Farther Finance Advisors, LLC Purchases in Q1 2025

Farther Finance Advisors, LLC

  • $3.92 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CG
Carlyle Group Inc.

Financial Services
525
+ 117.19%
$40.03 - $56.96 $21K - $29.9K
973 $43.1M
SCHL
Scholastic Corp

Communication Services
1.08K
New
$17.86 - $21.89 $19.2K - $23.6K
1.08K $20.3M
HST
Host Hotels & Resorts, Inc.

Real Estate
1.91K
+ 80.05%
$14.21 - $17.45 $27.1K - $33.3K
4.29K $61.9M
ARLP
Alliance Resource Partners LP

Energy
739
+ 321.3%
$24.47 - $29.24 $18.1K - $21.6K
969 $26.1M
DAT
Proshares Tr Big Data Refiners

ETFs
504
New
$38.36 - $48.92 $19.3K - $24.7K
504 $20M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
1.1K
New
$18.12 - $19.21 $19.9K - $21.1K
1.1K $20M
OMFS
Invesco Exchange Traded Self I

ETFs
524
New
$36.43 - $41.61 $19.1K - $21.8K
524 $20M
DELL
Dell Technologies Inc.

Technology
2.77K
+ 27.47%
$90.34 - $124.66 $250K - $345K
12.9K $1.18B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
63
+ 0.64%
$47.08 - $50.67 $2.97K - $3.19K
9.95K $497M
ASB
Associated Banc Corp

Financial Services
1.12K
+ 38.03%
$21.06 - $25.63 $23.6K - $28.8K
4.07K $90.3M
Tko Group Holdings Inc Cl A
122
+ 129.79%
N/A
216 $33.1M
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
432
+ 218.18%
N/A
630 $28.5M
MASI
Masimo Corp

Healthcare
116
+ 128.89%
$163.55 - $190.63 $19K - $22.1K
206 $34.5M
FOXA
Fox Corp

Communication Services
130
+ 7.65%
$47.9 - $58.0 $6.23K - $7.54K
1.83K $102M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
175
New
$108.02 - $120.45 $18.9K - $21.1K
175 $19.3M
Sunrise Communications Ag Ads Cl A
393
New
N/A
393 $19.3M
TOST
Toast, Inc.

Technology
716
+ 29.4%
$32.61 - $41.98 $23.3K - $30.1K
3.15K $108M
PRME
Prime Medicine, Inc.
10.7K
+ 41296.15%
$1.72 - $3.35 $18.5K - $36K
10.8K $19.2M
WTRE
Watford Holdings Ltd.

Financial Services
1.1K
New
$16.65 - $17.96 $18.3K - $19.7K
1.1K $19.1M
BEN
Franklin Resources Inc

Financial Services
1.55K
+ 13.93%
$18.92 - $22.24 $29.3K - $34.5K
12.7K $245M
FNB
Fnb Corp

Financial Services
2.94K
+ 19.59%
$13.08 - $15.95 $38.4K - $46.8K
17.9K $241M
ALGT
Allegiant Travel CO

Industrials
450
+ 489.13%
$51.65 - $105.3 $23.2K - $47.4K
542 $27.6M
MEG
Montrose Environmental Group, Inc.

Industrials
1.39K
+ 138900.0%
$14.26 - $24.01 $19.8K - $33.3K
1.39K $18.9M
INVA
Innoviva, Inc.

Healthcare
795
+ 10.3%
$17.21 - $18.98 $13.7K - $15.1K
8.52K $153M
VRRM
Verra Mobility Corp

Industrials
825
+ 509.26%
$19.76 - $26.87 $16.3K - $22.2K
987 $22.7M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
629
+ 3.77%
$24.29 - $24.65 $15.3K - $15.5K
17.3K $425M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
575
+ 28.75%
$33.28 - $36.41 $19.1K - $20.9K
2.58K $88.4M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
450
+ 258.62%
$41.78 - $50.35 $18.8K - $22.7K
624 $27M
RS
Reliance Steel & Aluminum CO

Basic Materials
40
+ 11.08%
$266.61 - $302.66 $10.7K - $12.1K
401 $116M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
803
New
$22.77 - $24.73 $18.3K - $19.9K
803 $18.7M
YRD
Yiren Digital Ltd.

Financial Services
2.58K
New
$4.57 - $8.11 $11.8K - $20.9K
2.58K $18.7M
AGM
Federal Agricultural Mortgage Corp

Financial Services
100
+ 2500.0%
$182.78 - $209.07 $18.3K - $20.9K
104 $19.4M
ENOV
Enovis Corp

Industrials
536
+ 266.67%
$35.51 - $47.99 $19K - $25.7K
737 $27.4M
SANA
Sana Biotechnology, Inc.

Healthcare
12.4K
New
$1.65 - $4.3 $20.4K - $53.1K
12.4K $18.5M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
777
+ 35.38%
$50.35 - $66.84 $39.1K - $51.9K
2.97K $151M
NWL
Newell Brands Inc.

Consumer Defensive
4.17K
+ 212.6%
$6.2 - $10.66 $25.8K - $44.4K
6.13K $37.9M
DOX
Amdocs LTD

Technology
147
+ 17.48%
$82.21 - $92.02 $12.1K - $13.5K
988 $89.9M
NOK
Nokia Corp

Technology
2.65K
+ 58.39%
$4.43 - $5.42 $11.7K - $14.4K
7.19K $38.4M
HLN
Haleon PLC

Healthcare
1.04K
+ 8.81%
$9.02 - $10.67 $9.39K - $11.1K
12.9K $131M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
291
+ 3233.33%
$64.24 - $90.95 $18.7K - $26.5K
300 $18.9M
XPEV
Xpeng Inc.

Consumer Cyclical
532
+ 70.09%
$11.55 - $26.34 $6.14K - $14K
1.29K $27.1M
ATLC
Atlanticus Holdings Corp

Financial Services
354
New
$42.79 - $61.59 $15.1K - $21.8K
354 $18.1M
MNDY
Monday.Com Ltd.

Technology
52
+ 32.7%
$213.0 - $327.92 $11.1K - $17.1K
211 $55.3M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
2.46K
New
$7.06 - $9.39 $17.4K - $23.1K
2.46K $17.9M
Ferguson Enterprises Inc Common Stock New
137
+ 41.52%
N/A
467 $75.1M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
3.6K
New
$4.79 - $6.02 $17.2K - $21.7K
3.6K $17.8M
PLSE
Pulse Biosciences, Inc.

Healthcare
1.78K
+ 24.63%
$15.61 - $24.56 $27.8K - $43.7K
9K $143M
Cargo Therapeutics Inc Com
4.29K
New
N/A
4.29K $17.7M
DJP
Barclays Bank PLC

ETFs
497
New
N/A
497 $17.6M
Activity Summary
Buys All Purchases 2522 New Holdings 516 Increased Positions 2006 Sells All Sells 1018 Reductions 1007 Sold out 11 Options Calls 0 Puts 1
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