Elwood & Goetz Wealth Advisory Group, LLC New Holdings in Q3 2024

Elwood & Goetz Wealth Advisory Group, LLC

  • $402 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
492
New
$1024.09 - $1201.76 $504K - $591K
492 $517K
NSC
Norfolk Southern Corp

Industrials
1.74K
New
$213.75 - $259.69 $372K - $452K
1.74K $431K
DE
Deere & CO

Industrials
1.03K
New
$344.84 - $418.0 $356K - $432K
1.03K $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
TXN
Texas Instruments Inc

Technology
1.64K
New
$194.6 - $194.6 $319K - $319K
1.64K $319K
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
EFX
Equifax Inc

Industrials
870
New
$236.42 - $307.13 $206K - $267K
870 $255K
AMT
American Tower Corp

Real Estate
1.07K
New
$192.27 - $242.73 $205K - $259K
1.07K $247K
UNP
Union Pacific Corp

Industrials
1.01K
New
$221.78 - $256.09 $223K - $257K
1.01K $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
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
NKE
Nike, Inc.

Consumer Cyclical
2.28K
New
$71.09 - $89.44 $162K - $204K
2.28K $201K
Ishares Tr
11.6K
New
N/A
11.6K $0
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
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