Elser Financial Planning, Inc Portfolio Holdings

Elser Financial Planning, Inc

  • $68.9 Billion
  • Q3 2024

Elser Financial Planning, Inc has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $68.9 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $17.6B, Apple Inc. with a value of $5.9B, Brown & Brown, Inc. with a value of $4.02B, Schwab Strategic Tr Us Small C with a value of $3.29B, and Schwab Strategic Tr Us Large C with a value of $3.15B.

Examining the 13F form we can see an decrease of $530B in the current position value, from $599B to 68.9B.

Elser Financial Planning, Inc is based out at Indianapolis, IN

Below you can find more details about Elser Financial Planning, Inc portfolio as well as his latest detailed transactions.

Portfolio value $68.9 Billion
ETFs: $25.8 Billion
Healthcare: $20.4 Billion
Technology: $8.76 Billion
Financial Services: $4.73 Billion
Industrials: $2.51 Billion
Consumer Cyclical: $2.46 Billion
Consumer Defensive: $1.7 Billion
Basic Materials: $771 Million
Other: $808 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $68.9 Billion
  • Prior Value $599 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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