Larson Financial Group LLC Reduced Holdings in Q1 2025

Larson Financial Group LLC

  • $2.12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6.1K
- 4.92%
$468.34 - $539.52 $2.86M - $3.29M
118K $55.3M
VO
Vanguard Mid Cap ETF

ETFs
-19.9K
- 6.1%
$251.87 - $277.95 $5.01M - $5.52M
306K $79.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
-5.36K
- 6.92%
$247.97 - $296.33 $1.33M - $1.59M
72.1K $18.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-2.41K
- 5.3%
$333.37 - $384.99 $804K - $928K
43.1K $14.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
-13K
- 3.84%
$50.44 - $58.1 $653K - $753K
324K $16.7M
AVEM
American Centy ETF Tr Avantis

ETFs
-38.5K
- 9.23%
$57.11 - $62.4 $2.2M - $2.4M
379K $22.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-9.28K
- 4.9%
$58.81 - $68.2 $546K - $633K
180K $10.8M
XLF
Financial Sector Spdr

ETFs
-32K
- 57.1%
$47.32 - $52.19 $1.51M - $1.67M
24K $1.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.77K
- 50.95%
$102.49 - $119.96 $1M - $1.17M
9.41K $983K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.26K
- 3.07%
$62.43 - $84.12 $203K - $274K
103K $6.69M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-6.07K
- 2.49%
$59.61 - $66.71 $362K - $405K
238K $14.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-10.7K
- 8.3%
$67.03 - $74.61 $715K - $796K
118K $8.02M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-11K
- 6.89%
$40.03 - $46.81 $440K - $514K
148K $6.05M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-15.1K
- 3.4%
$25.58 - $29.24 $385K - $441K
429K $11.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.75K
- 72.1%
$522.96 - $601.18 $914K - $1.05M
676 $360K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-7.92K
- 90.46%
$63.82 - $127.89 $505K - $1.01M
835 $53K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-13.9K
- 9.81%
$77.7 - $78.94 $1.08M - $1.1M
128K $10.1M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-7.5K
- 36.6%
$96.93 - $109.51 $727K - $821K
13K $1.27M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-16.3K
- 5.32%
$49.78 - $53.19 $809K - $865K
289K $14.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-43.1K
- 8.15%
$24.73 - $25.62 $1.07M - $1.1M
486K $12.4M
XEL
Xcel Energy Inc

Utilities
-14.3K
- 20.89%
$63.37 - $72.1 $905K - $1.03M
54.1K $3.83M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.49K
- 76.26%
$100.34 - $100.68 $752K - $754K
2.33K $234K
UNH
Unitedhealth Group Inc

Healthcare
-1.79K
- 13.76%
$461.52 - $548.18 $827K - $982K
11.2K $5.88M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-26.7K
- 10.22%
$40.27 - $42.11 $1.08M - $1.12M
234K $9.87M
RLY
Ssga Active ETF Tr

ETFs
-37.3K
- 15.35%
$27.21 - $28.6 $1.01M - $1.07M
206K $5.87M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-772
- 5.04%
$254.58 - $302.92 $197K - $234K
14.5K $3.72M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-11.2K
- 25.41%
$74.85 - $84.89 $835K - $947K
32.7K $2.68M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-13.9K
- 6.19%
$51.52 - $52.37 $716K - $728K
210K $11M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-12.2K
- 10.51%
$23.16 - $27.04 $282K - $330K
104K $2.43M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-33.6K
- 6.89%
$22.46 - $23.26 $754K - $781K
454K $10.5M
VB
Vanguard Small Cap ETF

ETFs
-524
- 2.3%
$217.89 - $252.64 $114K - $132K
22.3K $4.94M
DD
Du Pont De Nemours, Inc.

Basic Materials
-6K
- 50.25%
$72.7 - $84.32 $436K - $506K
5.94K $443K
EMR
Emerson Electric CO

Industrials
-2.84K
- 28.61%
$108.64 - $131.17 $309K - $373K
7.1K $777K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-958
- 2.25%
$77.33 - $90.16 $74.1K - $86.4K
41.7K $3.27M
OLN
Olin Corp

Basic Materials
-2.43K
- 6.31%
$23.36 - $34.41 $56.8K - $83.7K
36.1K $875K
DFAE
Dimensional ETF Tr

ETFs
-21.1K
- 9.44%
$24.64 - $26.86 $519K - $566K
202K $5.23M
ADSK
Autodesk, Inc.

Technology
-1.48K
- 58.59%
N/A
1.04K $256K
PNW
Pinnacle West Capital Corp

Utilities
-4.22K
- 77.16%
$81.76 - $95.25 $345K - $402K
1.25K $119K
EVRG
Evergy, Inc.

Utilities
-5.95K
- 64.22%
$59.9 - $69.52 $357K - $414K
3.32K $228K
TSN
Tyson Foods, Inc.

Consumer Defensive
-6.19K
- 71.29%
$54.27 - $63.81 $336K - $395K
2.5K $159K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-6.33K
- 39.32%
$55.47 - $61.45 $351K - $389K
9.77K $576K
BNDX
Vanguard Total International B

ETFs
-6.55K
- 90.89%
$48.33 - $49.5 $316K - $324K
656 $32K
BST
Black Rock Science & Technology Trust

Financial Services
-8.27K
- 88.11%
$32.99 - $38.94 $273K - $322K
1.12K $36K
EPD
Enterprise Products Partners L.P.

Energy
-11.3K
- 38.49%
$31.75 - $34.14 $359K - $386K
18.1K $616K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.05K
- 50.33%
$97.38 - $104.52 $297K - $319K
3.01K $307K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-5.51K
- 8.04%
$73.78 - $76.59 $406K - $422K
63K $4.82M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-456
- 2.04%
$96.3 - $112.23 $43.9K - $51.2K
21.9K $2.14M
SYY
Sysco Corp

Consumer Defensive
-3.64K
- 69.7%
$70.0 - $77.13 $255K - $281K
1.58K $118K
PSA
Public Storage

Real Estate
-930
- 47.86%
$288.99 - $313.98 $269K - $292K
1.01K $303K
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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