Larson Financial Group
Latest statistics and disclosures from Larson Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VO, VOO, AVDV, QQQ, AVEM, and represent 22.58% of Larson Financial Group's stock portfolio.
- Added to shares of these 10 stocks: KE (+$8.0M), JNK, VOO, FIXD, QQQ, VBK, FANG, DFIS, MMC, SCZ.
- Started 235 new stock positions in PFIX, NFGC, FHN, BXP, FWONK, KCE, DT, AOD, VNO, KMLM.
- Reduced shares in these 10 stocks: AVDV, IJT, IVW, IWF, IJS, MDYG, VVV, AAPL, TIP, MFC.
- Sold out of its positions in BCD, Acer Therapeutics, ACIW, Activision Blizzard, AYI, AVK, Aeye, ACI, ALGN, ALSN.
- Larson Financial Group was a net buyer of stock by $29M.
- Larson Financial Group has $1.1B in assets under management (AUM), dropping by 12.40%.
- Central Index Key (CIK): 0001731061
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Larson Financial Group holds 1785 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Larson Financial Group has 1785 total positions. Only the first 250 positions are shown.
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- Download the Larson Financial Group December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard Index Fds Mid Cap Etf (VO) | 7.8 | $89M | 381k | 232.64 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.1 | $58M | +6% | 132k | 436.80 |
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American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.4 | $39M | -8% | 624k | 62.49 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.4 | $38M | +9% | 94k | 409.52 |
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American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.0 | $34M | 599k | 56.39 |
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 2.4 | $27M | -2% | 1.1M | 24.74 |
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Dimensional Etf Trust Intl Small Cap E (DFIS) | 2.3 | $27M | +7% | 1.1M | 24.17 |
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.2 | $25M | +6% | 858k | 28.64 |
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Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.8 | $21M | 392k | 52.33 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.7 | $19M | -4% | 408k | 46.63 |
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Apple (AAPL) | 1.5 | $17M | -9% | 90k | 192.53 |
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Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.4 | $17M | 644k | 25.64 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.4 | $16M | +3% | 202k | 77.37 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $15M | +11% | 371k | 41.10 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $15M | +18% | 63k | 241.77 |
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Ishares Tr Global Reit Etf (REET) | 1.3 | $15M | 617k | 24.18 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.3 | $15M | -6% | 320k | 46.62 |
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Dimensional Etf Trust Us Equity Etf (DFUS) | 1.3 | $15M | 286k | 51.83 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.3 | $15M | +4% | 263k | 55.90 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.3 | $15M | +3% | 247k | 59.62 |
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Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.3 | $14M | 386k | 37.22 |
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.2 | $14M | +30% | 318k | 44.60 |
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Dimensional Etf Trust Inflation Prote (DFIP) | 1.2 | $14M | -9% | 333k | 41.28 |
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.2 | $14M | 51k | 270.79 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.2 | $13M | 259k | 51.27 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.1 | $13M | +9% | 168k | 75.32 |
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Kimball Electronics (KE) | 1.0 | $11M | +272% | 405k | 26.95 |
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Amazon (AMZN) | 0.9 | $10M | 68k | 151.94 |
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Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.9 | $9.9M | +16% | 365k | 27.05 |
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Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.8 | $9.6M | -2% | 164k | 58.45 |
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Applied Materials (AMAT) | 0.8 | $9.2M | 57k | 162.07 |
