Larson Financial Group LLC Purchases in Q4 2024

Larson Financial Group LLC

  • $1.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
320K
+ 141.65%
$117.0 - $148.88 $37.5M - $47.7M
546K $73.3M
AAPL
Apple Inc.

Technology
103K
+ 54.59%
$221.69 - $259.02 $22.8M - $26.6M
291K $72.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32.3K
+ 13.8%
$521.84 - $558.82 $16.8M - $18M
266K $143M
PLTR
Palantir Technologies Inc.

Technology
128K
+ 1186.29%
$36.46 - $82.38 $4.65M - $10.5M
138K $10.5M
IWM
Ishares Russell 2000 ETF

ETFs
33.3K
+ 46.95%
$216.13 - $242.4 $7.19M - $8.07M
104K $23M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
52.7K
+ 105.23%
$90.31 - $106.37 $4.76M - $5.61M
103K $10.3M
JHMM
John Hancock Multifactor Mid C

ETFs
88.6K
+ 107.91%
$59.61 - $64.8 $5.28M - $5.74M
171K $10.2M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
115K
+ 116.46%
$42.35 - $47.59 $4.88M - $5.48M
214K $9.07M
PRF
Invesco Exchange Traded Fd Tr

ETFs
118K
+ 104.35%
$40.15 - $42.9 $4.73M - $5.05M
231K $9.31M
MSFT
Microsoft Corp

Technology
11.7K
+ 30.35%
$406.35 - $454.46 $4.76M - $5.33M
50.3K $21.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
56.2K
+ 112.55%
$80.93 - $85.66 $4.55M - $4.81M
106K $8.59M
FMB
First Tr Exchange Traded Fd Ii

ETFs
85.3K
+ 44.71%
$50.62 - $52.07 $4.32M - $4.44M
276K $14.1M
RLY
Ssga Active ETF Tr

ETFs
154K
+ 173.74%
$26.85 - $29.18 $4.14M - $4.5M
243K $6.57M
XEL
Xcel Energy Inc

Utilities
56.9K
+ 492.88%
$62.16 - $72.92 $3.53M - $4.15M
68.4K $4.62M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
90.7K
+ 72.3%
$44.87 - $46.86 $4.07M - $4.25M
216K $9.7M
FVD
First Tr Value Line Divid Inde

ETFs
98.8K
+ 20.34%
$43.4 - $46.7 $4.29M - $4.62M
585K $25.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.89K
+ 29.84%
$567.81 - $607.81 $2.78M - $2.97M
21.3K $12.5M
WMB
Williams Companies, Inc.

Energy
42.8K
+ 70.52%
$46.37 - $59.74 $1.98M - $2.55M
103K $5.59M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.5K
+ 3.41%
$47.29 - $84.74 $165K - $296K
106K $7.89M
TSLA
Tesla, Inc.

Consumer Cyclical
430
+ 2.56%
$213.65 - $479.86 $91.9K - $206K
17.2K $6.95M
GLD
Spdr Gold Trust

ETFs
10.6K
+ 45.12%
$236.59 - $257.5 $2.5M - $2.72M
34K $8.23M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
43.5K
+ 491.99%
$51.58 - $52.91 $2.24M - $2.3M
52.3K $2.71M
JPM
Jpmorgan Chase & CO

Financial Services
6.19K
+ 25.05%
$205.18 - $250.29 $1.27M - $1.55M
30.9K $7.4M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
93.5K
+ 38.96%
$23.25 - $23.56 $2.18M - $2.2M
334K $7.77M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
74.5K
+ 14.12%
$42.84 - $45.38 $3.19M - $3.38M
602K $25.9M
BAC
Bank Of America Corp

Financial Services
43K
+ 414.58%
$39.22 - $47.77 $1.69M - $2.06M
53.4K $2.35M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25K
+ 14.95%
$81.68 - $82.93 $2.04M - $2.07M
192K $15.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.39K
+ 17.03%
$442.29 - $483.08 $1.94M - $2.12M
30.2K $13.7M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
35.8K
+ 365.4%
$50.02 - $51.24 $1.79M - $1.83M
45.6K $2.29M
DKNG
Draft Kings Inc.

Consumer Cyclical
47.8K
+ 1147.66%
$35.32 - $44.84 $1.69M - $2.14M
52K $1.93M
ISRG
Intuitive Surgical Inc

Healthcare
3.24K
+ 379.74%
$471.27 - $550.62 $1.53M - $1.79M
4.1K $2.14M
GOOG
Alphabet Inc.

Communication Services
2.48K
+ 4.78%
$163.08 - $198.16 $405K - $492K
54.4K $10.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
91.9K
+ 13.51%
$44.04 - $49.49 $4.05M - $4.55M
772K $34M
XLK
Technology Sector Spdr

ETFs
4.43K
+ 10.7%
$220.26 - $241.44 $975K - $1.07M
45.8K $10.6M
SHAK
Shake Shack Inc.

Consumer Cyclical
1.75K
+ 4.51%
$101.73 - $138.76 $178K - $243K
40.6K $5.27M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
19.7K
+ 48.84%
$53.94 - $58.15 $1.06M - $1.14M
60K $3.38M
GOOGL
Alphabet Inc.

Communication Services
2.98K
+ 12.62%
$161.86 - $196.66 $482K - $585K
26.6K $5.03M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.83K
New
$100.16 - $100.7 $984K - $989K
9.83K $985K
TXN
Texas Instruments Inc

Technology
5K
+ 135.72%
N/A
8.69K $1.69M
EFV
Msci Eafe Value ETF

ETFs
84.1K
+ 12.22%
$51.78 - $57.15 $4.35M - $4.81M
772K $40.5M
IEFA
Ishares Tr

ETFs
58.6K
+ 14.04%
$70.06 - $77.43 $4.1M - $4.53M
476K $33.4M
MAIN
Main Street Capital Corp

Financial Services
8.27K
+ 18.39%
$49.95 - $58.58 $413K - $484K
53.2K $3.12M
BX
Blackstone Inc.

Financial Services
4.29K
+ 83.29%
$148.45 - $199.05 $637K - $854K
9.45K $1.63M
CVX
Chevron Corp

Energy
6.06K
+ 36.97%
$141.15 - $162.53 $855K - $984K
22.4K $3.25M
DD
Du Pont De Nemours, Inc.

Basic Materials
11.1K
+ 1369.95%
$75.95 - $88.05 $845K - $979K
11.9K $910K
CI
Cigna Corp

Healthcare
3.09K
+ 1183.91%
$265.59 - $358.58 $821K - $1.11M
3.35K $925K
AEP
American Electric Power CO Inc

Utilities
9.01K
+ 441.9%
$90.91 - $102.21 $819K - $921K
11K $1.02M
KKR
Kkr & Co. Inc.

Financial Services
1.32K
+ 3.96%
$129.87 - $162.87 $171K - $214K
34.6K $5.12M
XLF
Financial Sector Spdr

ETFs
13.3K
+ 31.0%
$44.89 - $51.34 $595K - $681K
56.1K $2.71M
Activity Summary
Buys All Purchases 1291 New Holdings 277 Increased Positions 1014 Sells All Sells 572 Reductions 572 Sold out 0 Options Calls 4 Puts 3
Track This Portfolio

Track Larson Financial Group LLC Portfolio

Follow Larson Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email