Farther Finance Advisors, LLC Purchases in Q2 2025

Farther Finance Advisors, LLC

  • $5 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGRY
Surgery Partners, Inc.

Healthcare
1.05K
+ 17433.33%
$19.3 - $23.94 $20.2K - $25K
1.05K $23.4M
ROIV
Roivant Sciences Ltd.

Healthcare
2.06K
+ 25737.5%
$9.08 - $11.62 $18.7K - $23.9K
2.07K $23.3M
Easterly Govt Pptys Inc Com Shs
1.04K
New
N/A
1.04K $23M
PRDO
Perdoceo Education Corp

Consumer Defensive
125
+ 4.35%
$24.24 - $34.1 $3.03K - $4.26K
3K $98.1M
DAC
Danaos Corp

Industrials
266
+ 4433.33%
$66.47 - $89.19 $17.7K - $23.7K
272 $23.5M
EWBC
East West Bancorp Inc

Financial Services
72
+ 5.64%
$71.03 - $101.75 $5.11K - $7.33K
1.35K $136M
INDY
Ishares India 50 ETF

ETFs
350
+ 36.23%
$48.44 - $54.73 $17K - $19.2K
1.32K $71.6M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
347
+ 9.09%
$16.82 - $21.97 $5.84K - $7.62K
4.16K $91.5M
CENX
Century Aluminum CO

Basic Materials
1.27K
+ 1291.84%
$13.7 - $20.12 $17.3K - $25.5K
1.36K $24.6M
DBND
Doubleline ETF Tr Opportunisti

ETFs
490
+ 3769.23%
$45.18 - $46.32 $22.1K - $22.7K
503 $23.3M
TOL
Toll Brothers, Inc.

Consumer Cyclical
90
+ 6.45%
$90.5 - $114.3 $8.15K - $10.3K
1.49K $169M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1.86K
+ 31.64%
$12.71 - $14.52 $23.6K - $27K
7.74K $108M
CMA
Comerica Inc

Financial Services
258
+ 5.38%
$50.42 - $59.65 $13K - $15.4K
5.06K $302M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.37K
New
$13.96 - $16.51 $19.1K - $22.6K
1.37K $22.3M
PJUN
Innovator U.S. Equity Power Bu

ETFs
150
+ 2.47%
$34.48 - $39.76 $5.17K - $5.96K
6.23K $248M
ADC
Agree Realty Corp

Real Estate
306
+ 408.0%
$70.68 - $79.12 $21.6K - $24.2K
381 $27.8M
American Healthcare Reit Inc Com Shs
237
+ 10.58%
N/A
2.48K $91M
PSET
Principal Exchange Traded Fund

ETFs
299
New
$58.64 - $73.6 $17.5K - $22K
299 $22M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
524
New
$28.9 - $40.98 $15.1K - $21.5K
524 $21.9M
ACWF
Ishares Msci Global Multifacto

ETFs
454
New
N/A
454 $21.9M
EXAS
Exact Sciences Corp

Healthcare
275
+ 37.01%
$40.31 - $58.08 $11.1K - $16K
1.02K $54.1M
INCY
Incyte Corp

Healthcare
156
+ 10.06%
$55.17 - $71.22 $8.61K - $11.1K
1.71K $116M
PSN
Parsons Corp

Industrials
298
+ 993.33%
$58.88 - $71.77 $17.5K - $21.4K
328 $23.5M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
711
+ 168.48%
$23.18 - $30.7 $16.5K - $21.8K
1.13K $32.2M
OSK
Oshkosh Corp

Industrials
106
+ 21.77%
$79.17 - $113.62 $8.39K - $12K
593 $67.4M
CSGP
Costar Group, Inc.

Real Estate
251
+ 20.74%
$72.62 - $83.22 $18.2K - $20.9K
1.46K $117M
Simplify Mbs ETF
435
+ 59.83%
N/A
1.16K $58.2M
DMRC
Digimarc Corp

Technology
1.63K
+ 2548.44%
$10.66 - $14.34 $17.4K - $23.4K
1.7K $22.4M
COMM
Comm Scope Holding Company, Inc.

Technology
2.6K
New
$3.02 - $8.28 $7.85K - $21.5K
2.6K $21.5M
ACHR
Archer Aviation Inc.

Industrials
1.11K
+ 45.74%
$6.2 - $13.3 $6.86K - $14.7K
3.52K $38.2M
CWENA
Clearway Energy Inc Cl A
698
+ 478.08%
N/A
844 $25.5M
XDSQ
Innovator Etfs Tr Us Equity Ac
570
New
$30.8 - $37.38 $17.6K - $21.3K
570 $21.3M
OLED
Universal Display Corp Pa

Technology
122
+ 79.22%
$106.6 - $161.02 $13K - $19.6K
276 $42.7M
FE
Firstenergy Corp

Utilities
556
+ 5.9%
$38.31 - $43.17 $21.3K - $24K
9.98K $402M
IR
Ingersoll Rand Inc.

Industrials
161
+ 5.47%
$66.75 - $84.94 $10.7K - $13.7K
3.11K $258M
TRGP
Targa Resources Corp.

Energy
492
+ 22.09%
$157.32 - $205.72 $77.4K - $101K
2.72K $473M
VTR
Ventas, Inc.

Real Estate
752
+ 17.34%
$62.45 - $70.08 $47K - $52.7K
5.09K $321M
SAND
Sandstorm Gold LTD

Basic Materials
2K
+ 181.82%
$6.82 - $9.53 $13.6K - $19.1K
3.1K $29.1M
AMRK
A Mark Precious Metals, Inc.

Financial Services
1.26K
+ 55.36%
$19.73 - $25.27 $24.8K - $31.7K
3.52K $78.1M
ISRA
Vaneck ETF Tr Israel ETF

ETFs
270
+ 36.0%
$39.1 - $51.32 $10.6K - $13.9K
1.02K $52.9M
RJF
Raymond James Financial Inc

Financial Services
37
+ 3.72%
$123.65 - $153.88 $4.58K - $5.69K
1.03K $158M
STM
St Microelectronics N.V.

Technology
153
+ 8.22%
$17.78 - $30.41 $2.72K - $4.65K
2.02K $61.3M
ACES
Alps ETF Tr Clean Energy ETF

ETFs
800
New
$20.2 - $26.5 $16.2K - $21.2K
800 $20.6M
CGUS
Capital Group Core Equity ETF
557
New
$29.93 - $36.93 $16.7K - $20.6K
557 $20.6M
SDGR
Schrodinger, Inc.

Healthcare
997
+ 347.39%
$17.97 - $26.69 $17.9K - $26.6K
1.28K $25.8M
CURE
Direxion Daily Healthcare Bull

ETFs
257
New
$69.55 - $102.68 $17.9K - $26.4K
257 $20.3M
CVCO
Cavco Industries Inc.

Consumer Cyclical
53
+ 151.43%
$396.53 - $537.62 $21K - $28.5K
88 $38.2M
Innovator Premium Income 15 Buffer ETF April
793
New
N/A
793 $19.9M
CDW
Cdw Corp

Technology
29
+ 3.27%
$144.49 - $190.68 $4.19K - $5.53K
917 $164M
Activity Summary
Buys All Purchases 2417 New Holdings 462 Increased Positions 1955 Sells All Sells 1393 Reductions 1392 Sold out 1 Options Calls 4 Puts 3
Track This Portfolio

Track Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email