Larson Financial Group LLC Portfolio Holdings
Larson Financial Group LLC
- $1.75 Billion
- Q3 2024
Larson Financial Group LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.75 Billion distributed in 2718 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 $123M, Vanguard Mid Cap ETF with a value of $94.3M, Invesco Qqq Trust, Series 1 with a value of $64.3M, Apple Inc. with a value of $43.8M, and Msci Eafe Value ETF with a value of $39.6M.
Examining the 13F form we can see an increase of $297M in the current position value, from $1.45B to 1.75B.
Below you can find more details about Larson Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.75 Billion
ETFs: $1.18 Billion
Technology: $170 Million
Financial Services: $75.7 Million
Healthcare: $68.4 Million
Consumer Cyclical: $61.7 Million
Industrials: $57.5 Million
Consumer Defensive: $33.4 Million
Energy: $32.7 Million
Other: $65.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 2,718
- Current Value $1.75 Billion
- Prior Value $1.45 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 365 stocks
- Additional Purchases 1,055 stocks
- Sold out of 0 stocks
- Reduced holdings in 383 stocks