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CIK: 0001731061
Total reported value
$3.8B
$3.8B
2752 檔
11.5%
As reported in its official Q4 2024 Form 13F filing, Larson Financial Group LLC's tracked investment portfolio stood at $3.8B with 2752 total positions.
In Q4 2024, Larson Financial Group LLC displayed an active expansion posture, initiating 10 new positions and adding to 116 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2752 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.41% | -0.62% | +13.80% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.45% | -0.47% | -8.88% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.83% | -0.22% | +165.46% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.76% | -0.28% | +41.08% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.28% | -0.11% | -5.86% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.09% | -0.36% | +12.22% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.76% | -0.16% | +13.51% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.73% | -0.21% | +14.04% | |
| 9 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.34% | -0.10% | +14.12% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | +0.50% | -6.55% | |
| 11 | FVD | First Trust Value Line Dvd | ETF-Other | 1.32% | -0.11% | +20.34% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.27% | -0.22% | -11.90% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.21% | -0.06% | +41.25% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.12% | -0.06% | -6.31% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.22% | +18.11% | |
| 16 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.00% | -0.12% | -7.56% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 0.97% | -0.10% | -7.38% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.07% | -12.68% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 0.92% | -0.13% | -13.16% | |
| 20 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | -0.01% | -1.71% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 0.82% | -0.06% | +40.29% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.81% | -0.17% | +14.95% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.11% | -9.43% | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.80% | -0.04% | -1.56% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | -0.01% | +38.60% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.74% | -0.04% | -1.41% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.03% | -1.75% | |
| 28 | FMB | First Trust Managed Municipa | ETF-Other | 0.73% | -0.01% | +44.71% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.06% | +17.03% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.68% | -0.10% | -12.04% | |
| 31 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.66% | -0.20% | +2.24% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.64% | -0.06% | -7.38% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.64% | -0.03% | +185.46% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.19% | +3.44% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.60% | -0.07% | -1.86% | |
| 36 | DFIS | Dimensional International Sm | ETF-Other | 0.59% | -0.07% | -7.50% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.59% | +0.80% | -2.01% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.57% | -0.07% | +87.14% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.57% | -0.08% | -10.52% | |
| 40 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.56% | -0.08% | -2.02% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | -0.03% | +2061.15% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | +0.11% | +10.70% | |
| 43 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.55% | -0.07% | -13.85% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.02% | +5.17% | |
| 45 | QGRO | American Century US Quality | ETF-Other | 0.53% | +0.38% | +105.23% | |
| 46 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.53% | -0.02% | +107.91% | |
| 47 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.50% | -0.02% | +72.30% | |
| 48 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.48% | +0.04% | +104.35% | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.47% | -0.05% | -7.94% | |
| 50 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | 0.47% | -0.07% | +116.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.3% | +165.46% | Add |
| 2 | AAPL | Apple Inc | +1.2% | +41.08% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +0.5% | +2061.15% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.4% | +13.80% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.3% | +41.25% | Add |
| 6 | QGRO | American Century US Quality | +0.3% | +105.23% | Add |
| 7 | JHMM | John Hancock Multi Fact Mid | +0.3% | +107.91% | Add |
| 8 | XSHQ | Invesco S&p Smallcap Quality | +0.2% | +116.46% | Add |
| 9 | PRF | Invesco Rafi US 1000 ETF | +0.2% | +104.35% | Add |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | +112.55% | Add |
| 11 | RLY | Ss Multi-asset Real Ret ETF | +0.2% | +173.74% | Add |
| 12 | XEL | Xcel Energy Inc | +0.2% | +492.88% | Add |
| 13 | SUB | Ishares Short-term National | +0.2% | +40.29% | Add |
| 14 | FMB | First Trust Managed Municipa | +0.2% | +44.71% | Add |
| 15 | FBND | Fidelity Total Bond ETF | +0.2% | +72.30% | Add |
| 16 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 17 | JBND | Jpmorgan Active Bond ETF | +0.2% | +110.07% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +38.60% | Add |
| 19 | MSFT | Microsoft CORP | +0.1% | +18.11% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | -1.75% | Trim |
| 21 | WMB | Williams Cos Inc | +0.1% | +70.52% | Add |
| 22 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | +3.41% | Add |
| 23 | TSLA | Tesla Inc | +0.1% | +2.56% | Add |
| 24 | GLD | Spdr Gold Shares | +0.1% | +45.12% | Add |
| 25 | MUNI | Pimco Intermediate Municipal | +0.1% | +491.99% | Add |
| 26 | BAC | Bank Of America CORP | +0.1% | +414.58% | Add |
| 27 | JMUB | Jpmorgan Municipal ETF | +0.1% | +365.40% | Add |
| 28 | DKNG | Draftkings Inc-cl A | +0.1% | +1147.66% | Add |
| 29 | ISRG | Intuitive Surgical Inc | +0.1% | +379.74% | Add |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +25.05% | Add |
| 31 | BSJQ | Invesco Bulletshares 2026 Hy | +0.1% | +38.96% | Add |
| 32 | ✓ | Null | +0.1% | NEW | New buy |
| 33 | FVD | First Trust Value Line Dvd | +0.1% | +20.34% | Add |
| 34 | GOOG | Alphabet Inc-cl C | +0.1% | +5.17% | Add |
| 35 | FCTE | Smi 3fourteen Full-cycl Trnd | +0.1% | NEW | New buy |
| 36 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 37 | CON | Concentra Group Holdings Par | +0.1% | NEW | New buy |
| 38 | 6D8 | Dupont De Nemours Inc | +0.1% | +1369.95% | Add |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +17.03% | Add |
| 40 | SHAK | Shake Shack Inc - Class A | 0% | +4.51% | Add |
| 41 | JEPQ | JPM Nasdaq Equity Premium | 0% | +48.84% | Add |
| 42 | GOOGL | Alphabet Inc-cl A | 0% | +12.62% | Add |
| 43 | IBIT | Ishares Bitcoin Trust ETF | 0% | +58.21% | Add |
| 44 | TXN | Texas Instruments Inc | 0% | +135.72% | Add |
| 45 | BX | Blackstone Inc | 0% | +83.29% | Add |
| 46 | CI | THE Cigna Group | 0% | +1183.91% | Add |
| 47 | BTC | Grayscale Bitcoin Mini ETF | 0% | NEW | New buy |
| 48 | AEP | American Electric Power | 0% | +441.90% | Add |
| 49 | MAIN | Main Street Capital CORP | 0% | +18.39% | Add |
| 50 | CVX | Chevron CORP | 0% | +15.76% | 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 2752 disclosed positions in Q4 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, NVDA) accounted for 11.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $3.2M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $4.1M
During Q4 2024, Larson Financial Group LLC's top holdings by market value included VOO (7.4%)、VO (4.5%)、NVDA (3.8%). The largest single position, VOO, represented 7.4% of total portfolio value.
In Q4 2024, Larson Financial Group LLC made 200 total portfolio adjustments, initiating 10 new buys, adding to 116 positions, trimming 64 holdings, and fully liquidating 10 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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