Larson Financial Group
Latest statistics and disclosures from Larson Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VO, VOO, QQQ, AVDV, AVEM, and represent 24.31% of Larson Financial Group's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$30M), QQQ (+$7.7M), FVD (+$6.2M), VWO (+$5.8M), IWM, VBK, IEFA, WWD, SCZ, FIXD.
- Started 139 new stock positions in SPR, RHP, INO, RXST, CIEN, Core Scientific, RYN, MOMO, SYM, RIOT.
- Reduced shares in these 10 stocks: REET (-$13M), VNQ (-$5.3M), AVRE (-$5.1M), EEM, AVEM, AMZN, ADM, APA, AVDV, DFAI.
- Sold out of its positions in ARKX, AOD, LNT, ALTI, ARB, AME, BLOK, ANSS, ARBK, ARMP.
- Larson Financial Group was a net buyer of stock by $74M.
- Larson Financial Group has $1.3B in assets under management (AUM), dropping by 12.79%.
- Central Index Key (CIK): 0001731061
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Portfolio Holdings for Larson Financial Group
Larson Financial Group holds 1780 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Larson Financial Group has 1780 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Larson Financial Group March 31, 2024 positions
- Download the Larson Financial Group March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Mid Cap Etf (VO) | 7.6 | $97M | +2% | 390k | 249.86 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.3 | $94M | +47% | 195k | 480.70 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $49M | +18% | 111k | 444.01 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.1 | $40M | -3% | 599k | 65.86 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.5 | $33M | -6% | 563k | 57.96 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 2.1 | $27M | -2% | 1.1M | 25.06 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 2.0 | $25M | -5% | 1.0M | 24.60 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.9 | $24M | -5% | 807k | 30.22 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.7 | $21M | +37% | 509k | 41.77 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.6 | $21M | 386k | 54.43 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.6 | $20M | +21% | 77k | 260.72 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.5 | $19M | -7% | 378k | 50.10 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.3 | $17M | +5% | 681k | 25.28 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.3 | $17M | +4% | 275k | 61.53 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.3 | $17M | +21% | 385k | 43.60 |
|
| Apple (AAPL) | 1.3 | $16M | +4% | 94k | 171.48 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.2 | $16M | -5% | 272k | 56.98 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.2 | $15M | 50k | 304.71 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.2 | $15M | -3% | 373k | 40.90 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.2 | $15M | -4% | 193k | 77.31 |
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 1.1 | $15M | +7% | 357k | 41.25 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.1 | $14M | -6% | 230k | 62.34 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.1 | $14M | -4% | 306k | 46.00 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.0 | $13M | -2% | 164k | 81.43 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $13M | +4% | 15k | 903.58 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.0 | $13M | -4% | 248k | 51.28 |
|
| Applied Materials (AMAT) | 0.9 | $12M | 56k | 206.23 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.9 | $11M | +37% | 174k | 63.33 |
|
| Microsoft Corporation (MSFT) | 0.8 | $11M | +5% | 25k | 420.72 |
|
| Amazon (AMZN) | 0.8 | $11M | -14% | 58k | 180.38 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.8 | $10M | -8% | 333k | 29.99 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.8 | $9.9M | -5% | 155k | 64.15 |
|
| Kimball Electronics (KE) | 0.7 | $8.8M | 405k | 21.65 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.6 | $8.0M | +345% | 191k | 42.23 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $8.0M | -7% | 185k | 43.04 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.6 | $7.7M | -3% | 120k | 63.74 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.6 | $7.4M | +5% | 99k | 75.40 |
|
