Elser Financial Planning, Inc Purchases and Sells in Q3 2025

Elser Financial Planning, Inc

$83 Billion
Q3 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	246 + 2.82%	$567.77 - $614.76 $140K - $151K	8.98K $5.52B
CAT	39 + 3.02%	$390.92 - $477.15 $15.2K - $18.6K	1.33K $652M
MSFT	118 + 2.44%	$491.09 - $535.64 $57.9K - $63.2K	4.96K $2.56B
VTEB	1.76K + 2.75%	$48.5 - $50.19 $85.4K - $88.3K	65.8K $3.29B
NSC	8 + 0.34%	$259.49 - $300.41 $2.08K - $2.4K	2.36K $703M
SCHG	75 + 0.23%	$28.92 - $32.19 $2.17K - $2.41K	32.2K $1.04B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MUN BD FDS	6.49K New	N/A	6.49K $649M
VANGUARD CALIF TAX FREE FDS	4.78K New	N/A	4.78K $476M
SPXC	9.36K New	$168.95 - $204.31 $1.58M - $1.91M	9.36K $283M
INTC	6.13K New	$19.31 - $35.5 $118K - $217K	6.13K $228M
VANGUARD WELLINGTON FD	2.12K New	N/A	2.12K $215M
RTX	1.27K New	$144.19 - $167.33 $183K - $212K	1.27K $211M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRO	-25 - 0.08%	$90.88 - $108.93 $2.27K - $2.72K	29.5K $2.76B
VB	-2K - 16.36%	$237.58 - $259.17 $474K - $517K	10.2K $2.62B
SCHE	-8.67K - 30.74%	$30.13 - $33.37 $261K - $289K	19.5K $657M
VEU	-1.73K - 28.73%	$66.38 - $71.68 $115K - $124K	4.3K $310M
VTI	-432 - 22.87%	$303.93 - $329.86 $131K - $142K	1.46K $481M
SCHF	-10.1K - 9.81%	$21.69 - $23.34 $220K - $237K	93.3K $2.2B

Activity Summary All Purchases 22 New Holdings 7 Increased Positions 15 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elser Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elser Financial Planning, Inc with notifications on news.