Elser Financial Planning, Inc Purchases in Q3 2024

Elser Financial Planning, Inc

  • $68.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
6.27K
New
$145.48 - $167.38 $911K - $1.05M
6.27K $1.02B
AAPL
Apple Inc.

Technology
297
+ 1.19%
$207.23 - $234.82 $61.5K - $69.7K
25.3K $5.9B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.3K
New
$92.63 - $105.69 $491K - $560K
5.3K $552M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.15K
+ 12.51%
$61.11 - $67.85 $315K - $350K
46.4K $3.15B
Vanguard Mun Bd Fds
3.53K
New
N/A
3.53K $357M
VEA
Vanguard Ftse Developed Market

ETFs
5.35K
+ 54.17%
$47.6 - $53.31 $255K - $285K
15.2K $804M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.8K
New
$58.03 - $65.37 $278K - $313K
4.8K $310M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.03K
+ 1.65%
$46.9 - $51.96 $48.5K - $53.7K
63.9K $3.29B
LLY
Eli Lilly & CO

Healthcare
708
+ 3.7%
$772.14 - $960.02 $547K - $680K
19.8K $17.6B
HD
Home Depot, Inc.

Consumer Cyclical
615
New
$333.64 - $405.2 $205K - $249K
615 $249M
R
Ryder System Inc

Industrials
1.52K
New
$117.21 - $148.66 $178K - $225K
1.52K $221M
EPD
Enterprise Products Partners L.P.

Energy
7.49K
New
$27.88 - $30.0 $209K - $225K
7.49K $218M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
443
+ 0.78%
$36.98 - $41.55 $16.4K - $18.4K
57.4K $2.36B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.72K
+ 5.92%
$25.45 - $29.53 $43.8K - $50.9K
30.8K $899M
LOW
Lowes Companies Inc

Consumer Cyclical
23
+ 1.3%
$213.3 - $270.78 $4.91K - $6.23K
1.79K $484M
MSFT
Microsoft Corp

Technology
365
+ 8.83%
$395.15 - $467.56 $144K - $171K
4.5K $1.94B
NSC
Norfolk Southern Corp

Industrials
11
+ 0.47%
$213.75 - $259.69 $2.35K - $2.86K
2.35K $584M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
372
+ 1.63%
$19.78 - $23.53 $7.36K - $8.75K
23.2K $536M
CAT
Caterpillar Inc

Industrials
15
+ 1.15%
$316.8 - $391.12 $4.75K - $5.87K
1.32K $514M
UNP
Union Pacific Corp

Industrials
37
+ 1.16%
$221.78 - $256.09 $8.21K - $9.48K
3.23K $795M
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 2.84%
$245.82 - $304.51 $8.11K - $10K
1.19K $363M
KR
Kroger CO

Consumer Defensive
62
+ 0.79%
$50.43 - $57.3 $3.13K - $3.55K
7.87K $451M
AMZN
Amazon Com Inc

Consumer Cyclical
430
+ 9.89%
$161.02 - $200.0 $69.2K - $86K
4.78K $890M
ALL
Allstate Corp

Financial Services
15
+ 1.0%
$158.43 - $192.86 $2.38K - $2.89K
1.52K $288M
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 0.17%
$95.54 - $108.77 $764 - $870
4.63K $480M
SYK
Stryker Corp

Healthcare
12
+ 0.98%
$315.94 - $371.96 $3.79K - $4.46K
1.24K $448M
DHR
Danaher Corp

Healthcare
24
+ 2.99%
$239.25 - $280.76 $5.74K - $6.74K
826 $230M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
52
+ 0.81%
$41.9 - $48.26 $2.18K - $2.51K
6.48K $310M
ABT
Abbott Laboratories

Healthcare
73
+ 3.74%
$100.07 - $118.13 $7.31K - $8.62K
2.02K $231M
VEU
Vanguard Ftse All World Ex Us

ETFs
86
+ 1.71%
$56.47 - $63.69 $4.86K - $5.48K
5.13K $323M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.12%
$255.18 - $283.2 $510 - $566
1.66K $469M
PG
Procter & Gamble CO

Consumer Defensive
22
+ 0.9%
$160.76 - $177.82 $3.54K - $3.91K
2.48K $430M
TXN
Texas Instruments Inc

Technology
38
+ 3.46%
$194.6 - $194.6 $7.39K - $7.39K
1.14K $234M
TJX
Tjx Companies Inc

Consumer Cyclical
51
+ 2.63%
$107.93 - $120.23 $5.5K - $6.13K
1.99K $234M
CBSH
Commerce Bancshares Inc

Financial Services
3
+ 0.07%
$55.02 - $65.08 $165 - $195
4.11K $244M
CSX
Csx Corp

Industrials
80
+ 0.7%
$32.48 - $35.45 $2.6K - $2.84K
11.4K $395M
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 1.63%
$520.18 - $576.82 $3.12K - $3.46K
373 $215M
MAR
Marriott International Inc

Consumer Cyclical
11
+ 1.16%
$211.35 - $255.11 $2.32K - $2.81K
959 $238M
DIS
Walt Disney CO

Communication Services
64
+ 2.57%
$85.6 - $98.61 $5.48K - $6.31K
2.55K $245M
CVX
Chevron Corp

Energy
78
+ 3.45%
$137.88 - $161.97 $10.8K - $12.6K
2.34K $344M
APH
Amphenol Corp

Technology
48
+ 0.78%
$58.39 - $70.41 $2.8K - $3.38K
6.23K $406M
ELV
Elevance Health, Inc.

Healthcare
10
+ 1.14%
$500.12 - $562.29 $5K - $5.62K
886 $461M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elser Financial Planning, Inc Portfolio

Follow Elser Financial Planning, Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email