| Broadcom (AVGO) | 0.6 | $7.4M | -5% | 5.6k | 1325.34 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $7.3M | 9.4k | 777.94 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.5 | $7.0M | -7% | 283k | 24.72 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $6.3M | +10% | 79k | 79.86 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $6.0M | +2% | 40k | 152.26 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $5.9M | +3% | 26k | 228.59 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.4 | $5.7M | -2% | 89k | 64.26 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $5.5M | +225% | 26k | 210.30 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.4 | $5.3M | -3% | 145k | 36.75 |
|
| Manhattan Associates (MANH) | 0.4 | $5.2M | 21k | 250.22 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $5.0M | +57% | 32k | 158.19 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $4.9M | +97% | 48k | 102.76 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $4.8M | -6% | 135k | 35.84 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $4.8M | +228% | 65k | 74.22 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $4.7M | 17k | 270.79 |
|
|
| Monolithic Power Systems (MPWR) | 0.4 | $4.7M | -2% | 6.9k | 677.42 |
|
| Visa Com Cl A (V) | 0.3 | $4.5M | -2% | 16k | 279.08 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $4.5M | -3% | 61k | 73.15 |
|
| UnitedHealth (UNH) | 0.3 | $4.2M | 8.5k | 494.70 |
|
|
| General Electric Com New (GE) | 0.3 | $4.2M | 24k | 175.53 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $4.2M | -5% | 21k | 200.30 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $4.1M | +55% | 76k | 54.40 |
|
| Advanced Micro Devices (AMD) | 0.3 | $4.1M | +3% | 23k | 180.49 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.1M | +127% | 7.7k | 525.72 |
|
| Merck & Co (MRK) | 0.3 | $4.1M | +27% | 31k | 131.95 |
|
| Pulte (PHM) | 0.3 | $3.9M | 33k | 120.62 |
|
|
| Eaton Corp SHS (ETN) | 0.3 | $3.9M | -2% | 12k | 312.67 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $3.9M | 6.9k | 555.76 |
|
|
| Shake Shack Cl A (SHAK) | 0.3 | $3.9M | -2% | 37k | 104.03 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.8M | +23% | 15k | 259.90 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.3 | $3.8M | -3% | 46k | 82.97 |
|
| Stryker Corporation (SYK) | 0.3 | $3.8M | 11k | 357.86 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $3.7M | -7% | 39k | 95.20 |
|
| Permian Resources Corp Class A Com (PR) | 0.3 | $3.7M | 208k | 17.66 |
|
|
| Lowe's Companies (LOW) | 0.3 | $3.6M | +10% | 14k | 254.73 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $3.6M | +102% | 44k | 81.78 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $3.6M | -7% | 34k | 107.41 |
|
| Medpace Hldgs (MEDP) | 0.3 | $3.4M | 8.3k | 404.15 |
|
|
| Woodward Governor Company (WWD) | 0.3 | $3.3M | +89808% | 22k | 154.12 |
|
| Procter & Gamble Company (PG) | 0.3 | $3.2M | +83% | 20k | 162.25 |
|
| Kkr & Co (KKR) | 0.2 | $3.2M | 32k | 100.58 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $3.1M | +636% | 30k | 104.73 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $3.1M | -2% | 45k | 68.49 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.0M | +4% | 7.0k | 420.52 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.9M | 5.1k | 581.16 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.9M | -64% | 34k | 86.48 |
|
| BP Sponsored Adr (BP) | 0.2 | $2.9M | -4% | 76k | 37.68 |
|
| Diamondback Energy (FANG) | 0.2 | $2.9M | -5% | 15k | 198.18 |
|
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $2.8M | -7% | 130k | 21.24 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $2.8M | -11% | 56k | 49.24 |
|
| Meta Platforms Cl A (META) | 0.2 | $2.7M | 5.6k | 485.59 |
|
|
| AFLAC Incorporated (AFL) | 0.2 | $2.7M | +6% | 32k | 85.86 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $2.7M | +767% | 20k | 130.73 |
|
| Performance Food (PFGC) | 0.2 | $2.6M | 36k | 74.64 |
|
|
| Vulcan Materials Company (VMC) | 0.2 | $2.6M | +2% | 9.6k | 272.92 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $2.6M | +105% | 50k | 51.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.6M | +8% | 17k | 150.93 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $2.6M | -6% | 71k | 36.19 |
|
| ConocoPhillips (COP) | 0.2 | $2.5M | 20k | 127.28 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $2.5M | +862% | 29k | 87.29 |
|
