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Asset Manager ← All Institutions

Larson Financial Group LLC

Q2 2025 · Filed 2025-08-08
Market Value
$2.5B
+18.3%
Holdings
3,377
+278
New Purchases
439
Added To
1,491
Closed
236
Reduced
796
Top 10 Concentration
28.2%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLG 4.76% 1.47% +3.29% $118M
QGRO 2.27% 0.87% +1.40% $56M
DGRW 2.15% 0.85% +1.30% $53M
FLQM 1.10% 0.07% +1.03% $27M
IQLT 0.93% 0.07% +0.86% $23M
CGGE 0.94% 0.10% +0.85% $23M
NVDA 3.84% 3.08% +0.76% $95M
INMU 0.62% 0.03% +0.60% $15M
PAB 0.65% 0.07% +0.58% $16M
EMGF 0.59% 0.04% +0.55% $15M
JMUB 0.76% 0.27% +0.49% $19M
PCEF 0.45% 0.05% +0.40% $11M
CGMU 0.41% 0.03% +0.38% $10M
MSFT 1.45% 1.11% +0.34% $36M
INCM 0.36% 0.04% +0.32% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 3.69% 7.10% -3.41% $92M
EFV 1.10% 2.14% -1.04% $27M
VO 2.87% 3.77% -0.90% $71M
IEFA 0.81% 1.71% -0.90% $20M
VWO 0.89% 1.72% -0.83% $22M
FVD 0.44% 1.27% -0.83% $11M
IWM 0.31% 1.04% -0.73% $8M
FMB 0.04% 0.76% -0.72% $979K
FIXD 0.53% 1.22% -0.70% $13M
JHMM 0.18% 0.77% -0.58% $5M
SUB 0.37% 0.87% -0.50% $9M
SHY 0.25% 0.74% -0.49% $6M
QQQ 2.17% 2.63% -0.47% $54M
AAPL 3.11% 3.45% -0.34% $77M
VBK 0.57% 0.86% -0.29% $14M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $790M 31.8%
Large Cap 1,019 $1.1B 44.6%
Mid Cap 1,097 $335M 13.5%
Small Cap 927 $190M 7.7%
Micro Cap 254 $62M 2.5%

Portfolio Analytics

Avg Market Cap
$33.3B
Median Market Cap
$4.1B
Avg P/E
32.7
Median P/E
20.7
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
2,515
# ETFs / Funds
862

