LF

Larson Financial Group LLC

13F
Larson Financial Group LLC
Last update 2025-05-02 3066 Stocks (463 new)
Value $2.11 Bil Turnover 13 %
Countries:
Larson Financial Group LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
289,989
149,028.2
+8.93%
7.060
+0.58%
0.030
+16.45%
+8.96%
664,077.8
 
VO
Vanguard Mid-Cap ETF
305,786
79,082.4
-6.10%
3.750
-0.27%
0.110
+13.14%
+8.83%
80,610.0
 
AAPL
Apple Inc
325,700
72,347.8
+12.07%
3.430
+0.37%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
NVDA
NVIDIA Corp
597,040
64,707.2
+9.31%
3.070
+0.26%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
QQQ
INVESCO QQQ Trust
117,909
55,290.1
-4.92%
2.620
-0.16%
0.020
+20.90%
+10.52%
360,250.4
 
EFV
iShares MSCI EAFE Value ETF
762,353
44,933.1
-1.24%
2.130
-0.03%
0.220
+8.34%
+24.57%
26,878.2
 
VWO
Vanguard FTSE Emerging Markets ETF
798,618
36,145.4
+3.41%
1.710
+0.06%
0.050
+13.24%
+15.76%
86,139.9
 
IEFA
iShares Core MSCI EAFE ETF
473,156
35,794.3
-0.52%
1.700
-0.01%
0.030
+9.13%
+20.76%
146,414.2
 
AMZN
Amazon.com Inc
184,679
35,137.0
+127.82%
1.660
+0.93%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
SPLG
SPDR Portfolio S&P 500 ETF
469,636
30,883.3
+26.82%
1.460
+0.31%
0.050
+16.13%
+8.28%
78,151.1
 

Larson Financial Group LLC's Historical Top Holdings Breakdowns

Larson Financial Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.93%
190.26 ($217) 242.06
$232.23
7.02%
Add 127.82%
184,679
103,616
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.58%
507.05 ($540.58) 563.67
$583.26
7.90%
Add 8.93%
289,989
23,761
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+0.45%
78 ($81.92) 84.37
$85.83
4.77%
Add 111.07%
223,946
117,847
QGRO
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
2025-03-31
Add
Add
+0.41%
91.68 ($101.5) 109.93
$109.74
8.12%
Add 89.29%
194,712
91,850
AAPL
Apple Inc
2025-03-31
Add
Add
+0.37%
209.68 ($231.67) 247.1
$213.76
-7.73%
Add 12.07%
325,700
35,068
PRF
Invesco RAFI US 1000 ETF
2025-03-31
Add
Add
+0.33%
39.4 ($41.25) 42.61
$43.18
4.68%
Add 75.3%
404,439
173,731
XSHQ
Invesco S&P SmallCap Quality ETF
2025-03-31
Add
Add
+0.32%
37.78 ($41.34) 43.82
$41.23
-0.27%
Add 80.45%
386,545
172,333
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.31%
64.88 ($69.16) 72.1
$74.65
7.94%
Add 26.82%
469,636
99,315
JHMM
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
2025-03-31
Add
Add
+0.30%
55.69 ($60.14) 63.12
$62.73
4.31%
Add 64.39%
280,702
109,949
VO
Vanguard Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.27%
251.87 ($268.43) 277.95
$287.44
7.08%
Reduce -6.1%
305,786
-19,875

Larson Financial Group LLC Total Holding History ($B)

To

Larson Financial Group LLC's Asset Allocation

To

Larson Financial Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Larson Financial Group LLC's Hypothetical Growth since 2025-03-31

Larson Financial Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Larson Financial Group LLC's Holdings Heat Map

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Larson Financial Group LLC's Holdings Bubble Chart

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