Larson Financial Group LLC Purchases in Q1 2025

Larson Financial Group LLC

  • $2.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BR
Broadridge Financial Solutions, Inc.

Technology
748
+ 275.0%
$221.46 - $244.83 $166K - $183K
1.02K $247K
FANG
Diamondback Energy, Inc.

Energy
1.59K
+ 8.97%
$139.9 - $180.18 $222K - $286K
19.3K $3.09M
ICE
Intercontinental Exchange, Inc.

Financial Services
982
+ 200.41%
$142.8 - $176.36 $140K - $173K
1.47K $253K
CSGP
Costar Group, Inc.

Real Estate
2.27K
+ 8089.29%
$69.29 - $80.37 $157K - $182K
2.29K $181K
PEP
Pepsico Inc

Consumer Defensive
1.4K
+ 9.5%
$142.64 - $156.42 $200K - $219K
16.1K $2.42M
DIS
Walt Disney CO

Communication Services
3.92K
+ 23.71%
$96.87 - $114.0 $380K - $447K
20.4K $2.02M
TER
Teradyne, Inc

Technology
3.19K
+ 160.74%
$82.6 - $140.0 $264K - $447K
5.18K $427K
WFC
Wells Fargo & Company

Financial Services
2.31K
+ 33.99%
$66.78 - $81.42 $155K - $188K
9.12K $654K
VEA
Vanguard Ftse Developed Market

ETFs
1.67K
+ 5.65%
$47.4 - $52.99 $79K - $88.3K
31.2K $1.58M
CTAS
Cintas Corp

Industrials
564
+ 23.26%
$182.09 - $208.14 $103K - $117K
2.99K $614K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.14K
+ 489.24%
$68.32 - $75.06 $146K - $160K
2.58K $192K
ZS
Zscaler, Inc.

Technology
719
+ 73.37%
$181.66 - $216.87 $131K - $156K
1.7K $337K
SPOT
Spotify Technology S.A.

Communication Services
266
+ 184.72%
$457.79 - $648.32 $122K - $172K
410 $225K
TXN
Texas Instruments Inc

Technology
821
+ 9.45%
N/A
9.51K $1.85M
WM
Waste Management Inc

Industrials
336
+ 12.23%
$200.54 - $233.78 $67.4K - $78.6K
3.08K $713K
ADP
Automatic Data Processing Inc

Industrials
405
+ 14.97%
$286.85 - $318.64 $116K - $129K
3.11K $950K
FE
Firstenergy Corp

Utilities
3.17K
+ 6.73%
$37.95 - $43.5 $120K - $138K
50.3K $2.03M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
7.5K
+ 59.88%
$20.05 - $20.4 $150K - $153K
20K $407K
F
Ford Motor CO

Consumer Cyclical
14.5K
+ 20.17%
$9.12 - $10.43 $132K - $151K
86.2K $864K
CB
Chubb LTD

Financial Services
452
+ 67.16%
$257.71 - $301.99 $116K - $136K
1.13K $339K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.62K
+ 446.91%
$42.38 - $43.28 $153K - $157K
4.43K $188K
DPZ
Dominos Pizza Inc

Consumer Cyclical
247
+ 24.29%
$402.33 - $489.71 $99.4K - $121K
1.26K $580K
AXP
American Express CO

Financial Services
914
+ 27.53%
$255.39 - $325.87 $233K - $298K
4.23K $1.14M
NET
Cloudflare, Inc.

Technology
1.32K
+ 243.46%
$110.71 - $176.5 $146K - $233K
1.87K $210K
SBLK
Star Bulk Carriers Corp.

Industrials
9.66K
+ 586.28%
$14.35 - $17.15 $139K - $166K
11.3K $175K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.11K
+ 5.59%
$95.85 - $99.25 $106K - $110K
20.9K $2.07M
SSB
South State Corp

Financial Services
1.6K
+ 22885.71%
$89.4 - $108.33 $143K - $174K
1.61K $149K
MKC
Mccormick & CO Inc

Consumer Defensive
1.66K
+ 83.4%
$71.24 - $84.73 $118K - $141K
3.66K $301K
ITW
Illinois Tool Works Inc

Industrials
631
+ 39.81%
$244.9 - $274.48 $155K - $173K
2.22K $549K
WELL
Welltower Inc.

Real Estate
849
+ 133.49%
$124.05 - $156.86 $105K - $133K
1.49K $227K
CVS
Cvs Health Corp

Healthcare
1.14K
+ 38.22%
$44.22 - $68.64 $50.5K - $78.3K
4.13K $279K
FDL
First Tr Morningstar Dividend

ETFs
1.86K
+ 9.34%
$39.69 - $43.83 $73.8K - $81.5K
21.8K $946K
BRO
Brown & Brown, Inc.

Financial Services
1.09K
+ 340.81%
$100.54 - $124.4 $110K - $136K
1.42K $176K
APP
App Lovin Corp

Technology
591
+ 274.88%
$238.08 - $510.13 $141K - $301K
806 $213K
PGR
Progressive Corp

Financial Services
460
+ 220.1%
$235.61 - $291.22 $108K - $134K
669 $189K
SE
Sea LTD

Consumer Cyclical
1.03K
+ 1187.36%
$104.87 - $146.31 $108K - $151K
1.12K $146K
INTU
Intuit Inc

Technology
228
+ 109.62%
$555.63 - $630.23 $127K - $144K
436 $267K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.9K
+ 515.76%
$61.25 - $72.83 $116K - $138K
2.27K $160K
DBAW
Xtrackers Msci All World Ex Us

ETFs
3.87K
New
$33.88 - $36.42 $131K - $141K
3.87K $136K
FREL
Fidelity Covington Tr Msci Rea

ETFs
4.83K
+ 89.15%
$25.98 - $28.59 $125K - $138K
10.2K $281K
BSCV
Invesco ETF Self Indexed Fd Tr
8.17K
+ 1122.39%
$15.87 - $16.38 $130K - $134K
8.9K $145K
PAYX
Paychex Inc

Industrials
783
+ 109.21%
$136.06 - $154.52 $107K - $121K
1.5K $231K
FICO
Fair Isaac Corp

Technology
88
+ 38.77%
$1695.35 - $2030.47 $149K - $179K
315 $580K
NOW
Service Now, Inc.

Technology
305
+ 69.32%
$783.83 - $1170.39 $239K - $357K
745 $593K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
75
+ 26.69%
$1227.6 - $1458.46 $92.1K - $109K
356 $480K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
5.34K
New
$23.55 - $23.74 $126K - $127K
5.34K $126K
BSMU
Invesco Exchange Self Ind Tr

ETFs
5.81K
New
$21.49 - $22.03 $125K - $128K
5.81K $125K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
5.42K
New
$23.1 - $23.56 $125K - $128K
5.42K $125K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.45K
+ 7.55%
$49.42 - $50.43 $121K - $124K
34.9K $1.74M
Activity Summary
Buys All Purchases 1819 New Holdings 468 Increased Positions 1351 Sells All Sells 532 Reductions 532 Sold out 0 Options Calls 6 Puts 11
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