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
THS
Tree House Foods, Inc.

Consumer Defensive
-164
- 68.33%
$26.2 - $35.54 $4.3K - $5.83K
76 $2K
PDD
Pinduoduo Inc.

Consumer Cyclical
-72
- 67.92%
$94.68 - $131.34 $6.82K - $9.46K
34 $4K
FDM
First Trust Dow Jones Select M

ETFs
-2
- 0.21%
$61.73 - $71.81 $123 - $144
943 $58K
PWP
Perella Weinberg Partners

Financial Services
-206
- 59.37%
$18.4 - $26.41 $3.79K - $5.44K
141 $2K
RNR
Renaissancere Holdings LTD

Financial Services
-22
- 88.0%
$226.55 - $263.22 $4.98K - $5.79K
3 $0
INDI
Indie Semiconductor, Inc.

Technology
-1.5K
- 96.77%
$2.04 - $4.66 $3.06K - $6.99K
50 $0
INMD
In Mode Ltd.

Healthcare
-400
- 50.0%
$15.9 - $19.4 $6.36K - $7.76K
400 $7K
CGXU
Capital Group Intl Focus Equit

ETFs
-200
- 7.84%
$24.48 - $26.59 $4.9K - $5.32K
2.35K $57K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-300
- 16.67%
$17.95 - $18.89 $5.39K - $5.67K
1.5K $27K
PEG
Public Service Enterprise Group Inc

Utilities
-13
- 0.86%
$78.2 - $90.39 $1.02K - $1.18K
1.51K $123K
FRT
Federal Realty Investment Trust

Real Estate
-24
- 10.48%
$94.7 - $111.82 $2.27K - $2.68K
205 $20K
ALGN
Align Technology Inc

Healthcare
-13
- 24.53%
$158.86 - $234.89 $2.07K - $3.05K
40 $6K
CUZ
Cousins Properties Inc

Real Estate
-101
- 7.02%
$28.06 - $31.21 $2.83K - $3.15K
1.34K $39K
WDIV
Spdr S&P Global Dividend ETF

ETFs
-175
- 7.54%
$60.51 - $66.3 $10.6K - $11.6K
2.15K $139K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-57
- 4.95%
$46.06 - $49.24 $2.63K - $2.81K
1.09K $51K
POR
Portland General Electric CO

Utilities
-92
- 69.7%
$40.56 - $45.24 $3.73K - $4.16K
40 $1K
LDSF
First Tr ETF Viii Low Duration

ETFs
-285
- 2.01%
$18.68 - $18.94 $5.32K - $5.4K
13.9K $262K
DGICA
Donegal Group Inc

Financial Services
-362
- 42.74%
$14.28 - $19.63 $5.17K - $7.11K
485 $9K
BWA
Borgwarner Inc

Consumer Cyclical
-134
- 96.4%
$27.78 - $32.9 $3.72K - $4.41K
5 $0
USO
United States Oil Fund, LP

ETFs
-59
- 11.11%
$70.89 - $84.34 $4.18K - $4.98K
472 $36K
EVGO
E Vgo Inc.

Consumer Cyclical
-37
- 1.34%
$2.37 - $4.46 $87.7 - $165
2.72K $7K
URBN
Urban Outfitters Inc

Consumer Cyclical
-81
- 90.0%
$48.81 - $60.44 $3.95K - $4.9K
9 $0
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-66
- 17.41%
$53.81 - $62.59 $3.55K - $4.13K
313 $17K
LUV
Southwest Airlines CO

Industrials
-107
- 3.24%
$28.18 - $34.84 $3.02K - $3.73K
3.2K $107K
PAAS
Pan American Silver Corp

Basic Materials
-200
- 66.67%
$20.61 - $26.7 $4.12K - $5.34K
100 $2K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-22
- 64.71%
$122.15 - $153.79 $2.69K - $3.38K
12 $1K
CBL
Cbl & Associates Properties Inc

Real Estate
-131
- 80.86%
$26.43 - $33.02 $3.46K - $4.33K
31 $0
BCE
Bce Inc

Communication Services
-144
- 20.6%
$22.14 - $25.18 $3.19K - $3.63K
555 $12K
DHC
Diversified Healthcare Trust

Real Estate
-2.02K
- 99.51%
$2.04 - $2.83 $4.12K - $5.72K
10 $0
DDD
3 D Systems Corp

Technology
-23
- 0.67%
$2.12 - $4.72 $48.8 - $109
3.43K $7K
LAND
Gladstone Land Corp

Real Estate
-395
- 20.41%
$10.4 - $11.84 $4.11K - $4.68K
1.54K $16K
KD
Kyndryl Holdings, Inc.

Technology
-50
- 6.6%
$31.32 - $43.45 $1.57K - $2.17K
708 $22K
HIW
Highwoods Properties, Inc.

Real Estate
-115
- 78.23%
$27.69 - $30.78 $3.18K - $3.54K
32 $0
FNF
Fidelity National Financial, Inc.

Financial Services
-148
- 23.31%
$54.25 - $65.27 $8.03K - $9.66K
487 $31K
FR
First Industrial Realty Trust Inc

Real Estate
-77
- 34.84%
$48.46 - $57.99 $3.73K - $4.47K
144 $7K
OEF
Ishares S&P 100 ETF

ETFs
-12
- 4.9%
N/A
233 $61K
SON
Sonoco Products CO

Consumer Cyclical
-58
- 64.44%
$44.71 - $49.22 $2.59K - $2.85K
32 $1K
WU
Western Union CO

Financial Services
-220
- 12.75%
$10.24 - $11.62 $2.25K - $2.56K
1.51K $15K
HROW
Harrow Health, Inc.

Healthcare
-110
- 95.65%
$22.22 - $36.67 $2.44K - $4.03K
5 $0
BXP
Boston Properties Inc

Real Estate
-42
- 64.62%
$63.97 - $74.91 $2.69K - $3.15K
23 $1K
FMC
Fmc Corp

Basic Materials
-8
- 2.36%
$34.54 - $56.38 $276 - $451
331 $13K
TAP
Molson Coors Beverage CO

Consumer Defensive
-51
- 31.87%
$52.44 - $62.91 $2.67K - $3.21K
109 $6K
TPIF
Timothy Plan Intl ETF (De)

ETFs
-153
- 20.96%
$26.06 - $29.44 $3.99K - $4.5K
577 $16K
MMI
Marcus & Millichap, Inc.

Real Estate
-74
- 85.06%
$33.94 - $39.48 $2.51K - $2.92K
13 $0
NEAR
Blackrock Short Maturity Bond

ETFs
-103
- 1.55%
$50.4 - $50.89 $5.19K - $5.24K
6.56K $333K
LPG
Dorian Lpg Ltd.

Energy
-143
- 73.33%
$19.88 - $27.03 $2.84K - $3.87K
52 $1K
PJT
Pjt Partners Inc.

Financial Services
-2
- 1.96%
$135.97 - $177.59 $272 - $355
100 $13K
R
Ryder System Inc

Industrials
-20
- 95.24%
$136.38 - $170.92 $2.73K - $3.42K
1 $0
JWN
Nordstrom Inc

Consumer Cyclical
-131
- 40.94%
$24.01 - $24.46 $3.15K - $3.2K
189 $4K
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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