Larson Financial Group LLC Reduced Holdings in Q3 2025

Larson Financial Group LLC

  • $2.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TDOC
Teladoc Health, Inc.

Healthcare
-364
- 38.0%
$6.78 - $8.85 $2.47K - $3.22K
594 $4K
HLX
Helix Energy Solutions Group Inc

Energy
-667
- 95.7%
$5.7 - $6.96 $3.8K - $4.64K
30 $0
BHR
Braemar Hotels & Resorts Inc.

Real Estate
-2.93K
- 20.34%
$2.07 - $3.03 $6.06K - $8.87K
11.5K $31K
FMX
Mexican Economic Development Inc

Consumer Defensive
-40
- 88.89%
$83.67 - $106.19 $3.35K - $4.25K
5 $0
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-164
- 45.94%
$24.38 - $30.89 $4K - $5.07K
193 $5K
AIV
Apartment Investment & Management CO

Real Estate
-422
- 47.1%
$7.42 - $8.81 $3.13K - $3.72K
474 $3K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-77
- 77.0%
$54.01 - $60.18 $4.16K - $4.63K
23 $1K
TZOO
Travelzoo

Communication Services
-511
- 93.42%
N/A
36 $0
ACVA
Acv Auctions Inc.

Consumer Cyclical
-274
- 95.47%
$9.76 - $16.63 $2.67K - $4.56K
13 $0
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-331
- 10.83%
$41.34 - $45.65 $13.7K - $15.1K
2.72K $122K
STLD
Steel Dynamics Inc

Basic Materials
-31
- 0.16%
N/A
19K $1.87M
WING
Wingstop Inc.

Consumer Cyclical
-5
- 31.25%
$247.44 - $377.34 $1.24K - $1.89K
11 $2K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-26
- 43.33%
$93.1 - $110.49 $2.42K - $2.87K
34 $3K
CGNT
Cognyte Software Ltd.

Technology
-329
- 52.06%
$8.19 - $9.53 $2.69K - $3.14K
303 $2K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-78
- 33.33%
$17.97 - $22.57 $1.4K - $1.76K
156 $2K
ALGT
Allegiant Travel CO

Industrials
-51
- 83.61%
$48.12 - $65.84 $2.45K - $3.36K
10 $0
UGI
Ugi Corp

Utilities
-73
- 27.86%
$32.64 - $37.14 $2.38K - $2.71K
189 $6K
IVT
Inven Trust Properties Corp.

Real Estate
-111
- 17.85%
$26.7 - $30.06 $2.96K - $3.34K
511 $14K
HSIC
Henry Schein Inc

Healthcare
-15
- 9.09%
$64.83 - $74.67 $972 - $1.12K
150 $9K
ATI
Allegheny Technologies Inc

Industrials
-28
- 37.84%
$71.34 - $95.52 $2K - $2.67K
46 $3K
SFL
Sfl Corp Ltd.

Industrials
-249
- 18.69%
$7.53 - $9.48 $1.87K - $2.36K
1.08K $8K
NFBK
Northfield Bancorp, Inc.

Financial Services
-218
- 73.4%
$10.4 - $12.22 $2.27K - $2.66K
79 $0
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-48
- 14.24%
$25.09 - $33.65 $1.2K - $1.62K
289 $7K
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
-6
- 1.15%
$22.85 - $32.59 $137 - $196
518 $12K
AVT
Avnet Inc

Technology
-44
- 8.89%
$49.46 - $56.3 $2.18K - $2.48K
451 $23K
NICE
Nice Ltd.

Technology
-14
- 35.0%
$127.85 - $171.98 $1.79K - $2.41K
26 $3K
TMDX
Trans Medics Group, Inc.

Healthcare
-15
- 65.22%
$103.61 - $132.04 $1.55K - $1.98K
8 $0
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-206
- 15.81%
$11.79 - $13.23 $2.43K - $2.73K
1.1K $13K
EVGO
E Vgo Inc.

Consumer Cyclical
-1.3K
- 47.79%
$3.3 - $4.74 $4.29K - $6.16K
1.42K $6K
FIP
Ftai Infrastructure LLC
-464
- 80.14%
$4.0 - $7.18 $1.86K - $3.33K
115 $0
ADNT
Adient PLC

Consumer Cyclical
-189
- 97.93%
$21.04 - $25.56 $3.98K - $4.83K
4 $0
CLBT
Cellebrite Di Ltd.

Technology
-211
- 70.33%
$13.52 - $18.97 $2.85K - $4K
89 $1K
GPN
Global Payments Inc

Industrials
-40
- 35.71%
$77.61 - $90.01 $3.1K - $3.6K
72 $5K
CSR
Centerspace

Real Estate
-59
- 75.64%
$53.18 - $61.09 $3.14K - $3.6K
19 $1K
MGEE
Mge Energy Inc

Utilities
-42
- 95.45%
$83.0 - $90.05 $3.49K - $3.78K
2 $0
EUSB
Ishares Tr Esg Advanced Total

Technology
-65
- 62.5%
$42.97 - $44.2 $2.79K - $2.87K
39 $1K
LAND
Gladstone Land Corp

Real Estate
-197
- 14.57%
$8.65 - $10.8 $1.7K - $2.13K
1.16K $10K
BTG
B2 Gold Corp

Basic Materials
-888
- 88.8%
$3.32 - $4.96 $2.95K - $4.4K
112 $0
TXT
Textron Inc

Industrials
-87
- 10.58%
$77.02 - $87.21 $6.7K - $7.59K
735 $62K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-128
- 56.89%
$17.45 - $22.74 $2.23K - $2.91K
97 $1K
AWR
American States Water CO

Utilities
-35
- 77.78%
$71.48 - $77.99 $2.5K - $2.73K
10 $0
BCC
Boise Cascade CO

Basic Materials
-3
- 1.48%
$76.61 - $93.75 $230 - $281
200 $15K
CPNG
Coupang, Inc.

Consumer Cyclical
-126
- 15.44%
$27.67 - $33.53 $3.49K - $4.22K
690 $22K
YELP
Yelp Inc

Communication Services
-15
- 5.66%
$30.48 - $35.26 $457 - $529
250 $7K
GEO
Geo Group Inc

Real Estate
-111
- 94.07%
$20.25 - $26.46 $2.25K - $2.94K
7 $0
SCHO
Schwab Short Term Us Treasury

ETFs
-68
- 1.3%
$24.23 - $24.42 $1.65K - $1.66K
5.15K $125K
FVRR
Fiverr International Ltd.

Communication Services
-48
- 32.43%
$21.37 - $29.7 $1.03K - $1.43K
100 $2K
AKR
Acadia Realty Trust

Real Estate
-142
- 25.4%
$18.07 - $20.37 $2.57K - $2.89K
417 $8K
TEF
Telefonica S A

Communication Services
-263
- 16.15%
$5.01 - $5.71 $1.32K - $1.5K
1.37K $6K
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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