Elser Financial Planning, Inc Purchases and Sells in Q4 2025

Elser Financial Planning, Inc

$138 Billion
Q4 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	6.37K + 32.11%	$799.57 - $1025.28 $5.1M - $6.54M	26.2K $28.2B
AAPL	2.23K + 8.89%	$245.27 - $275.25 $548K - $615K	27.4K $7.44B
UNP	3.2K + 87.01%	$216.37 - $237.41 $693K - $760K	6.88K $1.59B
AMZN	1.63K + 25.07%	$213.04 - $254.0 $348K - $415K	8.14K $1.88B
WMT	3.04K + 127.04%	$101.18 - $109.03 $308K - $331K	5.43K $605M
MSFT	1.08K + 21.72%	$496.82 - $542.07 $535K - $584K	6.04K $2.92B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL ETF TRUST	635K New	N/A	635K $33.4B
BRC	4.22K New	$72.5 - $79.48 $306K - $335K	4.22K $2.12B
KO	16.1K New	$66.1 - $71.61 $1.07M - $1.16M	16.1K $1.13B
BITW	15.9K New	$62.81 - $86.28 $996K - $1.37M	15.9K $932M
WRB	4.79K New	$71.34 - $78.46 $342K - $376K	4.79K $560M
GLD	1.04K New	$354.79 - $403.15 $370K - $420K	1.04K $413M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	-1.52K - 14.91%	$248.1 - $260.08 $377K - $396K	8.68K $2.24B
KR	-3.2K - 44.73%	$63.15 - $69.15 $202K - $221K	3.95K $247M
QQQ	-187 - 21.67%	$589.5 - $635.77 $110K - $119K	676 $415M
SCHH	-2.66K - 14.17%	$20.85 - $21.86 $55.4K - $58.1K	16.1K $337M
MCD	-181 - 16.23%	$293.81 - $310.11 $53.2K - $56.1K	934 $286M
HD	-17 - 2.36%	$358.03 - $397.02 $6.09K - $6.75K	704 $242M

Activity Summary All Purchases 43 New Holdings 13 Increased Positions 30 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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