Farrell Financial LLC Portfolio Holdings

Farrell Financial LLC

  • $142 Billion
  • Q3 2024

Farrell Financial LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $16.6B, Schwab Strategic Tr Us Large C with a value of $9.99B, Vanguard World Fd Esg U.S. Sto with a value of $9.06B, Apple Inc. with a value of $7.35B, and Vanguard Mid Cap ETF with a value of $6.65B.

Examining the 13F form we can see an increase of $13.2B in the current position value, from $128B to 142B.

Farrell Financial LLC is based out at Orchard Park, NY

Below you can find more details about Farrell Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $142 Billion
ETFs: $120 Billion
Technology: $12.9 Billion
Financial Services: $4.77 Billion
Consumer Cyclical: $2.36 Billion
Consumer Defensive: $725 Million
Energy: $429 Million
Healthcare: $395 Million
Communication Services: $244 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $142 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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