Farther Finance Advisors, LLC Portfolio Holdings

Farther Finance Advisors, LLC

  • $1.64 Trillion
  • Q1 2024

Farther Finance Advisors, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.64 Trillion distributed in 3596 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 $115B, Vanguard Index Fds S&P 500 ETF with a value of $97.1B, Nvidia Corp with a value of $60.7B, Ishares Core Total Usd Bond Ma with a value of $40.5B, and Spinnaker ETF Ser Uva Unconstr with a value of $37.1B.

Examining the 13F form we can see an increase of $1.19T in the current position value, from $458B to 1.64T. Also it can be appreciated an additional of 246 stocks purchases and 213 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 $1.64 Trillion
Technology: $191 Billion
Financial Services: $77.8 Billion
Healthcare: $60 Billion
Consumer Cyclical: $49.9 Billion
Industrials: $47.9 Billion
Consumer Defensive: $40.5 Billion
Communication Services: $38.7 Billion
Energy: $28.5 Billion
Other: $37 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$115 Billion 7.01% of portfolio
219,623
Q1 2024 Added 257.14%
$0
$97.1 Billion 5.91% of portfolio
202,353
Q1 2024 Added 3,358.43%
$2.73T
$60.7 Billion 3.69% of portfolio
67,131
Q1 2024 Added 1,959.86%
$0
$40.5 Billion 2.47% of portfolio
898,233
Q1 2024 Added 207.05%
$0
$37.1 Billion 2.26% of portfolio
1,720,678
Q1 2024 Added 125.75%
$3.09T
$35.5 Billion 2.16% of portfolio
208,667
Q1 2024 Added 271.27%
$0
$30.2 Billion 1.84% of portfolio
404,881
Q1 2024 Added 49,457.04%
$3.09T
$30.1 Billion 1.83% of portfolio
70,941
Q1 2024 Added 206.44%
$0
$25 Billion 1.52% of portfolio
327,139
Q1 2024 Added 918.84%
$0
$21.9 Billion 1.33% of portfolio
133,648
Q1 2024 Added 152.11%
$0
$19.4 Billion 1.18% of portfolio
181,337
Q1 2024 Added 396.64%
$0
$16.7 Billion 1.02% of portfolio
226,221
Q1 2024 Added 2,006.93%
$0
$15.8 Billion 0.96% of portfolio
144,836
Q1 2024 Added 1,840.72%
$0
$14.3 Billion 0.87% of portfolio
285,457
Q1 2024 Added 851.17%
$0
$13.7 Billion 0.84% of portfolio
254,327
Q1 2024 Added 120.19%
$1.8T
$13.5 Billion 0.82% of portfolio
74,837
Q1 2024 Added 129.72%
$0
$12.6 Billion 0.77% of portfolio
203,630
Q1 2024 Added 1,700.92%
$539B
$12.5 Billion 0.76% of portfolio
29,684
Q1 2024 Added 26.55%
$0
$12.5 Billion 0.76% of portfolio
260,910
Q1 2024 Added 378.77%
$1.03T
$12.2 Billion 0.74% of portfolio
78,715
Q1 2024 Added 172.05%
$0
$11.6 Billion 0.7% of portfolio
111,867
Q1 2024 Added 22.82%
$0
$11.1 Billion 0.68% of portfolio
154,555
Q1 2024 Added 545.84%
$0
$11 Billion 0.67% of portfolio
67,883
Q1 2024 Added 775.12%
$0
$10.7 Billion 0.65% of portfolio
184,454
Q1 2024 Added 333.26%
$0
$10.1 Billion 0.62% of portfolio
110,700
Q1 2024 Added 143.16%
$0
$10.2 Billion 0.62% of portfolio
75,235
Q1 2024 Added 104.74%
$0
$10.2 Billion 0.62% of portfolio
216,720
Q1 2024 Added 23,278.64%
$3.22B
$9.88 Billion 0.6% of portfolio
460,775
Q1 2024 Added 69.66%
$0
$9.63 Billion 0.59% of portfolio
51,875
Q1 2024 Added 2,593,650.0%
$0
$9.56 Billion 0.58% of portfolio
21,489
Q1 2024 Added 939.12%
$0
$9.56 Billion 0.58% of portfolio
184,982
Q1 2024 Added 104.59%
$0
$9.02 Billion 0.55% of portfolio
106,676
Q1 2024 Added 1,464.39%
$318B
$8.94 Billion 0.54% of portfolio
56,193
Q1 2024 Added 1.47%
$0
$8.46 Billion 0.51% of portfolio
190,492
Q1 2024 Added 96,108.08%
$0
$8.1 Billion 0.49% of portfolio
359,665
Q1 2024 Added 168.23%
$0
$8.12 Billion 0.49% of portfolio
95,489
Q1 2024 Added 172.96%
$0
$7.65 Billion 0.47% of portfolio
78,886
Q1 2024 Added 52.22%
$0
$7.56 Billion 0.46% of portfolio
14,484
Q1 2024 Added 480.99%
$0
$7.06 Billion 0.43% of portfolio
167,416
Q1 2024 Added 705.74%
$0
$7.05 Billion 0.43% of portfolio
61,406
Q1 2024 Reduced 27.41%
$1.06T
$6.91 Billion 0.42% of portfolio
44,145
Q1 2024 Added 141.59%
$0
$6.95 Billion 0.42% of portfolio
37,227
Q1 2024 Added 21,543.6%
$0
$6.84 Billion 0.42% of portfolio
35,954
Q1 2024 Added 105.06%
$0
$6.8 Billion 0.41% of portfolio
166,759
Q1 2024 Added 7,649.02%
$0
$6.52 Billion 0.4% of portfolio
70,410
Q1 2024 Added 556.69%
$0
$6.53 Billion 0.4% of portfolio
108,121
Q1 2024 Added 1,160.0%
$343B
$6.49 Billion 0.39% of portfolio
17,624
Q1 2024 Added 941.61%
$445B
$6.44 Billion 0.39% of portfolio
23,143
Q1 2024 Added 209.36%
$779B
$6.31 Billion 0.38% of portfolio
8,296
Q1 2024 Added 133.62%

Summary

  • Portfolio
  • No. of Stocks 3,596
  • Current Value $1.64 Trillion
  • Prior Value $458 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 246 stocks
  • Additional Purchases 2,021 stocks
  • Sold out of 213 stocks
  • Reduced holdings in 722 stocks
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