Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Farther Finance Advisors

Latest statistics and disclosures from Farther Finance Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VOO, NVDA, AAPL, IUSB, and represent 20.75% of Farther Finance Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$21M), IUSB (+$20M), VOO (+$19M), AAPL (+$17M), MSFT (+$15M), DFUS (+$12M), NVDA (+$11M), SPY (+$11M), DFIV (+$10M), DFUV (+$10M).
Started 387 new stock positions in CXAI, BCSF, HPK, IWL, WGO, Mobile TeleSystems OJSC, JUNW, Sunshine Biopharma, AVMV, SCSC.
Reduced shares in these 10 stocks: SCHX (-$6.6M), BSV, SCHM, HEFA, NEE, XLG, BSCP, DOGG, CEG, SCHO.
Sold out of its positions in AADI, ALXO, ARC, FAX, ACP, PPLT, YOLO, ASLE, AGEN, ALLK.
Farther Finance Advisors was a net buyer of stock by $501M.
Farther Finance Advisors has $2.7B in assets under management (AUM), dropping by 29.19%.
Central Index Key (CIK): 0001992825

Tip: Access up to 7 years of quarterly data

Positions held by Farther Finance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Farther Finance Advisors

Farther Finance Advisors holds 4021 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Farther Finance Advisors has 4021 total positions. Only the first 250 positions are shown.

Sign up to view all of the Farther Finance Advisors Sept. 30, 2024 positions
Download the Farther Finance Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	6.4	$172M	+13%	298k	576.81	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.0	$133M	+16%	251k	527.65	View chart
Nvidia Corporation Stock (NVDA)	3.9	$103M	+12%	851k	121.44	View chart
Apple Stock (AAPL)	2.8	$74M	+30%	317k	232.99	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	2.7	$72M	+39%	1.5M	47.12	View chart
Microsoft Corp Stock (MSFT)	2.2	$58M	+34%	134k	430.28	View chart
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)	1.6	$44M	+6%	1.9M	22.61	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.2	$33M	+36%	300k	108.63	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.2	$32M	+45%	609k	52.81	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	1.2	$32M		406k	78.37	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.1	$29M	+56%	51k	573.76	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.1	$29M	+3%	159k	179.30	View chart
Amazon Stock (AMZN)	1.0	$28M	+13%	150k	186.34	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.9	$25M	+19%	212k	116.96	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.9	$23M	+23%	241k	95.75	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.8	$21M	+9%	262k	78.05	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.7	$20M	-18%	248k	78.69	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$20M	+9%	117k	165.83	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.7	$19M	+21%	316k	60.42	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.7	$19M	+61%	332k	57.53	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	0.7	$19M	+25%	381k	49.47	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.7	$18M	+28%	244k	75.11	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.7	$18M	+13%	169k	107.65	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.7	$18M	+140%	426k	41.69	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$18M	+8%	38k	460.25	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.6	$16M	+20%	80k	197.17	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.6	$16M	+94%	461k	33.71	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.6	$16M	+5%	102k	151.62	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$15M	+24%	31k	488.07	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.5	$14M	+669%	223k	62.20	View chart
Ishares Mbs Etf Etf (MBB)	0.5	$14M	+14%	144k	95.81	View chart
Vanguard Value Etf Etf (VTV)	0.5	$14M	+32%	79k	174.57	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.5	$13M	+157%	203k	64.86	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.5	$13M	+44%	236k	54.68	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$13M		224k	57.41	View chart
