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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 21.67% of Farther Finance Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$86M), IVV (+$23M), MSFT (+$13M), AMZN (+$11M), SPY (+$9.9M), IUSB (+$8.9M), IVW (+$8.3M), AAPL (+$7.3M), VEA (+$6.6M), VOO (+$6.6M).
Started 410 new stock positions in GPRK, BH, DLS, BST, COCO, EH, BIRD, CGGO, Unusual Machs, IDMO.
Reduced shares in these 10 stocks: VCIT, EFV, BSV, ESGU, BIBL, FYLD, VTV, LQD, USMV, IXC.
Sold out of its positions in ADT, ANIP, AVK, Agiliti, AKYA, ALEX, SHOC, STRV, DRLL, Alpine Immune Sciences.
Farther Finance Advisors was a net buyer of stock by $449M.
Farther Finance Advisors has $2.1B in assets under management (AUM), dropping by 25.54%.
Central Index Key (CIK): 0001992825

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

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Portfolio Holdings for Farther Finance Advisors

Farther Finance Advisors holds 3834 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Farther Finance Advisors has 3834 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	6.9	$143M	+18%	261k	548.41	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.2	$108M	+6%	216k	501.28	View chart
Nvidia Corporation Stock (NVDA)	4.6	$94M	+1029%	759k	124.30	View chart
Apple Stock (AAPL)	2.5	$53M	+16%	242k	216.75	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	2.4	$49M	+22%	1.1M	44.83	View chart
Microsoft Corp Stock (MSFT)	2.2	$45M	+40%	100k	456.73	View chart
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)	1.9	$39M	+4%	1.8M	21.39	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	1.5	$31M		412k	74.26	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.3	$26M	+15%	154k	170.43	View chart
Amazon Stock (AMZN)	1.3	$26M	+76%	132k	197.20	View chart
Ishares National Muni Bond Etf Etf (MUB)	1.1	$23M	+20%	219k	106.13	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.1	$23M	-7%	303k	76.38	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.0	$21M	+46%	420k	49.46	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.0	$20M	+36%	107k	182.99	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.9	$19M	+21%	176k	105.83	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.9	$18M	+83%	195k	93.23	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.9	$18M	+125%	33k	545.34	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.8	$17M	+5%	240k	72.74	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.7	$15M	+33%	149k	102.11	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.7	$15M	+40%	260k	57.80	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.7	$15M	+28%	97k	152.02	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	0.7	$14M	+59%	304k	47.10	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$14M	+18%	35k	405.19	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.7	$14M	+23%	190k	71.45	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.7	$14M	+2%	378k	35.66	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.6	$13M		205k	64.43	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.6	$13M	+4%	272k	47.93	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.6	$12M	+29%	67k	181.06	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$12M	+16%	25k	481.92	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.6	$12M	+21%	225k	53.64	View chart
Ishares Mbs Etf Etf (MBB)	0.6	$11M	+13%	126k	90.85	View chart
Eli Lilly & Co Stock (LLY)	0.6	$11M	+50%	13k	914.39	View chart
Chevron Corp Stock (CVX)	0.5	$11M	+25%	71k	156.52	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.5	$11M	-19%	206k	53.31	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$11M	+33%	59k	184.49	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.5	$10M		460k	22.28	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.5	$9.7M	-5%	206k	47.01	View chart
