Elser Financial Planning, Inc's portfolio and holdings - Jul 2024

As per corporate shareholdings filed for Jun-2024, people matching Elser Financial Planning, Inc publicly holds 50 stocks with a net worth of over US$ 190.2 M.

These are shares held by Elser Financial Planning, Inc as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Allstate Corp (The) Elser Financial Planning, Inc 192.43 1,505 0.00% NEW 289.6 K
Apple Inc Elser Financial Planning, Inc 209.11 25,025 0.00% NEW 5.2 M
Amphenol Corp. - Ordinary Shares - Class A Elser Financial Planning, Inc 99.44 6,183 0.00% NEW 614.8 K
Caterpillar Inc. Elser Financial Planning, Inc 404.64 1,300 0.00% NEW 526.0 K
Charter Communications Inc. - Ordinary Shares - Class A Elser Financial Planning, Inc 383.33 1,004 0.00% NEW 384.9 K
Costco Wholesale Corp Elser Financial Planning, Inc 967.68 429 0.00% NEW 415.1 K
Cisco Systems, Inc. Elser Financial Planning, Inc 67.18 5,160 0.00% NEW 346.6 K
Chevron Corp. Elser Financial Planning, Inc 150.69 2,260 0.00% NEW 340.6 K
Alphabet Inc - Ordinary Shares - Class A Elser Financial Planning, Inc 182.00 3,798 0.00% NEW 691.2 K
JPMorgan Chase & Co. Elser Financial Planning, Inc 286.55 5,374 0.00% NEW 1.5 M
Microsoft Corporation Elser Financial Planning, Inc 505.82 4,132 0.00% NEW 2.1 M
NVIDIA Corp Elser Financial Planning, Inc 170.70 11,911 0.00% NEW 2.0 M
Procter & Gamble Co. Elser Financial Planning, Inc 152.68 2,458 0.00% NEW 375.3 K
Unitedhealth Group Inc Elser Financial Planning, Inc 291.71 975 0.00% NEW 284.4 K
Abbvie Inc Elser Financial Planning, Inc 186.39 2,496 0.00% NEW 465.2 K
Abbott Laboratories Elser Financial Planning, Inc 131.49 1,950 0.00% NEW 256.4 K
Accenture plc - Ordinary Shares - Class A Elser Financial Planning, Inc 276.07 733 0.00% NEW 202.4 K
Amazon.com Inc. Elser Financial Planning, Inc 226.35 4,348 0.00% NEW 984.2 K
Air Products & Chemicals Inc. Elser Financial Planning, Inc 286.65 2,873 0.00% NEW 823.5 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Elser Financial Planning, Inc 470.13 3,519 0.00% NEW 1.7 M
Brown & Brown, Inc. Elser Financial Planning, Inc 106.25 39,779 0.01% NEW 4.2 M
Chubb Limited Elser Financial Planning, Inc 275.68 1,694 0.00% NEW 467.0 K
Commerce Bancshares, Inc. Elser Financial Planning, Inc 63.30 4,104 0.00% NEW 259.8 K
Colgate-Palmolive Co. Elser Financial Planning, Inc 88.15 4,620 0.00% NEW 407.3 K
CSX Corp. Elser Financial Planning, Inc 33.48 11,357 0.00% NEW 380.2 K
Discover Financial Services Elser Financial Planning, Inc 200.29 696,005 0.28% NEW 139.4 M
Danaher Corp. Elser Financial Planning, Inc 192.86 802 0.00% NEW 154.7 K
Walt Disney Co (The) Elser Financial Planning, Inc 118.98 2,487 0.00% NEW 295.9 K
Elevance Health Inc Elser Financial Planning, Inc 336.21 876 0.00% NEW 294.5 K
Extra Space Storage Inc. Elser Financial Planning, Inc 147.95 1,543 0.00% NEW 228.3 K
Forian Inc. Elser Financial Planning, Inc 1.93 711,406 2.29% NEW 1.4 M
Alphabet Inc - Ordinary Shares - Class C Elser Financial Planning, Inc 183.10 4,509 0.00% NEW 825.6 K
Horizon Bancorp Inc (IN) Elser Financial Planning, Inc 15.42 11,109 0.03% NEW 171.3 K
Kroger Co. Elser Financial Planning, Inc 71.88 7,811 0.00% NEW 561.5 K
Lilly(Eli) & Co Elser Financial Planning, Inc 771.75 19,119 0.00% NEW 14.8 M
Lowe`s Cos., Inc. Elser Financial Planning, Inc 215.01 1,764 0.00% NEW 379.3 K
Marriott International, Inc. - Ordinary Shares - Class A Elser Financial Planning, Inc 274.90 948 0.00% NEW 260.6 K
McDonald`s Corp Elser Financial Planning, Inc 299.62 1,160 0.00% NEW 347.6 K
Norfolk Southern Corp. Elser Financial Planning, Inc 259.49 2,340 0.00% NEW 607.2 K
Novo Nordisk - ADR Elser Financial Planning, Inc 67.22 3,714 0.00% NEW 249.7 K
Novartis AG - ADR Elser Financial Planning, Inc 119.67 8,751 0.00% NEW 1.0 M
Oracle Corp. Elser Financial Planning, Inc 234.96 4,423 0.00% NEW 1.0 M
PepsiCo Inc Elser Financial Planning, Inc 133.81 1,996 0.00% NEW 267.1 K
Qualcomm, Inc. Elser Financial Planning, Inc 154.30 1,683 0.00% NEW 259.7 K
Stryker Corp. Elser Financial Planning, Inc 390.59 1,229 0.00% NEW 480.0 K
TJX Companies, Inc. Elser Financial Planning, Inc 121.74 1,942 0.00% NEW 236.4 K
Tesla Inc Elser Financial Planning, Inc 310.78 1,249 0.00% NEW 388.2 K
Texas Instruments Inc. Elser Financial Planning, Inc 218.36 1,097 0.00% NEW 239.5 K
Union Pacific Corp. Elser Financial Planning, Inc 231.14 3,188 0.00% NEW 736.9 K
Exxon Mobil Corp. Elser Financial Planning, Inc 112.91 2,854 0.00% NEW 322.2 K
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