- New Purchases: FTCS, GLDM, IPO, VTRS, MP, AGGY, VLDR, SKLZ, BFT, DASH, ABNB,
- Reduced Positions: GLD, BND,
- Sold Out: VIA,
For the details of Larson Financial Group LLC's stock buys and sells, go to https://www.gurufocus.com/guru/larson+financial+group+llc/current-portfolio/portfolio
These are the top 5 holdings of Larson Financial Group LLC- Vanguard Mid-Cap ETF (VO) - 277,179 shares, 20.14% of the total portfolio.
- PowerShares QQQ Trust Ser 1 (QQQ) - 62,493 shares, 6.89% of the total portfolio.
- Vanguard S&P 500 ETF (VOO) - 53,678 shares, 6.48% of the total portfolio.
- SPDR Portfolio S&P 500 Value ETF (SPYV) - 352,863 shares, 4.26% of the total portfolio.
- SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) - 190,831 shares, 3.09% of the total portfolio.
Larson Financial Group LLC initiated holding in First Trust Capital Strength ETF. The purchase prices were between $65.38 and $71.26, with an estimated average price of $67.8. The stock is now traded at around $72.009900. The impact to a portfolio due to this purchase was 0.18%. The holding were 7,430 shares as of 2021-03-31.
New Purchase: SPDR Gold MiniShares Trust (GLDM)Larson Financial Group LLC initiated holding in SPDR Gold MiniShares Trust. The purchase prices were between $16.73 and $19.41, with an estimated average price of $17.85. The stock is now traded at around $17.470000. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,101 shares as of 2021-03-31.
New Purchase: Renaissance IPO ETF (IPO)Larson Financial Group LLC initiated holding in Renaissance IPO ETF. The purchase prices were between $59.15 and $76.13, with an estimated average price of $67.53. The stock is now traded at around $64.824900. The impact to a portfolio due to this purchase was 0.02%. The holding were 700 shares as of 2021-03-31.
New Purchase: Viatris Inc (VTRS)Larson Financial Group LLC initiated holding in Viatris Inc. The purchase prices were between $13.59 and $18.54, with an estimated average price of $16.33. The stock is now traded at around $13.297700. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,847 shares as of 2021-03-31.
New Purchase: MP Materials Corp (MP)Larson Financial Group LLC initiated holding in MP Materials Corp. The purchase prices were between $29.14 and $49.44, with an estimated average price of $36.94. The stock is now traded at around $35.480000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 51 shares as of 2021-03-31.
New Purchase: WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)Larson Financial Group LLC initiated holding in WisdomTree Yield Enhanced U.S. Aggregate Bond Fund. The purchase prices were between $51 and $53.32, with an estimated average price of $52.25. The stock is now traded at around $51.606600. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 21 shares as of 2021-03-31.
Sold Out: Viatris Inc (VIA)Larson Financial Group LLC sold out a holding in Viatris Inc. The sale prices were between $11.2 and $15.4, with an estimated average price of $13.59.
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