| Thomson Reuters Corp. (TRI) | 0.2 | $2.5M | -2% | 16k | 155.83 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.5M | +260% | 7.3k | 337.03 |
|
| Boeing Company (BA) | 0.2 | $2.5M | +6% | 13k | 192.99 |
|
| Tesla Motors (TSLA) | 0.2 | $2.4M | +3% | 14k | 175.79 |
|
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 0.2 | $2.3M | +49% | 18k | 133.78 |
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $2.3M | 11k | 213.31 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.3M | +607% | 27k | 84.44 |
|
| MGIC Investment (MTG) | 0.2 | $2.2M | 100k | 22.36 |
|
|
| Halliburton Company (HAL) | 0.2 | $2.2M | -2% | 57k | 39.42 |
|
| Williams Companies (WMB) | 0.2 | $2.2M | 56k | 38.97 |
|
|
| Oneok (OKE) | 0.2 | $2.2M | -3% | 27k | 80.17 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.2 | $2.2M | 199k | 10.99 |
|
|
| Marsh & McLennan Companies (MMC) | 0.2 | $2.2M | +7% | 11k | 205.97 |
|
| Metropcs Communications (TMUS) | 0.2 | $2.2M | +1077% | 13k | 163.21 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.1M | +13% | 10k | 208.27 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $2.1M | -3% | 40k | 53.34 |
|
| Devon Energy Corporation (DVN) | 0.2 | $2.1M | 42k | 50.18 |
|
|
| Onemain Holdings (OMF) | 0.2 | $2.1M | -3% | 41k | 51.09 |
|
| Coty Com Cl A (COTY) | 0.2 | $2.1M | -2% | 174k | 11.96 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $2.1M | 148k | 13.95 |
|
|
| 3M Company (MMM) | 0.2 | $2.1M | +3% | 19k | 106.07 |
|
| Whitestone REIT (WSR) | 0.2 | $2.1M | +6% | 164k | 12.55 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $2.0M | -6% | 68k | 29.77 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.0M | -5% | 7.0k | 281.94 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $1.9M | -2% | 30k | 65.21 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.9M | -5% | 21k | 91.39 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $1.9M | 40k | 47.31 |
|
|
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.1 | $1.9M | -4% | 92k | 20.17 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.8M | 19k | 97.94 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $1.8M | 21k | 87.23 |
|
|
| Pepsi (PEP) | 0.1 | $1.8M | +135% | 10k | 175.00 |
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| Prologis (PLD) | 0.1 | $1.8M | 14k | 130.22 |
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|
| Aon Shs Cl A (AON) | 0.1 | $1.7M | 5.2k | 333.72 |
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|
| Costco Wholesale Corporation (COST) | 0.1 | $1.7M | +10% | 2.4k | 732.58 |
|
| PNC Financial Services (PNC) | 0.1 | $1.7M | 11k | 161.60 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $1.7M | 90k | 19.07 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.7M | -5% | 18k | 93.19 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $1.7M | -4% | 81k | 20.82 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.7M | 52k | 31.95 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $1.7M | +196% | 28k | 60.17 |
|
| Home Depot (HD) | 0.1 | $1.7M | +5% | 4.3k | 383.57 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.6M | +12% | 10k | 162.86 |
|
| Vici Pptys (VICI) | 0.1 | $1.6M | 54k | 29.79 |
|
|
| Medtronic SHS (MDT) | 0.1 | $1.6M | 19k | 87.15 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.6M | +568% | 13k | 125.61 |
|
| Olin Corp Com Par $1 (OLN) | 0.1 | $1.6M | -6% | 27k | 58.80 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.6M | -6% | 30k | 51.60 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $1.5M | 43k | 35.91 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.5M | -7% | 32k | 47.89 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $1.5M | NEW | 24k | 63.17 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.5M | -5% | 20k | 76.67 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.4M | 8.0k | 179.10 |
|
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $1.4M | 127k | 11.16 |
|
|
| FirstEnergy (FE) | 0.1 | $1.4M | -7% | 36k | 38.62 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.3M | -90% | 57k | 23.68 |
|
| DTE Energy Company (DTE) | 0.1 | $1.3M | -17% | 12k | 112.14 |
|
| Netflix (NFLX) | 0.1 | $1.3M | +63% | 2.2k | 607.33 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.3M | 13k | 103.79 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.3M | +114% | 12k | 110.52 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.2M | -7% | 11k | 116.84 |