Vanguard Value Etf Etf (VTV)	0.5	$9.5M	-12%	60k	159.75	View chart
Visa Inc Com Cl A Stock (V)	0.4	$9.0M	+46%	34k	263.24	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.4	$8.4M	+3%	374k	22.38	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$8.3M	+30%	40k	205.45	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.4	$8.3M	+110%	163k	50.84	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$8.2M	+43%	16k	504.67	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.4	$8.1M		97k	82.97	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$7.9M	+181%	29k	268.05	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.4	$7.6M	+69%	236k	32.36	View chart
Walmart Stock (WMT)	0.4	$7.6M	+10%	113k	67.48	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.4	$7.4M	-3%	162k	46.13	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.4	$7.4M	-2%	77k	96.25	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.4	$7.3M	+15%	81k	89.91	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$7.1M	+34%	161k	43.86	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.3	$7.0M	+40%	119k	59.21	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.3	$7.0M	-5%	35k	198.24	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.3	$6.9M	+5%	177k	39.10	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$6.7M	+6%	116k	57.97	View chart
Procter And Gamble Stock (PG)	0.3	$6.7M	+28%	41k	162.72	View chart
Johnson & Johnson Stock (JNJ)	0.3	$6.7M	+16%	46k	146.44	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$6.6M	+19%	115k	57.74	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.3	$6.6M	+20%	73k	90.21	View chart
Home Depot Stock (HD)	0.3	$6.5M	+10%	19k	336.19	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$6.5M	+18%	56k	114.96	View chart
Broadcom Stock (AVGO)	0.3	$6.4M	+27%	3.9k	1640.69	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$6.4M		35k	180.57	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.3	$6.3M	+42%	272k	23.04	View chart
Vanguard Large-cap Etf Etf (VV)	0.3	$6.2M	+2%	25k	250.35	View chart
Unitedhealth Group Stock (UNH)	0.3	$6.0M	+40%	12k	494.65	View chart
Costco Whsl Corp Stock (COST)	0.3	$5.9M	+27%	7.0k	845.72	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.3	$5.9M	-20%	49k	119.56	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$5.7M	+12%	19k	302.56	View chart
Tesla Stock (TSLA)	0.3	$5.6M	+15%	27k	209.86	View chart
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)	0.3	$5.5M	+19951%	55k	99.70	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.3	$5.4M		67k	80.71	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$5.4M	+33%	12k	437.61	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$5.2M	+28%	29k	182.15	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$5.2M	+3%	14k	367.92	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.2	$5.1M		92k	55.81	View chart
Oracle Corp Stock (ORCL)	0.2	$5.1M	+13%	35k	143.09	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.2	$4.8M	+6%	85k	56.52	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$4.7M	+4%	79k	59.52	View chart
Wells Fargo Stock (WFC)	0.2	$4.7M	+473%	77k	60.59	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.2	$4.7M	-4%	49k	95.10	View chart
Adobe Stock (ADBE)	0.2	$4.6M	+35%	8.2k	559.98	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$4.5M	+28%	55k	81.31	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.2	$4.4M	-10%	87k	50.46	View chart
Salesforce Stock (CRM)	0.2	$4.3M	+54%	17k	256.21	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$4.2M	+19%	11k	376.70	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$4.2M	-5%	55k	76.94	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$4.2M		35k	118.95	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$4.1M	+59%	25k	162.95	View chart
Pepsico Stock (PEP)	0.2	$4.1M	+22%	25k	162.89	View chart
