Elser Financial Planning, Inc Purchases and Sells in Q2 2025

Elser Financial Planning, Inc

$1.67 Trillion
Q2 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	3.63M + 11925.5%	$41.1 - $42.37 $149M - $154M	3.66M $153B
DFUS	906K + 2118.63%	$53.65 - $67.02 $48.6M - $60.7M	949K $64B
DFUV	948K + 12942.23%	$36.25 - $42.28 $34.4M - $40.1M	956K $40.4B
DFAS	601K + 3085.01%	$52.31 - $63.72 $31.4M - $38.3M	620K $39.9B
DFAX	502K + 2249.59%	$23.37 - $29.39 $11.7M - $14.7M	524K $15.4B
VB	5.23K + 104.56%	$193.73 - $237.37 $1.01M - $1.24M	10.2K $2.45B

New Holdings

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MBIN	27.1M New	$30.06 - $37.17 $814M - $1.01B	27.1M $934B
DFAU	2.02M New	$34.04 - $42.36 $68.8M - $85.6M	2.02M $86.2B
DFIC	2.07M New	$24.94 - $31.15 $51.7M - $64.6M	2.07M $63.8B
DFAT	706K New	$44.8 - $53.97 $31.6M - $38.1M	706K $38.6B
DFSD	744K New	$47.09 - $48.01 $35.1M - $35.7M	744K $35.6B
DFEM	983K New	$23.4 - $29.68 $23M - $29.2M	983K $29.5B

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-582 - 2.81%	$713.71 - $898.95 $415K - $523K	20.1K $15.9B
BRO	-18 - 0.06%	$104.48 - $124.43 $1.88K - $2.24K	29.5K $3.14B
AAPL	-276 - 1.06%	$172.42 - $223.89 $47.6K - $61.8K	25.7K $5.39B
VIG	-1.42K - 27.95%	N/A	3.65K $746M
SCHE	-10.1K - 34.8%	$24.38 - $30.18 $245K - $304K	18.9K $574M
JNJ	-140 - 1.62%	$146.36 - $159.82 $20.5K - $22.4K	8.48K $1.32B

Activity Summary All Purchases 92 New Holdings 66 Increased Positions 26 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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