Farther Finance Advisors, LLC Portfolio Holdings

Farther Finance Advisors, LLC

  • $2.67 Trillion
  • Q3 2024

Farther Finance Advisors, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.67 Trillion distributed in 4022 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 $172B, Vanguard Index Fds S&P 500 ETF with a value of $132B, Nvidia Corp with a value of $103B, Apple Inc. with a value of $73.9B, and Ishares Core Total Usd Bond Ma with a value of $71.9B.

Examining the 13F form we can see an increase of $602B in the current position value, from $2.06T to 2.67T. Also it can be appreciated an additional of 387 stocks purchases and 7 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 $2.67 Trillion
Technology: $344 Billion
Financial Services: $135 Billion
Healthcare: $92 Billion
Consumer Cyclical: $91.9 Billion
Industrials: $79.5 Billion
Communication Services: $66.9 Billion
Consumer Defensive: $65.1 Billion
Energy: $40 Billion
Other: $65.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$172 Billion 6.44% of portfolio
297,487
Q3 2024 Added 13.96%
$0
$132 Billion 4.97% of portfolio
251,075
Q3 2024 Added 16.5%
$366B
$103 Billion 3.88% of portfolio
851,185
Q3 2024 Added 12.22%
$3.67T
$73.9 Billion 2.77% of portfolio
317,153
Q3 2024 Added 30.85%
$0
$71.9 Billion 2.7% of portfolio
1,525,730
Q3 2024 Added 39.18%
$3.08T
$57.6 Billion 2.16% of portfolio
133,942
Q3 2024 Added 34.6%
$0
$43.6 Billion 1.63% of portfolio
1,927,321
Q3 2024 Added 6.97%
$0
$32.6 Billion 1.22% of portfolio
300,348
Q3 2024 Added 36.93%
$0
$32.2 Billion 1.21% of portfolio
609,284
Q3 2024 Added 45.23%
$0
$31.8 Billion 1.19% of portfolio
405,699
Q3 2024 Reduced 1.42%
$0
$29.4 Billion 1.1% of portfolio
51,244
Q3 2024 Added 56.89%
$0
$28.5 Billion 1.07% of portfolio
159,202
Q3 2024 Added 3.44%
$2.02T
$28 Billion 1.05% of portfolio
150,089
Q3 2024 Added 13.42%
$0
$24.7 Billion 0.93% of portfolio
211,493
Q3 2024 Added 19.91%
$0
$23.1 Billion 0.87% of portfolio
240,965
Q3 2024 Added 23.3%
$0
$20.5 Billion 0.77% of portfolio
262,033
Q3 2024 Added 9.3%
$0
$19.5 Billion 0.73% of portfolio
248,114
Q3 2024 Reduced 18.02%
$0
$19.1 Billion 0.72% of portfolio
331,725
Q3 2024 Added 61.35%
$0
$19.1 Billion 0.72% of portfolio
316,296
Q3 2024 Added 21.77%
$0
$18.9 Billion 0.71% of portfolio
381,084
Q3 2024 Added 25.46%
$0
$18.3 Billion 0.69% of portfolio
243,975
Q3 2024 Added 28.31%
$0
$18.2 Billion 0.68% of portfolio
169,418
Q3 2024 Added 13.65%
$0
$17.7 Billion 0.67% of portfolio
425,551
Q3 2024 Added 140.75%
$614B
$17.6 Billion 0.66% of portfolio
38,179
Q3 2024 Added 8.73%
$0
$15.8 Billion 0.59% of portfolio
80,381
Q3 2024 Added 20.06%
$0
$15.5 Billion 0.58% of portfolio
101,947
Q3 2024 Added 5.42%
$0
$15.5 Billion 0.58% of portfolio
460,891
Q3 2024 Added 94.99%
$0
$15.2 Billion 0.57% of portfolio
31,180
Q3 2024 Added 24.49%
$0
$13.9 Billion 0.52% of portfolio
223,213
Q3 2024 Added 669.99%
$0
$13.8 Billion 0.52% of portfolio
143,566
Q3 2024 Added 14.33%
$0
$13.7 Billion 0.52% of portfolio
78,742
Q3 2024 Added 32.3%
$0
$13.2 Billion 0.49% of portfolio
203,065
Q3 2024 Added 157.17%
$0
$12.8 Billion 0.48% of portfolio
223,806
Q3 2024 Reduced 0.42%
$0
$12.9 Billion 0.48% of portfolio
235,563
Q3 2024 Added 44.89%
$0
$12.3 Billion 0.46% of portfolio
324,075
Q3 2024 Added 537.14%
$713B
$12.4 Billion 0.46% of portfolio
13,973
Q3 2024 Added 12.21%
$0
$12.4 Billion 0.46% of portfolio
252,631
Q3 2024 Reduced 7.03%
$0
$12.3 Billion 0.46% of portfolio
199,207
Q3 2024 Added 133.64%
$1.03T
$11.9 Billion 0.45% of portfolio
71,360
Q3 2024 Added 20.75%
$1.27T
$11.9 Billion 0.45% of portfolio
20,753
Q3 2024 Added 27.51%
$3.7B
$11.6 Billion 0.44% of portfolio
462,116
Q3 2024 Added 0.37%
$0
$11.7 Billion 0.44% of portfolio
331,230
Q3 2024 Reduced 12.26%
$316B
$10.8 Billion 0.41% of portfolio
73,638
Q3 2024 Added 4.48%
$0
$10.4 Billion 0.39% of portfolio
169,920
Q3 2024 Added 42.98%
$0
$10.4 Billion 0.39% of portfolio
431,178
Q3 2024 Added 58.39%
$0
$10 Billion 0.38% of portfolio
102,386
Q3 2024 Added 26.38%
$0
$10.2 Billion 0.38% of portfolio
212,640
Q3 2024 Added 32.13%
$0
$9.76 Billion 0.37% of portfolio
117,385
Q3 2024 Added 112.01%
$0
$9.73 Billion 0.37% of portfolio
415,111
Q3 2024 Added 11.11%

Summary

  • Portfolio
  • No. of Stocks 4,022
  • Current Value $2.67 Trillion
  • Prior Value $2.06 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 387 stocks
  • Additional Purchases 1,965 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 954 stocks
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