Elser Financial Planning, Inc Reduced Holdings in Q3 2025

Elser Financial Planning, Inc

  • $83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRO
Brown & Brown, Inc.

Financial Services
-25
- 0.08%
$90.88 - $108.93 $2.27K - $2.72K
29.5K $2.76B
VB
Vanguard Small Cap ETF

ETFs
-2K
- 16.36%
$237.58 - $259.17 $474K - $517K
10.2K $2.62B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-8.67K
- 30.74%
$30.13 - $33.37 $261K - $289K
19.5K $657M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.73K
- 28.73%
$66.38 - $71.68 $115K - $124K
4.3K $310M
VTI
Vanguard Total Stock Market Et

ETFs
-432
- 22.87%
$303.93 - $329.86 $131K - $142K
1.46K $481M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.1K
- 9.81%
$21.69 - $23.34 $220K - $237K
93.3K $2.2B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.96K
- 17.42%
$20.76 - $21.78 $82.2K - $86.2K
18.8K $403M
CL
Colgate Palmolive CO

Consumer Defensive
-6
- 0.13%
$79.36 - $93.33 $476 - $560
4.62K $362M
ELV
Elevance Health, Inc.

Healthcare
-25
- 2.85%
$274.66 - $395.76 $6.87K - $9.89K
853 $290M
INTU
Intuit Inc

Technology
-5
- 1.11%
$646.03 - $807.39 $3.23K - $4.04K
446 $304M
KR
Kroger CO

Consumer Defensive
-33
- 0.46%
$64.52 - $74.35 $2.13K - $2.45K
7.15K $474M
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.02%
$150.47 - $161.22 $150 - $161
4.5K $684M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-391
- 11.0%
$87.29 - $93.61 $34.1K - $36.6K
3.16K $298M
TJX
Tjx Companies Inc

Consumer Cyclical
-406
- 19.88%
$121.35 - $144.54 $49.3K - $58.7K
1.64K $233M
ABT
Abbott Laboratories

Healthcare
-82
- 3.4%
$120.51 - $136.62 $9.88K - $11.2K
2.33K $310M
APH
Amphenol Corp

Technology
-1.36K
- 21.65%
$97.39 - $125.4 $132K - $170K
4.91K $607M
MAR
Marriott International Inc

Consumer Cyclical
-7
- 0.76%
$255.35 - $282.87 $1.79K - $1.98K
914 $243M
UNP
Union Pacific Corp

Industrials
-39
- 1.05%
$214.91 - $237.16 $8.38K - $9.25K
3.68K $863M
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.09%
$291.67 - $316.99 $292 - $317
1.12K $334M
WMT
Walmart Inc.

Consumer Defensive
-1
- 0.04%
$94.4 - $104.27 $94.4 - $104
2.39K $243M
ALL
Allstate Corp

Financial Services
-5
- 0.32%
$192.0 - $214.65 $960 - $1.07K
1.54K $323M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-437
- 5.9%
$49.43 - $54.52 $21.6K - $23.8K
6.96K $381M
LMT
Lockheed Martin Corp

Industrials
-1
- 0.22%
$410.74 - $499.21 $411 - $499
457 $228M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-54
- 5.89%
$546.99 - $602.2 $29.5K - $32.5K
863 $523M
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.55%
$357.4 - $423.42 $1.43K - $1.69K
721 $285M
LLY
Eli Lilly & CO

Healthcare
-981
- 4.71%
$625.65 - $812.69 $614K - $797K
19.8K $16.3B
LOW
Lowes Companies Inc

Consumer Cyclical
-11
- 0.61%
$215.01 - $273.02 $2.37K - $3K
1.8K $445M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.73K
- 6.74%
$25.29 - $28.33 $196K - $219K
107K $3.01B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.98K
- 2.75%
$23.82 - $25.84 $70.9K - $77K
105K $2.72B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.65K
- 1.2%
$24.46 - $26.5 $40.4K - $43.7K
136K $3.6B
JNJ
Johnson & Johnson

Healthcare
-5
- 0.06%
$155.17 - $185.42 $776 - $927
8.5K $1.58B
AAPL
Apple Inc.

Technology
-897
- 3.45%
$202.38 - $256.87 $182K - $230K
25.1K $6.46B
Activity Summary
Buys All Purchases 22 New Holdings 7 Increased Positions 15 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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