Elser Financial Planning, Inc Purchases in Q1 2025

Elser Financial Planning, Inc

  • $72.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
1.17K
+ 5.96%
$725.72 - $929.72 $845K - $1.08M
20.7K $17.1B
JNJ
Johnson & Johnson

Healthcare
2.5K
+ 40.8%
$142.06 - $167.7 $355K - $419K
8.62K $1.43B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.3K
+ 21.05%
$507.05 - $563.67 $660K - $733K
7.48K $3.85B
PG
Procter & Gamble CO

Consumer Defensive
2.02K
+ 81.53%
$158.56 - $176.26 $321K - $356K
4.5K $767M
VTV
Vanguard Value ETF

ETFs
1.79K
New
$167.73 - $179.21 $300K - $320K
1.79K $309M
PEP
Pepsico Inc

Consumer Defensive
1.92K
+ 104.3%
$142.64 - $156.42 $273K - $300K
3.76K $563M
INTU
Intuit Inc

Technology
430
New
$555.63 - $630.23 $239K - $271K
430 $264M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.32K
New
$38.22 - $41.19 $203K - $219K
5.32K $215M
LMT
Lockheed Martin Corp

Industrials
459
New
$423.19 - $506.29 $194K - $232K
459 $205M
IVV
Ishares Core S&P 500 ETF

ETFs
318
+ 85.25%
$554.06 - $615.85 $176K - $196K
691 $388M
ELV
Elevance Health, Inc.

Healthcare
26
+ 3.04%
$365.9 - $436.25 $9.51K - $11.3K
882 $384M
CVX
Chevron Corp

Energy
82
+ 3.44%
$146.71 - $167.97 $12K - $13.8K
2.47K $413M
KR
Kroger CO

Consumer Defensive
44
+ 0.56%
$58.36 - $67.72 $2.57K - $2.98K
7.93K $537M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
612
+ 12.76%
$58.01 - $64.46 $35.5K - $39.4K
5.41K $336M
ABT
Abbott Laboratories

Healthcare
95
+ 4.6%
$111.1 - $140.22 $10.6K - $13.3K
2.16K $287M
VEU
Vanguard Ftse All World Ex Us

ETFs
509
+ 9.63%
$56.51 - $62.98 $28.8K - $32.1K
5.79K $351M
VEA
Vanguard Ftse Developed Market

ETFs
5
+ 0.03%
$47.4 - $52.99 $237 - $265
15.2K $774M
AMZN
Amazon Com Inc

Consumer Cyclical
909
+ 17.94%
$190.26 - $242.06 $173K - $220K
5.98K $1.14B
ALL
Allstate Corp

Financial Services
17
+ 1.11%
$180.99 - $210.18 $3.08K - $3.57K
1.54K $319M
SYK
Stryker Corp

Healthcare
9
+ 0.72%
$355.18 - $399.9 $3.2K - $3.6K
1.26K $469M
HD
Home Depot, Inc.

Consumer Cyclical
81
+ 12.72%
$347.25 - $424.87 $28.1K - $34.4K
718 $263M
NSC
Norfolk Southern Corp

Industrials
2
+ 0.08%
$227.69 - $259.76 $455 - $520
2.36K $558M
TJX
Tjx Companies Inc

Consumer Cyclical
20
+ 0.99%
$112.81 - $126.16 $2.26K - $2.52K
2.04K $249M
TXN
Texas Instruments Inc

Technology
57
+ 4.93%
N/A
1.21K $218M
VTI
Vanguard Total Stock Market Et

ETFs
98
+ 5.5%
$271.18 - $303.12 $26.6K - $29.7K
1.88K $517M
CBSH
Commerce Bancshares Inc

Financial Services
4
+ 0.09%
$58.85 - $68.59 $235 - $274
4.32K $269M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.17%
$84.5 - $105.05 $338 - $420
2.39K $210M
LOW
Lowes Companies Inc

Consumer Cyclical
33
+ 1.83%
$222.66 - $268.42 $7.35K - $8.86K
1.84K $428M
APH
Amphenol Corp

Technology
3
+ 0.05%
$61.62 - $78.55 $185 - $236
6.27K $411M
MSFT
Microsoft Corp

Technology
109
+ 2.36%
$375.39 - $447.2 $40.9K - $48.7K
4.72K $1.77B
AAPL
Apple Inc.

Technology
1K
+ 4.01%
$209.68 - $247.1 $210K - $247K
25.9K $5.76B
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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