Larson Financial Group LLC Incresed Positions in Q3 2025

Larson Financial Group LLC

  • $2.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SEIC
Sei Investments CO

Financial Services
9
+ 11.11%
$84.85 - $93.8 $764 - $844
90 $7K
OLED
Universal Display Corp Pa

Technology
7
+ 4.38%
$134.16 - $161.44 $939 - $1.13K
167 $23K
DLY
Double Line Yield Opportunities Fund

N/A
1
+ 0.05%
$15.08 - $15.65 $15.1 - $15.7
2.17K $32K
INGR
Ingredion Inc

Consumer Defensive
7
+ 4.83%
$121.01 - $138.21 $847 - $967
152 $18K
BEN
Franklin Resources Inc

Financial Services
14
+ 1.51%
$23.13 - $26.03 $324 - $364
940 $21K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.27%
$212.64 - $225.25 $213 - $225
375 $80K
ALT
Altimmune, Inc.

Healthcare
5
+ 0.09%
$3.38 - $4.76 $16.9 - $23.8
5.31K $19K
DRIP
Direxion Daily S&P Oil & Gas E

ETFs
13
+ 1.29%
$7.97 - $10.38 $104 - $135
1.02K $8K
XRAY
Dentsply Sirona Inc.

Healthcare
32
+ 15.84%
$12.37 - $16.85 $396 - $539
234 $2K
IMMR
Immersion Corp

Technology
12
+ 0.65%
$6.78 - $8.09 $81.4 - $97.1
1.85K $13K
OPFI
Opp Fi Inc.

Technology
7
+ 9.33%
$9.58 - $14.29 $67.1 - $100
82 $0
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
15
+ 2.94%
$8.89 - $10.82 $133 - $162
526 $4K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
180
+ 18.99%
$7.48 - $11.55 $1.35K - $2.08K
1.13K $8K
ADC
Agree Realty Corp

Real Estate
25
+ 1.48%
$70.53 - $75.05 $1.76K - $1.88K
1.72K $121K
FMC
Fmc Corp

Basic Materials
17
+ 5.61%
$33.15 - $44.45 $564 - $756
320 $10K
AVY
Avery Dennison Corp

Industrials
2
+ 1.13%
$158.71 - $184.63 $317 - $369
179 $29K
SMR
Nuscale Power Corp

Industrials
4
+ 0.82%
$32.65 - $51.67 $131 - $207
489 $17K
OLP
One Liberty Properties Inc

Real Estate
9
+ 0.92%
$21.73 - $24.46 $196 - $220
991 $21K
BBDC
Barings Bdc, Inc.

Financial Services
14
+ 0.26%
$8.76 - $9.9 $123 - $139
5.33K $46K
TT
Trane Technologies PLC

Industrials
66
+ 3.42%
$398.96 - $472.54 $26.3K - $31.2K
2K $842K
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 4.84%
$332.69 - $399.0 $998 - $1.2K
65 $21K
GLOB
Globant S.A.

Technology
11
+ 11.96%
$55.6 - $93.3 $612 - $1.03K
103 $5K
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
1
+ 0.31%
$25.8 - $41.03 $25.8 - $41
324 $9K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
11
+ 1.3%
$98.64 - $113.55 $1.09K - $1.25K
854 $88K
MORN
Morningstar, Inc.

Financial Services
1
+ 1.92%
$231.72 - $311.89 $232 - $312
53 $12K
CHDN
Churchill Downs Inc

Consumer Cyclical
15
+ 1.25%
$95.3 - $113.75 $1.43K - $1.71K
1.22K $117K
HDB
Hdfc Bank LTD

Financial Services
403
+ 90.36%
$34.14 - $78.94 $13.8K - $31.8K
849 $29K
EXEL
Exelixis, Inc.

Healthcare
117
+ 2.86%
$36.22 - $46.25 $4.24K - $5.41K
4.21K $174K
QTWO
Q2 Holdings, Inc.

Technology
13
+ 3.37%
$72.39 - $94.97 $941 - $1.23K
399 $28K
KD
Kyndryl Holdings, Inc.

Technology
1
+ 0.14%
$28.94 - $43.41 $28.9 - $43.4
739 $22K
NMFC
New Mountain Finance Corp

Financial Services
8
+ 0.07%
$9.64 - $10.84 $77.1 - $86.7
11K $105K
TREX
Trex CO Inc

Industrials
89
+ 1.61%
$50.48 - $68.49 $4.49K - $6.1K
5.63K $290K
SIBN
Si Bone, Inc.

Healthcare
8
+ 0.32%
$14.05 - $18.78 $112 - $150
2.51K $36K
ZS
Zscaler, Inc.

Technology
52
+ 2.62%
$267.68 - $316.5 $13.9K - $16.5K
2.04K $611K
KKR
Kkr & Co. Inc.

Financial Services
777
+ 2.03%
$129.95 - $152.16 $101K - $118K
39K $5.07M
OTIS
Otis Worldwide Corp

Industrials
405
+ 5.66%
$84.93 - $101.07 $34.4K - $40.9K
7.56K $691K
KR
Kroger CO

Consumer Defensive
221
+ 2.97%
$64.52 - $74.35 $14.3K - $16.4K
7.65K $515K
ROP
Roper Technologies Inc

Industrials
33
+ 5.66%
$495.03 - $573.0 $16.3K - $18.9K
616 $307K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
52
+ 6.41%
$366.54 - $479.53 $19.1K - $24.9K
863 $337K
ELV
Elevance Health, Inc.

Healthcare
67
+ 9.34%
$274.66 - $395.76 $18.4K - $26.5K
784 $253K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
286
+ 1.97%
$259.44 - $278.65 $74.2K - $79.7K
14.8K $3.84M
TPL
Texas Pacific Land Corp

Energy
21
+ 5.4%
$854.83 - $1075.97 $18K - $22.6K
410 $382K
ARES
Ares Management Corp

Financial Services
9
+ 0.36%
$159.89 - $192.76 $1.44K - $1.73K
2.5K $399K
CSL
Carlisle Companies Inc

Industrials
2
+ 0.19%
$327.52 - $435.11 $655 - $870
1.04K $342K
TOST
Toast, Inc.

Technology
2.15K
+ 12.95%
$36.51 - $49.3 $78.5K - $106K
18.7K $684K
FICO
Fair Isaac Corp

Technology
40
+ 11.66%
$1311.26 - $1869.83 $52.5K - $74.8K
383 $573K
UNM
Unum Group

Financial Services
691
+ 1.87%
$68.55 - $82.12 $47.4K - $56.7K
37.7K $2.93M
CTVA
Corteva, Inc.

Basic Materials
2.35K
+ 7.54%
$67.08 - $77.12 $158K - $181K
33.6K $2.27M
PAYC
Paycom Software, Inc.

Technology
1
+ 0.04%
$208.14 - $238.8 $208 - $239
2.56K $532K
Activity Summary
Buys All Purchases 1938 New Holdings 421 Increased Positions 1517 Sells All Sells 981 Reductions 970 Sold out 11 Options Calls 7 Puts 6
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