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
HD
Home Depot, Inc.

Consumer Cyclical
4.18K
+ 19.13%
$347.25 - $424.87 $1.45M - $1.77M
26K $9.51B
AXP
American Express CO

Financial Services
4.24K
+ 80.06%
$255.39 - $325.87 $1.08M - $1.38M
9.55K $2.58B
DFAE
Dimensional ETF Tr

ETFs
37.9K
+ 135.18%
$24.64 - $26.86 $934K - $1.02M
65.9K $1.72B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
72.5K
+ 342.09%
$13.05 - $13.97 $946K - $1.01M
93.7K $1.28B
CTA
Simplify Exch Traded Fds Simpl

ETFs
33.2K
+ 662.78%
$27.81 - $30.21 $924K - $1M
38.2K $1.14B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
18.8K
+ 503.94%
$51.3 - $56.76 $964K - $1.07M
22.5K $1.2B
NOC
Northrop Grumman Corp

Industrials
1.79K
+ 98.62%
$433.45 - $513.82 $774K - $917K
3.6K $1.84B
DGRO
Ishares Core Dividend Growth E

ETFs
15.9K
+ 244.13%
$60.46 - $64.42 $963K - $1.03M
22.5K $1.38B
VO
Vanguard Mid Cap ETF

ETFs
3.85K
+ 50.35%
$251.87 - $277.95 $969K - $1.07M
11.5K $2.98B
EMGF
Ishares Msci Emerging Markets

ETFs
20.3K
+ 492.34%
$44.18 - $48.23 $895K - $977K
24.4K $1.15B
LOW
Lowes Companies Inc

Consumer Cyclical
4.54K
+ 54.91%
$222.66 - $268.42 $1.01M - $1.22M
12.8K $3B
FBT
First Trust Nyse Arca Biotechn

ETFs
5.81K
+ 5808.0%
$164.86 - $182.19 $958K - $1.06M
5.91K $972M
FXH
First Tr Exchange Trd Fd Healt

ETFs
9.03K
+ 3060.34%
$102.5 - $112.02 $925K - $1.01M
9.32K $958M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7.96K
+ 1176.37%
$113.22 - $126.36 $902K - $1.01M
8.64K $996M
DUK
Duke Energy Corp

Utilities
6.12K
+ 48.27%
$105.87 - $121.97 $648K - $746K
18.8K $2.28B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
19.8K
+ 4102.48%
$44.96 - $47.9 $891K - $949K
20.3K $925M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
35K
+ 165.12%
$25.44 - $25.58 $891K - $896K
56.3K $1.43B
OXY
Occidental Petroleum Corp

Energy
18.1K
+ 176.31%
$45.45 - $52.7 $823K - $954K
28.4K $1.4B
CAT
Caterpillar Inc

Industrials
3.48K
+ 41.63%
$326.75 - $407.63 $1.14M - $1.42M
11.8K $3.91B
FVD
First Tr Value Line Divid Inde

ETFs
19.5K
+ 1991.71%
$42.61 - $45.51 $829K - $886K
20.4K $911M
WM
Waste Management Inc

Industrials
3.08K
+ 66.88%
$200.54 - $233.78 $618K - $721K
7.69K $1.8B
BMY
Bristol Myers Squibb CO

Healthcare
13.4K
+ 59.33%
$53.9 - $63.11 $721K - $844K
35.9K $2.14B
KMB
Kimberly Clark Corp

Consumer Defensive
5.4K
+ 71.76%
$124.46 - $147.4 $672K - $796K
12.9K $1.85B
DAUG
First Tr ETF Viii Cboe Vest Us
21.9K
+ 3996.53%
N/A
22.4K $871M
MMM
3 M CO

Industrials
5.04K
+ 92.7%
$129.7 - $155.12 $654K - $782K
10.5K $1.55B
VPU
Vanguard Utilities ETF

ETFs
4.4K
+ 47.71%
$161.24 - $173.33 $709K - $762K
13.6K $2.33B
VIG
Vanguard Dividend Appreciation

ETFs
4.8K
+ 10.02%
N/A
52.7K $10.2B
MDT
Medtronic PLC

Healthcare
3.53K
+ 6.14%
$79.84 - $94.5 $282K - $334K
61.1K $5.4B
NEE
Nextera Energy Inc

Utilities
11.7K
+ 30.36%
$66.96 - $76.16 $781K - $888K
50.1K $3.55B
FXR
First Trust Industrials/Produc

ETFs
11.6K
+ 321.93%
$68.3 - $79.81 $789K - $922K
15.1K $1.06B
MAR
Marriott International Inc

Consumer Cyclical
3.83K
+ 123.36%
$237.01 - $304.45 $908K - $1.17M
6.93K $1.65B
LMT
Lockheed Martin Corp

Industrials
2.24K
+ 38.29%
$423.19 - $506.29 $947K - $1.13M
8.08K $3.62B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.91K
+ 33.0%
$126.11 - $135.06 $746K - $799K
23.8K $3.07B
FEM
First Trust Emerging Markets A

ETFs
33.8K
+ 3210.84%
$21.28 - $23.9 $719K - $807K
34.8K $800M
ALL
Allstate Corp

Financial Services
3.53K
+ 169.43%
$180.99 - $210.18 $639K - $742K
5.62K $1.17B
JPUS
Jpmorgan Diversified Return Us

ETFs
6.55K
+ 1441.63%
$111.89 - $119.08 $732K - $779K
7K $807M
PSX
Phillips 66

Energy
5.37K
+ 65.62%
$113.93 - $131.55 $612K - $707K
13.6K $1.69B
MELI
Mercadolibre Inc

Consumer Cyclical
362
+ 135.58%
$1739.0 - $2260.0 $630K - $818K
629 $1.2B
NSC
Norfolk Southern Corp

Industrials
3.15K
+ 109.96%
$227.69 - $259.76 $717K - $817K
6.01K $1.42B
TJX
Tjx Companies Inc

Consumer Cyclical
5.92K
+ 47.91%
$112.81 - $126.16 $667K - $746K
18.3K $2.24B
O
Realty Income Corp

Real Estate
12.7K
+ 230.45%
$51.67 - $58.49 $654K - $740K
18.1K $1.04B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
25.1K
+ 70.25%
$27.64 - $28.58 $694K - $718K
60.9K $1.74B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
30.8K
+ 20.79%
$25.12 - $26.05 $772K - $801K
179K $4.52B
CMF
Ishares California Muni Bond E

ETFs
13.1K
+ 469.87%
$55.93 - $57.47 $733K - $753K
15.9K $894M
Annaly Capital Management Inc Com New
35.8K
+ 664.28%
N/A
41.2K $827M
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
25.5K
+ 10752.32%
$27.19 - $31.34 $693K - $799K
25.7K $730M
PPL
Ppl Corp

Utilities
17.7K
+ 81.61%
$31.68 - $36.11 $559K - $638K
39.3K $1.42B
GE
General Electric CO

Industrials
1.06K
+ 7.89%
$168.59 - $212.13 $179K - $225K
14.5K $2.95B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.12K
+ 44.29%
$100.32 - $100.76 $714K - $717K
23.2K $2.32B
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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