Farther Finance Advisors, LLC Incresed Positions in Q1 2025

Farther Finance Advisors, LLC

  • $3.92 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.86K
+ 606.51%
$15.97 - $18.5 $29.7K - $34.4K
2.17K $35.2M
CRVL
Corvel Corp

Financial Services
252
+ 44.68%
$103.48 - $128.46 $26.1K - $32.4K
816 $92.5M
CNXN
Pc Connection Inc

Technology
469
+ 23450.0%
$59.79 - $74.22 $28K - $34.8K
471 $29.7M
FTA
First Tr Large Cap Value

ETFs
380
+ 447.06%
$74.42 - $80.34 $28.3K - $30.5K
465 $35.6M
UBSI
United Bankshares Inc

Financial Services
850
+ 726.5%
$34.03 - $39.27 $28.9K - $33.4K
967 $33.3M
WEN
Wendy'S CO

Consumer Cyclical
1.96K
+ 1111.93%
$14.17 - $16.17 $27.7K - $31.6K
2.13K $31.4M
LRN
Stride, Inc.

Consumer Defensive
66
+ 8.31%
$106.34 - $142.28 $7.02K - $9.39K
860 $111M
DOV
Dover Corp

Industrials
187
+ 45.39%
$174.65 - $206.43 $32.7K - $38.6K
599 $106M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.06K
+ 18.62%
$165.25 - $224.62 $341K - $463K
13.1K $2.21B
CHE
Chemed Corp

Healthcare
28
+ 22.95%
$521.84 - $615.32 $14.6K - $17.2K
150 $92.8M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
980
+ 56.39%
$25.34 - $26.96 $24.8K - $26.4K
2.72K $72M
Reddit Inc Cl A
374
+ 152.03%
N/A
620 $68.3M
AZTA
Azenta, Inc.

Healthcare
859
+ 788.07%
$34.61 - $54.75 $29.7K - $47K
968 $33M
DTM
Dt Midstream, Inc.

Energy
296
+ 24.69%
$86.95 - $113.75 $25.7K - $33.7K
1.5K $147M
KT
Kt Corp

Communication Services
1.45K
+ 174.76%
$15.57 - $18.63 $22.5K - $27K
2.28K $40.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
572
+ 68.67%
$48.02 - $53.02 $27.5K - $30.3K
1.41K $69.7M
IONQ
Ion Q, Inc.

Technology
1.3K
+ 780.12%
$18.27 - $51.07 $23.7K - $66.1K
1.46K $33.9M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
505
+ 43.09%
$55.12 - $62.6 $27.8K - $31.6K
1.68K $95.1M
EXEL
Exelixis, Inc.

Healthcare
307
+ 6.06%
$32.38 - $39.16 $9.94K - $12K
5.37K $195M
NNN
National Retail Properties, Inc.

Real Estate
546
+ 25.56%
$38.0 - $43.19 $20.7K - $23.6K
2.68K $114M
MUSA
Murphy Usa Inc.

Consumer Cyclical
61
+ 63.54%
$435.02 - $515.95 $26.5K - $31.5K
157 $74.6M
CHWY
Chewy, Inc.

Consumer Cyclical
787
+ 38.92%
$31.83 - $39.8 $25.1K - $31.3K
2.81K $94M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
273
+ 30.81%
$113.13 - $127.79 $30.9K - $34.9K
1.16K $132M
SAN
Banco Santander, S.A.

Financial Services
955
+ 10.74%
$4.46 - $7.14 $4.26K - $6.82K
9.85K $66.8M
Simplify Mbs ETF
516
+ 244.55%
N/A
727 $36.6M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
553
+ 121.54%
N/A
1.01K $46.4M
MPW
Medical Properties Trust Inc

Real Estate
2.61K
+ 49.46%
$3.83 - $6.21 $9.98K - $16.2K
7.88K $46.5M
PFGC
Performance Food Group CO

Consumer Defensive
334
+ 203.66%
$74.86 - $90.93 $25K - $30.4K
498 $39.6M
WK
Workiva Inc

Technology
360
+ 705.88%
$75.91 - $114.09 $27.3K - $41.1K
411 $31.3M
LVS
Las Vegas Sands Corp

Consumer Cyclical
856
+ 133.13%
$38.18 - $50.93 $32.7K - $43.6K
1.5K $58.7M
WEX
Wex Inc.

Technology
168
+ 161.54%
$148.29 - $186.78 $24.9K - $31.4K
272 $43.8M
VLY
Valley National Bancorp

Financial Services
2.9K
+ 206.56%
$8.56 - $10.42 $24.8K - $30.2K
4.3K $38.2M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
2.39K
+ 9954.17%
$9.92 - $11.41 $23.7K - $27.3K
2.41K $25.7M
CET
Central Securities Corp

Financial Services
565
+ 763.51%
$44.41 - $48.17 $25.1K - $27.2K
639 $28.8M
PEGA
Pegasystems Inc

Technology
974
+ 50.86%
$68.14 - $112.29 $66.4K - $109K
2.89K $204M
GDV
Gabelli Dividend & Income Trust

Financial Services
1.05K
+ 380.43%
$23.47 - $25.3 $24.6K - $26.6K
1.33K $32M
CDW
Cdw Corp

Technology
207
+ 30.4%
$160.26 - $206.13 $33.2K - $42.7K
888 $144M
AVB
Avalonbay Communities Inc

Real Estate
143
+ 14.23%
$207.86 - $228.08 $29.7K - $32.6K
1.15K $246M
NU
Nu Holdings Ltd.

Financial Services
2.39K
+ 128.74%
$10.12 - $13.95 $24.2K - $33.4K
4.25K $44.3M
FHI
Federated Hermes, Inc.

Financial Services
614
+ 246.59%
$37.58 - $41.51 $23.1K - $25.5K
863 $35.3M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
2.84K
+ 274.54%
$8.58 - $8.9 $24.3K - $25.2K
3.87K $33.9M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
800
+ 96.5%
$17.16 - $25.25 $13.7K - $20.2K
1.63K $39.1M
FCFS
First Cash Holdings, Inc.

Financial Services
202
+ 808.0%
$102.59 - $120.32 $20.7K - $24.3K
227 $27.5M
HUBG
Hub Group, Inc.

Industrials
700
+ 440.25%
$36.53 - $46.48 $25.6K - $32.5K
859 $32M
EAT
Brinker International, Inc

Consumer Cyclical
161
+ 575.0%
$133.46 - $189.14 $21.5K - $30.5K
189 $28.6M
WGO
Winnebago Industries Inc

Consumer Cyclical
720
+ 36000.0%
$34.4 - $49.81 $24.8K - $35.9K
722 $24.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
339
+ 0.97%
$25.35 - $27.46 $8.59K - $9.31K
35.3K $941M
MTD
Mettler Toledo International Inc

Healthcare
25
+ 39.06%
$1177.09 - $1390.0 $29.4K - $34.8K
89 $103M
SATS
Echo Star Corp

Technology
975
+ 8125.0%
$22.73 - $31.23 $22.2K - $30.4K
987 $24.9M
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