Top Holdings (3,377 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 4.76% 1,627,089 $118M $72.69 $87M +1,157,453 +246.5%
2 NVDA 3.84% 603,287 $95M $157.99 $31M +6,247 +1.1%
3 VOO 3.69% 161,294 $92M $568.03 -$57M -128,695 -44.4%
4 AAPL 3.11% 376,225 $77M $205.17 $5M +50,525 +15.5%
5 VO 2.87% 254,419 $71M $279.83 -$8M -51,367 -16.8%
6 QGRO 2.27% 516,628 $56M $109.12 $38M +321,916 +165.3%
7 QQQ 2.17% 97,616 $54M $551.64 -$1M -20,293 -17.2%
8 DGRW 2.15% 638,089 $53M $83.74 $36M +414,143 +184.9%
9 AMZN 1.91% 216,264 $47M $219.39 $12M +31,585 +17.1%
10 MSFT 1.45% 72,616 $36M $497.41 $13M +10,554 +17.0%
11 FLQM 1.10% 502,712 $27M $54.31 $26M +473,201 +1603.5%
12 EFV 1.10% 430,010 $27M $63.48 -$18M -332,343 -43.6%
13 PRF 1.03% 607,164 $26M $42.27 $9M +202,725 +50.1%
14 CGGE 0.94% 803,591 $23M $29.19 $21M +725,739 +932.2%
15 IQLT 0.93% 532,582 $23M $43.22 $22M +495,893 +1351.6%
16 AVGO 0.90% 80,642 $22M $275.65 $10M +8,288 +11.4%
17 VWO 0.89% 447,896 $22M $49.46 -$14M -350,722 -43.9%
18 XSHQ 0.87% 527,455 $21M $40.73 $6M +140,910 +36.5%
19 FBND 0.86% 466,096 $21M $45.75 $7M +141,810 +43.7%
20 AVEM 0.84% 303,156 $21M $68.54 -$2M -75,389 -19.9%
21 JBND 0.82% 379,409 $20M $53.59 $8M +155,392 +69.4%
22 IEFA 0.81% 240,785 $20M $83.48 -$16M -232,371 -49.1%
23 BRK-B 0.80% 41,006 $20M $485.77 $912K +5,317 +14.9%
24 PLTR 0.78% 142,478 $19M $136.32 $7M -462 -0.3%
25 JMUB 0.76% 380,476 $19M $49.64 $13M +268,696 +240.4%
26 SPY 0.73% 29,447 $18M $617.85 $4M +3,796 +14.8%
27 DFAI 0.68% 487,771 $17M $34.57 -$675K -73,793 -13.1%
28 VOOG 0.67% 41,947 $17M $396.54 $2M -1,163 -2.7%
29 PAB 0.65% 381,294 $16M $42.49 $15M +345,134 +954.5%
30 UCON 0.64% 641,901 $16M $24.89 -$2M -91,580 -12.5%
31 DFUS 0.63% 233,876 $16M $67.02 $1M -4,029 -1.7%
32 GLTR 0.63% 112,693 $16M $138.15 $483K -3,826 -3.3%
33 INMU 0.62% 659,187 $15M $23.43 $15M +636,356 +2787.2%
34 DFAT 0.59% 273,448 $15M $53.96 -$2M -50,992 -15.7%
35 EMGF 0.59% 280,140 $15M $52.07 $14M +262,806 +1516.1%
36 VBK 0.57% 51,460 $14M $276.94 -$4M -20,605 -28.6%
37 DFUV 0.57% 333,026 $14M $42.28 -$80K -10,579 -3.1%
38 GOOG 0.56% 78,536 $14M $177.39 $4M +14,428 +22.5%
39 AMAT 0.56% 75,826 $14M $183.07 $3M +3,625 +5.0%
40 SPYV 0.55% 259,141 $14M $52.34 -$1M -30,146 -10.4%
41 BSJQ 0.53% 568,763 $13M $23.33 $121K +1,797 +0.3%
42 FIXD 0.53% 297,891 $13M $43.89 -$13M -287,654 -49.1%
43 LLY 0.52% 16,518 $13M $779.54 -$489K +335 +2.1%
44 DFIS 0.48% 395,679 $12M $29.84 $497K -42,025 -9.6%
45 XLK 0.47% 46,125 $12M $253.23 $2M -1,654 -3.5%
46 AVDV 0.47% 147,044 $12M $79.28 $345K -15,165 -9.3%
47 MUNI 0.45% 219,449 $11M $51.36 $5M +106,430 +94.2%
48 PCEF 0.45% 572,383 $11M $19.54 $10M +514,369 +886.6%
49 GLD 0.45% 36,497 $11M $304.83 $709K +348 +1.0%
50 FVD 0.44% 245,987 $11M $44.70 -$16M -351,926 -58.9%
51 TSLA 0.44% 34,539 $11M $317.66 $3M +3,349 +10.7%
52 JPM 0.44% 37,634 $11M $289.91 $3M +3,851 +11.4%
53 JEPI 0.43% 189,659 $11M $56.85 $2M +42,848 +29.2%
54 GOOGL 0.43% 60,941 $11M $176.23 $4M +15,847 +35.1%
55 IGSB 0.42% 196,581 $10M $52.76 -$649K -13,862 -6.6%
56 PYLD 0.41% 383,736 $10M $26.54 $8M +299,813 +357.2%
57 CGMU 0.41% 377,603 $10M $26.69 $10M +357,297 +1759.6%
58 SCHM 0.40% 355,046 $10M $28.05 -$1M -73,486 -17.1%
59 GE 0.40% 38,539 $10M $257.39 $3M +5,800 +17.7%
60 COST 0.39% 9,879 $10M $989.95 $1M +726 +7.9%
61 SPAB 0.39% 377,793 $10M $25.60 -$3M -108,286 -22.3%
62 FSTA 0.38% 182,426 $9M $51.15 $309K +5,974 +3.4%
63 META 0.37% 12,448 $9M $738.08 $3M +2,371 +23.5%
64 DFAS 0.37% 143,984 $9M $63.71 -$2M -35,981 -20.0%
65 SCHZ 0.37% 394,466 $9M $23.24 -$1M -59,040 -13.0%
66 SUB 0.37% 85,945 $9M $106.34 -$9M -86,705 -50.2%
67 INCM 0.36% 333,125 $9M $27.05 $8M +299,017 +876.7%
68 V 0.36% 25,336 $9M $355.04 $2M +4,229 +20.0%
69 BSJR 0.35% 387,566 $9M $22.71 $4M +175,546 +82.8%
70 GBTC 0.35% 102,625 $9M $84.83 $2M -49 -0.1%
71 VCSH 0.32% 100,102 $8M $79.50 -$2M -27,556 -21.6%
72 SPTM 0.32% 105,733 $8M $74.89 -$101K -12,175 -10.3%
73 JEPQ 0.32% 144,043 $8M $54.40 $4M +64,615 +81.3%
74 IWM 0.31% 35,782 $8M $215.79 -$14M -73,209 -67.2%
75 DFIP 0.31% 183,032 $8M $41.81 -$2M -51,431 -21.9%
76 AMD 0.30% 52,236 $7M $141.90 $3M +6,067 +13.1%
77 AVDE 0.30% 99,690 $7M $74.01 $158K -9,263 -8.5%
78 WWD 0.30% 30,006 $7M $245.09 $3M +3,525 +13.3%
79 IVV 0.29% 11,640 $7M $620.87 $1M +559 +5.0%
80 MPWR 0.29% 9,791 $7M $731.40 $2M +923 +10.4%
81 ISCF 0.29% 182,907 $7M $38.77 $7M +165,672 +961.2%
82 XLY 0.28% 31,627 $7M $217.33 $3M +13,825 +77.7%
83 WMB 0.28% 109,320 $7M $62.81 $566K +3,898 +3.7%
84 BSX 0.27% 63,337 $7M $107.41 $1M +8,781 +16.1%
85 DFLV 0.27% 212,612 $7M $31.02 -$586K -22,296 -9.5%
86 SHAK 0.26% 46,605 $7M $140.60 $3M +4,162 +9.8%
87 PH 0.26% 9,329 $7M $698.44 $2M +1,195 +14.7%
88 ETN 0.25% 17,659 $6M $356.98 $2M +2,138 +13.8%
89 DIS 0.25% 50,700 $6M $124.01 $4M +30,260 +148.0%
90 FHLC 0.25% 97,311 $6M $63.95 -$371K +801 +0.8%
91 SHY 0.25% 74,342 $6M $82.86 -$9M -113,844 -60.5%
92 SYK 0.24% 14,865 $6M $395.62 $1M +1,931 +14.9%
93 DFIV 0.23% 135,028 $6M $42.83 $391K -1,965 -1.4%
94 DGRO 0.22% 87,268 $6M $63.94 $3M +45,516 +109.0%
95 MANH 0.22% 27,385 $5M $197.47 $1M +3,420 +14.3%
96 SPSM 0.22% 126,845 $5M $42.60 -$642K -21,479 -14.5%
97 NFLX 0.22% 3,997 $5M $1,339.08 $2M +779 +24.2%
98 IBM 0.21% 18,047 $5M $294.77 $1M +1,465 +8.8%
99 AVLV 0.21% 77,347 $5M $68.21 -$62K -4,508 -5.5%
100 AFL 0.21% 48,664 $5M $105.46 $78K +3,209 +7.1%

