Larson Financial Group LLC Reduced Holdings in Q4 2024

Larson Financial Group LLC

  • $1.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-31.7K
- 8.88%
$261.5 - $284.63 $8.29M - $9.03M
326K $86M
AVEM
American Centy ETF Tr Avantis

ETFs
-56.3K
- 11.9%
$58.59 - $66.14 $3.3M - $3.72M
417K $24.5M
DFAI
Dimensional ETF Tr

ETFs
-92.2K
- 13.16%
$29.0 - $31.6 $2.67M - $2.91M
608K $17.8M
KE
Kimball Electronics, Inc.

Industrials
-231K
- 57.2%
$17.14 - $21.18 $3.96M - $4.9M
173K $3.24M
AMAT
Applied Materials Inc

Technology
-1.43K
- 2.01%
$161.44 - $213.89 $231K - $306K
69.8K $11.3M
XLV
Select Sector Spdr Fund Health

ETFs
-16.4K
- 50.13%
$136.28 - $154.74 $2.24M - $2.54M
16.3K $2.25M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-72.4K
- 12.04%
$24.94 - $26.14 $1.81M - $1.89M
529K $13.2M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-42K
- 13.85%
$40.31 - $42.43 $1.69M - $1.78M
261K $10.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-31.8K
- 9.43%
$51.09 - $55.27 $1.63M - $1.76M
306K $15.6M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-37.7K
- 7.5%
$24.25 - $26.7 $913K - $1.01M
464K $11.4M
TQQQ
Proshares Ultrapro Qqq

ETFs
-24.6K
- 93.35%
$69.42 - $93.29 $1.71M - $2.29M
1.75K $138K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-17.2K
- 20.07%
$74.5 - $78.37 $1.28M - $1.35M
68.5K $5.12M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-16.6K
- 10.52%
$77.86 - $79.27 $1.3M - $1.32M
142K $11M
DFAT
Dimensional ETF Tr U S Target

ETFs
-26.9K
- 7.38%
$54.54 - $61.04 $1.47M - $1.64M
337K $18.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-8.58K
- 7.44%
$60.13 - $67.31 $516K - $577K
107K $6.48M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-25.9K
- 6.55%
$66.77 - $71.52 $1.73M - $1.86M
370K $25.5M
AVDV
American Centy ETF Tr Avantis

ETFs
-3.45K
- 2.02%
$63.85 - $70.4 $220K - $243K
167K $10.9M
META
Meta Platforms, Inc.

Communication Services
-2.17K
- 23.91%
$554.08 - $632.68 $1.2M - $1.37M
6.92K $4.08M
DFAE
Dimensional ETF Tr

ETFs
-24.2K
- 9.78%
$25.36 - $28.15 $613K - $681K
223K $5.66M
COTY
Coty Inc.

Consumer Defensive
-93.7K
- 59.58%
$6.92 - $9.36 $648K - $877K
63.5K $442K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-15.1K
- 7.38%
$63.58 - $71.15 $959K - $1.07M
189K $12.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.72K
- 5.86%
$481.22 - $538.17 $3.72M - $4.16M
124K $63.4M
IDXX
Idexx Laboratories Inc

Healthcare
-1.65K
- 72.98%
$406.92 - $495.42 $669K - $815K
609 $251K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-9.8K
- 53.22%
N/A
8.62K $739K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.9K
- 9.52%
$34.13 - $37.35 $373K - $408K
104K $3.54M
AVDE
American Centy ETF Tr Avantis

ETFs
-1.2K
- 1.06%
$60.9 - $66.69 $72.8K - $79.8K
112K $6.88M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.86K
- 28.76%
$288.47 - $316.54 $536K - $588K
4.6K $1.33M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-11.1K
- 7.94%
$69.3 - $74.3 $768K - $824K
129K $9.18M
TECL
Direxion Daily Technology Bull

ETFs
-6.5K
- 96.4%
$81.25 - $102.52 $528K - $667K
243 $22K
VTI
Vanguard Total Stock Market Et

ETFs
-2.26K
- 15.42%
$280.04 - $302.45 $633K - $684K
12.4K $3.59M
JNJ
Johnson & Johnson

Healthcare
-1.23K
- 6.07%
$143.34 - $165.86 $176K - $203K
19K $2.74M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.07K
- 4.51%
$75.1 - $82.99 $156K - $172K
43.9K $3.32M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-9.32K
- 5.52%
$44.33 - $49.55 $413K - $462K
159K $7.16M
SPYG
Spdr Portfolio

ETFs
-8.38K
- 18.88%
$81.74 - $91.38 $685K - $765K
36K $3.16M
SGOL
Abrdn Gold ETF Trust

ETFs
-19.5K
- 66.2%
$24.46 - $26.62 $477K - $520K
9.97K $249K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-5K
- 1.41%
$40.38 - $44.35 $202K - $222K
349K $14.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-4.49K
- 16.73%
$104.59 - $118.05 $470K - $531K
22.4K $2.43M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.25K
- 1.86%
$51.54 - $52.55 $219K - $223K
224K $11.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3.01K
- 65.03%
$134.53 - $150.65 $405K - $454K
1.62K $219K
VBK
Vanguard Small Cap Growth ETF

ETFs
-5.22K
- 6.31%
$264.18 - $304.19 $1.38M - $1.59M
77.4K $21.7M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-4.63K
- 68.09%
$86.65 - $94.9 $401K - $440K
2.17K $188K
DFIV
Dimensional ETF Tr

ETFs
-855
- 0.61%
$34.86 - $37.97 $29.8K - $32.5K
140K $4.96M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.36K
- 52.92%
$94.43 - $105.47 $412K - $460K
3.88K $394K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.76K
- 11.08%
$106.33 - $110.69 $293K - $305K
22.1K $2.36M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
-4K
- 91.57%
$91.39 - $113.27 $365K - $453K
368 $34K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.1K
- 7.89%
$38.37 - $42.82 $196K - $218K
59.5K $2.28M
VGSH
Vanguard

ETFs
-6.38K
- 80.56%
$58.02 - $58.88 $370K - $376K
1.54K $89K
VNQ
Vanguard Specialized Funds Van

ETFs
-2K
- 9.77%
$87.85 - $98.6 $176K - $198K
18.5K $1.65M
XOM
Exxon Mobil Corp

Energy
-1.03K
- 5.01%
$105.51 - $125.37 $108K - $129K
19.5K $2.09M
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
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