Larson Financial Group LLC Portfolio Holdings
Larson Financial Group LLC
- $1.92 Billion
- Q4 2024
Larson Financial Group LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.92 Billion distributed in 2783 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $143M, Vanguard Mid Cap ETF with a value of $86M, Nvidia Corp with a value of $73.3M, Apple Inc. with a value of $72.8M, and Invesco Qqq Trust, Series 1 with a value of $63.4M.
Examining the 13F form we can see an increase of $172M in the current position value, from $1.75B to 1.92B.
Below you can find more details about Larson Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.92 Billion
ETFs: $1.23 Billion
Technology: $264 Million
Financial Services: $88.9 Million
Healthcare: $67.8 Million
Consumer Cyclical: $63.6 Million
Industrials: $54 Million
Energy: $38.5 Million
Consumer Defensive: $32.6 Million
Other: $76.2 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 2,783
- Current Value $1.92 Billion
- Prior Value $1.75 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 277 stocks
- Additional Purchases 1,014 stocks
- Sold out of 0 stocks
- Reduced holdings in 572 stocks