Elser Financial Planning, Inc Portfolio Holdings

Elser Financial Planning, Inc

  • $1.67 Trillion
  • Q4 2024

Elser Financial Planning, Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.67 Trillion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Merchants Bancorp with a value of $994B, Dimensional ETF Tr Core Fxd In with a value of $143B, Dimensional ETF Tr with a value of $80.3B, Dimensional ETF Tr U S Equity with a value of $63.9B, and Dimensional ETF Tr Dimensional with a value of $52.3B.

Examining the 13F form we can see an increase of $1.6T in the current position value, from $68.9B to 1.67T.

Elser Financial Planning, Inc is based out at Indianapolis, IN

Below you can find more details about Elser Financial Planning, Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.67 Trillion
Financial Services: $1 Trillion
ETFs: $578 Billion
Healthcare: $20.3 Billion
Technology: $12.3 Billion
Consumer Cyclical: $3.1 Billion
Industrials: $2.39 Billion
Consumer Defensive: $2.24 Billion
Communication Services: $1.8 Billion
Other: $2.04 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.89B
$269 Million 0.02% of portfolio
4,318
Q4 2024 Added 5.14%
$8.08B
$238 Million 0.01% of portfolio
1,515
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $1.67 Trillion
  • Prior Value $68.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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