Farther Finance Advisors, LLC Portfolio Holdings

Farther Finance Advisors, LLC

  • $2.67 Trillion
  • Q3 2024

Farther Finance Advisors, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.67 Trillion distributed in 4022 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 $172B, Vanguard Index Fds S&P 500 ETF with a value of $132B, Nvidia Corp with a value of $103B, Apple Inc. with a value of $73.9B, and Ishares Core Total Usd Bond Ma with a value of $71.9B.

Examining the 13F form we can see an increase of $602B in the current position value, from $2.06T to 2.67T. Also it can be appreciated an additional of 387 stocks purchases and 7 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 $2.67 Trillion
Technology: $344 Billion
Financial Services: $135 Billion
Healthcare: $92 Billion
Consumer Cyclical: $91.9 Billion
Industrials: $79.5 Billion
Communication Services: $66.9 Billion
Consumer Defensive: $65.1 Billion
Energy: $40 Billion
Other: $65.8 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.6B
$4.83 Million 0.0% of portfolio
61
Q3 2024 Reduced 59.06%
$3.64B
$1.12 Million 0.0% of portfolio
22
Q3 2024 Reduced 83.82%
$8.54B
$1.65 Million 0.0% of portfolio
21
Q3 2024 Added 200.0%
$7.11B
$11.4 Million 0.0% of portfolio
636
Q3 2024 Added 121.6%
$2.5B
$737,000 0.0% of portfolio
21
Q3 2024 Reduced 30.0%
$3.32B
$56.8 Million 0.0% of portfolio
1,384
Q3 2024 Added 22.37%
$2.52B
$3.24 Million 0.0% of portfolio
134
Q3 2024 Reduced 56.63%
$3.72B
$41.6 Million 0.0% of portfolio
1,395
Q3 2024 Added 3,885.71%
$2.7B
$1.51 Million 0.0% of portfolio
31
Q3 2024 Added 3.33%
$4.76B
$18.3 Million 0.0% of portfolio
296
Q3 2024 Added 0.68%
$2.85B
$76.3 Million 0.0% of portfolio
2,974
Q3 2024 Added 467.56%
$4.29B
$24.3 Million 0.0% of portfolio
2,355
Q3 2024 Added 101.28%
$7B
$12.7 Million 0.0% of portfolio
354
Q3 2024 Reduced 5.35%

Summary

  • Portfolio
  • No. of Stocks 4,022
  • Current Value $2.67 Trillion
  • Prior Value $2.06 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 387 stocks
  • Additional Purchases 1,965 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 954 stocks
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