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CIK: 0001731061
Total reported value
$3.8B
$3.8B
2680 檔
9.6%
The Q3 2024 SEC filing reveals that Larson Financial Group LLC held a total portfolio value of $3.8B, covering 2680 public equity positions.
In Q3 2024, Larson Financial Group LLC displayed an active expansion posture, initiating 5 new positions and adding to 160 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2680 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.00% | -0.62% | +14.37% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.35% | -0.47% | -5.48% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.65% | -0.11% | +1.59% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.56% | -0.28% | +35.53% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.24% | -0.36% | +5.67% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.85% | -0.16% | +11.38% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.85% | -0.21% | +9.43% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.73% | -0.22% | -9.40% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | -0.22% | +36.25% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.50% | +9.59% | |
| 11 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.35% | -0.10% | +9.84% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 1.26% | -0.13% | -7.72% | |
| 13 | FVD | First Trust Value Line Dvd | ETF-Other | 1.25% | -0.11% | +31.98% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.25% | -0.06% | -2.08% | |
| 15 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.21% | -0.12% | -6.46% | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 1.15% | -0.10% | -4.97% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.01% | -0.11% | -6.32% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.22% | +34.99% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | -0.07% | +24.43% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.91% | -0.06% | +38.54% | |
| 21 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | -0.01% | -0.42% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.89% | -0.10% | -7.57% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.87% | -0.04% | -5.78% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.84% | -0.04% | -2.08% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 0.82% | +0.80% | +26.44% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.79% | -0.17% | +88.75% | |
| 27 | DFIS | Dimensional International Sm | ETF-Other | 0.76% | -0.07% | -4.24% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.75% | -0.06% | -5.19% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.19% | -1.98% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.73% | -0.03% | -2.00% | |
| 31 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.73% | -0.07% | -6.93% | |
| 32 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.73% | -0.20% | +722.54% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.71% | -0.08% | -8.55% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.70% | -0.07% | -4.31% | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.68% | -0.08% | -6.16% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.68% | -0.07% | -3.56% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.06% | +192.49% | |
| 38 | SUB | Ishares Short-term National | ETF-Other | 0.65% | -0.06% | +29.43% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.01% | +37.36% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.03% | +996.38% | |
| 41 | FMB | First Trust Managed Municipa | ETF-Other | 0.56% | -0.01% | +25.79% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.55% | -0.05% | -5.58% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.11% | +129.12% | |
| 44 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.50% | -0.06% | -8.10% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.02% | +23.90% | |
| 46 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.46% | -0.04% | +523.61% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.44% | -0.03% | -5.62% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.44% | -0.03% | -5.14% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.03% | +97.90% | |
