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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-66
- 0.73%
$110.75 - $119.78 $7.31K - $7.91K
9.03K $1.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-8
- 0.64%
$58.01 - $64.46 $464 - $516
1.23K $76K
KMI
Kinder Morgan, Inc.

Energy
-335
- 2.55%
$26.1 - $31.22 $8.74K - $10.5K
12.8K $364K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-238
- 4.26%
$87.68 - $94.52 $20.9K - $22.5K
5.35K $501K
KLAC
Kla Corp

Technology
-36
- 6.19%
$636.62 - $777.63 $22.9K - $28K
546 $371K
MPLX
Mplx LP

Energy
-1.06K
- 9.14%
$47.88 - $54.65 $50.9K - $58.1K
10.6K $565K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.05K
- 3.98%
$61.2 - $68.24 $64.4K - $71.8K
25.4K $1.67M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-200
- 11.62%
$34.58 - $45.97 $6.92K - $9.19K
1.52K $69K
AIVI
Kemiao Garment Holding Group

ETFs
-4
- 0.14%
$38.61 - $44.96 $154 - $180
2.77K $121K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-4.48K
- 4.2%
$59.28 - $66.1 $265K - $296K
102K $6.49M
GOLD
Barrick Gold Corp

Basic Materials
-1.8K
- 12.65%
$15.45 - $19.56 $27.8K - $35.2K
12.4K $241K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
-258
- 6.57%
$34.15 - $42.8 $8.81K - $11K
3.67K $155K
WPC
W. P. Carey Inc.

Real Estate
-2
- 0.05%
$53.5 - $65.05 $107 - $130
4.15K $262K
XLE
Energy Sector Spdr

ETFs
-133
- 2.11%
$85.7 - $93.96 $11.4K - $12.5K
6.18K $577K
SGOL
Abrdn Gold ETF Trust

ETFs
-293
- 2.94%
$25.14 - $29.82 $7.37K - $8.74K
9.67K $288K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-611
- 4.67%
$35.35 - $42.74 $21.6K - $26.1K
12.5K $515K
DUK
Duke Energy Corp

Utilities
-216
- 4.45%
$105.87 - $121.97 $22.9K - $26.3K
4.64K $565K
OTIS
Otis Worldwide Corp

Industrials
-256
- 3.79%
$90.77 - $104.01 $23.2K - $26.6K
6.51K $671K
SLV
I Shares Silver Trust

ETFs
-177
- 1.46%
$26.93 - $31.32 $4.77K - $5.54K
12K $370K
SHEL
Shell PLC

Energy
-5
- 0.09%
$62.84 - $73.29 $314 - $366
5.72K $419K
MMM
3 M CO

Industrials
-2.03K
- 8.71%
$129.7 - $155.12 $264K - $315K
21.3K $3.13M
SBUX
Starbucks Corp

Consumer Cyclical
-255
- 1.14%
$91.75 - $115.81 $23.4K - $29.5K
22.2K $2.17M
DVN
Devon Energy Corp

Energy
-849
- 1.38%
$33.15 - $38.55 $28.1K - $32.7K
60.8K $2.28M
KO
Coca Cola CO

Consumer Defensive
-386
- 1.04%
$60.81 - $72.32 $23.5K - $27.9K
36.7K $2.63M
AVDE
American Centy ETF Tr Avantis

ETFs
-3.21K
- 2.87%
$60.63 - $68.55 $195K - $220K
109K $7.22M
PSLV
Sprott Physical Silver Trust

Financial Services
-210
- 0.12%
$9.86 - $11.68 $2.07K - $2.45K
177K $2.05M
AVDV
American Centy ETF Tr Avantis

ETFs
-5.26K
- 3.14%
$63.74 - $71.96 $335K - $378K
162K $11.3M
DFIV
Dimensional ETF Tr

ETFs
-2.74K
- 1.96%
$35.33 - $40.77 $96.7K - $112K
137K $5.39M
ABBV
Abb Vie Inc.

Healthcare
-480
- 2.01%
$169.2 - $216.66 $81.2K - $104K
23.4K $4.91M
IEFA
Ishares Tr

ETFs
-2.46K
- 0.52%
$69.57 - $78.65 $171K - $193K
473K $35.8M
EFV
Msci Eafe Value ETF

ETFs
-9.57K
- 1.24%
$51.88 - $60.73 $497K - $581K
762K $44.9M
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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