Eli Lilly & Co Stock (LLY)	0.5	$12M	+12%	14k	885.94	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.5	$12M	-7%	253k	48.98	View chart
Dimensional International Value Etf Etf (DFIV)	0.5	$12M	+537%	324k	38.08	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.5	$12M	+133%	199k	61.54	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$12M	+20%	71k	167.18	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$12M	+27%	21k	572.43	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.4	$12M	-12%	331k	35.42	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.4	$12M		462k	25.13	View chart
Chevron Corp Stock (CVX)	0.4	$11M	+4%	74k	147.27	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.4	$10M	+42%	170k	61.12	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.4	$10M	+58%	431k	24.05	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$10M	+32%	213k	47.85	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.4	$10M	+26%	102k	98.10	View chart
Visa Inc Com Cl A Stock (V)	0.4	$10M	+6%	36k	274.95	View chart
Walmart Stock (WMT)	0.4	$9.9M	+9%	123k	80.75	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$9.9M	+18%	35k	283.16	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.4	$9.8M	+112%	117k	83.15	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.4	$9.7M	+11%	415k	23.45	View chart
Broadcom Stock (AVGO)	0.4	$9.6M	+1316%	56k	172.50	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.4	$9.6M		98k	97.42	View chart
Jpmorgan Chase & Co Stock (JPM)	0.3	$9.3M	+8%	44k	210.86	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.3	$9.2M	-7%	191k	48.14	View chart
Home Depot Stock (HD)	0.3	$9.0M	+14%	22k	405.14	View chart
Johnson & Johnson Stock (JNJ)	0.3	$8.6M	+16%	53k	162.06	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.3	$8.4M	+251%	213k	39.69	View chart
Tesla Stock (TSLA)	0.3	$8.3M	+19%	32k	261.63	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$8.2M	+14%	132k	62.32	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.3	$8.2M	+253%	239k	34.29	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$8.1M	+23%	69k	117.21	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$8.1M	+20%	138k	59.02	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.3	$8.1M	+3%	80k	101.27	View chart
Bank America Corp Stock (BAC)	0.3	$8.0M	+233%	202k	39.68	View chart
Procter And Gamble Stock (PG)	0.3	$7.9M	+10%	45k	173.20	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.3	$7.5M	+8%	79k	95.15	View chart
Costco Whsl Corp Stock (COST)	0.3	$7.5M	+20%	8.4k	886.52	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.3	$7.3M	-47%	108k	67.85	View chart
Unitedhealth Group Stock (UNH)	0.3	$7.3M	+2%	13k	584.67	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.3	$7.3M	+168%	169k	43.19	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.3	$7.3M		35k	206.64	View chart
Oracle Corp Stock (ORCL)	0.3	$7.2M	+19%	42k	170.39	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$7.0M	+23%	36k	198.05	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$6.8M		19k	353.44	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$6.7M	-5%	33k	200.78	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$6.6M	+7%	13k	493.80	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$6.5M	+1202%	29k	225.76	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$6.5M	+49%	82k	79.42	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$6.4M	+41%	36k	179.16	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$6.4M		24k	263.29	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.2	$6.3M	-17%	133k	47.53	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	0.2	$6.0M	+10%	60k	100.29	View chart
Avantis Core Fixed Income Etf Etf (AVIG)	0.2	$6.0M	+146%	141k	42.51	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$5.9M	+57%	211k	28.14	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$5.9M	+12%	16k	375.37	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$5.9M	-4%	47k	126.18	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$5.7M	+42%	22k	263.81	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$5.7M	+30%	15k	383.94	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.2	$5.6M	+76%	104k	53.53	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.2	$5.5M		67k	82.94	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.2	$5.5M	+123%	106k	52.13	View chart
