Elser Financial Planning, Inc Reduced Holdings in Q4 2024

Elser Financial Planning, Inc

  • $1.67 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-282
- 1.42%
$727.2 - $932.06 $205K - $263K
19.5K $15.1B
BRO
Brown & Brown, Inc.

Financial Services
-2.99K
- 7.71%
$100.93 - $113.42 $302K - $340K
35.8K $3.66B
ELV
Elevance Health, Inc.

Healthcare
-30
- 3.39%
$365.96 - $514.62 $11K - $15.4K
856 $316M
JNJ
Johnson & Johnson

Healthcare
-142
- 2.27%
$143.34 - $165.86 $20.4K - $23.6K
6.12K $886M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.41K
- 4.56%
$26.63 - $30.23 $37.4K - $42.5K
29.4K $783M
APD
Air Products & Chemicals, Inc.

Basic Materials
-179
- 6.91%
$285.5 - $335.62 $51.1K - $60.1K
2.41K $700M
PEP
Pepsico Inc

Consumer Defensive
-132
- 6.7%
$151.29 - $176.1 $20K - $23.2K
1.84K $279M
AAPL
Apple Inc.

Technology
-379
- 1.5%
$221.69 - $259.02 $84K - $98.2K
24.9K $6.25B
Activity Summary
Buys All Purchases 89 New Holdings 50 Increased Positions 39 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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