LF
| |
Larson Financial Group LLC13F | |
| Larson Financial Group LLC | |
| Last update 2025-05-02 | 3066 Stocks (463 new) |
| Value $2.11 Bil | Turnover 13 % |
Larson Financial Group LLC Top Holdings of 2025-03-31
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| 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
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| 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)
Larson Financial Group LLC's Asset Allocation
Larson Financial Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
Larson Financial Group LLC News
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