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
SOFI
So Fi Technologies, Inc.

Financial Services
9.17K
+ 453.66%
$17.64 - $29.81 $162K - $273K
11.2K $295K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
800
+ 34.17%
$173.23 - $213.34 $139K - $171K
3.14K $665K
MPC
Marathon Petroleum Corp

Energy
333
+ 4.56%
$158.59 - $198.69 $52.8K - $66.2K
7.63K $1.47M
ENB
Enbridge Inc

Energy
4.06K
+ 41.63%
$43.79 - $50.46 $178K - $205K
13.8K $696K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.84K
+ 5.38%
$36.04 - $38.78 $102K - $110K
55.6K $2.14M
SHW
Sherwin Williams CO

Basic Materials
723
+ 75.79%
$330.88 - $375.23 $239K - $271K
1.68K $580K
SOXX
Ishares Semiconductor ETF

ETFs
839
+ 123.75%
$236.93 - $271.12 $199K - $227K
1.52K $411K
CLX
Clorox CO

Consumer Defensive
2K
+ 266.49%
$117.67 - $131.43 $236K - $263K
2.76K $339K
V
Visa Inc.

Financial Services
1.73K
+ 6.84%
$332.09 - $358.86 $576K - $622K
27.1K $9.24M
VT
Vanguard Total World Stk Index

ETFs
1.63K
+ 105.38%
$128.41 - $138.03 $209K - $224K
3.17K $436K
GLDM
World Gold Trust

ETFs
2.72K
+ 120.47%
$64.73 - $76.45 $176K - $208K
4.98K $380K
NEE
Nextera Energy Inc

Utilities
1.93K
+ 13.7%
$69.77 - $77.54 $135K - $150K
16K $1.21M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
2.89K
+ 7.54%
$49.55 - $52.25 $143K - $151K
41.2K $2.16M
TTWO
Take Two Interactive Software Inc

Communication Services
835
+ 145.47%
$217.37 - $259.96 $182K - $217K
1.41K $364K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.7K
+ 14.51%
$196.15 - $217.83 $529K - $588K
21.3K $4.29M
NEU
Newmarket Corp

Basic Materials
145
+ 19.54%
$680.5 - $848.94 $98.7K - $123K
887 $734K
CB
Chubb LTD

Financial Services
872
+ 25.04%
$265.99 - $289.59 $232K - $253K
4.36K $1.23M
WK
Workiva Inc

Technology
2.45K
+ 595.15%
$63.83 - $86.08 $157K - $211K
2.86K $246K
EXPD
Expeditors International Of Washington Inc

Industrials
1.76K
+ 778.32%
$111.37 - $124.95 $196K - $220K
1.99K $243K
EXTR
Extreme Networks Inc

Technology
10.5K
+ 8569.11%
$16.78 - $22.85 $177K - $241K
10.7K $220K
PANW
Palo Alto Networks Inc

Technology
1.07K
+ 37.04%
$167.06 - $208.19 $178K - $222K
3.94K $803K
SBUX
Starbucks Corp

Consumer Cyclical
4.9K
+ 17.2%
$81.9 - $96.86 $401K - $474K
33.3K $2.82M
COST
Costco Wholesale Corp

Consumer Defensive
917
+ 9.28%
$915.95 - $994.57 $840K - $912K
10.8K $9.99M
SCHX
Schwab Strategic Tr Us Large C

ETFs
367
+ 0.35%
$24.46 - $26.5 $8.98K - $9.73K
107K $2.81M
EBAY
Ebay Inc

Consumer Cyclical
1.42K
+ 30.49%
$75.33 - $100.77 $107K - $143K
6.08K $553K
VXF
Vanguard Extended Market ETF

ETFs
14
+ 0.11%
$193.58 - $213.07 $2.71K - $2.98K
12.2K $2.56M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.14K
+ 3.67%
$26.38 - $27.95 $109K - $116K
117K $3.19M
AXP
American Express CO

Financial Services
429
+ 9.73%
$294.27 - $342.31 $126K - $147K
4.84K $1.61M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.79K
+ 8.8%
$97.75 - $100.75 $175K - $180K
22.1K $2.21M
YUM
Yum Brands Inc

Consumer Cyclical
1.07K
+ 11.66%
$139.5 - $153.94 $149K - $165K
10.2K $1.56M
DHR
Danaher Corp

Healthcare
981
+ 22.65%
$181.46 - $212.2 $178K - $208K
5.31K $1.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
260
+ 11.39%
$224.68 - $282.71 $58.4K - $73.5K
2.54K $709K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.48K
+ 45.78%
$50.79 - $76.4 $75K - $113K
4.7K $359K
AZO
Autozone Inc

Consumer Cyclical
34
+ 43.59%
$3649.42 - $4354.54 $124K - $148K
112 $480K
MTG
Mgic Investment Corp

Financial Services
4.18K
+ 3.21%
$25.06 - $28.92 $105K - $121K
134K $3.81M
ZD
Ziff Davis, Inc.

Communication Services
4.87K
+ 1308.87%
$29.49 - $39.2 $144K - $191K
5.24K $199K
FDX
Fedex Corp

Industrials
634
+ 15.19%
$217.1 - $243.2 $138K - $154K
4.81K $1.13M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1.57K
+ 171.33%
$43.07 - $91.37 $67.4K - $143K
2.48K $226K
DUK
Duke Energy Corp

Utilities
1.18K
+ 17.96%
$116.31 - $125.93 $137K - $148K
7.74K $958K
DASH
Door Dash, Inc.

Communication Services
581
+ 55.49%
$234.5 - $272.5 $136K - $158K
1.63K $442K
SYK
Stryker Corp

Healthcare
1.54K
+ 10.35%
$368.57 - $403.53 $567K - $621K
16.4K $6.06M
APPN
Appian Corp

Technology
5.95K
+ 1140.61%
$26.95 - $33.69 $160K - $201K
6.48K $197K
IVE
Ishares S&P 500 Value ETF

ETFs
767
+ 36.45%
$194.44 - $206.51 $149K - $158K
2.87K $592K
AAOI
Applied Optoelectronics, Inc.

Technology
7.11K
+ 14222.0%
$20.86 - $30.54 $148K - $217K
7.16K $182K
NTAP
Net App, Inc.

Technology
893
+ 14.89%
$101.1 - $126.36 $90.3K - $113K
6.89K $816K
ED
Consolidated Edison Inc

Utilities
1.76K
+ 87.75%
$95.57 - $105.36 $168K - $185K
3.76K $377K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
5.68K
+ 1256.19%
$29.46 - $31.08 $167K - $176K
6.13K $190K
UNP
Union Pacific Corp

Industrials
640
+ 25.44%
$214.91 - $237.16 $138K - $152K
3.16K $745K
WST
West Pharmaceutical Services Inc

Healthcare
195
+ 7.48%
$210.08 - $279.1 $41K - $54.4K
2.8K $735K
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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