Larson Financial Group LLC Reduced Holdings in Q4 2024

Larson Financial Group LLC

  • $1.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
-168
- 6.48%
$182.7 - $226.47 $30.7K - $38K
2.43K $443K
LDSF
First Tr ETF Viii Low Duration

ETFs
-4.43K
- 23.78%
$18.74 - $19.18 $83K - $84.9K
14.2K $266K
CVS
Cvs Health Corp

Healthcare
-557
- 15.73%
$43.78 - $67.46 $24.4K - $37.6K
2.99K $133K
EXC
Exelon Corp

Utilities
-2.04K
- 55.41%
$36.22 - $40.97 $73.8K - $83.5K
1.64K $61K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-301
- 1.39%
$89.9 - $100.66 $27.1K - $30.3K
21.4K $1.93M
ADBE
Adobe Inc.

Technology
-14
- 1.27%
$437.39 - $552.96 $6.12K - $7.74K
1.09K $483K
CDNS
Cadence Design Systems Inc

Technology
-334
- 66.8%
$249.1 - $324.54 $83.2K - $108K
166 $49K
UBER
Uber Technologies, Inc

Technology
-623
- 18.97%
$59.93 - $86.34 $37.3K - $53.8K
2.66K $160K
UPRO
Proshares Trust Proshares Ultr

ETFs
-1.09K
- 22.65%
$82.66 - $99.48 $89.9K - $108K
3.72K $329K
XLB
Select Sector Spdr Fd Material

ETFs
-701
- 33.44%
$83.8 - $97.58 $58.7K - $68.4K
1.4K $117K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-1.24K
- 21.45%
$40.0 - $52.93 $49.7K - $65.7K
4.55K $183K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.8K
- 31.93%
$46.48 - $51.32 $83.7K - $92.4K
3.84K $184K
FDX
Fedex Corp

Industrials
-377
- 10.33%
$260.5 - $305.15 $98.2K - $115K
3.27K $920K
AVRE
American Centy ETF Tr Avantis
-283
- 2.25%
$41.03 - $46.91 $11.6K - $13.3K
12.3K $516K
IQV
Iqvia Holdings Inc.

Healthcare
-300
- 69.61%
$190.97 - $236.63 $57.3K - $71K
131 $25K
VOT
Vanguard Mid Cap Growth Index

ETFs
-344
- 33.4%
$241.48 - $274.89 $83.1K - $94.6K
686 $174K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-837
- 93.62%
$79.93 - $88.06 $66.9K - $73.7K
57 $4K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-586
- 3.45%
$30.93 - $33.94 $18.1K - $19.9K
16.4K $508K
CEG
Constellation Energy Corp

Utilities
-93
- 6.75%
$224.28 - $285.52 $20.9K - $26.6K
1.28K $288K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-552
- 3.21%
$77.02 - $78.58 $42.5K - $43.4K
16.7K $1.29M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-344
- 9.82%
$176.42 - $186.91 $60.7K - $64.3K
3.16K $562K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-7.67K
- 43.96%
$9.71 - $15.34 $74.5K - $118K
9.78K $130K
CNI
Canadian National Railway CO

Industrials
-386
- 24.97%
$100.62 - $117.12 $38.8K - $45.2K
1.16K $117K
DELL
Dell Technologies Inc.

Technology
-533
- 76.25%
$111.96 - $144.21 $59.7K - $76.9K
166 $19K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-940
- 2.16%
$84.34 - $95.14 $79.3K - $89.4K
42.6K $3.72M
ENPH
Enphase Energy, Inc.

Technology
-175
- 15.15%
$59.52 - $111.18 $10.4K - $19.5K
980 $67K
SHEL
Shell PLC

Energy
-663
- 10.38%
$60.63 - $70.23 $40.2K - $46.6K
5.72K $358K
NEM
Newmont Corp

Basic Materials
-197
- 5.85%
$37.0 - $58.68 $7.29K - $11.6K
3.17K $117K
MUB
Ishares National Muni Bond ETF

ETFs
-428
- 5.49%
$105.78 - $108.7 $45.3K - $46.5K
7.36K $784K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-495
- 4.28%
$40.41 - $45.12 $20K - $22.3K
11.1K $448K
HUN
Huntsman Corp

Basic Materials
-188
- 2.03%
$17.57 - $24.21 $3.3K - $4.55K
9.07K $163K
RODM
Hartford Multifactor Developed

ETFs
-767
- 4.11%
$28.36 - $30.42 $21.8K - $23.3K
17.9K $509K
WMT
Walmart Inc.

Consumer Defensive
-4.75K
- 12.33%
$79.1 - $95.7 $376K - $454K
33.8K $3.05M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.12K
- 31.52%
$46.07 - $48.17 $51.4K - $53.8K
2.43K $111K
EWJ
Ishares Msci Japan ETF

ETFs
-815
- 86.61%
$66.18 - $71.84 $53.9K - $58.5K
126 $8K
APD
Air Products & Chemicals, Inc.

Basic Materials
-110
- 3.25%
$285.5 - $335.62 $31.4K - $36.9K
3.27K $949K
CLX
Clorox CO

Consumer Defensive
-350
- 14.51%
$156.51 - $169.74 $54.8K - $59.4K
2.06K $334K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-3.57K
- 67.81%
$15.05 - $16.03 $53.7K - $57.2K
1.7K $25K
KMX
Carmax Inc

Consumer Cyclical
-715
- 97.01%
$71.11 - $87.2 $50.8K - $62.3K
22 $1K
INTU
Intuit Inc

Technology
-92
- 30.67%
$602.01 - $706.25 $55.4K - $65K
208 $130K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-31
- 9.94%
$1124.26 - $1344.96 $34.9K - $41.7K
281 $354K
AVLV
American Centy ETF Tr Avantis
-1.99K
- 2.35%
$65.51 - $71.22 $130K - $142K
82.9K $5.53M
TXT
Textron Inc

Industrials
-5
- 0.12%
$75.82 - $90.32 $379 - $452
4.29K $328K
MU
Micron Technology Inc

Technology
-297
- 21.84%
$84.16 - $113.41 $25K - $33.7K
1.06K $89K
HAS
Hasbro, Inc.

Consumer Cyclical
-8
- 0.25%
$55.71 - $72.94 $446 - $584
3.15K $176K
IWN
Ishares Russell2000 Val ETF

ETFs
-289
- 15.61%
$162.69 - $181.35 $47K - $52.4K
1.56K $256K
VBR
Vanguard Small Cap Value ETF

ETFs
-191
- 3.77%
$197.36 - $217.3 $37.7K - $41.5K
4.88K $966K
NUE
Nucor Corp

Basic Materials
-206
- 25.78%
$115.78 - $167.74 $23.9K - $34.6K
593 $69K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-524
- 54.81%
$101.51 - $140.63 $53.2K - $73.7K
432 $54K
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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