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
TXT
Textron Inc

Industrials
-3.53K
- 82.2%
$70.19 - $81.2 $248K - $286K
764 $55K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-110
- 0.12%
$24.91 - $29.02 $2.74K - $3.19K
94.3K $2.36M
ED
Consolidated Edison Inc

Utilities
-3.46K
- 64.77%
$88.0 - $110.59 $304K - $382K
1.88K $208K
DOW
Dow Inc.

Basic Materials
-5.14K
- 32.69%
$34.36 - $41.92 $177K - $215K
10.6K $369K
O
Realty Income Corp

Real Estate
-5.19K
- 48.73%
$51.67 - $58.49 $268K - $303K
5.46K $316K
CRM
Salesforce, Inc.

Technology
-13
- 0.35%
$268.36 - $359.95 $3.49K - $4.68K
3.74K $1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-10.1K
- 37.73%
$24.05 - $24.86 $242K - $250K
16.6K $413K
CLX
Clorox CO

Consumer Defensive
-1.36K
- 65.96%
$141.76 - $162.89 $193K - $222K
702 $103K
CME
Cme Group Inc.

Financial Services
-1.22K
- 42.99%
$225.82 - $266.54 $276K - $326K
1.62K $430K
DFAI
Dimensional ETF Tr

ETFs
-46.7K
- 7.68%
$28.88 - $32.4 $1.35M - $1.51M
562K $17.5M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-4.74K
- 36.22%
$46.06 - $46.94 $218K - $222K
8.35K $386K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-2.18K
- 72.09%
$90.12 - $109.07 $196K - $237K
843 $81K
TTMI
Ttm Technologies Inc

Technology
-8.07K
- 71.16%
$20.51 - $26.72 $166K - $216K
3.27K $67K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-9.51K
- 38.62%
$22.42 - $23.22 $213K - $221K
15.1K $348K
APO
Apollo Global Management, Inc.

Financial Services
-760
- 20.4%
$126.01 - $172.06 $95.8K - $131K
2.97K $406K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-1.21K
- 70.56%
$100.91 - $174.52 $122K - $212K
506 $54K
NKE
Nike, Inc.

Consumer Cyclical
-609
- 4.49%
$63.29 - $81.72 $38.5K - $49.8K
12.9K $821K
AVLV
American Centy ETF Tr Avantis
-997
- 1.2%
$63.51 - $70.42 $63.3K - $70.2K
81.9K $5.34M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-16.4K
- 2.72%
$42.4 - $44.11 $694K - $722K
586K $25.7M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.94K
- 5.38%
$94.86 - $97.12 $184K - $188K
34.1K $3.25M
KEYS
Keysight Technologies, Inc.

Technology
-1.11K
- 58.5%
$148.16 - $185.11 $165K - $206K
789 $118K
MBB
Ishares Tr

ETFs
-2.09K
- 45.76%
$90.37 - $94.08 $189K - $196K
2.48K $232K
FNDC
Schwab Fundamental Intl Small

ETFs
-5.67K
- 56.53%
$33.34 - $37.44 $189K - $212K
4.36K $157K
UL
Unilever PLC

Consumer Defensive
-3.93K
- 20.42%
$54.72 - $60.29 $215K - $237K
15.3K $912K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-266
- 1.24%
$80.73 - $94.96 $21.5K - $25.3K
21.1K $1.75M
WDAY
Workday, Inc.

Technology
-647
- 73.11%
$233.53 - $277.82 $151K - $180K
238 $55K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.78K
- 1.97%
$81.83 - $82.73 $309K - $313K
188K $15.6M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-6.03K
- 12.38%
$29.82 - $30.1 $180K - $181K
42.7K $1.28M
FNDA
Schwab Fundamental U S Small C

ETFs
-4.63K
- 29.08%
$26.87 - $30.99 $124K - $143K
11.3K $309K
PAA
Plains All American Pipeline LP

Energy
-10K
- 76.44%
$17.32 - $20.96 $173K - $210K
3.08K $61K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-12.7K
- 97.05%
$11.96 - $13.56 $152K - $172K
386 $4K
HAL
Halliburton CO

Energy
-535
- 0.66%
$24.15 - $29.9 $12.9K - $16K
80.1K $2.03M
LSCC
Lattice Semiconductor Corp

Technology
-2.69K
- 62.89%
$52.45 - $68.78 $141K - $185K
1.59K $83K
IEX
Idex Corp

Industrials
-733
- 81.81%
$178.23 - $224.31 $131K - $164K
163 $29K
INTC
Intel Corp

Technology
-11.5K
- 28.38%
$19.1 - $27.39 $220K - $316K
29.1K $660K
ROK
Rockwell Automation, Inc

Industrials
-497
- 60.32%
$255.29 - $303.75 $127K - $151K
327 $84K
IEF
Ishares Barclays

ETFs
-1.67K
- 50.58%
$91.17 - $95.39 $152K - $159K
1.63K $155K
WAT
Waters Corp

Healthcare
-398
- 74.12%
$362.16 - $417.28 $144K - $166K
139 $51K
NBIX
Neurocrine Biosciences Inc

Healthcare
-1.01K
- 71.69%
$107.22 - $153.29 $109K - $155K
400 $44K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-11.5K
- 18.68%
$18.36 - $20.51 $210K - $235K
49.9K $987K
SPMD
Spdr Portfolio

ETFs
-368
- 1.01%
$50.21 - $57.73 $18.5K - $21.2K
35.9K $1.84M
ETSY
Etsy Inc

Consumer Cyclical
-2.7K
- 98.86%
$44.4 - $57.29 $120K - $155K
31 $1K
RY
Royal Bank Of Canada

Financial Services
-1.17K
- 96.68%
$108.81 - $123.4 $127K - $144K
40 $4K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2.79K
- 38.49%
$49.22 - $51.73 $137K - $144K
4.46K $225K
PLL
Piedmont Lithium Inc.

Basic Materials
-12.6K
- 58.77%
$6.3 - $9.91 $79.6K - $125K
8.86K $55K
IEMG
Ishares Inc

ETFs
-2.46K
- 8.69%
N/A
25.9K $1.39M
TDIV
First Trust Nasdaq Technology

ETFs
-1.6K
- 56.06%
$73.39 - $83.95 $117K - $134K
1.25K $92K
PG
Procter & Gamble CO

Consumer Defensive
-1K
- 6.65%
$158.56 - $176.26 $159K - $177K
14.1K $2.4M
HUN
Huntsman Corp

Basic Materials
-6.72K
- 74.09%
$15.79 - $18.04 $106K - $121K
2.35K $37K
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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