Farrow Financial Inc. Portfolio Holdings

Farrow Financial Inc.

  • $149 Billion
  • Q1 2025

Farrow Financial Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $12B, Ishares Tr Msci Usa Esg Select with a value of $11.1B, Vaneck Morningstar Wide Moat E with a value of $9.29B, Ishares Tr Edge Msci Intl Valu with a value of $8.58B, and Apple Inc. with a value of $8.27B.

Examining the 13F form we can see an decrease of $5.35B in the current position value, from $154B to 149B.

Farrow Financial Inc. is based out at Randolph, VT

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

Portfolio value $149 Billion
ETFs: $88 Billion
Technology: $26.2 Billion
Utilities: $7.36 Billion
Healthcare: $7.26 Billion
Industrials: $6.65 Billion
Financial Services: $5.04 Billion
Basic Materials: $2.24 Billion
Communication Services: $2.07 Billion
Other: $1.24 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $149 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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