Larson Financial Group LLC Portfolio Holdings

Larson Financial Group LLC

  • $2.12 Billion
  • Q1 2025

Larson Financial Group LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.12 Billion distributed in 3120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $149M, Vanguard Mid Cap ETF with a value of $79.1M, Apple Inc. with a value of $72.3M, Nvidia Corp with a value of $64.7M, and Invesco Qqq Trust, Series 1 with a value of $55.3M.

Examining the 13F form we can see an increase of $203M in the current position value, from $1.92B to 2.12B.

Below you can find more details about Larson Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.12 Billion
ETFs: $1.33 Billion
Technology: $273 Million
Financial Services: $110 Million
Consumer Cyclical: $91.8 Million
Healthcare: $80.3 Million
Industrials: $62 Million
Energy: $43.3 Million
Communication Services: $38.9 Million
Other: $87.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.62 Million 0.08% of portfolio
17,851
Q1 2025 Reduced 3.55%
$0
$1.46 Million 0.07% of portfolio
36,689
Q1 2025 Added 655.85%
$0
$1.58 Million 0.07% of portfolio
31,179
Q1 2025 Added 5.65%
$0
$1.45 Million 0.07% of portfolio
7,722
Q1 2025 Reduced 2.02%
$0
$1.39 Million 0.07% of portfolio
25,879
Q1 2025 Reduced 8.69%
$0
$1.56 Million 0.07% of portfolio
29,511
Q1 2025 New
$0
$1.43 Million 0.07% of portfolio
29,025
Q1 2025 Added 74.66%
$0
$1.27 Million 0.06% of portfolio
12,989
Q1 2025 Reduced 36.6%
$0
$1.32 Million 0.06% of portfolio
7,267
Q1 2025 Added 1.61%
$0
$1.26 Million 0.06% of portfolio
58,673
Q1 2025 Added 56.09%
$0
$1.31 Million 0.06% of portfolio
2,410
Q1 2025 Added 22.4%
$0
$1.28 Million 0.06% of portfolio
42,661
Q1 2025 Reduced 12.38%
$0
$1.31 Million 0.06% of portfolio
16,677
Q1 2025 Added 0.08%
$0
$1.34 Million 0.06% of portfolio
56,769
Q1 2025 Reduced 2.63%
$0
$1.2 Million 0.06% of portfolio
24,045
Q1 2025 Reduced 57.1%
$0
$1.01 Million 0.05% of portfolio
41,827
Q1 2025 Reduced 5.81%
$0
$1.01 Million 0.05% of portfolio
40,111
Q1 2025 Added 13.85%
$0
$983,000 0.05% of portfolio
9,405
Q1 2025 Reduced 50.95%
$0
$1.07 Million 0.05% of portfolio
40,199
Q1 2025 Added 4.88%
$0
$1.09 Million 0.05% of portfolio
58,014
Q1 2025 New
$0
$1.15 Million 0.05% of portfolio
23,042
Q1 2025 Reduced 1.38%
$0
$1.09 Million 0.05% of portfolio
36,826
Q1 2025 Added 2.18%
$0
$987,000 0.05% of portfolio
49,900
Q1 2025 Reduced 18.68%
$0
$1.17 Million 0.05% of portfolio
21,791
Q1 2025 Added 954.74%
$0
$946,000 0.04% of portfolio
21,779
Q1 2025 Added 9.34%
$0
$893,000 0.04% of portfolio
8,476
Q1 2025 Added 15.12%
$0
$940,000 0.04% of portfolio
26,033
Q1 2025 Reduced 10.68%
$0
$893,000 0.04% of portfolio
12,162
Q1 2025 Reduced 5.69%
$0
$918,000 0.04% of portfolio
43,535
Q1 2025 Added 9.84%
$0
$897,000 0.04% of portfolio
43,412
Q1 2025 Reduced 9.98%
$0
$923,000 0.04% of portfolio
9,235
Q1 2025 Reduced 9.58%
$0
$804,000 0.04% of portfolio
9,374
Q1 2025 Added 8.78%
$0
$878,000 0.04% of portfolio
4,718
Q1 2025 Reduced 3.28%
$0
$746,000 0.04% of portfolio
65,467
Q1 2025 Added 1,010.17%
$0
$843,000 0.04% of portfolio
3,281
Q1 2025 Added 2.15%
$0
$810,000 0.04% of portfolio
17,334
Q1 2025 New
$0
$803,000 0.04% of portfolio
16,450
Q1 2025 Reduced 1.54%
$0
$798,000 0.04% of portfolio
2,210
Q1 2025 Reduced 2.73%
$0
$577,000 0.03% of portfolio
6,178
Q1 2025 Reduced 2.11%
$0
$550,000 0.03% of portfolio
4,275
Q1 2025 New
$0
$696,000 0.03% of portfolio
9,616
Q1 2025 Added 915.42%
$0
$599,000 0.03% of portfolio
7,045
Q1 2025 Reduced 10.22%
$0
$540,000 0.03% of portfolio
22,831
Q1 2025 New
$0
$615,000 0.03% of portfolio
23,334
Q1 2025 Added 11.98%
$0
$580,000 0.03% of portfolio
17,235
Q1 2025 New
$0
$611,000 0.03% of portfolio
10,488
Q1 2025 Added 32.84%
$0
$587,000 0.03% of portfolio
10,416
Q1 2025 New
$0
$596,000 0.03% of portfolio
12,619
Q1 2025 Reduced 12.83%
$54.9B
$698,000 0.03% of portfolio
11,849
Q1 2025 Added 44.76%

Summary

  • Portfolio
  • No. of Stocks 3,120
  • Current Value $2.12 Billion
  • Prior Value $1.92 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 468 stocks
  • Additional Purchases 1,351 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 532 stocks
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