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
EVR
Evercore Inc.

Financial Services
110
+ 23.45%
$190.28 - $291.27 $20.9K - $32K
579 $116M
MORN
Morningstar, Inc.

Financial Services
1
+ 0.25%
$282.49 - $334.73 $282 - $335
408 $123M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
24
+ 3.82%
$254.58 - $302.92 $6.11K - $7.27K
653 $167M
PHM
Pultegroup Inc

Consumer Cyclical
53
+ 1.57%
$101.09 - $118.51 $5.36K - $6.28K
3.43K $353M
PBF
Pbf Energy Inc.

Energy
32
+ 1.56%
$18.97 - $31.31 $607 - $1K
2.09K $40.2M
WCC
Wesco International Inc

Industrials
98
+ 7.91%
$155.3 - $199.95 $15.2K - $19.6K
1.34K $209M
CCL
Carnival Corp

Consumer Cyclical
418
+ 9.58%
$19.08 - $28.49 $7.98K - $11.9K
4.78K $92.7M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.79K
+ 8.02%
$81.62 - $96.63 $309K - $366K
51K $4.28B
SHOP
Shopify Inc.

Technology
977
+ 7.58%
$90.59 - $129.31 $88.5K - $126K
13.9K $1.35B
SNPS
Synopsys Inc

Technology
158
+ 9.08%
$428.58 - $551.54 $67.7K - $87.1K
1.9K $828M
IX
Orix Corp

Financial Services
1.1K
+ 234.69%
$20.44 - $107.42 $22.4K - $118K
1.56K $32.6M
S
Sentinel One, Inc.

Technology
1.6K
+ 12.07%
$18.17 - $24.97 $29.1K - $40K
14.9K $277M
ARKQ
Ark Autonomous Technology & Ro

ETFs
217
+ 6.88%
$65.76 - $84.94 $14.3K - $18.4K
3.37K $224M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
203
+ 4.69%
$121.0 - $142.28 $24.6K - $28.9K
4.53K $565M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
55
+ 9.6%
$634.14 - $744.83 $34.9K - $41K
628 $387M
LDOS
Leidos Holdings, Inc.

Technology
50
+ 1.59%
$126.82 - $161.11 $6.34K - $8.06K
3.19K $431M
TER
Teradyne, Inc

Technology
900
+ 40.32%
$82.6 - $140.0 $74.3K - $126K
3.13K $259M
Arista Networks Inc Com Shs
3.46K
+ 37.34%
N/A
12.7K $997M
MTH
Meritage Homes Corp

Consumer Cyclical
199
+ 41.72%
$69.41 - $152.01 $13.8K - $30.2K
676 $48M
AVAV
Aero Vironment Inc

Industrials
119
+ 9.48%
$119.19 - $186.12 $14.2K - $22.1K
1.37K $167M
CW
Curtiss Wright Corp

Industrials
93
+ 5.35%
$304.82 - $384.07 $28.3K - $35.7K
1.83K $591M
NOG
Northern Oil & Gas, Inc.

Energy
12
+ 0.32%
$26.89 - $42.07 $323 - $505
3.75K $112M
SMR
Nuscale Power Corp

Industrials
833
+ 6.9%
$14.16 - $29.08 $11.8K - $24.2K
12.9K $189M
FLR
Fluor Corp

Industrials
216
+ 7.5%
$34.29 - $55.28 $7.41K - $11.9K
3.1K $113M
PNC
Pnc Financial Services Group, Inc.

Financial Services
457
+ 7.6%
$168.84 - $202.89 $77.2K - $92.7K
6.47K $1.13B
IRBO
Ishares Robotics & Artificial

ETFs
125
+ 1.69%
N/A
7.54K $240M
GLW
Corning Inc

Technology
206
+ 0.92%
$44.91 - $54.25 $9.25K - $11.2K
22.6K $1.03B
BX
Blackstone Inc.

Financial Services
2.56K
+ 18.83%
$136.53 - $186.74 $349K - $477K
16.1K $2.3B
WDC
Western Digital Corp

Technology
609
+ 18.4%
$40.43 - $72.03 $24.6K - $43.9K
3.92K $160M
DHR
Danaher Corp

Healthcare
935
+ 12.01%
$201.62 - $250.59 $189K - $234K
8.72K $1.75B
AMBA
Ambarella Inc

Technology
15
+ 0.79%
$48.94 - $82.94 $734 - $1.24K
1.92K $96.7M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
5.73K
+ 4.82%
$14.1 - $15.62 $80.8K - $89.5K
125K $1.75B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
54
+ 0.52%
$96.88 - $111.25 $5.23K - $6.01K
10.4K $1.04B
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
148
+ 2.25%
$14.67 - $22.01 $2.17K - $3.26K
6.74K $103M
VTRS
Viatris Inc

Healthcare
20
+ 0.18%
$8.68 - $12.42 $174 - $248
11.1K $95.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.39K
+ 8.12%
$77.33 - $90.16 $107K - $125K
18.5K $1.45B
ONON
On Holding Ag

Consumer Cyclical
78
+ 1.99%
$43.92 - $63.62 $3.43K - $4.96K
3.99K $170M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
15
+ 1.46%
$200.77 - $270.08 $3.01K - $4.05K
1.04K $210M
Cava Group Inc Com
90
+ 4.32%
N/A
2.17K $189M
MRNA
Moderna, Inc.

Healthcare
26
+ 0.74%
$28.35 - $47.53 $737 - $1.24K
3.55K $96.3M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.38K
+ 10.16%
$47.25 - $67.02 $65K - $92.2K
14.9K $713M
DDOG
Datadog, Inc.

Technology
199
+ 10.74%
$98.68 - $151.89 $19.6K - $30.2K
2.05K $207M
WDAY
Workday, Inc.

Technology
93
+ 2.73%
$233.53 - $277.82 $21.7K - $25.8K
3.49K $819M
TNDM
Tandem Diabetes Care Inc

Healthcare
350
+ 9.29%
$17.89 - $37.53 $6.26K - $13.1K
4.12K $77.1M
EQIX
Equinix Inc

Real Estate
40
+ 5.5%
$803.0 - $959.97 $32.1K - $38.4K
767 $626M
SQ
Block, Inc.

Technology
1.3K
+ 29.28%
$54.04 - $92.95 $70.3K - $121K
5.74K $318M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
66
+ 0.42%
$3.33 - $7.79 $220 - $514
15.7K $51M
ON
On Semiconductor Corp

Technology
411
+ 11.31%
$40.69 - $64.51 $16.7K - $26.5K
4.05K $163M
IRM
Iron Mountain Inc

Real Estate
185
+ 4.03%
$82.79 - $111.31 $15.3K - $20.6K
4.77K $415M
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
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