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Microsoft Corporation (MSFT) | 0.8 | $9.0M | +8% | 24k | 376.03 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.7 | $8.5M | +3% | 201k | 42.18 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $8.4M | +11% | 95k | 88.36 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.7 | $7.9M | +27% | 127k | 61.90 |
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American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.7 | $7.5M | 124k | 60.43 |
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.6 | $7.4M | +10% | 306k | 24.11 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.6 | $7.2M | +6% | 94k | 76.38 |
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NVIDIA Corporation (NVDA) | 0.6 | $7.0M | -5% | 14k | 495.23 |
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Broadcom (AVGO) | 0.6 | $6.6M | -7% | 5.9k | 1116.30 |
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American Centy Etf Tr Real Estate Etf (AVRE) | 0.5 | $5.8M | -3% | 135k | 43.31 |
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Alphabet Cap Stk Cl C (GOOG) | 0.5 | $5.4M | -2% | 38k | 140.93 |
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Eli Lilly & Co. (LLY) | 0.5 | $5.4M | +2% | 9.2k | 582.91 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $5.4M | -3% | 71k | 75.35 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $5.3M | +11% | 25k | 213.33 |
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American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.5 | $5.3M | -5% | 91k | 57.76 |
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Dimensional Etf Trust Internatnal Val (DFIV) | 0.5 | $5.2M | 150k | 34.36 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $4.9M | +26% | 144k | 34.01 |
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UnitedHealth (UNH) | 0.4 | $4.5M | -2% | 8.5k | 526.44 |
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Monolithic Power Systems (MPWR) | 0.4 | $4.5M | -5% | 7.1k | 630.78 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $4.4M | 18k | 252.22 |
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Manhattan Associates (MANH) | 0.4 | $4.4M | -4% | 21k | 215.31 |
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Visa Com Cl A (V) | 0.4 | $4.3M | +21% | 16k | 260.35 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $4.1M | 63k | 65.06 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.4 | $4.0M | +3101% | 42k | 94.73 |
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.3 | $4.0M | 48k | 83.31 |
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Ishares Tr Tips Bd Etf (TIP) | 0.3 | $3.9M | -29% | 36k | 107.49 |
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JPMorgan Chase & Co. (JPM) | 0.3 | $3.8M | -3% | 22k | 170.10 |
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Pulte (PHM) | 0.3 | $3.4M | -6% | 33k | 103.22 |
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Tesla Motors (TSLA) | 0.3 | $3.3M | +8% | 14k | 248.48 |
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Parker-Hannifin Corporation (PH) | 0.3 | $3.2M | -4% | 7.1k | 460.67 |
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Advanced Micro Devices (AMD) | 0.3 | $3.2M | 22k | 147.41 |
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Johnson & Johnson (JNJ) | 0.3 | $3.1M | +4% | 20k | 156.74 |
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Stryker Corporation (SYK) | 0.3 | $3.1M | +15% | 10k | 299.47 |
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Boeing Company (BA) | 0.3 | $3.1M | -5% | 12k | 260.66 |
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General Electric Com New (GE) | 0.3 | $3.1M | -2% | 24k | 127.63 |
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Eaton Corp SHS (ETN) | 0.3 | $3.1M | -5% | 13k | 240.81 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $3.0M | +11% | 63k | 47.24 |
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Lowe's Companies (LOW) | 0.3 | $2.9M | -6% | 13k | 222.55 |
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Permian Resources Corp Class A Com (PR) | 0.2 | $2.8M | -3% | 209k | 13.60 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.8M | +127% | 12k | 237.21 |
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Shake Shack Cl A (SHAK) | 0.2 | $2.8M | -2% | 38k | 74.12 |
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BP Sponsored Adr (BP) | 0.2 | $2.8M | 80k | 35.40 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $2.8M | +3% | 70k | 40.21 |