Doubleline Mortgage Etf Etf (DMBS)	0.2	$5.5M	+134%	109k	50.39	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$5.4M	+42%	132k	41.12	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.2	$5.4M		92k	58.77	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.2	$5.2M	+25%	54k	95.95	View chart
Mcdonalds Corp Stock (MCD)	0.2	$5.2M	+11%	17k	304.50	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$4.9M	+123%	58k	84.53	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$4.8M	+72%	45k	106.19	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$4.7M	+23%	72k	64.74	View chart
Pepsico Stock (PEP)	0.2	$4.6M	+8%	27k	170.05	View chart
Abbvie Stock (ABBV)	0.2	$4.6M	+17%	23k	197.46	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$4.6M	+3%	36k	125.62	View chart
Sp Funds S&p 500 Sharia Industry Exclusions Etf Etf (SPUS)	0.2	$4.5M	+17%	108k	41.73	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.2	$4.5M	+40%	70k	64.60	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$4.5M	+354%	29k	154.02	View chart
Adobe Stock (ADBE)	0.2	$4.5M	+5%	8.6k	517.73	View chart
Wells Fargo Stock (WFC)	0.2	$4.4M	+2%	79k	56.49	View chart
Ishares International Equity Factor Etf Etf (INTF)	0.2	$4.4M	+7%	140k	31.44	View chart
Salesforce Stock (CRM)	0.2	$4.4M	-4%	16k	273.71	View chart
Colgate Palmolive Stock (CL)	0.2	$4.4M	+391%	42k	103.81	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$4.3M	-17%	40k	106.75	View chart
Rtx Corporation Stock (RTX)	0.2	$4.3M	+18%	35k	121.15	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.2	$4.2M	-4%	83k	50.60	View chart
Spdr Gold Shares Etf (GLD)	0.2	$4.1M		17k	243.06	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.2	$4.1M		42k	97.79	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$4.1M	+72%	49k	83.75	View chart
Disney Walt Stock (DIS)	0.2	$4.0M	+13%	42k	96.19	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.2	$4.0M	+19%	72k	55.63	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$4.0M	+50%	59k	67.51	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$3.9M	+31%	42k	91.93	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$3.8M		14k	276.75	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$3.8M	+209%	63k	59.87	View chart
Cisco Sys Stock (CSCO)	0.1	$3.7M	+8%	70k	53.22	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$3.7M	+10%	73k	51.12	View chart
Netflix Stock (NFLX)	0.1	$3.7M	+20%	5.2k	709.29	View chart
Ge Aerospace Stock (GE)	0.1	$3.7M	-8%	20k	188.55	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.1	$3.7M	+103%	119k	30.80	View chart
International Business Machs Stock (IBM)	0.1	$3.7M	+51%	17k	221.09	View chart
General Dynamics Corp Stock (GD)	0.1	$3.7M	+10%	12k	302.20	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.6M	+6%	37k	97.49	View chart
Novo-nordisk A S Adr (NVO)	0.1	$3.5M	+11%	30k	119.08	View chart
Amgen Stock (AMGN)	0.1	$3.5M	+41%	11k	322.23	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$3.5M	+328%	29k	119.70	View chart
Medtronic Stock (MDT)	0.1	$3.4M	+13%	38k	90.03	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.1	$3.4M	+123%	33k	103.58	View chart
Intuit Stock (INTU)	0.1	$3.3M		5.4k	621.04	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$3.3M	+32%	66k	50.28	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.1	$3.3M	-13%	70k	46.97	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$3.3M	+3374%	142k	23.17	View chart
Philip Morris Intl Stock (PM)	0.1	$3.2M	+29%	27k	121.40	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$3.2M	+61%	34k	94.61	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$3.2M	+42%	107k	29.41	View chart
Caterpillar Stock (CAT)	0.1	$3.1M	+24%	8.0k	391.13	View chart
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV)	0.1	$3.1M	+7048%	18k	169.23	View chart