Novo-nordisk A S Adr (NVO)	0.2	$3.9M		27k	145.42	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.2	$3.9M	-13%	41k	93.65	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.2	$3.8M		43k	89.21	View chart
Nextera Energy Stock (NEE)	0.2	$3.8M		55k	69.90	View chart
Ishares International Equity Factor Etf Etf (INTF)	0.2	$3.8M	+12%	130k	29.38	View chart
Mcdonalds Corp Stock (MCD)	0.2	$3.8M	+30%	15k	249.99	View chart
Sp Funds S&p 500 Sharia Industry Exclusions Etf Etf (SPUS)	0.2	$3.7M	+38%	92k	40.74	View chart
Spdr Gold Shares Etf (GLD)	0.2	$3.7M	-15%	17k	215.57	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$3.7M	+29%	15k	240.24	View chart
Disney Walt Stock (DIS)	0.2	$3.6M	+12%	37k	98.04	View chart
Ishares S&p 100 Etf Etf (OEF)	0.2	$3.6M	+31%	14k	266.02	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$3.6M	-3%	93k	38.44	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$3.5M	+82%	59k	60.37	View chart
Intuit Stock (INTU)	0.2	$3.5M	+90%	5.4k	650.82	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$3.5M	+47%	134k	26.29	View chart
Ge Aerospace Stock (GE)	0.2	$3.4M	+53%	21k	158.97	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.2	$3.4M	+15%	81k	41.55	View chart
Abbvie Stock (ABBV)	0.2	$3.4M	+7%	20k	170.37	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$3.3M	-2%	66k	49.93	View chart
Merck & Co Stock (MRK)	0.2	$3.2M	+49%	25k	127.90	View chart
Proshares Short Russell2000 Etf (RWM)	0.2	$3.1M		150k	20.99	View chart
General Dynamics Corp Stock (GD)	0.2	$3.1M		11k	287.87	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.2	$3.1M	+16%	61k	51.42	View chart
Qualcomm Stock (QCOM)	0.1	$3.1M	+25%	15k	200.03	View chart
Cisco Sys Stock (CSCO)	0.1	$3.1M	+59%	64k	47.52	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.1	$3.1M	+60%	59k	51.91	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$3.0M	+12%	49k	61.13	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$3.0M		39k	77.09	View chart
Rtx Corporation Stock (RTX)	0.1	$3.0M		30k	99.55	View chart
Netflix Stock (NFLX)	0.1	$2.9M	+61%	4.3k	673.63	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.1	$2.9M	+44%	61k	47.00	View chart
Advanced Micro Devices Stock (AMD)	0.1	$2.8M	+30%	18k	157.69	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$2.8M	+17%	32k	87.16	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.1	$2.8M	+167%	28k	100.21	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$2.7M	+44%	26k	104.30	View chart
Starbucks Corp Stock (SBUX)	0.1	$2.7M	+10%	35k	77.13	View chart
Palo Alto Networks Stock (PANW)	0.1	$2.7M	+78%	7.9k	340.88	View chart
Stryker Corporation Stock (SYK)	0.1	$2.6M	+61%	7.8k	336.50	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$2.6M	+32%	42k	62.44	View chart
Medtronic Stock (MDT)	0.1	$2.6M	+15%	34k	77.12	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$2.6M	-10%	63k	41.34	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$2.5M	+68%	25k	100.31	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$2.5M	-7%	39k	64.14	View chart
Pinnacle Focused Opportunities Etf Etf (FCUS)	0.1	$2.5M	NEW	89k	27.78	View chart
Eaton Corp Stock (ETN)	0.1	$2.5M	+28%	7.9k	312.37	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$2.4M		25k	96.23	View chart
Bank America Corp Stock (BAC)	0.1	$2.4M	+76%	61k	40.01	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$2.4M	-10%	50k	48.42	View chart
Servicenow Stock (NOW)	0.1	$2.4M	+22%	3.0k	789.05	View chart
Amgen Stock (AMGN)	0.1	$2.4M	+58%	7.7k	310.99	View chart
Unilever Adr (UL)	0.1	$2.3M	+3%	42k	54.70	View chart
Avantis Core Fixed Income Etf Etf (AVIG)	0.1	$2.3M	+16%	57k	40.41	View chart
Automatic Data Processing Stock (ADP)	0.1	$2.3M	+23%	9.8k	235.68	View chart