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $2.8M | -6% | 140k | 19.74 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $2.7M | +10% | 76k | 35.41 |
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Kkr & Co (KKR) | 0.2 | $2.7M | -4% | 32k | 82.85 |
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Thermo Fisher Scientific (TMO) | 0.2 | $2.7M | +21% | 5.0k | 530.75 |
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Boston Scientific Corporation (BSX) | 0.2 | $2.6M | 46k | 57.81 |
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Merck & Co (MRK) | 0.2 | $2.6M | +2% | 24k | 109.02 |
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Ishares Tr Eafe Value Etf (EFV) | 0.2 | $2.5M | +29% | 49k | 52.10 |
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Medpace Hldgs (MEDP) | 0.2 | $2.5M | 8.2k | 306.53 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $2.5M | -50% | 24k | 103.07 |
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Performance Food (PFGC) | 0.2 | $2.5M | 36k | 69.15 |
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AFLAC Incorporated (AFL) | 0.2 | $2.5M | -2% | 30k | 82.50 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.4M | -3% | 6.7k | 356.64 |
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Thomson Reuters Corp. (TRI) | 0.2 | $2.4M | 16k | 146.22 |
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Diamondback Energy (FANG) | 0.2 | $2.4M | +747% | 15k | 155.08 |
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ConocoPhillips (COP) | 0.2 | $2.3M | -7% | 20k | 116.07 |
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Coty Com Cl A (COTY) | 0.2 | $2.2M | -2% | 178k | 12.42 |
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McDonald's Corporation (MCD) | 0.2 | $2.2M | +3% | 7.4k | 296.49 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.2M | +15% | 16k | 139.69 |
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Archer Daniels Midland Company (ADM) | 0.2 | $2.2M | 30k | 72.22 |
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Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $2.2M | -3% | 73k | 29.78 |
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Starbucks Corporation (SBUX) | 0.2 | $2.1M | 22k | 96.01 |
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Vulcan Materials Company (VMC) | 0.2 | $2.1M | 9.3k | 227.01 |
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Onemain Holdings (OMF) | 0.2 | $2.1M | 43k | 49.20 |
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Halliburton Company (HAL) | 0.2 | $2.1M | -8% | 58k | 36.15 |
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3M Company (MMM) | 0.2 | $2.0M | -2% | 19k | 109.32 |
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Oneok (OKE) | 0.2 | $2.0M | -2% | 28k | 70.22 |
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Meta Platforms Cl A (META) | 0.2 | $2.0M | +2% | 5.6k | 353.96 |
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Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $2.0M | -2% | 41k | 48.72 |
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Williams Companies (WMB) | 0.2 | $2.0M | 57k | 34.83 |
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Hilton Worldwide Holdings (HLT) | 0.2 | $2.0M | -2% | 11k | 182.09 |
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Apa Corporation (APA) | 0.2 | $2.0M | -6% | 55k | 35.88 |
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MGIC Investment (MTG) | 0.2 | $2.0M | -3% | 101k | 19.29 |
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Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $1.9M | +14% | 31k | 63.84 |
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Devon Energy Corporation (DVN) | 0.2 | $1.9M | -11% | 42k | 45.30 |
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Huntington Bancshares Incorporated (HBAN) | 0.2 | $1.9M | 149k | 12.72 |
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Ase Technology Hldg Sponsored Ads (ASX) | 0.2 | $1.9M | 201k | 9.41 |
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Whitestone REIT (WSR) | 0.2 | $1.9M | +8% | 153k | 12.29 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.9M | -3% | 19k | 99.25 |
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Marsh & McLennan Companies (MMC) | 0.2 | $1.9M | +3724% | 9.8k | 189.47 |
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Prologis (PLD) | 0.2 | $1.8M | 14k | 133.30 |
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Fs Kkr Capital Corp (FSK) | 0.2 | $1.8M | -3% | 91k | 19.97 |
