Elser Financial Planning, Inc has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $72.2 Billion distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $17.1B, Apple Inc. with a value of $5.76B, Vanguard Index Fds S&P 500 ETF with a value of $3.85B, Brown & Brown, Inc. with a value of $3.68B, and Schwab Strategic Tr Us Large C with a value of $2.9B.
Examining the 13F form we can see an decrease of $1.6T in the current position value, from $1.67T to 72.2B.
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.
