Elser Financial Planning, Inc Reduced Holdings in Q2 2025

Elser Financial Planning, Inc

  • $1.67 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-582
- 2.81%
$713.71 - $898.95 $415K - $523K
20.1K $15.9B
BRO
Brown & Brown, Inc.

Financial Services
-18
- 0.06%
$104.48 - $124.43 $1.88K - $2.24K
29.5K $3.14B
AAPL
Apple Inc.

Technology
-276
- 1.06%
$172.42 - $223.89 $47.6K - $61.8K
25.7K $5.39B
VIG
Vanguard Dividend Appreciation

ETFs
-1.42K
- 27.95%
N/A
3.65K $746M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-10.1K
- 34.8%
$24.38 - $30.18 $245K - $304K
18.9K $574M
JNJ
Johnson & Johnson

Healthcare
-140
- 1.62%
$146.36 - $159.82 $20.5K - $22.4K
8.48K $1.32B
PEP
Pepsico Inc

Consumer Defensive
-286
- 7.62%
$128.02 - $151.37 $36.6K - $43.3K
3.47K $470M
ELV
Elevance Health, Inc.

Healthcare
-4
- 0.45%
$372.27 - $452.69 $1.49K - $1.81K
878 $295M
VTI
Vanguard Total Stock Market Et

ETFs
-455
- 24.19%
$243.75 - $303.93 $111K - $138K
1.43K $436M
PG
Procter & Gamble CO

Consumer Defensive
-12
- 0.27%
$157.66 - $172.39 $1.89K - $2.07K
4.49K $690M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.5K
- 25.92%
$54.19 - $67.22 $81.4K - $101K
4.29K $287M
LOW
Lowes Companies Inc

Consumer Cyclical
-32
- 1.74%
$210.83 - $235.28 $6.75K - $7.53K
1.8K $388M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-11.3K
- 10.86%
$17.76 - $22.1 $201K - $251K
93.1K $2.03B
CL
Colgate Palmolive CO

Consumer Defensive
-1
- 0.02%
$87.57 - $96.0 $87.6 - $96
4.63K $406M
MCD
Mcdonalds Corp

Consumer Cyclical
-39
- 3.38%
$285.55 - $321.23 $11.1K - $12.5K
1.12K $334M
UNP
Union Pacific Corp

Industrials
-32
- 0.85%
$208.27 - $238.46 $6.66K - $7.63K
3.72K $860M
KR
Kroger CO

Consumer Defensive
-748
- 9.43%
$64.62 - $74.0 $48.3K - $55.4K
7.18K $516M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-19
- 0.41%
$49.57 - $50.27 $942 - $955
4.65K $232M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-196
- 5.84%
$72.96 - $90.39 $14.3K - $17.7K
3.16K $278M
CBSH
Commerce Bancshares Inc

Financial Services
-10
- 0.23%
$55.42 - $65.63 $554 - $656
4.31K $273M
LMT
Lockheed Martin Corp

Industrials
-1
- 0.22%
$430.82 - $486.45 $431 - $486
458 $216M
SYK
Stryker Corp

Healthcare
-9
- 0.71%
$337.37 - $395.63 $3.04K - $3.56K
1.25K $489M
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.43%
$498.8 - $620.9 $1.5K - $1.86K
688 $430M
NSC
Norfolk Southern Corp

Industrials
-4
- 0.17%
$206.34 - $257.46 $825 - $1.03K
2.35K $611M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.24K
- 6.29%
$20.42 - $25.3 $148K - $183K
108K $2.77B
CAT
Caterpillar Inc

Industrials
-35
- 2.64%
$273.94 - $388.21 $9.59K - $13.6K
1.29K $533M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.13K
- 1.08%
$19.1 - $23.83 $21.6K - $26.9K
103K $2.48B
Activity Summary
Buys All Purchases 92 New Holdings 66 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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