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  Name: Elwood & Goetz Wealth Advisory Group LLC
  City: ATHENS
  State: GA
  Zip: 30605
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $412,016,000
  Total Value Change : $-61,162,000
  Securities Held Change : 5
   
All Securities Held : 87
  New Positions : 8
  Closed Positions : 3
  Increased Positions : 26
  Unchanged Positions : 16
  Decreased Positions : 37

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IT)1 Year Chart         IT Gartner Inc 45 New $450.26 $617,000 1,294 0.15% 617,000 1,294 0.001    Management Services
   (NFLT)1 Year Chart         NFLT Newfleet Multi Sector Uncon... 72 New $0.00 $271,000 12,100 0.07% 271,000 12,100 0.013    N/A
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 75 New $39.27 $248,000 5,729 0.06% 248,000 5,729 0    CATV Systems
   (GE)1 Year Chart         GE General Electric Co 78 New $159.89 $243,000 1,383 0.06% 243,000 1,383 0    Conglomerates
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 80 New $924.79 $230,000 254 0.06% 230,000 254 0    Semiconductor - Speci...
   (IBM)1 Year Chart         IBM International Business Mach... 82 New $169.03 $220,000 1,150 0.05% 220,000 1,150 0    Diversified Computer ...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 84 New $40.06 $211,000 5,034 0.05% 211,000 5,034 0    Telecom Services - Do...
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 87 New $249.65 $201,000 789 0.05% 201,000 789 0    Railroads

      8 Records Found
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