|
| Caesars Entertainment (CZR) | 0.1 | $1.2M | -6% | 28k | 43.74 |
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| Walt Disney Company (DIS) | 0.1 | $1.2M | +4% | 9.8k | 122.36 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.2M | -27% | 19k | 62.06 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | +5% | 23k | 50.17 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | +21% | 9.7k | 116.24 |
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| Ecolab (ECL) | 0.1 | $1.1M | -9% | 4.7k | 230.92 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $1.1M | -6% | 12k | 89.90 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | +12% | 6.2k | 169.30 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.0M | +265% | 2.6k | 397.82 |
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| Roper Industries (ROP) | 0.1 | $1.0M | -3% | 1.8k | 560.87 |
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| Quidel Corp (QDEL) | 0.1 | $996k | 21k | 47.94 |
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| First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) | 0.1 | $987k | 35k | 27.96 |
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| FedEx Corporation (FDX) | 0.1 | $977k | +4% | 3.4k | 289.77 |
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| Abbvie (ABBV) | 0.1 | $972k | +88% | 5.3k | 182.10 |
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| Pfizer (PFE) | 0.1 | $937k | +48% | 34k | 27.75 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $914k | -28% | 7.6k | 120.99 |
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| Intel Corporation (INTC) | 0.1 | $913k | +34% | 21k | 44.17 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $865k | +5% | 14k | 60.30 |
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| Target Corporation (TGT) | 0.1 | $863k | -8% | 4.9k | 177.20 |
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| Chevron Corporation (CVX) | 0.1 | $855k | +10% | 5.4k | 157.75 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $848k | +105% | 4.6k | 183.87 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.1 | $845k | 29k | 29.20 |
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| Us Bancorp Del Com New (USB) | 0.1 | $842k | +736% | 19k | 44.70 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $842k | 9.0k | 93.71 |
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| Illinois Tool Works (ITW) | 0.1 | $834k | +31% | 3.1k | 268.33 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $818k | +3% | 9.1k | 89.67 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $797k | -5% | 4.2k | 191.87 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $792k | 21k | 38.48 |
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| Fastenal Company (FAST) | 0.1 | $784k | +25% | 10k | 77.14 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $784k | +82% | 3.9k | 201.52 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $777k | +2568% | 34k | 23.18 |
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| Ssga Active Tr Spdr Dbleln Shrt (STOT) | 0.1 | $759k | -11% | 16k | 46.99 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $757k | -40% | 1.4k | 524.36 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $736k | +1781% | 2.3k | 320.59 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $717k | +58% | 1.5k | 481.47 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $713k | -4% | 22k | 32.48 |
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| Fiserv (FI) | 0.1 | $689k | +4% | 4.3k | 159.82 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $688k | 2.0k | 346.58 |
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| First Tr Exchange-traded Multi Asset Di (MDIV) | 0.1 | $680k | 43k | 15.79 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $679k | 5.9k | 115.35 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $678k | +263% | 6.0k | 113.65 |
|
| Strategy Ns 7handl Idx (HNDL) | 0.1 | $677k | +27% | 32k | 21.21 |
|
| Coca-Cola Company (KO) | 0.1 | $673k | -10% | 11k | 61.18 |
|
| American Centy Etf Tr Real Estate Etf (AVRE) | 0.1 | $656k | -88% | 16k | 42.28 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $637k | -18% | 8.8k | 72.63 |
|
| Verizon Communications (VZ) | 0.0 | $622k | -19% | 15k | 41.96 |
|
| Cummins (CMI) | 0.0 | $621k | +2% | 2.1k | 294.64 |