| 50 | AVDE | Avantis International Equity | ETF-Other | 0.43% | -0.04% | -2.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLTR | Abrdn Precious Metals Basket | +0.6% | +722.54% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +192.49% | Add |
| 3 | AAPL | Apple Inc | +0.4% | +35.53% | Add |
| 4 | FSTA | Fidelity Msci Cons Stap Indx | +0.4% | +523.61% | Add |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +88.75% | Add |
| 6 | FBND | Fidelity Total Bond ETF | +0.3% | +1376.52% | Add |
| 7 | FHLC | Fidelity Msci Health Care | +0.3% | +461.99% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.3% | +129.12% | Add |
| 9 | JHMM | John Hancock Multi Fact Mid | +0.3% | +1105.80% | Add |
| 10 | QGRO | American Century US Quality | +0.3% | +2751.02% | Add |
| 11 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +432.52% | Add |
| 12 | FVD | First Trust Value Line Dvd | +0.2% | +31.98% | Add |
| 13 | XSHQ | Invesco S&p Smallcap Quality | +0.2% | +2975.26% | Add |
| 14 | LRCXEUR | Lam Research CORP | +0.2% | +20995.83% | Add |
| 15 | IWM | Ishares Russell 2000 ETF | +0.2% | +38.54% | Add |
| 16 | GLD | Spdr Gold Shares | +0.2% | +220.14% | Add |
| 17 | XLV | Ss Health Care Select Sector | +0.2% | +312.39% | Add |
| 18 | PRF | Invesco Rafi US 1000 ETF | +0.2% | +465.22% | Add |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | +723.44% | Add |
| 20 | COST | Costco Wholesale CORP | +0.2% | +97.90% | Add |
| 21 | GBTC | Grayscale Bitcoin Trust ETF | +0.2% | +204.27% | Add |
| 22 | JBND | Jpmorgan Active Bond ETF | +0.2% | +2050.80% | Add |
| 23 | NVDA | Nvidia CORP | +0.1% | +36.25% | Add |
| 24 | BSJQ | Invesco Bulletshares 2026 Hy | +0.1% | +106.53% | Add |
| 25 | STLD | Steel Dynamics Inc | +0.1% | +9465.48% | Add |
| 26 | UNH | Unitedhealth Group Inc | +0.1% | +43.30% | Add |
| 27 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +817.19% | Add |
| 28 | AVUV | Avantis US Small Cap Value | +0.1% | +165.52% | Add |
| 29 | TQQQ | Proshares Ultrapro Qqq | +0.1% | +1003.77% | Add |
| 30 | XLF | Ss Financial Select Sector | +0.1% | +662.96% | Add |
| 31 | INCO | Columbia India Consumer ETF | +0.1% | +1760.79% | Add |
| 32 | PSLV | Sprott Physical Silver Trust | +0.1% | +1034.33% | Add |
| 33 | PHYS | Sprott Physical Gold Trust | +0.1% | +435.52% | Add |
| 34 | IBM | Intl Business Machines CORP | +0.1% | +63.79% | Add |
| 35 | RLY | Ss Multi-asset Real Ret ETF | +0.1% | +177.43% | Add |
| 36 | SMH | Vaneck Semiconductor ETF | +0.1% | +332.00% | Add |
| 37 | FFLG | Fidelity Fndmntl L/c Grw ETF | +0.1% | +5489.44% | Add |
| 38 | SUB | Ishares Short-term National | +0.1% | +29.43% | Add |
| 39 | AMD | Advanced Micro Devices | +0.1% | +43.25% | Add |
| 40 | IDXX | Idexx Laboratories Inc | +0.1% | +17238.46% | Add |
| 41 | UL | Unilever PLC | +0.1% | +823.65% | Add |
| 42 | MMM | 3m Co | +0.1% | +22.75% | Add |
| 43 | CVX | Chevron CORP | +0.1% | +128.77% | Add |
| 44 | SRPT | Sarepta Therapeutics Inc | +0.1% | +1649.80% | Add |
| 45 | WMT | Walmart Inc | 0% | +26.53% | Add |
| 46 | XOM | Exxon Mobil CORP | 0% | +90.10% | Add |
| 47 | PFE | Pfizer Inc | 0% | +50.25% | Add |
| 48 | PM | Philip Morris International | 0% | +226.99% | Add |
| 49 | EPD | Enterprise Products Partners | 0% | +394.55% | Add |
| 50 | PSA | Public Storage | 0% | +3714.58% | Add |
According to official SEC Form 13F filings, Larson Financial Group LLC reported a total U.S. public equity portfolio value of $3.8B across 2680 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VO, QQQ) accounted for 9.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
BTCGBP
市值: $556.8K
Top Position Liquidated / Trimmed
VO
前期市值: $91.5M
During Q3 2024, Larson Financial Group LLC's top holdings by market value included VOO (7.0%)、VO (5.3%)、QQQ (3.6%). The largest single position, VOO, represented 7.0% of total portfolio value.
In Q3 2024, Larson Financial Group LLC made 200 total portfolio adjustments, initiating 5 new buys, adding to 160 positions, trimming 35 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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