Elser Financial Planning, Inc Purchases in Q2 2025

Elser Financial Planning, Inc

  • $1.67 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
360
New
$908.13 - $1056.85 $327K - $380K
360 $348M
CSCO
Cisco Systems, Inc.

Technology
4.85K
New
$53.19 - $69.38 $258K - $337K
4.85K $327M
GLD
Spdr Gold Trust

ETFs
1.04K
New
$273.71 - $316.29 $285K - $330K
1.04K $322M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
15K
+ 65.07%
$18.94 - $21.67 $285K - $326K
38.1K $809M
XOM
Exxon Mobil Corp

Energy
2.71K
New
$99.93 - $119.04 $271K - $323K
2.71K $306M
AMZN
Amazon Com Inc

Consumer Cyclical
465
+ 7.78%
$167.32 - $223.3 $77.8K - $104K
6.44K $1.44B
NEE
Nextera Energy Inc

Utilities
3.99K
New
$64.11 - $75.0 $256K - $299K
3.99K $298M
TSLA
Tesla, Inc.

Consumer Cyclical
946
New
$221.86 - $362.89 $210K - $343K
946 $294M
DFIV
Dimensional ETF Tr

ETFs
6.19K
+ 79.5%
$34.67 - $43.21 $215K - $268K
14K $596M
UNH
Unitedhealth Group Inc

Healthcare
988
New
$274.35 - $599.47 $271K - $592K
988 $289M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.35K
New
$32.62 - $33.58 $272K - $280K
8.35K $278M
Fidelity Greenwood Street Tr
9.48K
New
N/A
9.48K $274M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.65K
New
$58.41 - $72.69 $213K - $265K
3.65K $267M
MA
Mastercard Inc

Financial Services
469
New
$479.92 - $590.74 $225K - $277K
469 $261M
V
Visa Inc.

Financial Services
735
New
$308.27 - $373.31 $227K - $274K
735 $255M
IBM
International Business Machines Corp

Technology
902
New
$221.03 - $294.78 $199K - $266K
902 $254M
Dimensional ETF Trust
8.15K
New
N/A
8.15K $253M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.06K
New
$141.37 - $228.57 $149K - $241K
1.06K $251M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
565
New
$376.48 - $440.65 $213K - $249K
565 $249M
VBK
Vanguard Small Cap Growth ETF

ETFs
888
New
$219.76 - $276.94 $195K - $246K
888 $247M
ACN
Accenture PLC

Technology
871
New
$279.23 - $323.21 $243K - $282K
871 $244M
QQQ
Invesco Qqq Trust, Series 1

ETFs
347
+ 67.25%
$416.06 - $551.64 $144K - $191K
863 $481M
MPLX
Mplx LP

Energy
4.69K
New
$46.68 - $53.89 $219K - $253K
4.69K $238M
EXR
Extra Space Storage Inc.

Real Estate
1.54K
New
$126.61 - $152.99 $195K - $236K
1.54K $228M
VTV
Vanguard Value ETF

ETFs
1.24K
+ 69.07%
$153.67 - $176.74 $190K - $218K
3.02K $532M
Linde PLC
478
New
N/A
478 $220M
Vanguard Wellington Fd
2.12K
New
N/A
2.12K $214M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.53K
New
$104.23 - $134.39 $160K - $206K
1.53K $207M
VO
Vanguard Mid Cap ETF

ETFs
736
New
$228.54 - $279.83 $168K - $206K
736 $206M
ET
Energy Transfer LP

Energy
11.6K
New
$15.65 - $18.93 $181K - $220K
11.6K $204M
ETN
Eaton Corp PLC

Industrials
553
New
$246.52 - $356.99 $136K - $197K
553 $200M
TXN
Texas Instruments Inc

Technology
203
+ 16.72%
N/A
1.42K $307M
VEA
Vanguard Ftse Developed Market

ETFs
8
+ 0.05%
$45.65 - $57.01 $365 - $456
15.2K $859M
INTU
Intuit Inc

Technology
21
+ 4.88%
$544.07 - $787.63 $11.4K - $16.5K
451 $337M
DIS
Walt Disney CO

Communication Services
22
+ 0.84%
$81.72 - $124.01 $1.8K - $2.73K
2.64K $317M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
524
+ 8.12%
$39.89 - $49.46 $20.9K - $25.9K
6.98K $349M
CSX
Csx Corp

Industrials
54
+ 0.47%
$26.69 - $32.91 $1.44K - $1.78K
11.4K $383M
ABT
Abbott Laboratories

Healthcare
216
+ 10.0%
$123.95 - $138.08 $26.8K - $29.8K
2.38K $313M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.17%
$81.79 - $99.98 $327 - $400
2.39K $228M
QCOM
Qualcomm Inc

Technology
31
+ 1.82%
$124.66 - $159.48 $3.86K - $4.94K
1.74K $267M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 1.95%
$335.24 - $380.78 $4.69K - $5.33K
732 $262M
Activity Summary
Buys All Purchases 92 New Holdings 66 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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