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Larson Financial Group’s PSQ Holdings PSQH Stock Holding History

Larson Financial Group’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7
Closed -$246 – 2874
2024
Q3 		$246 Hold
7
– – ﹤0.01% 2302
2024
Q2 		$377 Hold
7
– – ﹤0.01% 1906
2024
Q1 		$538 Hold
7
– – ﹤0.01% 1547
2023
Q4 		$524 Hold
7
– – ﹤0.01% 1570
2023
Q3 		$908 Hold
7
– – ﹤0.01% 1505
2023
Q2 		$1.03K Hold
7
– – ﹤0.01% 1368
2023
Q1 		$1.01K Buy
+7
New +$1.06K ﹤0.01% 1340

Other funds holding PSQH

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Larson Financial Group's PSQH Position: Q4 2024 in Review

Larson Financial Group sold out of PSQ Holdings (PSQH) in Q4 2024, closing a stake of 7 shares — an estimated $246 sold.

Larson Financial Group first reported a position in PSQH in Q1 2023 and held it in 7 quarters. The position peaked at $1.03K in Q2 2023. 67 funds tracked by Wall St. Rank hold PSQH as of Q4 2024.

  • Larson Financial Group reported no remaining PSQ Holdings position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 7 PSQ Holdings shares in Q4 2024, an estimated $246.
  • Larson Financial Group first reported a position in PSQ Holdings in Q1 2023 and held it in 7 quarters.
  • Larson Financial Group's PSQ Holdings position peaked at $1.03K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held PSQ Holdings as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.