Larson Financial Group LLC Incresed Positions in Q4 2024

Larson Financial Group LLC

  • $1.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
884
+ 14733.33%
$26.77 - $30.82 $23.7K - $27.2K
890 $24K
CB
Chubb LTD

Financial Services
108
+ 19.12%
$271.57 - $301.89 $29.3K - $32.6K
673 $185K
ASPN
Aspen Aerogels Inc

Industrials
1.99K
+ 14185.71%
$11.88 - $26.48 $23.6K - $52.6K
2K $23K
ROP
Roper Technologies Inc

Industrials
102
+ 12.72%
$519.85 - $575.95 $53K - $58.7K
904 $469K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.08K
+ 130.37%
$25.74 - $53.78 $131K - $273K
8.98K $232K
TT
Trane Technologies PLC

Industrials
123
+ 10.48%
$369.35 - $419.14 $45.4K - $51.6K
1.3K $479K
DTM
Dt Midstream, Inc.

Energy
119
+ 21.1%
$78.85 - $108.56 $9.38K - $12.9K
683 $67K
NPCT
Nuveen Core Plus Impact Fund
2.2K
+ 178.12%
$10.48 - $11.85 $23K - $26K
3.43K $36K
VRT
Vertiv Holdings CO

Industrials
256
+ 30.51%
N/A
1.1K $94K
CG
Carlyle Group Inc.

Financial Services
119
+ 5.52%
$43.2 - $54.81 $5.14K - $6.52K
2.27K $114K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2.44K
+ 18.95%
$27.09 - $32.06 $66.2K - $78.3K
15.3K $429K
YYY
Amplify ETF Tr High Income ETF

ETFs
2.18K
+ 58.61%
$11.52 - $12.3 $25.1K - $26.8K
5.9K $67K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.3K
+ 5.85%
$24.61 - $25.12 $31.9K - $32.6K
23.5K $580K
VHT
Vanguard Health Care ETF

ETFs
101
+ 82.11%
$250.81 - $283.3 $25.3K - $28.6K
224 $56K
NGG
National Grid PLC

Utilities
415
+ 145.61%
$57.68 - $70.03 $23.9K - $29.1K
700 $41K
ASML
Asml Holding Nv

Technology
41
+ 100.0%
$658.43 - $872.27 $27K - $35.8K
82 $56K
IGRO
Ishares Tr International Divid

ETFs
369
+ 63.84%
$67.76 - $74.48 $25K - $27.5K
947 $64K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
940
+ 109.3%
$18.92 - $22.13 $17.8K - $20.8K
1.8K $37K
HUBS
Hubspot Inc

Technology
27
+ 168.75%
$514.07 - $757.4 $13.9K - $20.4K
43 $29K
PII
Polaris Inc.

Consumer Cyclical
402
+ 386.54%
$56.74 - $83.06 $22.8K - $33.4K
506 $29K
IYF
Ishares Tr

ETFs
25
+ 0.9%
$102.7 - $119.05 $2.57K - $2.98K
2.79K $308K
NDAQ
Nasdaq, Inc.

Financial Services
242
+ 65.41%
$70.87 - $83.05 $17.2K - $20.1K
612 $47K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
102
+ 0.19%
$33.92 - $36.6 $3.46K - $3.73K
52.7K $1.82M
BIIB
Biogen Inc.

Healthcare
141
+ 640.91%
$146.47 - $191.55 $20.7K - $27K
163 $24K
ALB
Albemarle Corp

Basic Materials
303
+ 44.76%
$86.08 - $111.3 $26.1K - $33.7K
980 $84K
NKE
Nike, Inc.

Consumer Cyclical
2.18K
+ 19.15%
$73.36 - $89.13 $160K - $194K
13.6K $1.03M
PLUG
Plug Power Inc

Industrials
9.4K
+ 2350.0%
$1.87 - $2.67 $17.6K - $25.1K
9.8K $20K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.15K
+ 24.3%
$33.93 - $38.37 $39.1K - $44.2K
5.89K $202K
PCAR
Paccar Inc

Industrials
154
+ 39.09%
$97.92 - $118.41 $15.1K - $18.2K
548 $57K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
1.61K
+ 151.41%
N/A
2.68K $32K
NOC
Northrop Grumman Corp

Industrials
97
+ 21.09%
$466.52 - $543.88 $45.3K - $52.8K
557 $261K
WST
West Pharmaceutical Services Inc

Healthcare
59
+ 1475.0%
$285.69 - $344.0 $16.9K - $20.3K
63 $20K
PPL
Ppl Corp

Utilities
579
+ 84.53%
$31.47 - $35.0 $18.2K - $20.3K
1.26K $41K
AROC
Archrock, Inc.

Energy
755
+ 3282.61%
$19.92 - $26.66 $15K - $20.1K
778 $19K
PAYX
Paychex Inc

Industrials
104
+ 16.97%
$135.86 - $148.73 $14.1K - $15.5K
717 $100K
WAT
Waters Corp

Healthcare
34
+ 6.76%
$323.11 - $392.01 $11K - $13.3K
537 $199K
DOCS
Doximity, Inc.

Healthcare
250
+ 49.41%
$41.25 - $61.25 $10.3K - $15.3K
756 $40K
PWR
Quanta Services, Inc.

Industrials
33
+ 7.8%
$296.05 - $346.6 $9.77K - $11.4K
456 $144K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
510
+ 879.31%
$32.63 - $37.1 $16.6K - $18.9K
568 $19K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
265
+ 219.01%
$67.29 - $73.38 $17.8K - $19.4K
386 $26K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
661
+ 220.33%
$17.13 - $34.23 $11.3K - $22.6K
961 $23K
CGUS
Capital Group Core Equity ETF
430
+ 21.13%
$33.96 - $36.24 $14.6K - $15.6K
2.47K $86K
TYL
Tyler Technologies Inc

Technology
31
+ 221.43%
$576.64 - $635.69 $17.9K - $19.7K
45 $25K
BKH
Black Hills Corp

Utilities
298
+ 182.82%
$57.6 - $64.66 $17.2K - $19.3K
461 $26K
ADI
Analog Devices Inc

Technology
118
+ 26.34%
$206.35 - $236.48 $24.3K - $27.9K
566 $120K
XPO
Xpo Logistics, Inc.

Industrials
76
+ 25.59%
$105.35 - $158.2 $8.01K - $12K
373 $48K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
340
+ 300.88%
$48.17 - $53.38 $16.4K - $18.1K
453 $22K
LNT
Alliant Energy Corp

Utilities
291
+ 67.52%
$56.24 - $63.63 $16.4K - $18.5K
722 $42K
TFC
Truist Financial Corp

Financial Services
358
+ 24.14%
$41.51 - $48.1 $14.9K - $17.2K
1.84K $79K
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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