Nike Inc Cl B Stock (NKE)	0.1	$2.3M	+13%	30k	76.83	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$2.3M		29k	78.47	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$2.3M		8.8k	259.23	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$2.3M	+3%	61k	37.53	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$2.2M	-61%	28k	79.29	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$2.2M	+14%	13k	172.33	View chart
Doubleline Mortgage Etf Etf (DMBS)	0.1	$2.2M	+14%	47k	47.64	View chart
Coca Cola Stock (KO)	0.1	$2.2M	+3%	35k	63.28	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.1	$2.2M	+33%	48k	46.21	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$2.2M	+57%	68k	32.20	View chart
Franklin Short Duration U.s. Government Etf Etf (FTSD)	0.1	$2.2M	-5%	24k	89.72	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.1	$2.1M		43k	49.81	View chart
Caterpillar Stock (CAT)	0.1	$2.1M	+8%	6.5k	329.10	View chart
C H Robinson Worldwide Stock (CHRW)	0.1	$2.1M		25k	86.81	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$2.1M	+22%	18k	118.34	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$2.1M		75k	28.11	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$2.1M	+13%	41k	50.86	View chart
Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.1	$2.1M	-4%	115k	18.35	View chart
Philip Morris Intl Stock (PM)	0.1	$2.1M	+16%	21k	101.25	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.1	$2.1M		29k	72.32	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$2.1M	+141%	42k	50.25	View chart
S&p Global Stock (SPGI)	0.1	$2.1M	+36%	4.6k	446.35	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$2.1M	-4%	59k	35.11	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$2.0M	+4%	54k	37.74	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.0M	+15%	4.3k	466.49	View chart
Micron Technology Stock (MU)	0.1	$2.0M	+318%	15k	131.52	View chart
Ft Vest Djia Dogs 10 Target Income Etf Etf (DOGG)	0.1	$2.0M	NEW	102k	19.69	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$2.0M	-15%	26k	77.41	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$2.0M	+58%	32k	62.96	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$2.0M	-4%	27k	73.42	View chart
International Business Machs Stock (IBM)	0.1	$1.9M	+17%	11k	175.10	View chart
Roper Technologies Stock (ROP)	0.1	$1.9M		3.4k	562.67	View chart
Abbott Labs Stock (ABT)	0.1	$1.9M	+15%	18k	103.20	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$1.9M		24k	77.53	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$1.9M	+534%	21k	90.01	View chart
Dimensional International Value Etf Etf (DFIV)	0.1	$1.8M		51k	36.10	View chart
Diageo Adr (DEO)	0.1	$1.8M	+22%	15k	125.87	View chart
Avantis U.s Small Cap Equity Etf Etf (AVSC)	0.1	$1.8M	+5%	37k	49.46	View chart
Ishares Iboxx Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$1.8M	-33%	17k	106.11	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.1	$1.8M	+26%	20k	87.66	View chart
Tjx Cos Stock (TJX)	0.1	$1.8M	+156%	16k	110.58	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.8M	+47%	3.3k	541.79	View chart
Booking Holdings Stock (BKNG)	0.1	$1.8M	+361%	452.00	3885.49	View chart
Wahed Ftse Usa Shariah Etf Etf (HLAL)	0.1	$1.8M	+18%	34k	50.95	View chart
Biogen Stock (BIIB)	0.1	$1.7M	+6%	7.5k	231.78	View chart
Blackrock Stock (BLK)	0.1	$1.7M	+7%	2.2k	782.30	View chart
Danaher Corporation Stock (DHR)	0.1	$1.7M	+60%	7.1k	244.51	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.1	$1.7M	+15%	29k	58.97	View chart
Texas Instrs Stock (TXN)	0.1	$1.7M	+28%	8.7k	194.60	View chart
Bny Mellon International Equity Etf Etf (BKIE)	0.1	$1.7M	-5%	23k	73.80	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$1.7M	+26%	12k	135.95	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.1	$1.7M	+3%	59k	28.49	View chart
Applied Matls Stock (AMAT)	0.1	$1.7M	+30%	7.0k	237.42	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.7M	-9%	8.2k	201.19	View chart
Verizon Communications Stock (VZ)	0.1	$1.6M		39k	41.74	View chart
