Elser Financial Planning, Inc Purchases in Q4 2025

Elser Financial Planning, Inc

  • $138 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
635K
New
N/A
635K $33.4B
LLY
Eli Lilly & CO

Healthcare
6.37K
+ 32.11%
$799.57 - $1025.28 $5.1M - $6.54M
26.2K $28.2B
BRC
Brady Corp

Industrials
4.22K
New
$72.5 - $79.48 $306K - $335K
4.22K $2.12B
KO
Coca Cola CO

Consumer Defensive
16.1K
New
$66.1 - $71.61 $1.07M - $1.16M
16.1K $1.13B
AAPL
Apple Inc.

Technology
2.23K
+ 8.89%
$245.27 - $275.25 $548K - $615K
27.4K $7.44B
BITW
Bitwise 10 Crypto Index Fund
15.9K
New
$62.81 - $86.28 $996K - $1.37M
15.9K $932M
UNP
Union Pacific Corp

Industrials
3.2K
+ 87.01%
$216.37 - $237.41 $693K - $760K
6.88K $1.59B
WRB
Berkley W R Corp

Financial Services
4.79K
New
$71.34 - $78.46 $342K - $376K
4.79K $560M
AMZN
Amazon Com Inc

Consumer Cyclical
1.63K
+ 25.07%
$213.04 - $254.0 $348K - $415K
8.14K $1.88B
GLD
Spdr Gold Trust

ETFs
1.04K
New
$354.79 - $403.15 $370K - $420K
1.04K $413M
MSFT
Microsoft Corp

Technology
1.08K
+ 21.72%
$496.82 - $542.07 $535K - $584K
6.04K $2.92B
BAC
Bank Of America Corp

Financial Services
5.73K
New
$48.65 - $54.11 $279K - $310K
5.73K $315M
CVX
Chevron Corp

Energy
2K
+ 84.5%
$148.9 - $157.72 $298K - $316K
4.37K $666M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.65K
New
$76.84 - $80.86 $280K - $295K
3.65K $292M
MU
Micron Technology Inc

Technology
997
New
$181.6 - $253.3 $181K - $253K
997 $285M
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.36K
New
$30.13 - $30.32 $282K - $284K
9.36K $283M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.06K
+ 7.69%
$49.98 - $50.59 $253K - $256K
70.9K $3.57B
SHEL
Shell PLC

Energy
3.32K
New
$71.37 - $77.01 $237K - $256K
3.32K $244M
LBRDK
Liberty Broadband Corp

Communication Services
31.7K
New
$47.01 - $65.22 $1.49M - $2.06M
31.7K $230M
PFE
Pfizer Inc

Healthcare
8.96K
New
$24.23 - $27.37 $217K - $245K
8.96K $223M
Vanguard Wellington Fd
1.83K
+ 86.35%
N/A
3.95K $401M
ALL
Allstate Corp

Financial Services
895
+ 58.19%
$190.0 - $214.3 $170K - $192K
2.43K $507M
JNJ
Johnson & Johnson

Healthcare
20
+ 0.24%
$185.98 - $199.58 $3.72K - $3.99K
8.52K $1.76B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
75
+ 0.84%
$600.51 - $631.95 $45K - $47.4K
9.05K $5.68B
Vanguard Mun Bd Fds
522
+ 8.05%
N/A
7.01K $707M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2
+ 0.0%
$23.02 - $24.23 $46 - $48.5
93.3K $2.24B
RTX
Raytheon Technologies Corp

Industrials
84
+ 6.63%
$157.0 - $179.44 $13.2K - $15.1K
1.35K $248M
VTV
Vanguard Value ETF

ETFs
97
+ 3.21%
$182.87 - $189.72 $17.7K - $18.4K
3.12K $596M
ELV
Elevance Health, Inc.

Healthcare
41
+ 4.81%
$303.78 - $362.34 $12.5K - $14.9K
894 $313M
SCHG
Schwab Strategic Tr Us Large C

ETFs
47
+ 0.15%
$31.41 - $33.69 $1.48K - $1.58K
32.2K $1.05B
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.21%
$321.8 - $337.95 $965 - $1.01K
1.46K $490M
CSX
Csx Corp

Industrials
14
+ 0.12%
$34.88 - $36.67 $488 - $513
11.5K $416M
VEU
Vanguard Ftse All World Ex Us

ETFs
25
+ 0.58%
$70.2 - $73.89 $1.76K - $1.85K
4.33K $318M
QCOM
Qualcomm Inc

Technology
1
+ 0.06%
$153.59 - $187.68 $154 - $188
1.76K $301M
CL
Colgate Palmolive CO

Consumer Defensive
5
+ 0.11%
$74.98 - $79.86 $375 - $399
4.63K $366M
PG
Procter & Gamble CO

Consumer Defensive
291
+ 6.47%
$145.5 - $153.18 $42.3K - $44.6K
4.79K $686M
INTC
Intel Corp

Technology
39
+ 0.64%
$34.71 - $41.53 $1.35K - $1.62K
6.17K $227M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58
+ 0.83%
$52.54 - $55.77 $3.05K - $3.23K
7.02K $377M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.22%
$452.1 - $514.24 $452 - $514
458 $222M
CBSH
Commerce Bancshares Inc

Financial Services
215
+ 4.98%
$52.19 - $59.46 $11.2K - $12.8K
4.53K $237M
NSC
Norfolk Southern Corp

Industrials
3
+ 0.13%
$279.53 - $300.15 $839 - $900
2.36K $681M
BRO
Brown & Brown, Inc.

Financial Services
4
+ 0.01%
$76.42 - $95.96 $306 - $384
29.5K $2.35B
Activity Summary
Buys All Purchases 43 New Holdings 13 Increased Positions 30 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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