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
MGY
Magnolia Oil & Gas Corp

Energy
-14
- 20.59%
$19.6 - $25.72 $274 - $360
54 $1K
CBL
Cbl & Associates Properties Inc

Real Estate
-8
- 25.81%
$22.42 - $27.27 $179 - $218
23 $0
Ibotta Inc
-37
- 82.22%
N/A
8 $0
PSIX
Power Solutions International, Inc.

Industrials
-14
- 35.0%
$18.7 - $68.01 $262 - $952
26 $1K
UBSI
United Bankshares Inc

Financial Services
-16
- 66.67%
$31.5 - $37.32 $504 - $597
8 $0
Howard Hughes Holdings Inc
-306
- 58.17%
N/A
220 $0
POR
Portland General Electric CO

Utilities
-4
- 10.0%
$39.96 - $44.75 $160 - $179
36 $1K
CIVI
Civitas Resources, Inc.

Energy
-6
- 13.64%
$24.28 - $35.09 $146 - $211
38 $1K
TR
Tootsie Roll Industries Inc

Consumer Defensive
-3
- 1.39%
$29.7 - $36.03 $89.1 - $108
213 $7K
XMTR
Xometry, Inc.

Industrials
-17
- 7.59%
$19.34 - $36.75 $329 - $625
207 $6K
MLI
Mueller Industries Inc

Industrials
-9
- 1.47%
$68.45 - $79.6 $616 - $716
603 $47K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-37
- 5.47%
$468.22 - $566.51 $17.3K - $21K
639 $361K
LITE
Lumentum Holdings Inc.

Technology
-110
- 31.16%
$49.56 - $95.06 $5.45K - $10.5K
243 $23K
AVXL
Anavex Life Sciences Corp.

Healthcare
-19
- 3.34%
$7.37 - $9.63 $140 - $183
550 $5K
FTCS
First Trust Capital Strength E

ETFs
-64
- 1.25%
$81.6 - $92.39 $5.22K - $5.91K
5.05K $459K
DINO
Hf Sinclair Corp

Energy
-8
- 7.14%
$25.91 - $41.85 $207 - $335
104 $4K
ADUS
Addus Home Care Corp

Healthcare
-1
- 0.97%
$96.32 - $118.0 $96.3 - $118
102 $11K
CARE
Carter Bankshares, Inc.

Financial Services
-30
- 2.36%
$13.86 - $17.55 $416 - $527
1.24K $21K
IWS
Ishares Russell Midcap Value E

ETFs
-2
- 0.73%
$110.58 - $132.14 $221 - $264
271 $35K
FIX
Comfort Systems Usa Inc

Industrials
-9
- 25.71%
$296.51 - $536.21 $2.67K - $4.83K
26 $13K
GWW
W.W. Grainger, Inc.

Industrials
-4
- 3.13%
$919.93 - $1101.66 $3.68K - $4.41K
124 $128K
ITGR
Integer Holdings Corp

Healthcare
-22
- 2.14%
$106.73 - $126.93 $2.35K - $2.79K
1.01K $123K
PJT
Pjt Partners Inc.

Financial Services
-9
- 9.0%
$125.44 - $166.41 $1.13K - $1.5K
91 $15K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-125
- 9.24%
$24.46 - $33.16 $3.06K - $4.15K
1.23K $40K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-28
- 3.41%
$53.75 - $67.21 $1.51K - $1.88K
792 $52K
BEN
Franklin Resources Inc

Financial Services
-65
- 6.56%
$16.66 - $23.85 $1.08K - $1.55K
926 $22K
ZWS
Zurn Water Solutions Corp

Industrials
-21
- 2.18%
$28.5 - $37.54 $599 - $788
941 $34K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
-17
- 2.28%
$70.93 - $86.0 $1.21K - $1.46K
729 $62K
AMSC
American Superconductor Corp

Industrials
-8
- 4.52%
$15.8 - $37.12 $126 - $297
169 $6K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-24
- 0.44%
$13.71 - $15.46 $329 - $371
5.44K $84K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-22
- 6.73%
$160.22 - $209.35 $3.52K - $4.61K
305 $63K
TSEM
Tower Semiconductor LTD

Technology
-16
- 2.81%
$29.65 - $43.8 $474 - $701
554 $24K
FDM
First Trust Dow Jones Select M

ETFs
-67
- 7.1%
$55.48 - $71.63 $3.72K - $4.8K
876 $62K
GME
Game Stop Corp.

Consumer Cyclical
-7
- 0.36%
$21.1 - $35.01 $148 - $245
1.91K $46K
HDB
Hdfc Bank LTD

Financial Services
-15
- 3.25%
$63.78 - $77.48 $957 - $1.16K
446 $34K
XCEM
Columbia ETF Tr Ii

ETFs
-812
- 11.73%
$26.68 - $34.18 $21.7K - $27.8K
6.11K $208K
SOFI
So Fi Technologies, Inc.

Financial Services
-692
- 25.5%
$9.5 - $18.21 $6.57K - $12.6K
2.02K $36K
KCE
Spdr S&P Capital Markets ETF

ETFs
-14
- 3.76%
$108.52 - $144.93 $1.52K - $2.03K
358 $51K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-150
- 6.65%
$18.34 - $24.56 $2.75K - $3.68K
2.11K $51K
TDG
Trans Digm Group Inc

Industrials
-8
- 6.4%
$1231.75 - $1520.64 $9.85K - $12.2K
117 $177K
CRSP
Crispr Therapeutics Ag

Healthcare
-1
- 0.32%
$31.27 - $48.64 $31.3 - $48.6
310 $15K
PSNL
Personalis, Inc.

Healthcare
-43
- 2.25%
$3.0 - $6.57 $129 - $283
1.87K $12K
DXCM
Dexcom Inc

Healthcare
-443
- 19.04%
$59.83 - $87.57 $26.5K - $38.8K
1.88K $164K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-50
- 1.57%
$103.88 - $123.68 $5.19K - $6.18K
3.13K $387K
AOA
Ishares Tr Core Aggressive All

ETFs
-8
- 0.82%
$69.46 - $83.4 $556 - $667
970 $80K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-43
- 0.19%
$49.57 - $50.27 $2.13K - $2.16K
23K $1.16M
BSY
Bentley Systems Inc

Technology
-74
- 9.75%
$38.62 - $53.97 $2.86K - $3.99K
685 $36K
MASS
908 Devices Inc.

Healthcare
-171
- 4.7%
$3.63 - $7.97 $621 - $1.36K
3.47K $24K
IVE
Ishares S&P 500 Value ETF

ETFs
-12
- 0.57%
$168.34 - $195.42 $2.02K - $2.35K
2.1K $411K
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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