|
| Danaher Corporation (DHR) | 0.0 | $618k | 2.5k | 249.74 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $613k | -7% | 11k | 57.47 |
|
| First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) | 0.0 | $611k | 33k | 18.75 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $609k | +220% | 4.1k | 148.62 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $606k | -12% | 26k | 22.95 |
|
| Intercontinental Exchange (ICE) | 0.0 | $600k | +5% | 4.4k | 137.43 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $599k | 1.7k | 347.33 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $590k | -79% | 14k | 41.08 |
|
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 0.0 | $587k | +16% | 13k | 45.69 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $584k | -3% | 14k | 41.84 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $580k | -10% | 3.5k | 164.36 |
|
| McKesson Corporation (MCK) | 0.0 | $578k | +206% | 1.1k | 536.88 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $578k | -13% | 15k | 39.02 |
|
| American Express Company (AXP) | 0.0 | $573k | +4% | 2.5k | 227.69 |
|
| Autodesk (ADSK) | 0.0 | $571k | +35% | 2.2k | 260.42 |
|
| Orthopediatrics Corp. (KIDS) | 0.0 | $568k | 20k | 29.16 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $566k | +8% | 6.7k | 84.08 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $566k | 3.5k | 164.01 |
|
|
| AutoZone (AZO) | 0.0 | $564k | +167% | 179.00 | 3151.65 |
|
| Caterpillar (CAT) | 0.0 | $564k | +14% | 1.5k | 366.52 |
|
| At&t (T) | 0.0 | $561k | +26% | 32k | 17.60 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $558k | +8% | 7.0k | 79.76 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $557k | -15% | 6.5k | 85.66 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $556k | -9% | 8.0k | 69.67 |
|
| International Business Machines (IBM) | 0.0 | $553k | +20% | 2.9k | 190.93 |
|
| Fortinet | 0.0 | $550k | NEW | 8.1k | 68.31 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $538k | 22k | 24.48 |
|
|
| Nucor Corporation (NUE) | 0.0 | $537k | -9% | 2.7k | 197.89 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $536k | -45% | 1.6k | 344.17 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $536k | 23k | 22.99 |
|
|
| D.R. Horton (DHI) | 0.0 | $533k | +145% | 3.2k | 164.52 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $532k | -7% | 14k | 38.47 |
|
| Apollo Global Mgmt (APO) | 0.0 | $527k | -7% | 4.7k | 112.45 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $527k | -12% | 4.3k | 121.57 |
|
| AtriCure (ATRC) | 0.0 | $525k | -7% | 17k | 30.42 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $518k | 6.8k | 75.98 |
|
|
| Nike CL B (NKE) | 0.0 | $513k | -19% | 5.5k | 93.97 |
|
| Smartsheet Com Cl A (SMAR) | 0.0 | $509k | 13k | 38.50 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $508k | -10% | 10k | 49.19 |
|
| Omni (OMC) | 0.0 | $503k | +137% | 5.2k | 96.75 |
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.0 | $489k | -3% | 19k | 25.62 |
|
| Union Pacific Corporation (UNP) | 0.0 | $481k | 2.0k | 245.92 |
|
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $469k | -10% | 16k | 28.92 |
|
| Church & Dwight (CHD) | 0.0 | $468k | 4.5k | 104.31 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $461k | +66% | 1.1k | 438.26 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $456k | +46% | 3.1k | 147.71 |
|
Past Filings by Larson Financial Group
SEC 13F filings are viewable for Larson Financial Group going back to 2017
- Larson Financial Group 2024 Q1 filed May 3, 2024
- Larson Financial Group 2023 Q4 filed Feb. 1, 2024
- Larson Financial Group 2023 Q3 filed Nov. 3, 2023
- Larson Financial Group 2023 Q2 filed Aug. 3, 2023
- Larson Financial Group 2023 Q1 filed May 4, 2023
- Larson Financial Group 2022 Q4 filed Feb. 3, 2023
- Larson Financial Group 2022 Q3 filed Nov. 3, 2022
- Larson Financial Group 2022 Q2 filed Aug. 4, 2022
- Larson Financial Group 2022 Q1 filed May 5, 2022
- Larson Financial Group 2021 Q4 filed Feb. 3, 2022
- Larson Financial Group 2021 Q3 filed Nov. 4, 2021
- Larson Financial Group 2021 Q2 filed Aug. 10, 2021
- Larson Financial Group 2021 Q1 restated filed May 6, 2021
- Larson Financial Group 2021 Q1 filed April 8, 2021
- Larson Financial Group 2020 Q4 filed Jan. 14, 2021
- Larson Financial Group 2020 Q3 filed Oct. 8, 2020