Elser Financial Planning, Inc

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$68.9M
Signature - Title
Aryn Sands - Agent
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by Elser Financial Planning, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Elser Financial Planning, Inc reported 62 stock holdings with total value $68.9M as of Q3 2024. Top holdings included LLY, AAPL, BRO, SCHA, and SCHX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 62 $68.9M +$4.97M -$520M -$515M LLY, AAPL, BRO, SCHA, SCHX 13F-HR 10/17/2024, 11:56 AM
Q2 2024 98 $566M $0 $0 DFCF, DFAU, DFUS, DFAS, DFIC 13F-HR 7/22/2024, 08:17 PM