Larson Financial Group LLC Reduced Holdings in Q2 2025

Larson Financial Group LLC

  • $2.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-129K
- 44.38%
$456.74 - $568.03 $58.8M - $73.1M
161K $91.6M
EFV
Msci Eafe Value ETF

ETFs
-332K
- 43.59%
$52.4 - $64.65 $17.4M - $21.5M
430K $27.3M
IEFA
Ishares Tr

ETFs
-232K
- 49.11%
$67.83 - $84.09 $15.8M - $19.5M
241K $20.1M
FVD
First Tr Value Line Divid Inde

ETFs
-352K
- 58.86%
$40.62 - $45.12 $14.3M - $15.9M
246K $11M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-298K
- 93.8%
$49.12 - $50.93 $14.6M - $15.2M
19.7K $979K
IWM
Ishares Russell 2000 ETF

ETFs
-73.2K
- 67.17%
$174.82 - $215.79 $12.8M - $15.8M
35.8K $7.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-351K
- 43.92%
$39.89 - $49.46 $14M - $17.3M
448K $22.2M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-288K
- 49.13%
$42.72 - $44.24 $12.3M - $12.7M
298K $13.1M
JHMM
John Hancock Multifactor Mid C

ETFs
-207K
- 73.74%
$50.32 - $61.13 $10.4M - $12.7M
73.7K $4.51M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-114K
- 60.5%
$82.21 - $83.12 $9.36M - $9.46M
74.3K $6.16M
VO
Vanguard Mid Cap ETF

ETFs
-51.4K
- 16.8%
$228.54 - $279.83 $11.7M - $14.4M
254K $71.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
-20.6K
- 28.59%
$219.76 - $276.94 $4.53M - $5.71M
51.5K $14.3M
UNH
Unitedhealth Group Inc

Healthcare
-4.49K
- 39.98%
$274.35 - $599.47 $1.23M - $2.69M
6.74K $2.1M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-30.2K
- 88.57%
$91.23 - $97.27 $2.76M - $2.94M
3.9K $379K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-108K
- 22.28%
$24.98 - $25.66 $2.7M - $2.78M
378K $9.67M
XLV
Select Sector Spdr Fund Health

ETFs
-17.5K
- 66.1%
$128.77 - $144.3 $2.26M - $2.53M
8.99K $1.21M
XLU
Utilities Sector Spdr

ETFs
-29.1K
- 57.93%
$73.09 - $82.77 $2.13M - $2.41M
21.1K $1.73M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-51.4K
- 21.94%
$41.11 - $42.42 $2.11M - $2.18M
183K $7.65M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-91.6K
- 12.49%
$24.48 - $24.9 $2.24M - $2.28M
642K $16M
RLY
Ssga Active ETF Tr

ETFs
-77.8K
- 37.83%
$25.82 - $29.59 $2.01M - $2.3M
128K $3.72M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-27.6K
- 21.59%
$77.94 - $79.5 $2.15M - $2.19M
100K $7.96M
AVEM
American Centy ETF Tr Avantis

ETFs
-75.4K
- 19.92%
$53.08 - $68.54 $4M - $5.17M
303K $20.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
-51K
- 15.72%
$44.8 - $53.97 $2.28M - $2.75M
273K $14.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-35.7K
- 34.95%
$57.14 - $72.68 $2.04M - $2.6M
66.5K $4.83M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-36K
- 19.99%
$52.31 - $63.72 $1.88M - $2.29M
144K $9.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20.3K
- 17.21%
$416.06 - $551.64 $8.44M - $11.2M
97.6K $53.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-59K
- 13.02%
$22.68 - $23.28 $1.34M - $1.37M
394K $9.17M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-73.5K
- 17.15%
$22.92 - $28.05 $1.68M - $2.06M
355K $9.96M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-30.1K
- 10.42%
$45.11 - $52.34 $1.36M - $1.58M
259K $13.6M
XLI
Industrial Sector Spdr

ETFs
-10K
- 43.82%
$116.42 - $147.52 $1.17M - $1.48M
12.9K $1.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-61.3K
- 36.55%
$19.6 - $24.44 $1.2M - $1.5M
106K $2.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-14.1K
- 22.31%
$75.05 - $77.34 $1.05M - $1.09M
48.9K $3.78M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-20K
- 57.22%
$50.09 - $51.09 $1M - $1.02M
14.9K $762K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-38.9K
- 97.04%
$24.14 - $25.43 $940K - $990K
1.19K $29K
TGT
Target Corp

Consumer Defensive
-7.91K
- 42.51%
$88.76 - $105.77 $702K - $837K
10.7K $1.06M
DHT
Dht Holdings, Inc.

Energy
-79.7K
- 97.87%
$9.45 - $12.15 $753K - $968K
1.73K $18K
CVX
Chevron Corp

Energy
-1.11K
- 4.9%
$133.73 - $168.51 $149K - $188K
21.6K $3.09M
DFAI
Dimensional ETF Tr

ETFs
-73.8K
- 13.14%
$28.02 - $34.71 $2.07M - $2.56M
488K $16.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-13.9K
- 6.59%
$51.68 - $52.76 $716K - $731K
197K $10.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-21.5K
- 14.48%
$35.35 - $42.68 $759K - $917K
127K $5.4M
WSO
Watsco Inc

Industrials
-1.04K
- 81.73%
$421.84 - $520.66 $438K - $540K
232 $102K
DVN
Devon Energy Corp

Energy
-5.62K
- 9.24%
$26.8 - $37.92 $151K - $213K
55.2K $1.76M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-24K
- 55.37%
$20.66 - $20.74 $497K - $499K
19.4K $400K
AVRE
American Centy ETF Tr Avantis
-11.4K
- 99.57%
$38.75 - $44.92 $440K - $510K
49 $2K
DFAE
Dimensional ETF Tr

ETFs
-36.4K
- 18.04%
$22.87 - $28.95 $833K - $1.05M
166K $4.79M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-6.04K
- 14.5%
$67.03 - $80.35 $405K - $485K
35.6K $2.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.79K
- 47.58%
$72.02 - $73.82 $417K - $427K
6.38K $469K
F
Ford Motor CO

Consumer Cyclical
-42.9K
- 49.85%
$8.69 - $10.85 $373K - $466K
43.2K $468K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
-9.9K
- 99.02%
$33.46 - $53.52 $331K - $530K
98 $5K
Activity Summary
Buys All Purchases 1988 New Holdings 468 Increased Positions 1520 Sells All Sells 815 Reductions 812 Sold out 3 Options Calls 10 Puts 9
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