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
NEU
Newmarket Corp

Basic Materials
117
+ 23.59%
$482.93 - $570.11 $56.5K - $66.7K
613 $347K
PH
Parker Hannifin Corp

Industrials
493
+ 6.45%
$591.65 - $707.05 $292K - $349K
8.13K $4.94M
IRM
Iron Mountain Inc

Real Estate
1.1K
+ 197.31%
$82.79 - $111.31 $91.2K - $123K
1.66K $142K
MNST
Monster Beverage Corp

Consumer Defensive
1.4K
+ 511.31%
$46.16 - $58.58 $64.7K - $82.1K
1.68K $98K
VGT
Vanguard Information Technolog

ETFs
441
+ 22.4%
$542.38 - $646.34 $239K - $285K
2.41K $1.31M
SHOP
Shopify Inc.

Technology
1.11K
+ 52.1%
$90.59 - $129.31 $100K - $143K
3.23K $308K
LOW
Lowes Companies Inc

Consumer Cyclical
1.24K
+ 8.11%
$222.66 - $268.42 $277K - $333K
16.6K $3.86M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.22K
+ 48.15%
$56.51 - $62.98 $69K - $76.9K
3.76K $227K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.14K
+ 32.03%
$18.18 - $18.58 $75.2K - $76.8K
17K $315K
PAVE
Global X Fds Us Infrastructure

ETFs
2.07K
+ 1359.87%
$37.31 - $43.82 $77.1K - $90.6K
2.22K $83K
CTS
Cts Corp

Technology
1.81K
New
$41.45 - $52.95 $75.1K - $96K
1.81K $75K
VRSK
Verisk Analytics, Inc.

Industrials
246
+ 270.33%
$268.63 - $301.33 $66.1K - $74.1K
337 $100K
EOG
Eog Resources Inc

Energy
375
+ 8.37%
$120.54 - $138.05 $45.2K - $51.8K
4.85K $622K
CCI
Crown Castle International Corp

Real Estate
470
+ 25.5%
$84.33 - $106.39 $39.6K - $50K
2.31K $241K
HNDL
Strategy Shs

ETFs
3.9K
+ 9.84%
$20.7 - $21.8 $80.7K - $85K
43.5K $918K
WAL
Western Alliance Bancorporation

Financial Services
1.01K
+ 144.51%
$72.65 - $94.0 $73.6K - $95.2K
1.71K $131K
URI
United Rentals, Inc.

Industrials
174
+ 37.91%
$594.17 - $789.56 $103K - $137K
633 $396K
PFE
Pfizer Inc

Healthcare
7.41K
+ 7.66%
$25.01 - $27.13 $185K - $201K
104K $2.64M
OKTA
Okta, Inc.

Technology
689
+ 3827.78%
$78.83 - $116.72 $54.3K - $80.4K
707 $74K
FDVV
Fidelity High Dividend ETF

ETFs
1.49K
+ 25.25%
$48.86 - $52.28 $72.9K - $78K
7.4K $367K
BIO
Bio Rad Laboratories, Inc.

Healthcare
689
+ 60.28%
$243.0 - $367.0 $167K - $253K
1.83K $446K
WEC
Wec Energy Group, Inc.

Utilities
607
+ 220.73%
$92.12 - $108.98 $55.9K - $66.2K
882 $96K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
766
+ 729.52%
$92.51 - $102.81 $70.9K - $78.8K
871 $80K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.39K
New
$20.1 - $20.8 $68K - $70.4K
3.39K $70K
GD
General Dynamics Corp

Industrials
232
+ 32.81%
$241.94 - $272.58 $56.1K - $63.2K
939 $255K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.87K
+ 4.88%
$25.77 - $27.6 $48.2K - $51.6K
40.2K $1.07M
NEM
Newmont Corp

Basic Materials
696
+ 21.96%
$37.79 - $48.39 $26.3K - $33.7K
3.87K $186K
ISRG
Intuitive Surgical Inc

Healthcare
359
+ 8.76%
$476.63 - $610.45 $171K - $219K
4.46K $2.21M
IT
Gartner Inc

Technology
264
+ 39.76%
$418.25 - $548.38 $110K - $145K
928 $389K
IYE
Ishares Tr

ETFs
1.3K
+ 138.47%
$45.23 - $49.95 $58.9K - $65.1K
2.24K $110K
TPG
Tpg Inc.

Financial Services
1.48K
+ 970.39%
$46.15 - $69.77 $68.1K - $103K
1.63K $77K
GLDM
World Gold Trust

ETFs
662
+ 25.71%
$52.19 - $61.89 $34.5K - $41K
3.24K $200K
TTD
Trade Desk, Inc.

Technology
1.9K
+ 309.46%
$53.59 - $126.58 $102K - $240K
2.51K $137K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
757
+ 8.78%
N/A
9.37K $804K
BK
Bank Of New York Mellon Corp

Financial Services
601
+ 28.24%
$75.42 - $88.95 $45.3K - $53.5K
2.73K $228K
BTF
Valkyrie ETF Tr Ii Bitcoin Str

Financial
6.5K
New
$9.88 - $16.1 $64.2K - $105K
6.5K $64K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.2K
+ 24.1%
$19.43 - $19.62 $62.2K - $62.8K
16.5K $322K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
4.9K
+ 980.0%
$13.21 - $14.63 $64.7K - $71.7K
5.4K $71K
PARA
Paramount Global

Communication Services
5.31K
+ 8991.53%
$10.16 - $12.14 $53.9K - $64.4K
5.36K $64K
ENTG
Entegris Inc

Technology
738
+ 4920.0%
$87.48 - $109.53 $64.6K - $80.8K
753 $65K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
3.33K
New
$19.17 - $21.07 $63.7K - $70.1K
3.33K $64K
STAG
Stag Industrial, Inc.

Real Estate
1.7K
+ 249.78%
$32.39 - $37.07 $54.9K - $62.9K
2.38K $85K
RMD
Resmed Inc

Healthcare
278
+ 926.67%
$219.7 - $257.65 $61.1K - $71.6K
308 $68K
ENPH
Enphase Energy, Inc.

Technology
1.1K
+ 111.73%
$52.87 - $73.51 $57.9K - $80.5K
2.08K $128K
JBT
John Bean Technologies Corp

Industrials
491
+ 49100.0%
$121.81 - $131.22 $59.8K - $64.4K
492 $61K
BALT
Innovator Etfs Tr
1.92K
New
$31.31 - $31.89 $60K - $61.1K
1.92K $60K
FDS
Factset Research Systems Inc

Financial Services
167
+ 27.11%
$427.5 - $476.51 $71.4K - $79.6K
783 $355K
EBAY
Ebay Inc

Consumer Cyclical
612
+ 18.95%
$61.61 - $70.93 $37.7K - $43.4K
3.84K $260K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
837
+ 98.7%
$43.79 - $57.46 $36.7K - $48.1K
1.69K $96K
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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