Larson Financial Group is based out of St Louis. Larson Financial Group is a large advisory firm with 3941 clients and discretionary assets under management (AUM) of $1,936,800,000 (Form ADV from 2023-08-25). Their last reported 13F filing for Q4 2023 included $1,144,543,904 in managed 13F securities
and a top 10 holdings concentration of 32.77%. Larson Financial Group's largest holding is VANGUARD MID-CAP INDEX FUND-ETF Shares with shares held of 380,897. Whalewisdom has at least 27 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
KE Kimball Electronics | 0.66% |
JNK SPDR(R) Bloomberg Hi | 0.34% |
QQQ Invesco QQQ Trust, S | 0.33% |
VOO VANGUARD 500 INDEX F | 0.26% |
FIXD First Trust TCW Oppo | 0.23% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AVDV Avantis Internationa | 0.46% |
UCON First Trust TCW Unco | 0.28% |
DFIP Dimensional Inflatio | 0.24% |
IVW iShares S&P 500 Grow | 0.24% |
IJT iShares S&P Small-Ca | 0.23% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VO VANGUARD MID-CAP IND | 7.74% |
VOO VANGUARD 500 INDEX F | 5.05% |
AVDV Avantis Internationa | 3.41% |
QQQ Invesco QQQ Trust, S | 3.36% |
AVEM Avantis Emerging Mar | 2.95% |
2023-12-31
13F Activity
Market Value | $1.14b, Prior: $1.02b |
New Purchases | 223 stocks |
Added To | 521 stocks |
Sold out of | 145 stocks |
Reduced holdings in | 484 stocks |
Top 10 Holdings % | 32.77% |
Turnover %[1] | 20.67% |
Turnover Alt %[2] | 4.49% |
Time Held Top 20 | 8.6 quarters |
Time Held Top 10 | 9.3 quarters |
Time Held All | 8.98 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31