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Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.2 | $1.8M | 97k | 18.72 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.8M | +244% | 22k | 82.04 |
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Main Street Capital Corporation (MAIN) | 0.2 | $1.8M | 41k | 43.23 |
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $1.7M | +2% | 21k | 83.63 |
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Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.7M | +6% | 9.1k | 192.48 |
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First Tr Value Line Divid In SHS (FVD) | 0.2 | $1.7M | +303% | 43k | 40.56 |
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Vici Pptys (VICI) | 0.2 | $1.7M | 54k | 31.88 |
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Ares Capital Corporation (ARCC) | 0.1 | $1.7M | -2% | 84k | 20.03 |
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PNC Financial Services (PNC) | 0.1 | $1.6M | +10% | 11k | 154.85 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.6M | +10% | 35k | 47.49 |
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Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.6M | 19k | 85.06 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $1.6M | -5% | 32k | 50.58 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.6M | -11% | 3.4k | 477.62 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.6M | +120% | 8.1k | 200.72 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.6M | -5% | 21k | 77.02 |
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DTE Energy Company (DTE) | 0.1 | $1.6M | -4% | 15k | 110.26 |
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Procter & Gamble Company (PG) | 0.1 | $1.6M | -12% | 11k | 146.54 |
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Olin Corp Com Par $1 (OLN) | 0.1 | $1.6M | 29k | 53.95 |
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Sempra Energy (SRE) | 0.1 | $1.5M | 21k | 74.73 |
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Quidel Corp (QDEL) | 0.1 | $1.5M | 21k | 73.70 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.5M | -3% | 52k | 29.23 |
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Aon Shs Cl A (AON) | 0.1 | $1.5M | -3% | 5.2k | 291.02 |
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Medtronic SHS (MDT) | 0.1 | $1.5M | -12% | 18k | 82.38 |
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Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $1.5M | +3% | 43k | 34.77 |
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Wal-Mart Stores (WMT) | 0.1 | $1.5M | +53% | 9.3k | 157.65 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.5M | +14% | 26k | 56.40 |
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FirstEnergy (FE) | 0.1 | $1.4M | -2% | 39k | 36.66 |
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Home Depot (HD) | 0.1 | $1.4M | -7% | 4.1k | 346.55 |
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Costco Wholesale Corporation (COST) | 0.1 | $1.4M | +5% | 2.1k | 660.04 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.4M | +117% | 20k | 70.35 |
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Caesars Entertainment (CZR) | 0.1 | $1.4M | -3% | 30k | 46.88 |
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Rithm Capital Corp Com New (RITM) | 0.1 | $1.4M | 128k | 10.68 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.3M | -7% | 8.9k | 149.50 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.3M | 8.0k | 165.26 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.3M | 11k | 115.03 |
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $1.3M | +8% | 25k | 51.66 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.2M | +6% | 13k | 96.85 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.2M | -33% | 11k | 111.63 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.2M | +4% | 2.4k | 483.95 |
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Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 0.1 | $1.1M | -21% | 12k | 93.62 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $1.1M | 13k | 84.87 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.0M | -5% | 22k | 47.90 |
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Ecolab (ECL) | 0.1 | $1.0M | 5.2k | 198.36 |
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Roper Industries (ROP) | 0.1 | $1.0M | +89% | 1.8k | 545.16 |
