Larson Financial Group LLC Portfolio Holdings

Larson Financial Group LLC

  • $2.44 Billion
  • Q2 2025

Larson Financial Group LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.44 Billion distributed in 3333 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $118M, Nvidia Corp with a value of $95.3M, Vanguard Index Fds S&P 500 ETF with a value of $91.6M, Apple Inc. with a value of $77.2M, and Vanguard Mid Cap ETF with a value of $71.2M.

Examining the 13F form we can see an increase of $318M in the current position value, from $2.12B to 2.44B. Also it can be appreciated an additional of 468 stocks purchases and 3 closed positions.

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

Portfolio value $2.44 Billion
ETFs: $1.43 Billion
Technology: $363 Million
Financial Services: $133 Million
Consumer Cyclical: $117 Million
Industrials: $83.2 Million
Healthcare: $82.8 Million
Communication Services: $59.3 Million
Consumer Defensive: $46.2 Million
Other: $102 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15B
$2.99 Million 0.12% of portfolio
37,014
Q2 2025 Reduced 0.49%
$0
$2.84 Million 0.12% of portfolio
35,619
Q2 2025 Reduced 14.5%
$118B
$3.01 Million 0.12% of portfolio
33,539
Q2 2025 Added 4.81%
$406B
$2.81 Million 0.12% of portfolio
59,321
Q2 2025 Reduced 5.62%
$290B
$2.91 Million 0.12% of portfolio
41,182
Q2 2025 Added 12.1%
$0
$2.99 Million 0.12% of portfolio
112,768
Q2 2025 Added 10.95%
$60B
$2.98 Million 0.12% of portfolio
69,357
Q2 2025 Added 3,105.04%
$0
$2.89 Million 0.12% of portfolio
44,798
Q2 2025 Added 25.78%
$23.7B
$2.86 Million 0.12% of portfolio
276,922
Q2 2025 Added 7.75%
$0
$2.89 Million 0.12% of portfolio
4,352
Q2 2025 Added 80.58%
$134B
$3.04 Million 0.12% of portfolio
125,462
Q2 2025 Added 20.55%
$119B
$3.04 Million 0.12% of portfolio
51,814
Q2 2025 Added 82.82%
$0
$2.87 Million 0.12% of portfolio
130,585
Q2 2025 Added 9.89%
$31.9B
$2.85 Million 0.12% of portfolio
87,349
Q2 2025 Added 10.53%
$0
$2.8 Million 0.11% of portfolio
20,998
Q2 2025 Added 58.48%
$94.5B
$2.61 Million 0.11% of portfolio
28,452
Q2 2025 Added 28.44%
$124B
$2.57 Million 0.11% of portfolio
5,550
Q2 2025 Added 204.95%
$26.5B
$2.59 Million 0.11% of portfolio
19,528
Q2 2025 Added 15.24%
$0
$2.6 Million 0.11% of portfolio
106,311
Q2 2025 Reduced 36.55%
$0
$2.58 Million 0.11% of portfolio
51,554
Q2 2025 Added 18.18%
$0
$2.53 Million 0.1% of portfolio
28,331
Q2 2025 Reduced 13.45%
$159B
$2.39 Million 0.1% of portfolio
4,391
Q2 2025 Reduced 1.46%
$0
$2.42 Million 0.1% of portfolio
5,528
Q2 2025 Added 24.76%
$0
$2.35 Million 0.1% of portfolio
12,195
Q1 2025 Added 0.07%
$0
$2.53 Million 0.1% of portfolio
99,830
Q2 2025 Reduced 3.88%
$106B
$2.56 Million 0.1% of portfolio
24,318
Q2 2025 Added 9.21%
$374B
$2.48 Million 0.1% of portfolio
15,553
Q2 2025 Added 10.34%
$25B
$2.37 Million 0.1% of portfolio
58,816
Q2 2025 Added 16.97%
$53.4B
$2.33 Million 0.1% of portfolio
31,199
Q2 2025 Added 44.79%
$0
$2.43 Million 0.1% of portfolio
38,681
Q2 2025 Added 10.67%
$0
$2.13 Million 0.09% of portfolio
39,175
Q2 2025 Added 9.14%
$0
$2.23 Million 0.09% of portfolio
52,079
Q2 2025 Reduced 8.55%
$0
$2.14 Million 0.09% of portfolio
19,408
Q2 2025 Reduced 7.63%
$330B
$2.1 Million 0.09% of portfolio
6,740
Q2 2025 Reduced 39.98%
$0
$2.11 Million 0.09% of portfolio
11,913
Q2 2025 Reduced 10.49%
$0
$2.16 Million 0.09% of portfolio
176,521
Q2 2025 Reduced 0.19%
$257B
$2.26 Million 0.09% of portfolio
12,424
Q2 2025 Added 26.47%
$1.58B
$2.16 Million 0.09% of portfolio
141,964
Q2 2025 Added 23.62%
$273B
$2.08 Million 0.09% of portfolio
29,913
Q2 2025 Added 7.85%
$266B
$2.26 Million 0.09% of portfolio
3,199
Q2 2025 Added 90.99%
$229B
$2.16 Million 0.09% of portfolio
14,798
Q2 2025 Added 7.87%
$228B
$2.25 Million 0.09% of portfolio
5,798
Q2 2025 Added 17.77%
$0
$2.22 Million 0.09% of portfolio
87,533
Q2 2025 Reduced 10.66%
$0
$2.01 Million 0.08% of portfolio
20,296
Q2 2025 Reduced 2.86%
$16.1B
$1.89 Million 0.08% of portfolio
24,285
Q2 2025 Reduced 3.52%
$0
$1.89 Million 0.08% of portfolio
52,762
Q2 2025 Reduced 0.01%
$18.4B
$1.9 Million 0.08% of portfolio
73,869
Q2 2025 Added 13.17%
$0
$1.98 Million 0.08% of portfolio
19,906
Q2 2025 Reduced 9.12%
$177B
$1.97 Million 0.08% of portfolio
10,136
Q2 2025 Added 6.56%

Summary

  • Portfolio
  • No. of Stocks 3,333
  • Current Value $2.44 Billion
  • Prior Value $2.12 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 468 stocks
  • Additional Purchases 1,520 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 812 stocks
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