Ishares Esg Msci Usa Leaders Etf Etf (SUSL)	0.1	$1.6M	+148%	17k	97.44	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$1.6M	+648%	30k	54.05	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.1	$1.6M	-12%	40k	40.01	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$1.6M	+9%	18k	87.75	View chart
First Trust Large Cap Growth Alphadex Fund Etf (FTC)	0.1	$1.6M	+27140%	13k	122.23	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.1	$1.6M	+27%	38k	41.17	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	0.1	$1.6M	+16%	65k	23.89	View chart
Pfizer Stock (PFE)	0.1	$1.5M	+28%	55k	28.22	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.5M	+2%	37k	41.30	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.5M	+3%	5.1k	298.14	View chart
At&t Stock (T)	0.1	$1.5M	+16%	80k	18.98	View chart
Iq Merger Arbitrage Etf Etf (MNA)	0.1	$1.5M	-5%	48k	31.58	View chart
Lowes Cos Stock (LOW)	0.1	$1.5M	+71%	7.1k	213.57	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$1.5M		23k	65.02	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$1.5M	+4%	6.7k	224.71	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$1.5M	+58%	39k	38.17	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$1.5M	+12%	17k	87.56	View chart
Morgan Stanley Stock (MS)	0.1	$1.5M	+45%	15k	99.16	View chart
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG)	0.1	$1.5M	NEW	31k	48.17	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.1	$1.5M	+861%	25k	59.55	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.1	$1.5M	-10%	15k	98.36	View chart
Devon Energy Corp Stock (DVN)	0.1	$1.4M	+41%	30k	47.73	View chart
Guggenheim Taxable Municp Bond Cef (GBAB)	0.1	$1.4M		91k	15.71	View chart
Honeywell Intl Stock (HON)	0.1	$1.4M	+25%	6.7k	210.95	View chart
Hershey Stock (HSY)	0.1	$1.4M	+52%	7.8k	182.46	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$1.4M	-4%	11k	128.41	View chart
Tractor Supply Stock (TSCO)	0.1	$1.4M	-4%	5.1k	267.72	View chart
Union Pac Corp Stock (UNP)	0.1	$1.4M	+41%	6.1k	224.84	View chart
Mckesson Corp Stock (MCK)	0.1	$1.4M	+38%	2.3k	586.33	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.1	$1.3M	+2%	32k	41.53	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB)	0.1	$1.3M	-16%	53k	25.38	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.3M	+31%	1.3k	1060.29	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.1	$1.3M	+25%	65k	20.47	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.3M	+6%	2.3k	582.37	View chart
Constellation Energy Corp Stock (CEG)	0.1	$1.3M	+305%	6.4k	205.03	View chart
Citigroup Stock (C)	0.1	$1.3M	+44%	21k	63.43	View chart
Broadstone Net Lease Reit (BNL)	0.1	$1.3M		83k	15.64	View chart
Clorox Co Del Stock (CLX)	0.1	$1.3M	+16%	9.7k	134.24	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.3M	+88%	23k	56.11	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$1.3M	+6%	28k	47.06	View chart
Equity Lifestyle Pptys Reit (ELS)	0.1	$1.3M		20k	64.60	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$1.3M	-40%	15k	83.76	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.3M	-10%	5.9k	216.31	View chart
Progressive Corp Stock (PGR)	0.1	$1.3M	+306%	6.1k	209.47	View chart
Altria Group Stock (MO)	0.1	$1.3M	+12%	28k	46.03	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.1	$1.3M	-15%	25k	50.85	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$1.3M	+73%	14k	91.42	View chart
Intel Corp Stock (INTC)	0.1	$1.3M	+53%	41k	30.84	View chart
Deere & Co Stock (DE)	0.1	$1.3M	+40%	3.5k	361.02	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.3M	+5%	2.7k	463.70	View chart
Analog Devices Stock (ADI)	0.1	$1.2M	+51%	5.5k	225.18	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$1.2M	+27%	20k	62.73	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 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

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