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.1 | $938k | +9% | 35k | 26.57 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $889k | -7% | 2.9k | 310.93 |
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Ssga Active Tr Spdr Dbleln Shrt (STOT) | 0.1 | $855k | -5% | 18k | 46.84 |
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Walt Disney Company (DIS) | 0.1 | $851k | -6% | 9.4k | 90.29 |
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FedEx Corporation (FDX) | 0.1 | $815k | +109% | 3.2k | 252.99 |
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $801k | -4% | 8.9k | 89.80 |
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Qualcomm (QCOM) | 0.1 | $800k | +252% | 5.5k | 144.63 |
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Exxon Mobil Corporation (XOM) | 0.1 | $796k | +2% | 8.0k | 99.98 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $791k | +2% | 11k | 73.55 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $789k | -13% | 4.4k | 179.96 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $789k | +578% | 8.9k | 89.06 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $786k | +275% | 14k | 57.96 |
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Fidelity Covington Trust Enhanced Large | 0.1 | $784k | NEW | 29k | 26.85 |
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $783k | +147% | 13k | 61.94 |
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Intel Corporation (INTC) | 0.1 | $773k | -25% | 15k | 50.25 |
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Target Corporation (TGT) | 0.1 | $760k | 5.3k | 142.43 |
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Pepsi (PEP) | 0.1 | $745k | 4.4k | 169.85 |
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First Tr Morningstar Divid L SHS (FDL) | 0.1 | $739k | +18% | 21k | 35.88 |
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Nike CL B (NKE) | 0.1 | $732k | -53% | 6.7k | 108.57 |
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Chevron Corporation (CVX) | 0.1 | $730k | +13% | 4.9k | 149.17 |
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $728k | 23k | 31.76 |
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Coca-Cola Company (KO) | 0.1 | $728k | +240% | 12k | 58.93 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $696k | +303% | 2.0k | 350.87 |
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Verizon Communications (VZ) | 0.1 | $694k | +4% | 18k | 37.70 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $685k | +542% | 30k | 22.73 |
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First Tr Exchange-traded Multi Asset Di (MDIV) | 0.1 | $680k | -5% | 43k | 15.65 |
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AtriCure (ATRC) | 0.1 | $665k | -19% | 19k | 35.69 |
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Pfizer (PFE) | 0.1 | $653k | +11% | 23k | 28.79 |
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Netflix (NFLX) | 0.1 | $647k | -48% | 1.3k | 486.88 |
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Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $639k | 12k | 55.28 |
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Expeditors International of Washington (EXPD) | 0.1 | $633k | +705% | 5.0k | 127.20 |
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Orthopediatrics Corp. (KIDS) | 0.1 | $633k | 20k | 32.51 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $632k | +21% | 17k | 36.96 |
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Smartsheet Com Cl A (SMAR) | 0.1 | $629k | -2% | 13k | 47.82 |
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Illinois Tool Works (ITW) | 0.1 | $617k | +316% | 2.4k | 261.90 |
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First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $616k | +6% | 7.7k | 80.04 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $613k | -81% | 2.0k | 303.21 |
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First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) | 0.1 | $611k | -29% | 32k | 18.85 |
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Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $590k | -4% | 15k | 40.68 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $583k | 5.4k | 108.24 |
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Amphenol Corp Cl A (APH) | 0.1 | $581k | +29190% | 5.9k | 99.13 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $580k | 3.9k | 147.16 |
|
|