Unilever Adr (UL)	0.1	$3.1M	+12%	48k	64.96	View chart
Advanced Micro Devices Stock (AMD)	0.1	$3.0M	+4%	19k	164.08	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.1	$3.0M	+195%	89k	34.07	View chart
Nextera Energy Stock (NEE)	0.1	$3.0M	-34%	36k	84.53	View chart
Nike Inc Cl B Stock (NKE)	0.1	$3.0M	+13%	34k	88.41	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$3.0M	+34%	79k	37.56	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$2.9M	+109%	12k	237.21	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$2.9M	+14%	29k	100.72	View chart
Servicenow Stock (NOW)	0.1	$2.9M	+7%	3.3k	894.45	View chart
Coca Cola Stock (KO)	0.1	$2.9M	+15%	40k	71.86	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$2.9M	+3%	43k	67.03	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$2.9M	+65%	63k	45.51	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.8M	+11%	4.8k	584.58	View chart
Automatic Data Processing Stock (ADP)	0.1	$2.8M	+3%	10k	276.72	View chart
Proshares Short Russell2000 Etf (RWM)	0.1	$2.8M	-2%	147k	18.91	View chart
Merck & Co Stock (MRK)	0.1	$2.8M	-2%	24k	113.56	View chart
Qualcomm Stock (QCOM)	0.1	$2.7M	+5%	16k	170.05	View chart
Eaton Corp Stock (ETN)	0.1	$2.7M	+4%	8.3k	331.42	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.1	$2.7M	-6%	57k	47.74	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$2.7M		25k	107.66	View chart
Stryker Corporation Stock (SYK)	0.1	$2.7M	-5%	7.4k	361.28	View chart
C H Robinson Worldwide Stock (CHRW)	0.1	$2.7M		24k	110.35	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$2.7M	+25%	40k	66.52	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$2.6M	+8%	31k	83.63	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$2.6M	+16%	63k	41.28	View chart
Palo Alto Networks Stock (PANW)	0.1	$2.6M	-4%	7.6k	341.75	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$2.6M	+48%	44k	57.83	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$2.5M	+99%	23k	109.33	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.1	$2.5M	+16%	50k	50.04	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$2.5M		8.7k	281.38	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$2.5M	+459%	48k	50.88	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.1	$2.4M	+205%	84k	29.07	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.1	$2.4M	+24%	25k	95.74	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$2.4M	+14%	48k	51.04	View chart
Verizon Communications Stock (VZ)	0.1	$2.4M	+36%	54k	44.91	View chart
At&t Stock (T)	0.1	$2.4M	+36%	109k	22.00	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$2.4M	+16%	3.8k	618.48	View chart
Abbott Labs Stock (ABT)	0.1	$2.4M	+12%	21k	114.00	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$2.3M	+27%	11k	220.90	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$2.3M	+68%	39k	59.51	View chart
S&p Global Stock (SPGI)	0.1	$2.3M	-3%	4.5k	516.57	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB)	0.1	$2.3M	+63%	86k	26.27	View chart
Pinnacle Focused Opportunities Etf Etf (FCUS)	0.1	$2.2M	-14%	77k	29.27	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$2.2M	+1894%	49k	45.32	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$2.2M	-2%	17k	128.19	View chart
Blackrock Stock (BLK)	0.1	$2.2M	+5%	2.3k	949.29	View chart
Lowes Cos Stock (LOW)	0.1	$2.2M	+15%	8.2k	270.85	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$2.2M	-3%	13k	173.68	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$2.2M	+11%	42k	51.74	View chart
Blackstone Stock (BX)	0.1	$2.1M	+45%	14k	153.13	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$2.1M	+63%	32k	65.83	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$2.1M	+22%	22k	93.58	View chart
Wahed Ftse Usa Shariah Etf Etf (HLAL)	0.1	$2.0M	+13%	39k	52.32	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.1	$2.0M	-26%	20k	100.69	View chart
Diageo Adr (DEO)	0.1	$2.0M		15k	140.34	View chart
Nyli Ftse International Equity Currency Neutral Etf Etf (HFXI)	0.1	$2.0M	NEW	74k	27.64	View chart
