Farther Finance Advisors, LLC Purchases in Q3 2025

Farther Finance Advisors, LLC

  • $6.63 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.56K
+ 70.35%
$24.14 - $24.34 $158K - $160K
15.9K $387M
PSA
Public Storage

Real Estate
585
+ 25.09%
$271.94 - $298.09 $159K - $174K
2.92K $843M
SYF
Synchrony Financial

Financial Services
2.09K
+ 95.92%
$67.53 - $76.86 $141K - $161K
4.28K $304M
CTA
Simplify Exch Traded Fds Simpl

ETFs
4.17K
+ 12.5%
$26.46 - $28.43 $110K - $119K
37.5K $1.05B
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
3.87K
+ 130.19%
$37.4 - $39.31 $145K - $152K
6.84K $269M
CRWD
Crowd Strike Holdings, Inc.

Technology
677
+ 7.35%
$412.46 - $514.1 $279K - $348K
9.89K $4.85B
UL
Unilever PLC

Consumer Defensive
4.91K
+ 6.93%
$58.43 - $65.01 $287K - $319K
75.8K $4.49B
EIX
Edison International

Utilities
2.6K
+ 74.68%
$50.42 - $56.35 $131K - $146K
6.08K $336M
FQAL
Fidelity Covington Tr Quality

ETFs
2.09K
New
$69.69 - $74.72 $146K - $156K
2.09K $156M
IAI
Ishares Tr Us Broker Dealers &

ETFs
832
+ 70.03%
$168.93 - $178.7 $141K - $149K
2.02K $357M
GVA
Granite Construction Inc

Industrials
1.42K
+ 23600.0%
$92.28 - $111.29 $131K - $158K
1.42K $156M
LYFT
Lyft, Inc.

Technology
4.86K
+ 63.54%
$13.41 - $22.93 $65.1K - $111K
12.5K $275M
UPRO
Proshares Trust Proshares Ultr

ETFs
1.02K
+ 50.12%
$91.26 - $112.39 $93K - $115K
3.05K $340M
CYBR
Cyber Ark Software Ltd.

Technology
196
+ 25.16%
$374.8 - $491.1 $73.5K - $96.3K
975 $471M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
395
+ 3.24%
$109.47 - $119.06 $43.2K - $47K
12.6K $1.49B
AMP
Ameriprise Financial Inc

Financial Services
456
+ 27.77%
$486.13 - $544.55 $222K - $248K
2.1K $1.03B
VOD
Vodafone Group Public LTD CO

Communication Services
12.6K
+ 166.96%
$10.67 - $12.06 $135K - $152K
20.2K $234M
APD
Air Products & Chemicals, Inc.

Basic Materials
685
+ 19.12%
$265.78 - $299.3 $182K - $205K
4.27K $1.16B
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
3.3K
New
$44.8 - $46.43 $148K - $153K
3.3K $153M
URA
Global X Uranium ETF

ETFs
2.45K
+ 60.07%
$36.45 - $50.4 $89.3K - $123K
6.53K $311M
WRB
Berkley W R Corp

Financial Services
1.63K
+ 18.23%
$67.78 - $76.62 $110K - $125K
10.5K $808M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.37K
+ 18.06%
$10.78 - $19.82 $25.6K - $47.1K
15.5K $303M
Innovator Equity Defined Protection ETF 1 Yr December
6K
+ 958.47%
N/A
6.63K $167M
TPHD
Timothy Plan High Divid Stk Et

ETFs
3.85K
New
$38.0 - $39.42 $146K - $152K
3.85K $152M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.5K
+ 30.21%
$28.69 - $30.59 $129K - $138K
19.4K $590M
Qxo Inc Com New
7.99K
+ 699.91%
N/A
9.14K $174M
EPD
Enterprise Products Partners L.P.

Energy
4.24K
+ 6.52%
$30.74 - $32.14 $130K - $136K
69.2K $2.16B
TPR
Tapestry, Inc.

Consumer Cyclical
623
+ 20.12%
$86.48 - $116.14 $53.9K - $72.4K
3.72K $421M
MCHI
Ishares Msci China ETF

ETFs
780
+ 8.59%
$54.58 - $65.85 $42.6K - $51.4K
9.86K $649M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
17.8K
+ 142.15%
$7.98 - $8.29 $142K - $148K
30.4K $249M
COF
Capital One Financial Corp

Financial Services
698
+ 9.23%
$207.29 - $229.74 $145K - $160K
8.26K $1.76B
Xti Aerospace Inc Com New
100K
New
N/A
100K $147M
KTEC
Kraneshares Tr Kraneshares Han

ETFs
5.87K
+ 48.6%
$15.78 - $19.07 $92.6K - $112K
17.9K $341M
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.66K
+ 79.68%
$94.03 - $117.16 $156K - $194K
3.74K $353M
EBAY
Ebay Inc

Consumer Cyclical
615
+ 11.27%
$75.33 - $100.77 $46.3K - $62K
6.07K $552M
DINO
Hf Sinclair Corp

Energy
2.42K
+ 140.24%
$42.11 - $54.01 $102K - $130K
4.14K $217M
JPSE
J P Morgan Diversified Return

ETFs
2.91K
+ 97066.67%
$45.04 - $50.93 $131K - $148K
2.92K $145M
EUSB
Ishares Tr Esg Advanced Total

Technology
3.21K
+ 30.13%
$42.97 - $44.2 $138K - $142K
13.8K $608M
TROW
Price T Rowe Group Inc

Financial Services
971
+ 13.3%
$98.67 - $111.52 $95.8K - $108K
8.27K $849M
NVT
N Vent Electric PLC

Industrials
612
+ 18.53%
$72.16 - $100.25 $44.2K - $61.4K
3.91K $386M
IQV
Iqvia Holdings Inc.

Healthcare
685
+ 172.11%
$157.68 - $200.82 $108K - $138K
1.08K $206M
DEW
Wisdomtree Tr Global High Divi

ETFs
2.38K
New
$57.31 - $60.64 $136K - $144K
2.38K $143M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
3.31K
+ 2874.78%
$41.17 - $43.65 $136K - $144K
3.42K $147M
SDEF
Tidal ETF Tr Sound Enhanced Fi
7.6K
+ 168.6%
N/A
12.1K $223M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
6.05K
+ 418.18%
$23.12 - $23.59 $140K - $143K
7.5K $176M
TFC
Truist Financial Corp

Financial Services
1.82K
+ 8.48%
$42.83 - $47.07 $78K - $85.7K
23.3K $1.06B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
5.98K
+ 416.86%
$23.46 - $23.77 $140K - $142K
7.42K $175M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
6.11K
+ 412.28%
$22.71 - $23.24 $139K - $142K
7.59K $175M
CRH.L
Crh PLC

Basic Materials
645
+ 28.31%
N/A
2.92K $350M
Activity Summary
Buys All Purchases 3337 New Holdings 616 Increased Positions 2721 Sells All Sells 1011 Reductions 1011 Sold out 0 Options Calls 12 Puts 5
Track This Portfolio

Track Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email