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 Market Cap. of $50 Millions to $300 Millions
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