Danaher Corporation (DHR) | 0.1 | $574k | +761% | 2.5k | 231.35 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $568k | +225% | 12k | 49.37 |
|
First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $566k | 8.8k | 64.09 |
|
|
Fiserv (FI) | 0.0 | $548k | +662% | 4.1k | 132.84 |
|
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $547k | 22k | 24.48 |
|
|
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $543k | 23k | 23.27 |
|
|
Sherwin-Williams Company (SHW) | 0.0 | $538k | +13169% | 1.7k | 311.90 |
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $535k | 4.1k | 130.91 |
|
|
Intercontinental Exchange (ICE) | 0.0 | $533k | +2704% | 4.2k | 128.43 |
|
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $527k | -14% | 18k | 29.05 |
|
Check Point Software Tech Lt Ord (CHKP) | 0.0 | $527k | +1625% | 3.5k | 152.79 |
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $526k | -3% | 15k | 35.20 |
|
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $523k | +47775% | 1.9k | 273.33 |
|
Fastenal Company (FAST) | 0.0 | $523k | +2899% | 8.1k | 64.77 |
|
Nucor Corporation (NUE) | 0.0 | $519k | -2% | 3.0k | 174.02 |
|
Strategy Ns 7handl Idx (HNDL) | 0.0 | $518k | +64% | 25k | 20.68 |
|
CVS Caremark Corporation (CVS) | 0.0 | $510k | +874% | 6.5k | 78.96 |
|
Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.0 | $508k | -4% | 20k | 25.57 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $502k | -5% | 4.1k | 121.52 |
|
Ishares Tr Esg Advncd Hy Bd (HYXF) | 0.0 | $500k | 11k | 45.47 |
|
|
Hp (HPQ) | 0.0 | $496k | 17k | 30.09 |
|
|
Cummins (CMI) | 0.0 | $494k | 2.1k | 239.61 |
|
|
10x Genomics Cl A Com (TXG) | 0.0 | $491k | 8.8k | 55.96 |
|
|
Union Pacific Corporation (UNP) | 0.0 | $487k | +10% | 2.0k | 245.61 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $484k | +3% | 6.2k | 77.73 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $482k | -12% | 2.8k | 173.87 |
|
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $477k | +67% | 14k | 33.73 |
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $475k | 6.8k | 70.10 |
|
|
Apollo Global Mgmt (APO) | 0.0 | $469k | 5.0k | 93.19 |
|
|
American Express Company (AXP) | 0.0 | $453k | 2.4k | 187.34 |
|
|
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $447k | +343% | 8.1k | 55.35 |
|
Abbvie (ABBV) | 0.0 | $439k | +12% | 2.8k | 154.97 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $432k | 4.7k | 91.39 |
|
|
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $429k | +7160% | 4.1k | 105.43 |
|
Church & Dwight (CHD) | 0.0 | $426k | +5536% | 4.5k | 94.56 |
|
At&t (T) | 0.0 | $422k | -2% | 25k | 16.78 |
|
Ishares Silver Tr Ishares (SLV) | 0.0 | $419k | 19k | 21.78 |
|
|
Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $413k | -17% | 3.5k | 116.53 |
|
G-III Apparel (GIII) | 0.0 | $407k | -2% | 12k | 33.98 |
|
Kla Corp Com New (KLAC) | 0.0 | $407k | 701.00 | 580.91 |
|
|
Ameren Corporation (AEE) | 0.0 | $406k | 5.6k | 72.34 |
|
|
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $402k | 13k | 32.06 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $402k | -8% | 2.4k | 170.40 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $401k | +11% | 2.2k | 178.81 |
|
Mastercard Incorporated Cl A (MA) | 0.0 | $400k | -18% | 937.00 | 426.68 |
|
Caterpillar (CAT) | 0.0 | $397k | +4% | 1.3k | 295.66 |
|
Clorox Company (CLX) | 0.0 | $396k | -9% | 2.8k | 142.61 |
|
Autodesk (ADSK) | 0.0 | $394k | +14% | 1.6k | 243.48 |
|
International Business Machines (IBM) | 0.0 | $393k | -12% | 2.4k | 163.52 |
|
Past Filings by Larson Financial Group
SEC 13F filings are viewable for Larson Financial Group going back to 2017
- Larson Financial Group 2023 Q4 filed Feb. 1, 2024
- Larson Financial Group 2023 Q3 filed Nov. 3, 2023
- Larson Financial Group 2023 Q2 filed Aug. 3, 2023
- Larson Financial Group 2023 Q1 filed May 4, 2023
- Larson Financial Group 2022 Q4 filed Feb. 3, 2023
- Larson Financial Group 2022 Q3 filed Nov. 3, 2022
- Larson Financial Group 2022 Q2 filed Aug. 4, 2022
- Larson Financial Group 2022 Q1 filed May 5, 2022
- Larson Financial Group 2021 Q4 filed Feb. 3, 2022
- Larson Financial Group 2021 Q3 filed Nov. 4, 2021
- Larson Financial Group 2021 Q2 filed Aug. 10, 2021
- Larson Financial Group 2021 Q1 restated filed May 6, 2021
- Larson Financial Group 2021 Q1 filed April 8, 2021
- Larson Financial Group 2020 Q4 filed Jan. 14, 2021
- Larson Financial Group 2020 Q3 filed Oct. 8, 2020
- Larson Financial Group 2020 Q2 filed July 10, 2020