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R. Scott Miller

@Larson Financial Group Llc

Latest period2024 - Q3ReportedManaged Assets$1.763BTotal holdings2680
Assets growth rate20.22%Assets growth rate (2-Q avg)16.77%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Larson Financial Group Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2680 positions.

Assets under management

The assets under management (AUM) of Larson Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.763B in assets, with a quarterly growth rate of 20.22% and a 2-quarter average growth rate of 16.77%. The portfolio is managed by R. Scott Miller, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 14.38%
7.01%
$123.447M
233,947 shares@ $527.67 avg price
VOVanguard Index Fds
Recent Activity
Decreased -5.47%
5.35%
$94.288M
357,381 shares@ $263.83 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.6%
3.65%
$64.296M
131,734 shares@ $488.08 avg price
AAPLApple Inc
Recent Activity
Increased 35.54%
2.56%
$45.115M↑ Call
206,001 shares@ $219.01 avg price
EFVIshares Tr
Recent Activity
Increased 5.68%
2.25%
$39.572M
687,848 shares@ $57.53 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 11.39%
1.85%
$32.557M
680,396 shares@ $47.86 avg price
IEFAIshares Tr
Recent Activity
Increased 9.43%
1.85%
$32.551M
417,055 shares@ $78.06 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -9.39%
1.74%
$30.577M
473,323 shares@ $64.6 avg price
NVDANvidia Corporation
Recent Activity
Increased 36.26%
1.57%
$27.679M
231,214 shares@ $119.72 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 9.6%
1.52%
$26.752M
396,269 shares@ $67.51 avg price