Options Breakdown

19 Calls $8M Call Value 15 Puts $245K Put Value 0.03 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 74,300 $8M
IWM 9,800 $312K
QQQ 1,800 $202K NEW
TGT 8,100 $43K NEW
META 100 $28K
GBTC 400 $17K NEW
SHOP 200 $12K
NVDA 200 $11K
AMZN 500 $8K NEW
AVGO 100 $7K NEW

Top Puts

SymbolSharesValueStatus
NVDA 164,000 $174K
AAPL 2,200 $47K
META 600 $16K
CRCL 100 $3K NEW
AMZN 13,100 $2K
BKSY 6,000 $1K
SPY 13,000 $778
TSSI 1,000 $458 NEW
PLTR 1,100 $294
SOFI 200 $45 NEW

New Positions

SymbolValue% Port
GHI $473K 0.02%
B $283K 0.01%
ARLP $256K 0.01%
VT $198K 0.01%
SPMO $165K 0.01%
XLG $138K 0.01%
XAR $124K 0.01%
SHLD $120K —%
KBE $98K —%
PDN $88K —%
GRPM $87K —%
RKLB $82K —%
LNKB $77K —%
SCIO $75K —%
GDMN $75K —%

Sold Out Positions

SymbolValue% Port
MED —%
OIS —%
GCO —%
HL —%
HTGC —%
NBR —%
WHR —%
BKE —%
USNA —%
CMTG —%
HAE —%
NRDY —%
ALIT —%
UTZ —%
BVS —%
View SEC EDGAR Filings for Larson Financial Group LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms