Farther Finance Advisors, LLC Reduced Holdings in Q1 2025

Farther Finance Advisors, LLC

  • $3.92 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OTEX
Open Text Corp

Technology
-650
- 6.47%
$25.11 - $30.39 $16.3K - $19.8K
9.39K $238M
ALLE
Allegion PLC

Industrials
-350
- 30.12%
$123.79 - $135.5 $43.3K - $47.4K
812 $106M
STWD
Starwood Property Trust, Inc.

Real Estate
-4.1K
- 9.99%
$18.41 - $20.53 $75.4K - $84.1K
36.9K $732M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-60
- 1.67%
$93.57 - $120.35 $5.61K - $7.22K
3.54K $344M
CR
Crane Holdings, Co.

Industrials
-733
- 79.76%
$150.33 - $175.81 $110K - $129K
186 $9.59M
PSEC
Prospect Capital Corp

Financial Services
-10.1K
- 87.37%
$4.1 - $4.45 $41.3K - $44.8K
1.46K $5.91M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-154
- 8.04%
$161.13 - $209.29 $24.8K - $32.2K
1.76K $294M
VOYA
Voya Financial, Inc.

Financial Services
-569
- 11.31%
$65.1 - $75.67 $37K - $43.1K
4.46K $303M
PLMR
Palomar Holdings, Inc.

Financial Services
-437
- 78.88%
$101.51 - $137.08 $44.4K - $59.9K
117 $16.2M
CRGY
Crescent Energy CO

Energy
-2.81K
- 88.91%
$10.3 - $16.74 $28.9K - $47K
350 $3.88M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-623
- 12.22%
$37.84 - $44.02 $23.6K - $27.4K
4.48K $173M
PII
Polaris Inc.

Consumer Cyclical
-527
- 44.29%
$40.9 - $58.36 $21.6K - $30.8K
663 $27.4M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-583
- 72.06%
$69.87 - $75.62 $40.7K - $44.1K
226 $16.4M
ABM
Abm Industries Inc

Industrials
-552
- 12.52%
$45.51 - $54.64 $25.1K - $30.2K
3.86K $185M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.43K
- 29.95%
$30.35 - $33.16 $43.4K - $47.4K
3.35K $107M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-1.5K
- 5.9%
$16.76 - $17.69 $25.1K - $26.5K
23.9K $398M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-2.63K
- 21.76%
$14.31 - $15.69 $37.7K - $41.3K
9.46K $137M
CIEN
Ciena Corp

Technology
-165
- 13.02%
$60.43 - $98.18 $9.97K - $16.2K
1.1K $67.8M
ATO
Atmos Energy Corp

Utilities
-460
- 22.66%
$136.51 - $154.58 $62.8K - $71.1K
1.57K $243M
CMC
Commercial Metals CO

Basic Materials
-467
- 7.1%
$43.22 - $53.05 $20.2K - $24.8K
6.11K $287M
CHD
Church & Dwight CO Inc

Consumer Defensive
-475
- 17.41%
$101.42 - $113.2 $48.2K - $53.8K
2.25K $247M
ADUS
Addus Home Care Corp

Healthcare
-294
- 85.22%
$89.83 - $135.92 $26.4K - $40K
51 $5.05M
IGM
Ishares Expanded Tech Sector E

ETFs
-198
- 10.48%
$90.67 - $108.46 $18K - $21.5K
1.69K $155M
CACC
Credit Acceptance Corp

Financial Services
-80
- 98.77%
$440.44 - $525.64 $35.2K - $42.1K
1 $524K
BCPC
Balchem Corp

Basic Materials
-245
- 24.5%
$154.22 - $176.16 $37.8K - $43.2K
755 $126M
WTS
Watts Water Technologies Inc

Industrials
-186
- 32.92%
$195.28 - $224.67 $36.3K - $41.8K
379 $78.1M
LNC
Lincoln National Corp

Financial Services
-2.61K
- 19.42%
$30.06 - $39.23 $78.4K - $102K
10.8K $389M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-590
- 20.98%
$50.25 - $55.9 $29.6K - $33K
2.22K $114M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1
- 0.01%
$60.91 - $71.4 $60.9 - $71.4
7.08K $442M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-125
- 23.99%
$100.91 - $174.52 $12.6K - $21.8K
396 $44M
Motley Fool Global Opportunities ETF
-668
- 2.48%
N/A
26.2K $727M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.67K
- 15.22%
$20.64 - $20.73 $34.4K - $34.6K
9.3K $192M
HLNE
Hamilton Lane Inc

Financial Services
-232
- 77.59%
$137.87 - $170.18 $32K - $39.5K
67 $10.2M
ESS
Essex Property Trust, Inc.

Real Estate
-166
- 19.95%
N/A
666 $204M
DIV
Global X Superdividend Us ETF

ETFs
-2.85K
- 11.85%
N/A
21.2K $400M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.5K
- 4.07%
$42.18 - $45.16 $63.3K - $67.7K
35.3K $1.56B
HDB
Hdfc Bank LTD

Financial Services
-582
- 17.49%
$58.06 - $66.85 $33.8K - $38.9K
2.75K $179M
VCTR
Victory Capital Holdings, Inc.

Financial Services
-498
- 79.17%
$55.84 - $70.58 $27.8K - $35.1K
131 $7.89M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-1.44K
- 52.81%
$23.03 - $23.17 $33.1K - $33.3K
1.29K $29.6M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-554
- 28.01%
$49.85 - $56.22 $27.6K - $31.1K
1.42K $72.6M
FDS
Factset Research Systems Inc

Financial Services
-47
- 9.4%
$427.5 - $476.51 $20.1K - $22.4K
453 $207M
Sp Funds S&P Global Technology ETF
-440
- 5.38%
N/A
7.73K $197M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-1.61K
- 99.88%
N/A
2 $44K
QUBT
Quantum Computing Inc.

Technology
-1.95K
- 97.5%
$4.46 - $18.76 $8.7K - $36.6K
50 $388K
EPAM
Epam Systems, Inc.

Technology
-109
- 51.17%
N/A
104 $17.4M
EXP
Eagle Materials Inc

Basic Materials
-81
- 11.2%
$207.49 - $262.13 $16.8K - $21.2K
642 $146M
SM
Sm Energy CO

Energy
-621
- 40.56%
$27.15 - $44.69 $16.9K - $27.8K
910 $27.1M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-597
- 37.93%
$52.01 - $61.99 $31K - $37K
977 $54.2M
FNDF
Schwab Fundamental Intl Large

ETFs
-1.8K
- 16.17%
$32.9 - $37.45 $59.3K - $67.4K
9.34K $338M
Activity Summary
Buys All Purchases 2522 New Holdings 516 Increased Positions 2006 Sells All Sells 1018 Reductions 1007 Sold out 11 Options Calls 0 Puts 1
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