Elser Financial Planning, Inc Incresed Positions in Q3 2024

Elser Financial Planning, Inc

  • $68.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
297
+ 1.19%
$207.23 - $234.82 $61.5K - $69.7K
25.3K $5.9B
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.15K
+ 12.51%
$61.11 - $67.85 $315K - $350K
46.4K $3.15B
VEA
Vanguard Ftse Developed Market

ETFs
5.35K
+ 54.17%
$47.6 - $53.31 $255K - $285K
15.2K $804M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.03K
+ 1.65%
$46.9 - $51.96 $48.5K - $53.7K
63.9K $3.29B
LLY
Eli Lilly & CO

Healthcare
708
+ 3.7%
$772.14 - $960.02 $547K - $680K
19.8K $17.6B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
443
+ 0.78%
$36.98 - $41.55 $16.4K - $18.4K
57.4K $2.36B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.72K
+ 5.92%
$25.45 - $29.53 $43.8K - $50.9K
30.8K $899M
LOW
Lowes Companies Inc

Consumer Cyclical
23
+ 1.3%
$213.3 - $270.78 $4.91K - $6.23K
1.79K $484M
MSFT
Microsoft Corp

Technology
365
+ 8.83%
$395.15 - $467.56 $144K - $171K
4.5K $1.94B
NSC
Norfolk Southern Corp

Industrials
11
+ 0.47%
$213.75 - $259.69 $2.35K - $2.86K
2.35K $584M
CAT
Caterpillar Inc

Industrials
15
+ 1.15%
$316.8 - $391.12 $4.75K - $5.87K
1.32K $514M
UNP
Union Pacific Corp

Industrials
37
+ 1.16%
$221.78 - $256.09 $8.21K - $9.48K
3.23K $795M
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 2.84%
$245.82 - $304.51 $8.11K - $10K
1.19K $363M
KR
Kroger CO

Consumer Defensive
62
+ 0.79%
$50.43 - $57.3 $3.13K - $3.55K
7.87K $451M
AMZN
Amazon Com Inc

Consumer Cyclical
430
+ 9.89%
$161.02 - $200.0 $69.2K - $86K
4.78K $890M
ALL
Allstate Corp

Financial Services
15
+ 1.0%
$158.43 - $192.86 $2.38K - $2.89K
1.52K $288M
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 0.17%
$95.54 - $108.77 $764 - $870
4.63K $480M
SYK
Stryker Corp

Healthcare
12
+ 0.98%
$315.94 - $371.96 $3.79K - $4.46K
1.24K $448M
DHR
Danaher Corp

Healthcare
24
+ 2.99%
$239.25 - $280.76 $5.74K - $6.74K
826 $230M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
52
+ 0.81%
$41.9 - $48.26 $2.18K - $2.51K
6.48K $310M
ABT
Abbott Laboratories

Healthcare
73
+ 3.74%
$100.07 - $118.13 $7.31K - $8.62K
2.02K $231M
VEU
Vanguard Ftse All World Ex Us

ETFs
86
+ 1.71%
$56.47 - $63.69 $4.86K - $5.48K
5.13K $323M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.12%
$255.18 - $283.2 $510 - $566
1.66K $469M
PG
Procter & Gamble CO

Consumer Defensive
22
+ 0.9%
$160.76 - $177.82 $3.54K - $3.91K
2.48K $430M
TXN
Texas Instruments Inc

Technology
38
+ 3.46%
$194.6 - $194.6 $7.39K - $7.39K
1.14K $234M
TJX
Tjx Companies Inc

Consumer Cyclical
51
+ 2.63%
$107.93 - $120.23 $5.5K - $6.13K
1.99K $234M
CBSH
Commerce Bancshares Inc

Financial Services
3
+ 0.07%
$55.02 - $65.08 $165 - $195
4.11K $244M
CSX
Csx Corp

Industrials
80
+ 0.7%
$32.48 - $35.45 $2.6K - $2.84K
11.4K $395M
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 1.63%
$520.18 - $576.82 $3.12K - $3.46K
373 $215M
MAR
Marriott International Inc

Consumer Cyclical
11
+ 1.16%
$211.35 - $255.11 $2.32K - $2.81K
959 $238M
DIS
Walt Disney CO

Communication Services
64
+ 2.57%
$85.6 - $98.61 $5.48K - $6.31K
2.55K $245M
CVX
Chevron Corp

Energy
78
+ 3.45%
$137.88 - $161.97 $10.8K - $12.6K
2.34K $344M
APH
Amphenol Corp

Technology
48
+ 0.78%
$58.39 - $70.41 $2.8K - $3.38K
6.23K $406M
ELV
Elevance Health, Inc.

Healthcare
10
+ 1.14%
$500.12 - $562.29 $5K - $5.62K
886 $461M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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