis Inc.

Healthcare
1.27K
New
$172.58 - $196.48 $219K - $249K
1.27K $247K
MSI
Motorola Solutions, Inc.

Technology
539
New
$385.65 - $450.49 $208K - $243K
539 $242K
ORCL
Oracle Corp

Technology
1.41K
New
$125.9 - $170.35 $178K - $240K
1.41K $240K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
2.21K
+ 0.88%
$22.21 - $23.14 $49.1K - $51.1K
254K $5.86M
MMM
3 M CO

Industrials
1.71K
New
$99.69 - $139.42 $170K - $238K
1.71K $233K
HON
Honeywell International Inc

Industrials
1.05K
New
$196.73 - $220.21 $207K - $231K
1.05K $217K
TDY
Teledyne Technologies Inc

Technology
469
New
$381.47 - $437.71 $179K - $205K
469 $205K
PG
Procter & Gamble CO

Consumer Defensive
1.07K
+ 51.1%
$160.76 - $177.82 $172K - $190K
3.16K $547K
NKE
Nike, Inc.

Consumer Cyclical
2.28K
New
$71.09 - $89.44 $162K - $204K
2.28K $201K
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.25K
+ 22.17%
$24.06 - $26.97 $126K - $142K
28.9K $776K
IYW
Ishares Dj Us Tech ETF

ETFs
693
+ 5.1%
$133.16 - $158.73 $92.3K - $110K
14.3K $2.16M
PICK
Ishares Inc Msci Global Select

ETFs
1.94K
+ 14.62%
$36.29 - $43.35 $70.5K - $84.2K
15.2K $658K
HYG
Ishares Tr

ETFs
540
+ 2.51%
$76.72 - $80.36 $41.4K - $43.4K
22K $1.77M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
300
+ 2.02%
$75.63 - $84.89 $22.7K - $25.5K
15.1K $1.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
69
+ 0.3%
$57.32 - $62.65 $3.96K - $4.32K
23.4K $1.46M
Activity Summary
Buys All Purchases 61 New Holdings 26 Increased Positions 35 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elwood & Goetz Wealth Advisory Group, LLC Portfolio

Follow Elwood & Goetz Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email