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Home > Institutional Investor > Larson Financial Group Llc > Profile

Instuitional Investor - Larson Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Larson Financial Group Llc
Portfolio Value $2,110,642,023
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 289,989 $149,028,197 7.06%
2.
Vanguard Index Fds - MID CAP ETF
 305,786 $79,082,375 3.75%
3.
Apple Inc.
 AAPL 325,700 $72,347,815 3.43%
4.
Nvidia Corp
 NVDA 597,040 $64,707,191 3.07%
5.
Invesco Qqq Tr
 117,909 $55,290,101 2.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)