Farther Finance Advisors, LLC Incresed Positions in Q3 2024

Farther Finance Advisors, LLC

  • $2.67 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VST
Vistra Corp.

Utilities
471
+ 28.56%
$69.0 - $119.06 $32.5K - $56.1K
2.12K $251M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
614
+ 21.83%
$211.47 - $281.27 $130K - $173K
3.43K $841M
STRL
Sterling Construction CO Inc

Industrials
494
+ 42.77%
$102.56 - $148.9 $50.7K - $73.6K
1.65K $239M
OXLC
Oxford Lane Capital Corp.

Financial Services
20.3K
+ 6666.45%
$5.15 - $5.67 $104K - $115K
20.6K $108M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.97K
+ 43.84%
$50.15 - $51.27 $98.9K - $101K
6.47K $332M
EPD
Enterprise Products Partners L.P.

Energy
3.61K
+ 56.1%
$27.88 - $30.0 $101K - $108K
10K $292M
ABR
Arbor Realty Trust Inc

Real Estate
6.49K
+ 183.2%
$12.89 - $15.66 $83.6K - $102K
10K $156M
TROW
Price T Rowe Group Inc

Financial Services
1.13K
+ 31.02%
$101.71 - $120.75 $115K - $136K
4.76K $519M
BLD
Top Build Corp

Industrials
242
+ 107.08%
$360.4 - $479.09 $87.2K - $116K
468 $190M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.46K
+ 53.39%
$217.89 - $392.15 $319K - $574K
4.21K $1.18B
U
Unity Software Inc.

Technology
538
+ 4.01%
$13.93 - $23.19 $7.49K - $12.5K
13.9K $315M
WM
Waste Management Inc

Industrials
527
+ 14.83%
$196.96 - $223.45 $104K - $118K
4.08K $847M
URI
United Rentals, Inc.

Industrials
46
+ 11.79%
$627.41 - $814.1 $28.9K - $37.4K
436 $353M
WING
Wingstop Inc.

Consumer Cyclical
245
+ 942.31%
$352.46 - $427.92 $86.4K - $105K
271 $113M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.18K
+ 7888.68%
$23.57 - $24.19 $98.5K - $101K
4.23K $102M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
31
+ 0.14%
$48.51 - $52.86 $1.5K - $1.64K
22.9K $1.21B
CMA
Comerica Inc

Financial Services
1.25K
+ 43.6%
$49.93 - $61.49 $62.5K - $76.9K
4.12K $247M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.66K
+ 19.82%
$46.18 - $48.92 $76.6K - $81.2K
10K $487M
KNSL
Kinsale Capital Group, Inc.

Financial Services
74
+ 8.24%
$370.41 - $491.09 $27.4K - $36.3K
972 $453M
SRE
Sempra Energy

Utilities
572
+ 9.39%
$74.97 - $84.04 $42.9K - $48.1K
6.67K $557M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
378
+ 47.01%
$201.82 - $234.36 $76.3K - $88.6K
1.18K $273M
CVLT
Commvault Systems Inc

Technology
553
+ 117.16%
$119.99 - $155.51 $66.4K - $86K
1.03K $158M
DOCU
Docusign, Inc.

Technology
1.27K
+ 41.69%
$49.73 - $62.53 $63.2K - $79.5K
4.32K $268M
D
Dominion Energy, Inc

Utilities
841
+ 16.32%
$48.01 - $58.53 $40.4K - $49.2K
6K $346M
APP
App Lovin Corp

Technology
613
+ 150.61%
$67.14 - $130.65 $41.2K - $80.1K
1.02K $133M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
8.06K
+ 60.89%
$12.67 - $14.36 $102K - $116K
21.3K $286M
ENB
Enbridge Inc

Energy
1.19K
+ 12.73%
$35.27 - $41.18 $42.1K - $49.1K
10.6K $429M
NEM
Newmont Corp

Basic Materials
49
+ 0.61%
$41.65 - $55.85 $2.04K - $2.74K
8.06K $431M
OKE
Oneok Inc

Energy
313
+ 4.3%
$78.62 - $95.27 $24.6K - $29.8K
7.59K $692M
GL
Globe Life Inc.

Financial Services
166
+ 4.82%
$80.92 - $109.6 $13.4K - $18.2K
3.61K $382M
KHC
Kraft Heinz CO

Consumer Defensive
1.88K
+ 19.91%
$31.86 - $36.13 $59.9K - $68K
11.3K $398M
BXP
Boston Properties Inc

Real Estate
676
+ 31.86%
$60.3 - $82.49 $40.8K - $55.8K
2.8K $225M
PNW
Pinnacle West Capital Corp

Utilities
966
+ 116.25%
$75.52 - $91.31 $73K - $88.2K
1.8K $159M
GIS
General Mills Inc

Consumer Defensive
363
+ 5.53%
$62.5 - $75.15 $22.7K - $27.3K
6.93K $512M
AEE
Ameren Corp

Utilities
101
+ 1.94%
$70.45 - $87.46 $7.12K - $8.83K
5.31K $464M
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
3.49K
+ 48.93%
$23.2 - $26.07 $80.9K - $90.9K
10.6K $271M
Rex Fang & Innovation Equity Premium Income ETF
2.02K
+ 93.38%
N/A
4.18K $214M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.77K
+ 5.43%
$26.14 - $27.97 $46.3K - $49.5K
34.4K $948M
IBDV
Ishares Tr

Technology
4.27K
+ 12188.57%
$21.11 - $22.24 $90.1K - $94.9K
4.3K $95.4M
CYBR
Cyber Ark Software Ltd.

Technology
246
+ 24.05%
$241.52 - $291.61 $59.4K - $71.7K
1.27K $370M
AON
Aon PLC

Financial Services
154
+ 19.69%
$293.16 - $351.06 $45.1K - $54.1K
936 $324M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
529
+ 45.84%
$152.9 - $180.39 $80.9K - $95.4K
1.68K $294M
O
Realty Income Corp

Real Estate
555
+ 10.45%
$52.36 - $63.42 $29.1K - $35.2K
5.87K $372M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
9.04K
+ 142.27%
$7.28 - $11.9 $65.8K - $108K
15.4K $145M
LEN
Lennar Corp

Consumer Cyclical
192
+ 14.11%
$142.5 - $192.45 $27.4K - $37K
1.55K $291M
APOG
Apogee Enterprises, Inc.

Industrials
1.3K
+ 2602.0%
$58.62 - $70.02 $76.3K - $91.1K
1.35K $94.6M
IHE
Ishares Tr

ETFs
1.22K
+ 97.14%
$65.61 - $72.86 $80.2K - $89.1K
2.48K $175M
CBRE
Cbre Group, Inc.

Real Estate
271
+ 18.07%
$85.97 - $124.48 $23.3K - $33.7K
1.77K $220M
Dimensional Global Ex Us Core Fixed Income ETF
1.4K
+ 15.66%
N/A
10.3K $559M
Activity Summary
Buys All Purchases 2352 New Holdings 387 Increased Positions 1965 Sells All Sells 961 Reductions 954 Sold out 7 Options Calls 1 Puts 3
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