Booking Holdings Stock (BKNG)	0.1	$2.0M	+5%	478.00	4215.61	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.1	$2.0M	+29%	32k	63.34	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$2.0M	+25%	6.4k	314.37	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$2.0M	+22%	28k	70.67	View chart
Texas Instrs Stock (TXN)	0.1	$2.0M	+11%	9.7k	206.64	View chart
Southern Stock (SO)	0.1	$2.0M	+71%	22k	90.18	View chart
Altria Group Stock (MO)	0.1	$2.0M	+39%	39k	51.04	View chart
Avantis U.s Small Cap Equity Etf Etf (AVSC)	0.1	$2.0M		37k	54.02	View chart
Gmo U.s. Quality Etf Etf (QLTY)	0.1	$2.0M	+411%	61k	32.61	View chart
Tjx Cos Stock (TJX)	0.1	$1.9M	+2%	17k	117.54	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.9M	+42%	3.3k	586.45	View chart
Danaher Corporation Stock (DHR)	0.1	$1.9M	-2%	6.8k	278.01	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.1	$1.9M	-17%	24k	79.46	View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.1	$1.9M	+55%	61k	30.85	View chart
Ares Dynamic Cr Allocation Cef (ARDC)	0.1	$1.8M	NEW	120k	15.28	View chart
Roper Technologies Stock (ROP)	0.1	$1.8M	-2%	3.3k	556.38	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.1	$1.8M		40k	45.65	View chart
Franklin Short Duration U.s. Government Etf Etf (FTSD)	0.1	$1.8M	-18%	20k	91.30	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.1	$1.8M	+61%	61k	29.41	View chart
Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.1	$1.8M	-17%	95k	18.95	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.8M	+9%	43k	41.77	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$1.8M	+2%	27k	64.81	View chart
Pfizer Stock (PFE)	0.1	$1.8M	+11%	61k	28.94	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$1.7M	-17%	20k	86.82	View chart
ISHARES IBOXX Usd INVESTMENT GRADE CORPORATE BOND ETF Etf (LQD)	0.1	$1.7M	-9%	15k	112.98	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.1	$1.7M	+57%	56k	30.81	View chart
Guggenheim Taxable Municp Bond Cef (GBAB)	0.1	$1.7M	+4%	95k	17.58	View chart
Honeywell Intl Stock (HON)	0.1	$1.7M	+18%	8.0k	206.72	View chart
Ishares Esg Msci Usa Leaders Etf Etf (SUSL)	0.1	$1.7M		16k	101.52	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$1.6M		6.7k	244.41	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$1.6M	+108%	19k	87.80	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$1.6M	-3%	12k	136.34	View chart
American Express Stock (AXP)	0.1	$1.6M	+41%	5.9k	271.19	View chart
Broadstone Net Lease Reit (BNL)	0.1	$1.6M		83k	18.95	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.6M	+333%	28k	54.93	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$1.6M	-4%	16k	95.49	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.6M	+16%	3.1k	495.10	View chart
3M Stock (MMM)	0.1	$1.6M	+128%	11k	136.71	View chart
Aflac Stock (AFL)	0.1	$1.5M	+60%	14k	111.79	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.1	$1.5M	+14%	44k	35.25	View chart
Kkr & Co Stock (KKR)	0.1	$1.5M	+3%	12k	130.58	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.1	$1.5M	+49%	32k	48.24	View chart
Clorox Co Del Stock (CLX)	0.1	$1.5M	-3%	9.3k	162.91	View chart
Novartis Adr (NVS)	0.1	$1.5M	+25%	13k	115.02	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.1	$1.5M	NEW	33k	46.65	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND)	0.1	$1.5M	+27%	71k	21.27	View chart
Grainger W W Stock (GWW)	0.1	$1.5M	+5%	1.5k	1038.81	View chart

Past Filings by Farther Finance Advisors

SEC 13F filings are viewable for Farther Finance Advisors going back to 2022

Farther Finance Advisors 2024 Q3 filed Oct. 29, 2024
Farther Finance Advisors 2024 Q2 filed July 31, 2024
Farther Finance Advisors 2024 Q1 filed May 14, 2024
Farther Finance Advisors 2023 Q1 restated filed May 14, 2024
Farther Finance Advisors 2023 Q2 restated filed May 14, 2024
Farther Finance Advisors 2023 Q4 filed Feb. 15, 2024
Farther Finance Advisors 2023 Q3 filed Nov. 14, 2023
Farther Finance Advisors 2023 Q1 filed Sept. 12, 2023
Farther Finance Advisors 2023 Q2 filed Sept. 12, 2023
Farther Finance Advisors 2022 Q4 filed Sept. 12, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z