Larson Financial Group LLC Incresed Positions in Q1 2025

Larson Financial Group LLC

  • $2.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
104K
+ 127.82%
$190.26 - $242.06 $19.7M - $25.1M
185K $35.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
118K
+ 111.07%
$78.0 - $84.37 $9.19M - $9.94M
224K $17.9M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
91.9K
+ 89.29%
$91.68 - $109.93 $8.42M - $10.1M
195K $18.2M
PRF
Invesco Exchange Traded Fd Tr

ETFs
174K
+ 75.3%
$39.4 - $42.61 $6.85M - $7.4M
404K $16.3M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
172K
+ 80.45%
$37.78 - $43.82 $6.51M - $7.55M
387K $15.3M
JHMM
John Hancock Multifactor Mid C

ETFs
110K
+ 64.39%
$55.69 - $63.12 $6.12M - $6.94M
281K $16.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23.8K
+ 8.93%
$507.05 - $563.67 $12M - $13.4M
290K $149M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
233K
+ 69.92%
$23.19 - $23.5 $5.41M - $5.48M
567K $13.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
99.3K
+ 26.82%
$64.88 - $72.1 $6.44M - $7.16M
470K $30.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.52K
+ 18.31%
$442.66 - $534.52 $2.44M - $2.95M
35.7K $19M
BSJR
Invesco Indx Tr

ETFs
203K
+ 2328.08%
$22.4 - $22.69 $4.55M - $4.61M
212K $4.75M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
66.2K
+ 145.31%
$49.69 - $50.76 $3.29M - $3.36M
112K $5.59M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
60.7K
+ 115.97%
$51.26 - $52.53 $3.11M - $3.19M
113K $5.83M
UNM
Unum Group

Financial Services
37.2K
+ 743860.0%
$71.8 - $83.34 $2.67M - $3.1M
37.2K $3.03M
XLU
Utilities Sector Spdr

ETFs
33.2K
+ 194.82%
$74.7 - $80.27 $2.48M - $2.67M
50.3K $3.96M
XLY
Select Sector Spdr Consumer Di

ETFs
13.1K
+ 277.08%
$192.6 - $233.2 $2.52M - $3.05M
17.8K $3.52M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
994
+ 0.86%
$111.19 - $129.47 $111K - $129K
117K $15.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
41.3K
+ 39.16%
$56.17 - $59.71 $2.32M - $2.47M
147K $8.39M
SUB
Ishares Short Term National Mu

ETFs
21.7K
+ 14.39%
$105.3 - $106.24 $2.29M - $2.31M
173K $18.2M
XLI
Industrial Sector Spdr

ETFs
17.6K
+ 334.0%
$128.78 - $141.67 $2.27M - $2.5M
22.9K $3M
GLD
Spdr Gold Trust

ETFs
2.16K
+ 6.34%
$243.19 - $288.14 $524K - $621K
36.1K $10.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15.6K
+ 143.84%
$128.74 - $138.67 $2.01M - $2.17M
26.5K $3.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26.3K
+ 3.41%
$42.5 - $46.71 $1.12M - $1.23M
799K $36.1M
MSFT
Microsoft Corp

Technology
11.7K
+ 23.28%
$375.39 - $447.2 $4.4M - $5.24M
62.1K $23.3M
STLA
Stellantis N.V.

Consumer Cyclical
185K
+ 770833.31%
$11.21 - $14.21 $2.07M - $2.63M
185K $2.07M
DOCU
Docusign, Inc.

Technology
25K
+ 16459.21%
$74.7 - $97.7 $1.87M - $2.44M
25.2K $2.05M
V
Visa Inc.

Financial Services
4.1K
+ 24.12%
$306.92 - $362.71 $1.26M - $1.49M
21.1K $7.4M
GOOGL
Alphabet Inc.

Communication Services
18.5K
+ 69.7%
$154.33 - $206.19 $2.86M - $3.82M
45.1K $6.97M
FMB
First Tr Exchange Traded Fd Ii

ETFs
41.2K
+ 14.91%
$50.17 - $51.45 $2.06M - $2.12M
317K $16M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.37K
+ 20.53%
$551.42 - $612.93 $2.41M - $2.68M
25.7K $14.3M
META
Meta Platforms, Inc.

Communication Services
3.16K
+ 45.73%
$576.36 - $736.67 $1.82M - $2.33M
10.1K $5.81M
SCHX
Schwab Strategic Tr Us Large C

ETFs
78.8K
+ 88.84%
$21.75 - $24.28 $1.71M - $1.91M
168K $3.7M
XLV
Select Sector Spdr Fund Health

ETFs
10.2K
+ 62.46%
$137.61 - $149.68 $1.4M - $1.53M
26.5K $3.87M
PLTR
Palantir Technologies Inc.

Technology
4.59K
+ 3.32%
$64.98 - $124.62 $298K - $572K
143K $12.1M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
28.9K
+ 427.79%
$54.9 - $62.36 $1.58M - $1.8M
35.6K $1.98M
LLY
Eli Lilly & CO

Healthcare
828
+ 5.39%
$725.72 - $929.72 $601K - $770K
16.2K $13.4M
GE
General Electric CO

Industrials
2.21K
+ 7.22%
$168.59 - $212.13 $372K - $468K
32.7K $6.55M
JNJ
Johnson & Johnson

Healthcare
5.77K
+ 30.41%
$142.06 - $167.7 $820K - $967K
24.7K $4.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
31.8K
+ 655.85%
$36.91 - $41.03 $1.18M - $1.31M
36.7K $1.46M
FVD
First Tr Value Line Divid Inde

ETFs
13.2K
+ 2.26%
$42.61 - $45.51 $563K - $601K
598K $26.7M
TSLA
Tesla, Inc.

Consumer Cyclical
14K
+ 81.11%
$222.15 - $428.22 $3.1M - $5.98M
31.2K $8.08M
SYK
Stryker Corp

Healthcare
2.64K
+ 25.65%
$355.18 - $399.9 $938K - $1.06M
12.9K $4.81M
ADBE
Adobe Inc.

Technology
3.05K
+ 280.13%
$377.84 - $464.11 $1.15M - $1.41M
4.13K $1.58M
MA
Mastercard Inc

Financial Services
1.85K
+ 82.41%
$504.67 - $576.31 $932K - $1.06M
4.09K $2.24M
AFL
Aflac Inc

Financial Services
6.75K
+ 17.42%
$100.99 - $111.19 $681K - $750K
45.5K $5.05M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
19.7K
+ 954.74%
$52.53 - $58.51 $1.04M - $1.15M
21.8K $1.17M
XOM
Exxon Mobil Corp

Energy
6.16K
+ 31.61%
$105.44 - $118.93 $649K - $732K
25.6K $3.05M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.13K
+ 15.81%
$208.48 - $244.03 $444K - $520K
15.6K $3.81M
FGRO
Fidelity Covington Tr

ETFs
41.4K
+ 67.2%
N/A
103K $2.31M
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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