Larson Financial Group LLC
Larson Financial Group LLC is a registered investment adviser headquartered in St Louis, Missouri, specializing in serving individuals and high net worth clients with wealth management, financial planning, and investment advisory services. Founded in 2010, the firm manages assets primarily for United States persons and has grown to over 115 employees. Their client base includes over 24,000 accounts, with a focus on both individual and high net worth investors, making it one of the prominent advisory firms in the Midwest region.
Investment Strategy
Larson Financial Group LLC applies a comprehensive wealth management approach, prioritizing financial planning tailored to individual and high net worth clients. Their investment strategy is built on asset allocation, diversification, and portfolio management across public markets, including equities such as Nvidia, Apple, Amazon, and Microsoft. The firm provides discretionary and non-discretionary investment management, focusing on long-term growth, risk-adjusted returns, and alignment with clients’ financial goals, primarily through separately managed accounts.
Top Holdings
Equity Positions (3,185)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 4.73% | $118.3M | 1,627,089 | $67.54 | $72.69 | +$87.4M |
N NVDA | NVIDIA CORPORATION | 3.81% | $95.3M | 603,287 | $102.35 | $157.99 | +$30.6M |
V VOO | VANGUARD INDEX FDS | 3.67% | $91.6M | 161,294 | $439.11 | $568.03 | -$57.4M |
A AAPL | APPLE INC | 3.09% | $77.2M | 376,225 | $204.22 | $205.17 | +$4.8M |
V VO | VANGUARD INDEX FDS | 2.85% | $71.2M | 254,419 | $194.88 | $279.83 | -$7.9M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Call | $7.7M | 743 | $617.85 | $571.87 | +138 | +$3.9M |
I IWM | ISHARES TR | — | Call | $312.1K | 98 | $215.79 | $201.19 | 0 | +$86.5K |
Q QQQ | INVESCO QQQ TR | New | Call | $202.3K | 18 | $551.64 | $551.64 | +18 | +$202.3K |
N NVDA | NVIDIA CORPORATION | Bought | Put | $173.8K | 1,640 | $157.99 | $123.08 | +134 | -$1.1M |
A AAPL | APPLE INC | — | Put | $47.4K | 22 | $205.17 | $222.13 | 0 | +$9.5K |