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
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
21.4K
+ 13.81%
$52.12 - $55.33 $1.11M - $1.18M
176K $9.75B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
53.4K
+ 49.68%
$25.43 - $27.31 $1.36M - $1.46M
161K $4.39B
Strive Enhanced Income Short Maturity ETF
79.8K
New
N/A
79.8K $1.62B
Goldman Sachs Nasdaq 100 Premium Income ETF
30.5K
+ 1378.06%
N/A
32.7K $1.72B
DUK
Duke Energy Corp

Utilities
11.4K
+ 37.74%
$116.31 - $125.93 $1.33M - $1.44M
41.6K $5.15B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
14.3K
+ 21.62%
$98.52 - $103.93 $1.41M - $1.49M
80.6K $8.3B
GS
Goldman Sachs Group Inc

Financial Services
1.67K
+ 64.69%
$696.56 - $806.32 $1.16M - $1.34M
4.24K $3.38B
NEM
Newmont Corp

Basic Materials
12.7K
+ 73.34%
$57.35 - $85.25 $729K - $1.08M
30.1K $2.53B
CGCP
Capital Group Core Plus Income

ETFs
65.7K
+ 328.2%
$22.27 - $22.95 $1.46M - $1.51M
85.7K $1.95B
BK
Bank Of New York Mellon Corp

Financial Services
11.6K
+ 105.05%
$90.65 - $109.75 $1.05M - $1.27M
22.5K $2.46B
VB
Vanguard Small Cap ETF

ETFs
3.89K
+ 14.64%
$237.58 - $259.17 $925K - $1.01M
30.5K $7.75B
STX
Seagate Technology Holdings PLC

Technology
3.6K
+ 55.37%
$142.01 - $236.06 $511K - $849K
10.1K $2.38B
URI
United Rentals, Inc.

Industrials
1.23K
+ 91.38%
$774.14 - $975.23 $951K - $1.2M
2.57K $2.46B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
10.4K
+ 205.95%
$128.6 - $136.01 $1.34M - $1.42M
15.5K $2.09B
IGF
Ishares Global Infrastructure

ETFs
23.3K
+ 1866.05%
$58.29 - $61.43 $1.36M - $1.43M
24.5K $1.5B
ETN
Eaton Corp PLC

Industrials
3.2K
+ 25.3%
$342.99 - $392.76 $1.1M - $1.26M
15.9K $5.94B
LMT
Lockheed Martin Corp

Industrials
2.27K
+ 29.23%
$410.74 - $499.21 $932K - $1.13M
10K $5.01B
DGRO
Ishares Core Dividend Growth E

ETFs
19.1K
+ 76.86%
$64.12 - $68.08 $1.23M - $1.3M
44K $3B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
50.2K
+ 4297.43%
$26.92 - $28.6 $1.35M - $1.44M
51.4K $1.44B
PG
Procter & Gamble CO

Consumer Defensive
12K
+ 15.35%
$150.47 - $161.22 $1.8M - $1.93M
90.1K $13.8B
IWM
Ishares Russell 2000 ETF

ETFs
2.71K
+ 9.64%
$214.92 - $244.84 $582K - $663K
30.8K $7.45B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
26.7K
+ 44.61%
$49.78 - $50.75 $1.33M - $1.35M
86.5K $4.38B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
27.4K
+ 27.35%
$48.72 - $50.73 $1.33M - $1.39M
127K $6.29B
VZ
Verizon Communications Inc

Communication Services
29.3K
+ 24.5%
$40.84 - $45.06 $1.19M - $1.32M
149K $6.53B
BA
Boeing CO

Industrials
5.97K
+ 47.69%
$209.79 - $237.38 $1.25M - $1.42M
18.5K $3.99B
VONV
Vanguard Russell 1000 Value Et

ETFs
14.9K
+ 209.42%
$84.55 - $89.54 $1.26M - $1.34M
22K $1.97B
CMI
Cummins Inc

Industrials
2.45K
+ 71.3%
$327.85 - $426.39 $803K - $1.04M
5.88K $2.49B
UNH
Unitedhealth Group Inc

Healthcare
2.33K
+ 14.47%
$237.77 - $353.61 $555K - $825K
18.5K $6.37B
IXUS
Ishares Tr

ETFs
15.2K
+ 92.31%
$76.35 - $82.58 $1.16M - $1.25M
31.6K $2.61B
AAL
American Airlines Group Inc.

Industrials
117K
+ 9081.45%
N/A
118K $1.32B
JGRO
J P Morgan Exchange Traded Fd
12.8K
+ 137.09%
N/A
22.2K $2.08B
DELL
Dell Technologies Inc.

Technology
3.13K
+ 7.25%
$120.96 - $141.77 $378K - $443K
46.3K $6.56B
Avantis U.S. Mid Cap Value ETF
16.9K
+ 55.67%
N/A
47.1K $3.25B
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
41.1K
+ 4646.55%
$24.38 - $30.89 $1M - $1.27M
42K $1.29B
PH
Parker Hannifin Corp

Industrials
1.53K
+ 96.05%
$697.13 - $769.67 $1.07M - $1.18M
3.13K $2.37B
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
20.5K
+ 62181.82%
$56.98 - $61.66 $1.17M - $1.27M
20.6K $1.26B
FPX
First Trust Us Equity Opportun

ETFs
7.41K
+ 892.06%
$141.57 - $166.21 $1.05M - $1.23M
8.24K $1.37B
PEP
Pepsico Inc

Consumer Defensive
6.65K
+ 17.85%
$133.81 - $152.16 $890K - $1.01M
43.9K $6.17B
KLAC
Kla Corp

Technology
939
+ 75.85%
$843.9 - $1078.6 $792K - $1.01M
2.18K $2.35B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
81.3K
+ 227.04%
$11.64 - $15.79 $946K - $1.28M
117K $1.72B
JNK
Spdr Bloomberg High Yield Bond

ETFs
12.1K
+ 25.22%
$96.22 - $98.19 $1.17M - $1.19M
60.2K $5.9B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.13K
+ 26.62%
$132.9 - $142.03 $948K - $1.01M
33.9K $4.78B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
24.4K
+ 24.79%
$45.72 - $47.27 $1.12M - $1.15M
123K $5.77B
MBB
Ishares Tr

ETFs
11.2K
+ 10.18%
$92.46 - $95.73 $1.04M - $1.07M
121K $11.5B
Ft Vest Us Equity Moderate Buffer ETF February
29.2K
+ 368.91%
N/A
37.2K $1.51B
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF February
34K
+ 411.43%
N/A
42.2K $1.48B
TECL
Direxion Daily Technology Bull

ETFs
9.49K
New
$91.12 - $125.66 $865K - $1.19M
9.49K $1.18B
C
Citigroup Inc

Financial Services
6.47K
+ 20.28%
$85.57 - $103.49 $554K - $670K
38.4K $3.9B
SNPS
Synopsys Inc

Technology
2.46K
+ 130.92%
$387.78 - $645.35 $954K - $1.59M
4.34K $2.14B
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
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