Elser Financial Planning, Inc Purchases and Sells in Q4 2024

Elser Financial Planning, Inc

$1.67 Trillion
Q4 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	0 + 0.0%	$41.17 - $43.34 $0 - $0	3.44B $143B
DFUS	960K + 2245.61%	$61.52 - $66.5 $59.1M - $63.9M	1M $63.9B
DFAS	714K + 3665.73%	$63.58 - $71.15 $45.4M - $50.8M	733K $47.7B
DFUV	978K + 13350.78%	$40.38 - $44.35 $39.5M - $43.4M	986K $40.3B
DFAX	537K + 2407.12%	$24.76 - $27.04 $13.3M - $14.5M	559K $13.9B
VANGUARD MUN BD FDS	6.28K + 177.75%	N/A	9.81K $975M

New Holdings

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MBIN	27.3M New	$35.94 - $45.87 $980M - $1.25B	27.3M $994B
DFAU	0 New	$39.27 - $42.38 $0 - $0	1.98B $80.3B
DFIC	0 New	$25.61 - $28.0 $0 - $0	2.02B $52.3B
DFAT	706K New	$54.54 - $61.04 $38.5M - $43.1M	706K $39.3B
DFSD	710K New	$46.75 - $47.8 $33.2M - $33.9M	710K $33.3B
DFEM	0 New	$26.16 - $28.82 $0 - $0	1.02B $26.7B

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-282 - 1.42%	$727.2 - $932.06 $205K - $263K	19.5K $15.1B
BRO	-2.99K - 7.71%	$100.93 - $113.42 $302K - $340K	35.8K $3.66B
ELV	-30 - 3.39%	$365.96 - $514.62 $11K - $15.4K	856 $316M
JNJ	-142 - 2.27%	$143.34 - $165.86 $20.4K - $23.6K	6.12K $886M
SCHE	-1.41K - 4.56%	$26.63 - $30.23 $37.4K - $42.5K	29.4K $783M
APD	-179 - 6.91%	$285.5 - $335.62 $51.1K - $60.1K	2.41K $700M

Activity Summary All Purchases 89 New Holdings 50 Increased Positions 39 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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