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
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-2.34K
- 99.53%
$19.53 - $25.74 $45.7K - $60.2K
11 $0
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-400
- 6.05%
$32.02 - $41.58 $12.8K - $16.6K
6.22K $201K
SLB
Schlumberger Limited

Energy
-1.49K
- 33.63%
$38.4 - $43.74 $57.2K - $65.1K
2.94K $122K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-431
- 94.93%
$95.53 - $112.45 $41.2K - $48.5K
23 $2K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.56K
- 4.3%
$37.07 - $40.63 $94.8K - $104K
56.9K $2.24M
IVE
Ishares S&P 500 Value ETF

ETFs
-211
- 9.07%
$185.78 - $198.58 $39.2K - $41.9K
2.12K $403K
BHP
Bhp Group LTD

Basic Materials
-815
- 26.78%
$48.18 - $52.11 $39.3K - $42.5K
2.23K $108K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.53K
- 2.63%
$23.03 - $25.01 $35.3K - $38.3K
56.8K $1.34M
CAG
Conagra Brands Inc.

Consumer Defensive
-1.38K
- 36.43%
$23.9 - $27.67 $32.9K - $38.1K
2.4K $64K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-1.95K
- 16.2%
$21.77 - $22.56 $42.5K - $44K
10.1K $226K
OXY
Occidental Petroleum Corp

Energy
-769
- 20.83%
$45.45 - $52.7 $35K - $40.5K
2.92K $144K
PECO
Phillips Edison & Company, Inc.

Real Estate
-924
- 20.93%
$34.43 - $37.49 $31.8K - $34.6K
3.49K $127K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.21K
- 20.54%
$33.57 - $37.22 $40.6K - $45K
4.68K $167K
ALB
Albemarle Corp

Basic Materials
-286
- 29.18%
$69.95 - $97.49 $20K - $27.9K
694 $49K
NTR
Nutrien Ltd.

Basic Materials
-780
- 99.62%
$45.28 - $53.84 $35.3K - $42K
3 $0
STX
Seagate Technology Holdings PLC

Technology
-396
- 77.19%
$84.92 - $108.42 $33.6K - $42.9K
117 $9K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-734
- 5.69%
$71.17 - $73.66 $52.2K - $54.1K
12.2K $893K
ABT
Abbott Laboratories

Healthcare
-2.67K
- 16.31%
$111.1 - $140.22 $296K - $374K
13.7K $1.82M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-200
- 15.49%
$120.24 - $134.3 $24K - $26.9K
1.09K $133K
VNQ
Vanguard Specialized Funds Van

ETFs
-657
- 3.55%
$85.55 - $94.34 $56.2K - $62K
17.9K $1.62M
BTU
Peabody Energy Corp

Energy
-512
- 15.06%
$12.48 - $20.86 $6.39K - $10.7K
2.89K $39K
ENB
Enbridge Inc

Energy
-989
- 14.3%
$41.54 - $45.45 $41.1K - $45K
5.93K $262K
VGLT
Vanguard Long Term Treasury Et

ETFs
-565
- 60.04%
$53.99 - $58.43 $30.5K - $33K
376 $21K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-400
- 9.47%
$65.27 - $71.18 $26.1K - $28.5K
3.82K $253K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-874
- 69.37%
$30.46 - $36.6 $26.6K - $32K
386 $11K
MLI
Mueller Industries Inc

Industrials
-357
- 36.84%
$76.14 - $82.67 $27.2K - $29.5K
612 $46K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-369
- 2.71%
$126.11 - $135.06 $46.5K - $49.8K
13.3K $1.71M
KBR
Kbr, Inc.

Industrials
-495
- 95.38%
$47.88 - $60.47 $23.7K - $29.9K
24 $1K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.54K
- 9.46%
$32.74 - $36.2 $50.4K - $55.7K
14.7K $515K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-327
- 5.89%
$63.77 - $68.75 $20.9K - $22.5K
5.23K $337K
AIT
Applied Industrial Technologies Inc

Industrials
-118
- 98.33%
$218.93 - $269.18 $25.8K - $31.8K
2 $0
JOBY
Joby Aviation, Inc.

Industrials
-1.19K
- 12.06%
$5.99 - $10.27 $7.13K - $12.2K
8.67K $52K
FNDF
Schwab Fundamental Intl Large

ETFs
-3.11K
- 10.68%
$32.9 - $37.45 $102K - $117K
26K $940K
DRIV
Global X Fds Global X Autonomo

ETFs
-775
- 13.54%
$21.14 - $24.23 $16.4K - $18.8K
4.95K $104K
APA
Apa Corp

Energy
-746
- 14.73%
$18.54 - $25.45 $13.8K - $19K
4.32K $90K
GME
Game Stop Corp.

Consumer Cyclical
-250
- 11.52%
$21.73 - $33.37 $5.43K - $8.34K
1.92K $42K
GGG
Graco Inc

Industrials
-308
- 80.21%
$80.53 - $87.54 $24.8K - $27K
76 $6K
AVRE
American Centy ETF Tr Avantis
-913
- 7.41%
$40.62 - $44.31 $37.1K - $40.5K
11.4K $490K
SIGA
Siga Technologies Inc

Healthcare
-4.35K
- 98.93%
$5.39 - $6.47 $23.5K - $28.2K
47 $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-11
- 0.35%
$168.16 - $186.21 $1.85K - $2.05K
3.15K $537K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-998
- 9.02%
$39.65 - $43.35 $39.6K - $43.3K
10.1K $423K
UCO
Pro Shares Trust Ii

ETFs
-896
- 94.12%
$23.64 - $31.49 $21.2K - $28.2K
56 $1K
MGY
Magnolia Oil & Gas Corp

Energy
-1K
- 93.66%
$22.26 - $26.58 $22.3K - $26.7K
68 $1K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-28
- 34.57%
$634.14 - $744.83 $17.8K - $20.9K
53 $33K
VTRS
Viatris Inc

Healthcare
-1.48K
- 54.24%
$8.68 - $12.42 $12.9K - $18.4K
1.25K $10K
LDOS
Leidos Holdings, Inc.

Technology
-7
- 0.29%
$126.82 - $161.11 $888 - $1.13K
2.44K $328K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.11K
- 5.03%
$106.22 - $111.09 $118K - $124K
21K $2.33M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-815
- 91.57%
$23.24 - $28.11 $18.9K - $22.9K
75 $1K
PKG
Packaging Corp Of America

Consumer Cyclical
-97
- 56.07%
$192.03 - $242.13 $18.6K - $23.5K
76 $15K
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
Track This Portfolio

Track Larson Financial Group LLC Portfolio

Follow Larson Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email