Farther Finance Advisors, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.92 Trillion distributed in 4305 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $226B, Vanguard Index Fds S&P 500 ETF with a value of $148B, Apple Inc. with a value of $109B, Ishares Core Total Usd Bond Ma with a value of $93.1B, and O Reilly Automotive Inc with a value of $73B.

Examining the 13F form we can see an increase of $1.16T in the current position value, from $2.77T to 3.92T. Also it can be appreciated an additional of 516 stocks purchases and 11 closed positions.

Farther Finance Advisors, LLC is based out at San Francisco, CA

Below you can find more details about Farther Finance Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.92 Trillion
Technology: $350 Billion
Consumer Cyclical: $186 Billion
Financial Services: $173 Billion
Healthcare: $109 Billion
Industrials: $92.8 Billion
Consumer Defensive: $90.4 Billion
Communication Services: $88.4 Billion
Energy: $61.2 Billion
Other: $93.6 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 4,305
  • Current Value $3.92 Trillion
  • Prior Value $2.77 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 516 stocks
  • Additional Purchases 2,006 stocks
  • Sold out of 11 stocks
  • Reduced holdings in 1,007 stocks
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