Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LARSON FINANCIAL GROUP LLC 02-01-2024 12-31-2023 1787 1,144,543,965
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SELECT SECTOR SPDR TR SBI HEALTHCARE 301 $287,835 2,111 0.00 0.00 564 36.46 12-31-2023
CISCO SYS INC COM 302 $287,369 5,688 0.00 0.00 -1,412 -19.89 12-31-2023
NORTHERN LTS FD TR IV FRMLAFOLIOS TATL Liquidated $0 0 0.00 0.00 -1,280 -8.23 12-31-2023
ISHARES TR S&P 500 GRWT ETF 304 $284,202 3,784 0.00 0.00 -35,205 -90.29 12-31-2023
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