Larson Financial Group LLC Incresed Positions in Q4 2024

Larson Financial Group LLC

  • $1.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IQDF
Flexshares International Quali

ETFs
20
+ 4.09%
$23.12 - $26.48 $462 - $530
509 $11K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1
+ 1.41%
$39.65 - $43.4 $39.7 - $43.4
72 $2K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
2
+ 0.62%
$83.21 - $88.08 $166 - $176
323 $27K
FNX
First Tr Mid Cap Core Alphadex

ETFs
4
+ 0.39%
$114.77 - $127.28 $459 - $509
1.04K $120K
GAL
Ssga Active ETF Tr

ETFs
16
+ 1.07%
$44.18 - $45.9 $707 - $734
1.51K $66K
WU
Western Union CO

Financial Services
130
+ 8.15%
$10.52 - $11.94 $1.37K - $1.55K
1.73K $18K
ELD
Wisdomtree Emerging Local Debt

ETFs
5
+ 1.48%
$25.38 - $27.87 $127 - $139
342 $8K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
29
+ 2.53%
$10.41 - $11.76 $302 - $341
1.17K $12K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
2
+ 1.21%
$26.39 - $35.74 $52.8 - $71.5
167 $4K
IRDM
Iridium Communications Inc.

Communication Services
5
+ 1.65%
$27.32 - $33.54 $137 - $168
308 $8K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
10
+ 0.42%
$36.21 - $38.2 $362 - $382
2.37K $86K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
25
+ 1.1%
$63.23 - $66.65 $1.58K - $1.67K
2.29K $145K
TRMD
Torm PLC

Energy
40
+ 23.12%
$17.97 - $33.22 $719 - $1.33K
213 $4K
NVAX
Novavax Inc

Healthcare
8
+ 4.0%
$7.22 - $14.68 $57.8 - $117
208 $1K
IYE
Ishares Tr

ETFs
4
+ 0.43%
$43.93 - $51.37 $176 - $205
941 $42K
HYG
Ishares Tr

ETFs
1
+ 0.26%
$78.09 - $80.04 $78.1 - $80
392 $30K
TLT
Ishares Barclays 20+ Year Trea

ETFs
219
+ 11.45%
$87.1 - $98.49 $19.1K - $21.6K
2.13K $186K
GAIN
Gladstone Investment Corporation\De

Financial Services
3
+ 1.41%
$12.92 - $14.81 $38.8 - $44.4
216 $2K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.46%
$69.58 - $74.87 $139 - $150
437 $30K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
23
+ 1.49%
$11.42 - $12.5 $263 - $288
1.57K $18K
IMMR
Immersion Corp

Technology
10
+ 0.55%
$8.31 - $9.79 $83.1 - $97.9
1.83K $15K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
2
+ 0.77%
$28.89 - $31.63 $57.8 - $63.3
262 $7K
FPE
First Tr Pfd Secs & Income ETF

ETFs
17
+ 0.63%
$17.65 - $18.18 $300 - $309
2.71K $47K
HUBB
Hubbell Inc

Industrials
3
+ 2.07%
$418.89 - $472.12 $1.26K - $1.42K
148 $61K
CCK
Crown Holdings Inc

Consumer Cyclical
20
+ 9.76%
$81.89 - $97.79 $1.64K - $1.96K
225 $18K
PSEC
Prospect Capital Corp

Financial Services
19
+ 2.97%
$4.16 - $5.34 $79 - $101
659 $2K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
5
+ 0.92%
$33.43 - $36.52 $167 - $183
549 $18K
LYB
Lyondell Basell Industries N.V.

Basic Materials
8
+ 6.9%
$72.97 - $96.75 $584 - $774
124 $9K
ES
Eversource Energy

Utilities
74
+ 13.07%
$55.9 - $67.73 $4.14K - $5.01K
640 $36K
BCE
Bce Inc

Communication Services
161
+ 29.93%
$22.53 - $34.84 $3.63K - $5.61K
699 $16K
CGDV
Capital Group Divid Value ETF

ETFs
137
+ 2.27%
$35.16 - $37.12 $4.82K - $5.09K
6.17K $217K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
22
+ 1.93%
$10.92 - $12.66 $240 - $279
1.16K $12K
IQDE
Flexshares International Qlty

ETFs
52
+ 5.24%
$20.28 - $23.2 $1.05K - $1.21K
1.05K $21K
BBDC
Barings Bdc, Inc.

Financial Services
43
+ 0.67%
$9.27 - $10.33 $399 - $444
6.47K $61K
IAK
Ishares Tr

ETFs
20
+ 1.13%
$123.78 - $138.16 $2.48K - $2.76K
1.79K $225K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
11
+ 0.87%
$17.44 - $19.38 $192 - $213
1.27K $22K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
17
+ 0.43%
$77.23 - $82.11 $1.31K - $1.4K
3.94K $306K
SCHO
Schwab Short Term Us Treasury

ETFs
2.21K
+ 100.55%
$24.06 - $48.88 $53.1K - $108K
4.4K $105K
VTC
Vanguard Scottsdale Fds Total

ETFs
14
+ 1.41%
$75.59 - $79.31 $1.06K - $1.11K
1.01K $76K
PLD
Prologis, Inc.

Real Estate
3.08K
+ 19.31%
$101.4 - $126.96 $312K - $391K
19K $2.01M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
212
+ 14.05%
$33.77 - $44.09 $7.16K - $9.35K
1.72K $58K
NUSC
Nuveen Esg Small Cap ETF

ETFs
155
+ 1.7%
$41.74 - $46.2 $6.47K - $7.16K
9.25K $387K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
22
+ 1.04%
$27.8 - $29.05 $612 - $639
2.14K $59K
FIW
First Trust Water ETF

ETFs
59
+ 4.97%
$102.02 - $110.91 $6.02K - $6.54K
1.25K $127K
LQD
Ishares Iboxx $ Investment Gra

ETFs
125
+ 5.07%
$106.56 - $113.11 $13.3K - $14.1K
2.59K $276K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
4
+ 0.33%
$30.48 - $34.2 $122 - $137
1.21K $36K
SCHQ
Schwab Strategic Tr Long Term

ETFs
12
+ 1.5%
$31.33 - $35.13 $376 - $422
814 $25K
KHC
Kraft Heinz CO

Consumer Defensive
52
+ 5.37%
$30.1 - $36.02 $1.57K - $1.87K
1.02K $31K
FMC
Fmc Corp

Basic Materials
47
+ 16.1%
$47.86 - $66.62 $2.25K - $3.13K
339 $16K
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