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
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-1.18K
- 2.33%
$81.8 - $88.86 $96.7K - $105K
49.6K $4.19M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-5.4K
- 1.55%
$39.96 - $43.3 $216K - $234K
344K $14.2M
HAS
Hasbro, Inc.

Consumer Cyclical
-2.24K
- 71.12%
$56.16 - $69.06 $126K - $155K
910 $55K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-4.66K
- 34.05%
$28.11 - $32.0 $131K - $149K
9.03K $278K
XLP
Consumer Staples Sector Spdr

ETFs
-1.55K
- 23.13%
N/A
5.16K $392K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-2.5K
- 54.86%
$32.41 - $44.87 $80.9K - $112K
2.05K $66K
FLO
Flowers Foods Inc

Consumer Defensive
-5.42K
- 73.14%
$18.05 - $20.78 $97.8K - $113K
1.99K $37K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-62
- 2.73%
$360.07 - $417.26 $22.3K - $25.9K
2.21K $798K
ACWI
Ishares Msci Acwi ETF

ETFs
-960
- 99.9%
$115.16 - $124.13 $111K - $119K
1 $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-430
- 13.13%
$283.24 - $338.07 $122K - $145K
2.84K $838K
COTY
Coty Inc.

Consumer Defensive
-2.23K
- 3.5%
$5.43 - $7.61 $12.1K - $16.9K
61.3K $335K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-2.51K
- 72.24%
$40.44 - $43.17 $101K - $108K
964 $39K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-4.49K
- 19.1%
$24.6 - $24.99 $110K - $112K
19K $475K
FTNT
Fortinet, Inc.

Technology
-1.28K
- 11.86%
$92.49 - $114.57 $118K - $146K
9.48K $912K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-4.81K
- 9.98%
$20.64 - $20.73 $99.3K - $99.8K
43.4K $897K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-257
- 1.54%
$48.37 - $55.84 $12.4K - $14.4K
16.5K $803K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-26.8K
- 5.77%
$23.92 - $26.89 $641K - $720K
438K $11.3M
STAA
Staar Surgical CO

Healthcare
-3.51K
- 72.12%
$15.35 - $24.99 $53.8K - $87.6K
1.36K $23K
IWR
Ishares Russell Mid Cap ETF

ETFs
-802
- 10.22%
$82.81 - $92.93 $66.4K - $74.5K
7.05K $599K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.19K
- 78.78%
$68.07 - $78.99 $81.1K - $94.2K
321 $21K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-4K
- 95.99%
$22.2 - $23.74 $88.8K - $95K
167 $3K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.5K
- 16.17%
$37.9 - $43.9 $56.7K - $65.7K
7.75K $297K
VBR
Vanguard Small Cap Value ETF

ETFs
-160
- 3.28%
$183.02 - $207.75 $29.3K - $33.2K
4.72K $878K
STOT
Spdr Doubleline Short Duration

ETFs
-1.86K
- 12.83%
$46.74 - $47.25 $86.8K - $87.8K
12.6K $596K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-3.01K
- 18.33%
$30.35 - $33.16 $91.2K - $99.7K
13.4K $427K
SWBI
Smith & Wesson Brands, Inc.

Industrials
-7.31K
- 60.1%
$9.32 - $11.16 $68.1K - $81.6K
4.85K $45K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-893
- 41.89%
$85.29 - $92.57 $76.2K - $82.7K
1.24K $112K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-1.37K
- 59.69%
$53.35 - $58.68 $73.1K - $80.4K
925 $51K
EMB
Ishares Tr

ETFs
-917
- 14.01%
$88.64 - $92.03 $81.3K - $84.4K
5.63K $509K
MDIV
First Trust Multi Asset Divers

ETFs
-5K
- 11.81%
$16.02 - $16.68 $80.1K - $83.4K
37.3K $610K
SCHW
Schwab Charles Corp

Financial Services
-1.33K
- 17.13%
$71.24 - $83.64 $94.7K - $111K
6.43K $503K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.72K
- 30.11%
$25.81 - $28.52 $70.3K - $77.6K
6.32K $174K
EFG
Msci Eafe Growth ETF

ETFs
-979
- 9.58%
$96.1 - $106.37 $94.1K - $104K
9.24K $923K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-618
- 7.24%
$41.78 - $50.35 $25.8K - $31.1K
7.91K $339K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-21
- 0.3%
$47.25 - $67.02 $992 - $1.41K
6.9K $328K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-2.72K
- 14.35%
$23.03 - $23.17 $62.6K - $63K
16.2K $374K
EEM
Ishares Msci Emerging Markets

ETFs
-1.81K
- 20.02%
$40.81 - $45.34 $73.8K - $82K
7.23K $315K
DHI
Horton D R Inc

Consumer Cyclical
-160
- 4.93%
$125.29 - $147.65 $20K - $23.6K
3.09K $392K
ET
Energy Transfer LP

Energy
-2.69K
- 29.47%
$17.26 - $21.08 $46.5K - $56.8K
6.45K $119K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.42K
- 18.24%
$44.68 - $46.49 $63.3K - $65.8K
6.35K $293K
MMS
Maximus, Inc.

Industrials
-611
- 28.5%
$64.34 - $79.68 $39.3K - $48.7K
1.53K $104K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-810
- 74.18%
$66.9 - $71.57 $54.2K - $58K
282 $19K
SQ
Block, Inc.

Technology
-18
- 0.95%
$54.04 - $92.95 $973 - $1.67K
1.88K $107K
EBND
Spdr Bloomberg Emerging Market

ETFs
-2.66K
- 98.33%
$19.47 - $20.36 $51.7K - $54.1K
45 $0
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.03K
- 27.0%
$47.47 - $48.84 $48.8K - $50.2K
2.78K $132K
REET
Ishares Global Reit ETF

ETFs
-2.58K
- 5.81%
$23.24 - $25.16 $59.9K - $64.9K
41.8K $1.01M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
-385
- 27.78%
$68.94 - $90.02 $26.5K - $34.7K
1K $70K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
-534
- 26.02%
$38.82 - $64.98 $20.7K - $34.7K
1.52K $58K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-4.18K
- 35.7%
$12.04 - $13.32 $50.4K - $55.7K
7.54K $94K
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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