Farther Finance Advisors, LLC Reduced Holdings in Q3 2024

Farther Finance Advisors, LLC

  • $2.67 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MNST
Monster Beverage Corp

Consumer Defensive
-128
- 1.89%
$45.01 - $52.47 $5.76K - $6.72K
6.63K $346M
NVR
Nvr Inc

Consumer Cyclical
-1
- 12.5%
$7421.51 - $9811.8 $7.42K - $9.81K
7 $68.7M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-42
- 2.94%
$17.83 - $25.84 $749 - $1.09K
1.39K $35.1M
PHG
Koninklijke Philips Nv

Healthcare
-123
- 7.27%
$25.08 - $32.73 $3.08K - $4.03K
1.57K $51.3M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-372
- 3.57%
$6.71 - $8.78 $2.5K - $3.27K
10.1K $83M
UCBI
United Community Banks Inc

Financial Services
-39
- 1.54%
$24.56 - $31.51 $958 - $1.23K
2.5K $72.6M
DSTL
ETF Ser Solution Distillate Us

ETFs
-59
- 2.75%
$50.87 - $56.8 $3K - $3.35K
2.08K $118M
EA
Electronic Arts Inc.

Communication Services
-50
- 1.84%
$137.32 - $151.82 $6.87K - $7.59K
2.67K $383M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.36K
- 5.28%
$26.43 - $29.86 $35.9K - $40.6K
24.4K $719M
USFD
Us Foods Holding Corp.

Consumer Defensive
-734
- 11.91%
$50.06 - $62.82 $36.7K - $46.1K
5.43K $334M
NSA
National Storage Affiliates Trust

Real Estate
-3
- 0.22%
$39.73 - $49.13 $119 - $147
1.38K $66.3M
TGNA
Tegna Inc

Communication Services
-384
- 4.23%
$13.39 - $16.27 $5.14K - $6.25K
8.7K $137M
INDB
Independent Bank Corp

Financial Services
-64
- 4.04%
$47.89 - $64.34 $3.06K - $4.12K
1.52K $89.8M
CNO
Cno Financial Group, Inc.

Financial Services
-1.61K
- 17.48%
$27.71 - $35.42 $44.7K - $57.1K
7.62K $267M
BCE
Bce Inc

Communication Services
-43
- 0.87%
$31.33 - $36.08 $1.35K - $1.55K
4.88K $170M
ROBO
Robo Global Robotics And Autom

ETFs
-131
- 1.62%
$50.56 - $58.65 $6.62K - $7.68K
7.98K $455M
TFSL
Tfs Financial Corp

Financial Services
-14
- 0.04%
$12.36 - $14.06 $173 - $197
33.3K $428M
DT
Dynatrace, Inc.

Technology
-226
- 7.75%
$40.49 - $53.47 $9.15K - $12.1K
2.69K $144M
UFPI
Ufp Industries Inc

Basic Materials
-1
- 0.17%
$107.65 - $135.34 $108 - $135
599 $78.6M
OSIS
Osi Systems Inc

Technology
-2
- 0.23%
$134.78 - $154.28 $270 - $309
857 $130M
ORI
Old Republic International Corp

Financial Services
-289
- 6.09%
$29.89 - $35.9 $8.64K - $10.4K
4.45K $158M
JEF
Jefferies Financial Group Inc.

Financial Services
-2.28K
- 17.19%
$49.97 - $62.49 $114K - $142K
11K $676M
AES
Aes Corp

Utilities
-47
- 0.86%
$16.18 - $20.07 $760 - $943
5.41K $109M
TD
Toronto Dominion Bank

Financial Services
-48
- 2.4%
$54.54 - $64.56 $2.62K - $3.1K
1.95K $123M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-199
- 1.85%
$24.38 - $30.06 $4.85K - $5.98K
10.6K $315M
TRU
Trans Union

Industrials
-27
- 4.95%
$72.72 - $106.05 $1.96K - $2.86K
519 $54.3M
HEIA
Heico Crp Cl A
-19
- 2.91%
N/A
635 $129M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-179
- 4.14%
$210.25 - $231.86 $37.6K - $41.5K
4.15K $925M
HYG
Ishares Tr

ETFs
-18
- 0.35%
$76.72 - $80.36 $1.38K - $1.45K
5.05K $406M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-306
- 4.14%
$94.31 - $103.26 $28.9K - $31.6K
7.08K $726M
EXAS
Exact Sciences Corp

Healthcare
-633
- 26.81%
$42.43 - $70.83 $26.9K - $44.8K
1.73K $118M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-21
- 0.33%
$43.42 - $48.95 $912 - $1.03K
6.4K $312M
DGX
Quest Diagnostics Inc

Healthcare
-420
- 9.03%
$137.09 - $137.09 $57.6K - $57.6K
4.23K $657M
JXN
Jackson Financial Inc.

Financial Services
-87
- 5.17%
$69.1 - $91.97 $6.01K - $8K
1.6K $146M
IEV
Ishares Tr Europe ETF

ETFs
-20
- 0.31%
$53.25 - $58.78 $1.07K - $1.18K
6.39K $373M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-407
- 13.55%
$24.49 - $38.1 $9.97K - $15.5K
2.6K $94M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-222
- 2.04%
$22.89 - $27.41 $5.08K - $6.09K
10.7K $273M
ED
Consolidated Edison Inc

Utilities
-679
- 11.44%
$88.42 - $104.97 $60K - $71.3K
5.26K $547M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.05K
- 6.81%
$83.76 - $91.82 $87.5K - $96K
14.3K $1.31B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-28
- 0.61%
$75.63 - $84.89 $2.12K - $2.38K
4.55K $383M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-47
- 0.72%
$38.03 - $42.06 $1.79K - $1.98K
6.48K $271M
FYX
First Tr Small Cap Core Alphad

ETFs
-33
- 1.19%
$89.32 - $100.62 $2.95K - $3.32K
2.74K $273M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-11
- 0.43%
$106.85 - $117.19 $1.18K - $1.29K
2.56K $300M
PNR
Pentair PLC

Industrials
-7
- 0.65%
$74.39 - $97.79 $521 - $685
1.08K $105M
AMT
American Tower Corp

Real Estate
-750
- 14.49%
$192.27 - $242.73 $144K - $182K
4.43K $1.03B
RDVY
First Trust Rising Dividend Ac

ETFs
-934
- 5.33%
$53.68 - $59.24 $50.1K - $55.3K
16.6K $983M
ALLE
Allegion PLC

Industrials
-48
- 4.45%
$114.67 - $145.7 $5.5K - $6.99K
1.03K $150M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-4
- 0.09%
$57.83 - $67.29 $231 - $269
4.69K $312M
ZION
Zions Bancorporation, National Association

Financial Services
-872
- 5.05%
$42.49 - $52.53 $37.1K - $45.8K
16.4K $774M
Activity Summary
Buys All Purchases 2352 New Holdings 387 Increased Positions 1965 Sells All Sells 961 Reductions 954 Sold out 7 Options Calls 1 Puts 3
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