Larson Financial Group LLC New Holdings in Q3 2024

Larson Financial Group LLC

  • $1.75 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IT
Gartner Inc

Technology
870
New
$441.32 - $516.47 $384K - $449K
870 $440K
FICO
Fair Isaac Corp

Technology
226
New
$1496.51 - $1947.38 $338K - $440K
226 $439K
PAGP
Plains Gp Holdings LP

Energy
19.1K
New
$17.93 - $19.98 $342K - $381K
19.1K $353K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.33K
New
$65.15 - $72.97 $282K - $316K
4.33K $315K
QLD
Proshares Ultra Qqq

ETFs
3K
New
$81.06 - $109.83 $243K - $330K
3K $302K
ITI
Iteris, Inc.

Technology
36K
New
$4.06 - $7.15 $146K - $257K
36K $257K
CVNA
Carvana Co.

Consumer Cyclical
1.25K
New
$122.32 - $175.15 $153K - $219K
1.25K $217K
WES
Western Midstream Partners, LP

Energy
5.2K
New
$36.59 - $42.74 $190K - $222K
5.2K $198K
IEX
Idex Corp

Industrials
805
New
$190.56 - $214.98 $153K - $173K
805 $172K
PPLT
Abrdn Platinum ETF Trust

ETFs
1.82K
New
$89.83 - $89.83 $164K - $164K
1.82K $163K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
12.7K
New
$9.89 - $11.43 $126K - $145K
12.7K $139K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
10K
New
$11.4 - $11.99 $114K - $120K
10K $118K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.86K
New
$48.27 - $49.43 $89.5K - $91.7K
1.86K $91K
WELL
Welltower Inc.

Real Estate
636
New
$104.0 - $129.74 $66.1K - $82.5K
636 $81K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.35K
New
$50.43 - $55.76 $68K - $75.2K
1.35K $75K
TECS
Direxion Shs ETF Tr

ETFs
14K
New
$5.06 - $8.42 $70.8K - $118K
14K $74K
VOX
Vanguard Communication Service

ETFs
439
New
$129.82 - $145.39 $57K - $63.8K
439 $63K
OPRA
Opera LTD

Communication Services
3.92K
New
$10.87 - $16.18 $42.6K - $63.4K
3.92K $60K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.02K
New
$47.94 - $59.23 $48.7K - $60.1K
1.02K $57K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
2K
New
$21.25 - $28.21 $42.5K - $56.4K
2K $55K
DNP
Dnp Select Income Fund Inc

Financial Services
5.42K
New
$8.21 - $10.03 $44.5K - $54.4K
5.42K $54K
BSM
Black Stone Minerals, L.P.

Energy
3.59K
New
$14.05 - $15.85 $50.4K - $56.9K
3.59K $54K
FDIS
Fidelity Covington Tr Msci Con

ETFs
590
New
$75.81 - $88.73 $44.7K - $52.4K
590 $52K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.18K
New
$23.13 - $23.43 $50.4K - $51.1K
2.18K $51K
MLM
Martin Marietta Materials Inc

Basic Materials
90
New
$502.48 - $593.35 $45.2K - $53.4K
90 $48K
IGRO
Ishares Tr International Divid

ETFs
578
New
$66.7 - $75.25 $38.6K - $43.5K
578 $43K
MKL
Markel Corp

Financial Services
23
New
$1494.55 - $1645.69 $34.4K - $37.9K
23 $36K
ALT
Altimmune, Inc.

Healthcare
5K
New
$5.5 - $8.1 $27.5K - $40.5K
5K $30K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
1.8K
New
$15.36 - $16.78 $27.6K - $30.2K
1.8K $30K
ADMA
Adma Biologics, Inc.

Healthcare
1.53K
New
$11.21 - $20.03 $17.1K - $30.6K
1.53K $30K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
868
New
$33.58 - $35.96 $29.1K - $31.2K
868 $30K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1.44K
New
$19.88 - $21.63 $28.6K - $31.1K
1.44K $30K
SIGA
Siga Technologies Inc

Healthcare
4.4K
New
$6.74 - $11.97 $29.7K - $52.7K
4.4K $29K
SPOK
Spok Holdings, Inc

Healthcare
1.75K
New
$14.21 - $16.67 $24.9K - $29.2K
1.75K $26K
ROM
Proshares Ultra Technology

ETFs
400
New
$52.25 - $77.16 $20.9K - $30.9K
400 $26K
RY
Royal Bank Of Canada

Financial Services
206
New
$105.65 - $124.73 $21.8K - $25.7K
206 $25K
FPI
Farmland Partners Inc.

Real Estate
2.26K
New
$9.93 - $11.75 $22.4K - $26.5K
2.26K $23K
USD
Proshares Ultra Semiconductors

ETFs
200
New
$85.93 - $163.04 $17.2K - $32.6K
200 $23K
WBND
Legg Mason ETF Invt Tr Westn A

ETFs
1.07K
New
$19.67 - $20.96 $21.1K - $22.5K
1.07K $22K
KIM
Kimco Realty Corp

Real Estate
924
New
$19.24 - $24.06 $17.8K - $22.2K
924 $21K
TBBK
Bancorp, Inc.

Financial Services
394
New
$37.82 - $54.21 $14.9K - $21.4K
394 $21K
YJUN
First Tr Exchange Traded Fd Vi
907
New
$21.48 - $23.09 $19.5K - $20.9K
907 $20K
FTXH
First Tr ETF Vi Nasdaq Pharmac

ETFs
713
New
$26.75 - $29.66 $19.1K - $21.1K
713 $20K
CWST
Casella Waste Systems Inc

Industrials
194
New
$96.59 - $108.33 $18.7K - $21K
194 $19K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
1K
New
$17.93 - $24.81 $17.9K - $24.8K
1K $19K
RYN
Rayonier Inc

Real Estate
614
New
$27.69 - $32.25 $17K - $19.8K
614 $19K
HSIC
Henry Schein Inc

Healthcare
267
New
$63.92 - $73.22 $17.1K - $19.5K
267 $19K
BLFY
Blue Foundry Bancorp

Financial Services
1.88K
New
$8.94 - $11.4 $16.8K - $21.4K
1.88K $19K
GEL
Genesis Energy LP

Energy
1.45K
New
$12.75 - $14.82 $18.5K - $21.5K
1.45K $19K
Activity Summary
Buys All Purchases 1420 New Holdings 365 Increased Positions 1055 Sells All Sells 383 Reductions 383 Sold out 0 Options Calls 14 Puts 0
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