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LARSON FINANCIAL GROUP LLC

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ST LOUIS MO Investment Advisor
13F Summary
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)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

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

Portfolio Performance