Larson Financial Group LLC Purchases in Q4 2024

Larson Financial Group LLC

  • $1.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FPE
First Tr Pfd Secs & Income ETF

ETFs
17
+ 0.63%
$17.65 - $18.18 $300 - $309
2.71K $47K
HUBB
Hubbell Inc

Industrials
3
+ 2.07%
$418.89 - $472.12 $1.26K - $1.42K
148 $61K
CCK
Crown Holdings Inc

Consumer Cyclical
20
+ 9.76%
$81.89 - $97.79 $1.64K - $1.96K
225 $18K
PSEC
Prospect Capital Corp

Financial Services
19
+ 2.97%
$4.16 - $5.34 $79 - $101
659 $2K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
5
+ 0.92%
$33.43 - $36.52 $167 - $183
549 $18K
LYB
Lyondell Basell Industries N.V.

Basic Materials
8
+ 6.9%
$72.97 - $96.75 $584 - $774
124 $9K
ES
Eversource Energy

Utilities
74
+ 13.07%
$55.9 - $67.73 $4.14K - $5.01K
640 $36K
BCE
Bce Inc

Communication Services
161
+ 29.93%
$22.53 - $34.84 $3.63K - $5.61K
699 $16K
CGDV
Capital Group Divid Value ETF

ETFs
137
+ 2.27%
$35.16 - $37.12 $4.82K - $5.09K
6.17K $217K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
22
+ 1.93%
$10.92 - $12.66 $240 - $279
1.16K $12K
BBDC
Barings Bdc, Inc.

Financial Services
43
+ 0.67%
$9.27 - $10.33 $399 - $444
6.47K $61K
IAK
Ishares Tr

ETFs
20
+ 1.13%
$123.78 - $138.16 $2.48K - $2.76K
1.79K $225K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
11
+ 0.87%
$17.44 - $19.38 $192 - $213
1.27K $22K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
17
+ 0.43%
$77.23 - $82.11 $1.31K - $1.4K
3.94K $306K
SCHO
Schwab Short Term Us Treasury

ETFs
2.21K
+ 100.55%
$24.06 - $48.88 $53.1K - $108K
4.4K $105K
VTC
Vanguard Scottsdale Fds Total

ETFs
14
+ 1.41%
$75.59 - $79.31 $1.06K - $1.11K
1.01K $76K
PLD
Prologis, Inc.

Real Estate
3.08K
+ 19.31%
$101.4 - $126.96 $312K - $391K
19K $2.01M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
212
+ 14.05%
$33.77 - $44.09 $7.16K - $9.35K
1.72K $58K
NUSC
Nuveen Esg Small Cap ETF

ETFs
155
+ 1.7%
$41.74 - $46.2 $6.47K - $7.16K
9.25K $387K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
22
+ 1.04%
$27.8 - $29.05 $612 - $639
2.14K $59K
FIW
First Trust Water ETF

ETFs
59
+ 4.97%
$102.02 - $110.91 $6.02K - $6.54K
1.25K $127K
LQD
Ishares Iboxx $ Investment Gra

ETFs
125
+ 5.07%
$106.56 - $113.11 $13.3K - $14.1K
2.59K $276K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
4
+ 0.33%
$30.48 - $34.2 $122 - $137
1.21K $36K
SCHQ
Schwab Strategic Tr Long Term

ETFs
12
+ 1.5%
$31.33 - $35.13 $376 - $422
814 $25K
KHC
Kraft Heinz CO

Consumer Defensive
52
+ 5.37%
$30.1 - $36.02 $1.57K - $1.87K
1.02K $31K
FMC
Fmc Corp

Basic Materials
47
+ 16.1%
$47.86 - $66.62 $2.25K - $3.13K
339 $16K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
5
+ 0.16%
$42.7 - $46.33 $214 - $232
3.18K $136K
KBR
Kbr, Inc.

Industrials
8
+ 1.57%
$55.19 - $72.02 $442 - $576
519 $30K
CWT
California Water Service Group

Utilities
12
+ 2.78%
$45.33 - $54.6 $544 - $655
443 $20K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1
+ 0.26%
$56.27 - $69.89 $56.3 - $69.9
379 $21K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
28
+ 4.67%
$75.65 - $83.47 $2.12K - $2.34K
627 $47K
DVY
Ishares Tr

ETFs
13
+ 1.0%
$129.55 - $143.41 $1.68K - $1.86K
1.31K $172K
NEU
Newmarket Corp

Basic Materials
14
+ 2.9%
$519.96 - $563.85 $7.28K - $7.89K
496 $262K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
5
+ 0.47%
$39.84 - $43.92 $199 - $220
1.06K $42K
CPB
Campbell Soup CO

Consumer Defensive
1.12K
+ 15.37%
$41.42 - $48.71 $46.4K - $54.6K
8.42K $352K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8
+ 0.55%
$91.94 - $100.02 $736 - $800
1.46K $134K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
9
+ 1.07%
$42.32 - $55.35 $381 - $498
848 $36K
ICLR
Icon PLC

Healthcare
12
+ 14.12%
$187.22 - $297.57 $2.25K - $3.57K
97 $20K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
235
+ 1.83%
$46.03 - $47.13 $10.8K - $11.1K
13.1K $604K
LECO
Lincoln Electric Holdings Inc

Industrials
11
+ 0.83%
$187.47 - $219.94 $2.06K - $2.42K
1.34K $251K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
150
+ 23.18%
$7.45 - $18.94 $1.12K - $2.84K
797 $6K
VNQI
Vanguard Global Ex U.S. Real

ETFs
607
+ 15.47%
$39.22 - $47.52 $23.8K - $28.8K
4.53K $179K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
8
+ 0.39%
$11.39 - $14.03 $91.1 - $112
2.04K $23K
UNP
Union Pacific Corp

Industrials
152
+ 6.97%
$223.15 - $249.32 $33.9K - $37.9K
2.33K $532K
VCIT
Vanguard Intermediate Term Cor

ETFs
18
+ 0.96%
$80.13 - $83.77 $1.44K - $1.51K
1.89K $151K
AWK
American Water Works Company, Inc.

Utilities
21
+ 5.72%
$123.83 - $146.07 $2.6K - $3.07K
388 $48K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
40
+ 3.8%
$68.25 - $75.42 $2.73K - $3.02K
1.09K $74K
TSCO
Tractor Supply CO

Consumer Cyclical
1.19K
+ 416.78%
$52.59 - $303.74 $62.7K - $362K
1.48K $78K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
22
+ 0.54%
$70.31 - $77.39 $1.55K - $1.7K
4.11K $288K
Activity Summary
Buys All Purchases 1291 New Holdings 277 Increased Positions 1014 Sells All Sells 572 Reductions 572 Sold out 0 Options Calls 4 Puts 3
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